Our Delivery Process

A clear, proven approach to implementing AI and automation, from discovery to ongoing optimization.

01

Discovery & Strategy

3–5 days

We audit your tools, data, and workflows and identify quick wins + ROI opportunities.

What happens:

  • Review your current tech stack and data flows
  • Identify bottlenecks and manual processes
  • Map integration opportunities
  • Define success metrics and KPIs
  • Create a prioritized roadmap with quick wins first
Output: Strategy document, roadmap, and project plan
02

Build & Integrate

1–3 weeks

We implement integrations, automations, tracking, and dashboards with weekly demos.

What happens:

  • Set up integrations and connect your tools
  • Build automation workflows
  • Configure tracking and analytics
  • Create dashboards and reporting
  • Weekly progress demos and feedback loops
Output: Working automations, integrations, and initial dashboards
03

Test & Launch

2–5 days

Testing, error handling, security checks, and user training before going live.

What happens:

  • End-to-end testing of all workflows
  • Edge case handling and error scenarios
  • Security review and access controls
  • User training and documentation
  • Staged rollout with monitoring
Output: Live system, documentation, and trained team
04

Optimize & Scale

Ongoing

Monthly improvements, new automations, and performance reporting for ongoing growth.

What happens:

  • Performance monitoring and reporting
  • Identify optimization opportunities
  • Add new automations as needed
  • Scale successful workflows
  • Regular strategy check-ins
Output: Monthly reports, optimizations, and expanded automation

What You Get Every Time

Documentation

Complete documentation of all automations, integrations, and processes.

Training

Team training sessions to ensure everyone can use and maintain the systems.

Monitoring

Error alerts and performance monitoring to catch issues early.

Automation Map

Visual diagram of all workflows and how they connect.

Ready to get started?

Book a free strategy call and we'll walk you through how this process applies to your business.

Book a Free Strategy Call