Our Process
From first call to launch and beyond—a clear, step-by-step process with no surprises.
Discovery and Demonstration
We learn how your business currently handles inquiries, show the relevant systems live, and answer your questions. A 20-minute call.
Payment and Onboarding
You review and approve the plan. We send a simple onboarding checklist with everything we need to get started.
Access Collection
You provide domain access, branding assets, business details, services, photos, and communication preferences.
Website and System Configuration
We build your conversion website, configure your CRM, pipeline, inbox, and automation workflows.
Phone, Email, Calendar, and CRM Connection
We connect your business phone, email, calendar booking, and CRM so every inquiry flows into one system.
Internal Quality Assurance
We test the complete customer journey—from first inquiry to booked estimate—to make sure everything works.
Client Review
You review the website and systems, request changes, and approve the final build.
Launch
We publish your website and activate all systems. Your business is now responding faster and following up automatically.
Training
A 30-minute session walking your team through the inbox, pipeline, and daily workflows.
Ongoing Support
Standard or priority support depending on your plan, with continuous improvement of templates and workflows.
Discovery and Demonstration
We learn how your business currently handles inquiries, show the relevant systems live, and answer your questions. A 20-minute call.
Payment and Onboarding
You review and approve the plan. We send a simple onboarding checklist with everything we need to get started.
Access Collection
You provide domain access, branding assets, business details, services, photos, and communication preferences.
Website and System Configuration
We build your conversion website, configure your CRM, pipeline, inbox, and automation workflows.
Phone, Email, Calendar, and CRM Connection
We connect your business phone, email, calendar booking, and CRM so every inquiry flows into one system.
Internal Quality Assurance
We test the complete customer journey—from first inquiry to booked estimate—to make sure everything works.
Client Review
You review the website and systems, request changes, and approve the final build.
Launch
We publish your website and activate all systems. Your business is now responding faster and following up automatically.
Training
A 30-minute session walking your team through the inbox, pipeline, and daily workflows.
Ongoing Support
Standard or priority support depending on your plan, with continuous improvement of templates and workflows.
Ready to start the process?
Book a 20-minute demo and take the first step.