Once you sign up, you’ll receive an email with onboarding instructions to get you set up in your client portal. From there:
We’ll schedule a kickoff meeting to understand your needs, your team, and the tools you’re using.
We’ll start designing a plan tailored to your business.
Then, we dive right in and begin optimizing your workflows for maximum efficiency.
Tools integration connects your existing software to work seamlessly together, reducing manual tasks, eliminating redundancies, and improving efficiency. It ensures you’re maximizing the value of your tools.
We’re so confident in our ability to transform your workflows that we offer a 100% satisfaction guarantee. If we can’t free up at least 5 hours of your time per week within the first 90 days, we’ll refund your payment in full.
Yes, depending on which pricing tier you select. Our higher tiers include staff training sessions to ensure your team knows how to effectively use the new tools and workflows.
Our service is designed for small to medium businesses (SMBs) that are ready to scale their workflows and eliminate busywork. If you have a team and repetitive processes, we can help.
Our process is simple but effective:
Assess: We evaluate your current workflows, tools, and pain points.
Plan: We create a tailored roadmap for your automation goals.
Build: We develop and implement automations, integrations, and interactive tools.
Support: We monitor, adjust, and refine the solutions to keep them running smoothly.
We mean exactly that. We’ll work with you to iterate and refine your automations until they meet your needs and expectations. We’re not satisfied until you are.
Yes, depending on the pricing tier you choose.
The timeline varies based on the complexity of your needs. A basic assessment and strategy can take 1-2 weeks, while full implementation and integrations may take 4-6 weeks.
We aim to optimize your existing tools first. If new tools are needed, we’ll recommend them only when they add significant value to your operations.
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