From first call to handover
Whether it's the 14-Day AI Assistant, the CRM & Follow-Up System or the AI Workshop, every job follows the same path.
The path, step by step
Discovery call
It's 45 minutes on Google Meet: we look at where your time goes, show you what's possible and tell you if we're a fit.
Pick the first win
We recommend where to start and why. You get the scope and a timeline before you commit.
You send what we need
It's usually a short interview about how your business runs, plus secure access to the tools we're working in.
We build it
We build inside the software you already use, in your own accounts, and keep you posted as we go.
You test it
You use it on real work and tell us what to change. We change it until it works the way you do.
Handover
We train you and your team and give you walkthroughs and written guides, so it keeps running without us.
What that looks like for each service
Every service follows the same steps; only the build changes.
14-Day AI Assistant
A guided AI interview captures how you work. We connect Claude or ChatGPT to your inbox and tools, then train you. It takes 14 days once your interview, logins and AI plan are in.
See the 14-Day AI AssistantCRM & Follow-Up System
We map how leads and clients move through your business, build and test your CRM in GoHighLevel, HubSpot or Monday.com and train your team. Then each month we tune it and fix anything that needs it.
See the CRM & Follow-Up SystemAI Workshop
It's a 1 or 2 hour hands-on session, shaped around your tools, your roles and the jobs your team actually does.
See the AI WorkshopYou run your business. We do the setup.
You don't need to be technical. If you can send an email, you can use what we build.
What you do
- Come to the discovery call
- Tell us how your business works
- Share logins through a secure link
- Join a short call to connect your tools
- Test it and tell us what to change
What we do
- Find where your time and money leak
- Build it in your own tools
- Test it before you rely on it
- Train your team
- Document it and support you after launch
We don't disappear on launch day
Every build comes with support after handover, and we agree what that looks like before we start. With the CRM & Follow-Up System we stay involved every month, with a direct line to us in a shared Slack channel.
You own what we build. It lives in your accounts. When support ends, we remove our access.
Our rules for every build
You approve each email
AI drafts emails and you approve each one. Automated follow-ups only run once you've signed off on them.
Your accounts, your data
We build inside your tools. Read more on Data & Security.
Handed over properly
You get training, documents and support, so your team can run it without us.
Not sure where AI fits in your business?
That's what the discovery call is for. It's 45 minutes on Google Meet: we look at where your time goes and tell you if we can help.
Or call 0488 060 568.