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Getting Started
Found 18 questions
Most projects go live in 2–4 weeks. Week one is discovery: we map the process, confirm access, and lock milestones. After that we build in parallel with short check-ins. The usual delays are missing API access, unclear process ownership, or late feedback on test cases — we flag those early.
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No. We handle strategy, build, and integration. You need an ops owner who knows the workflow and someone who can grant tool access — not an engineering hire. We leave a short walkthrough and runbook so day-to-day use stays with non-technical staff.
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We offer a free consultation to scope your needs before you commit to a plan; no blind trial period.
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We learn how your business runs today, identify repetitive work worth automating, and suggest where to start. You leave with a clear recommendation — there is no obligation to continue.
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A short description of the process you want to improve is enough. If you can, note which tools are involved and roughly how much time the task takes each week.
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Usually the most repetitive, rules-based task with a clear owner — lead follow-up, appointment booking, or data entry between tools. Starting with a focused workflow proves value quickly before expanding.
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Access to the tools in the workflow (for example your CRM, calendar, or forms) and an ops owner who knows the process. We confirm the exact list during discovery and only request what the build requires.
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Often, yes — small teams feel repetitive work the most. Our Starter plan is built for businesses automating their first workflow, and the free consultation helps confirm whether it is a good fit.
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Yes. We build with short check-ins and test the workflow with you before launch, so you can review how it behaves before it runs on real customers.
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Book a free consultation through our contact page. We learn about your workflows, recommend where to start, and send a scope for you to review.
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Week one is discovery: we map the process, confirm access, and lock milestones. Then we build in parallel with short check-ins until launch.
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Mostly short check-ins. We need an ops owner who knows the workflow to answer questions, grant access, and review test cases.
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Yes. We work with businesses remotely, with consultations and check-ins held online so your team does not need to travel.
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Yes. Growth covers up to three custom automations and Enterprise is scoped for larger programs. We usually still sequence launches so each workflow is tested properly.
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No. Mapping the process is part of discovery. We document how it works today and how the automated version will run.
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Starter fits businesses automating their first workflow, Growth fits teams automating across departments, and Enterprise fits complex, multi-system needs. We confirm the right fit on the consultation.
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Yes. We can review what you have, fix fragile steps, and connect them to the rest of your workflow. The review happens during discovery.
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We focus on small and mid-sized businesses with repetitive operational work — for example lead handling, scheduling, and data entry between tools. Case studies are on our portfolio page.
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