How We Work: From Discovery Call to Handover
Hiring someone to set up a CRM or build automations can feel like a leap of faith. You do not know what will happen, how long it will take or what you will get at the end. Here is exactly what happens when we work together: six clear steps, a fixed price in writing and a system your team knows how to use.
Step 1: The discovery call (about 30 minutes, free)
We talk about how leads reach you today, how fast they get a reply and where follow-up slips. We also ask about your tools, your team and your goals. You do not need to prepare anything. If you can, think about the last lead you lost and what happened.
Step 2: A clear plan and a fixed price
After the call you receive a short written plan with:
- What will be built
- What is not included
- The timeline
- A fixed price
You know the cost before any work starts. If something needs to change later, it is agreed in writing first.
Step 3: Access and set-up
You give us access to the accounts we need, such as your GoHighLevel account, website or tools. Your accounts stay in your name. If you do not have an account yet, we help you choose a plan and set it up.
Step 4: Build
We build the system step by step: the CRM, forms, calendars, workflows, integrations and messages. We write the messages so they sound like your business, not a template. You get updates in plain language.
Step 5: Test
Before launch we test every step with real examples. We fill in the forms, miss a call, book an appointment and check every message, alert and pipeline move. Anything that does not work is fixed before real leads arrive.
Step 6: Handover and support
You get:
- A short walkthrough video showing how everything works
- Simple written notes
- All logins and ownership of your accounts
- Support for changes after launch
What we need from you
- A few minutes to answer questions about how you sell
- Access to your accounts
- Feedback on the messages and the first test
- Any content or branding we should use
How long does it take?
A focused setup often takes days, not months. A missed-call text back can be done in a day or two, a full CRM setup usually takes a week or two, and larger projects are planned in stages. You get a timeline in writing.
What a good partner should promise
- A fixed price in writing
- Plain, honest communication
- Testing before launch
- You own your accounts
- No promises about results nobody can guarantee
Ready to start?
The first step is a free 30-minute call. Tell us what is slowing your team down, and we will point you to the first thing worth automating.
Book a free call · See the full process on How We Work · See Services & Pricing
Tell us what is slowing your team down
Book a free call. We will point you to the first thing worth automating.