Discover our Process

Nice to Meet You

The Discovery Call is where we'll discuss your business needs and goals. This is an opportunity for you to get to know us and see if we're the right fit for your business, before committing to anything.

Deep Dive

Once you've decided which plan is right for you, we'll schedule your first Strategy Session. We'll take a deep dive into your business, with a thorough assessment of your current marketing and business automation (if any). This process enables us to pinpoint needs and propose strategies tailored to enhance and streamline your customer journey.

Personalized Roadmap

Optimize your business operations with an individualized approach and custom tech stack to simplify processes through automation. This frees up time for you and your team to focus on the core business activities that truly require your expertise and attention.

Reports & Insights

Leverage our expertise and experience to create smart automation systems that perform exactly what they were designed to do - reliably, and right from the start.  We'll also create custom reporting so that you always have the right insights into your objectives and can measure and track goals.

Refine

We'll have Strategic Check-ins every 6 months to assess the performance of your automations to maximize your financial success. Together we'll review data so we can continue to refine things based on new or changing needs and goals in your business.