Fourteen stages, from your first conversation to ongoing support. Nothing moves to the next stage without your approval — and we don't promise exact timelines until they're confirmed in your written proposal.
Submit a short consultation request. Typical information includes your name, business name, email, phone, industry, business size, current process, pain points, existing software and expected goals.
We review what you've shared and prepare for a real conversation about your business — not a generic sales call.
A confirmed time to walk through your business in detail.
Your business assessment begins.
An honest description of how the work happens today, including the parts that don't go smoothly.
You receive a specific recommendation — we do not estimate returns before this stage.
A commercial recommendation — not a final invoice yet.
You review the scope before anything is finalized.
We adjust the recommendation based on your feedback.
A formal proposal is prepared.
What's explicitly out of scope, stated clearly so there are no surprises later.
You review and, if you're comfortable, move to agreement.
What access you're granting, and to what — nothing more than what's needed.
Payment, only after you've agreed.
An invoice with applicable taxes and clear payment instructions.
Requested only after you've approved the agreement — never before.
Confirm payment and prepare your account.
Account activation.
Your support channel and basic security guidance for your account.
We gather what's needed for your specific business setup.
Reporting preference, API access where relevant, and the permissions each need.
Your AI Employees are configured.
Integrations and permissions, set exactly to what you approved.
Everything is tested before it touches real work.
User acceptance testing — you confirm it works the way you expect before go-live.
Go live.
Production activation — your AI Employee starts working on real tasks.
Close monitoring during the first stretch of real activity.
Initial support and health checks to catch anything early.
Your team is trained.
How to reach us for anything that comes up.
Ongoing support.
Future enhancements as your business and process change.
No pressure, no obligation — just a real conversation about your business.
Book my free business consultation →