Automation should feel like relief, not stress.
That’s why we created a process that’s simple, collaborative, and easy to follow.

From your first Flow Audit to your final handoff video, every stage is built around one promise:
You’ll always know what’s happening — and what comes next.

Our Process

  • Discover

    Discover
    We start by understanding how your business actually runs — where time slips away, where tools create friction, and where clarity is missing.

  • Design

    Blueprint your ideal workflow
    We turn your Flow Audit insights into a clean system design.
    You’ll review a simple visual map showing how your leads, clients, and data will flow between tools like Zapier, Make, Notion, and Airtable.

    You approve every step before we build — no black boxes, no surprises.

  • Build

    Implementation + testing
    Here’s where your new system comes to life.
    We set up automations, dashboards, and notifications — then test everything in real-world conditions.
    You’ll get short video updates along the way (no tech jargon, just progress).

    We test everything in real-world conditions before handoff.

  • Handoff

    Training + documentation
    Once everything is working perfectly, you’ll receive a pre-recorded Loom walkthrough showing how to use, edit, and duplicate your system, plus all your documentation in a clean Notion folder.
    No retainers. No surprise invoices. Just a system that’s yours to keep.

    🧠 Optional add-ons: additional systems, full back-end OS integration.

Start with Flow Audit