The Process

We start with a quick 20–30 minute call to understand your business, pain points, and what systems you’re using (or want to use). This is where I learn how I can make your life easier.

After the call, you’ll receive a clear proposal with the scope of work, timeline, and pricing. You’ll know exactly what to expect before we begin.

Once the proposal is approved, I’ll send over a simple contract to lock in the project. Then we’ll schedule our official kickoff — where I get the system access I need and layout the project plan.

I’ll get to work building your automation, workflows, or custom CRM functionality. I check in with updates along the way so you’re never out of the loop.

Once the build is complete, I walk you through the new process, test everything with you, and make sure it works the way you need it to.

I’ll deliver everything with clean documentation — so you know how to use, manage, or expand the system moving forward.

Need tweaks, updates, or ongoing help? I offer optional support and retainer packages — or you can check back in anytime.