Our Process
- Discovery Call: We start with a free consultation to learn about your business, your workflows and your goals.
- Automation Audit: We analyze your processes and identify the tasks that can be automated to save you time and reduce errors.
- Implementation: We design and deploy custom workflows using tools like n8n, Zapier and GPT agents to automate your tasks.
- Training & Support: We train your team on using the new systems and provide ongoing support to ensure everything runs smoothly.
Policies
Payment Terms: We require a deposit before work begins, with the balance due upon project completion. For subscription services, payment is due monthly.
Data Privacy: We take your privacy seriously. All client data is stored securely and used solely for the purpose of delivering our services.
Refunds & Cancellations: For project work, deposits are non‑refundable once the project has begun. Subscription services can be cancelled at any time with 30 days notice.
Procedures
The following procedures outline how we handle our services. Detailed step‑by‑step documentation for each automation workflow will be provided as separate files upon engagement.
- Standard Operating Procedure (SOP) for onboarding new clients
- SOP for implementing appointment scheduling automations
- SOP for invoice and receipt automations
- SOP for deploying chatbots and AI assistants
Frequently Asked Questions
Q: How quickly can I see results?
Most clients notice significant time savings within the first month after implementation.
Q: Do I need technical skills?
No. We handle all the technical aspects and train your team on using the new tools.
Q: What tools do you use?
We use a combination of no‑code platforms like n8n and Zapier and custom GPT agents to tailor solutions to your needs.