The Process

From first call to
running in the background.

Four clear stages. You know exactly what happens at each step and what we need from you. Most builds are live within 30 days of the discovery call.

01
Step One
Free Discovery Call
A 45-minute conversation. We ask about your current processes, your team, your tools, and where the time actually goes. You do not need to prepare anything. Just show up and talk us through a normal week.
  • We map the five or six most time-consuming manual processes in your business
  • We identify which ones are the best candidates for automation
  • We note your current tools: accounting software, email, CRM, document storage
  • Within 48 hours you receive a written report with our findings and recommendations
  • No cost, no obligation to proceed
02
Step Two
Scoped and Priced
Based on the discovery, we produce a clear proposal. Fixed build fee. Fixed monthly retainer. A plain-English description of exactly what we will build and what it will do. No hourly billing, no surprise invoices.
  • A written scope of work describing each workflow in plain English
  • Fixed build fee with a clear payment schedule
  • Monthly retainer amount confirmed upfront
  • Realistic timeline to go-live
  • You review, ask questions, and confirm before we start anything
03
Step Three
Built and Tested
We build on our own n8n infrastructure. No per-workflow platform fees passed to you. We test every trigger, every condition, every output before we touch your live systems. You review the build in a staging environment before anything goes live.
  • Build takes place on our own hosted server
  • We connect to your tools using secure API integrations
  • Every workflow is tested against real-world scenarios and edge cases
  • You review and sign off before the workflow touches live data
  • We document how the workflow operates in plain English
04
Step Four
Live. We Monitor.
The workflow goes live and runs in the background. Your monthly retainer covers hosting, monitoring, and one change per month. We check in regularly and flag anything that needs attention before it becomes a problem.
  • Workflow goes live on a confirmed date
  • We monitor performance and error logs continuously
  • Monthly check-in to review workflow performance
  • One change per month included in the retainer
  • We notify you immediately if anything stops working
  • Additional changes or new workflows quoted separately
Ready to Start

Step one is always free.

Book a 45-minute discovery call. We will map your processes, identify the opportunities, and give you a written report. No cost, no pressure.

Book Free Discovery Call