How we work
We work in four steps: working session, build plan, ship, measure. Each step ends with a written commitment, a specific promise we make and stand behind. No hand-waving, no "it depends". The diagnosis takes 1 to 2 weeks, the build plan 1 to 2 weeks, the build 3 to 8 weeks, and we measure at 30, 60, and 90 days.
How it works
- 1
Working session
We start with your operation, not our product. In a 30-minute working session and the diagnosis that follows, we audit your call flow, quoting process, dispatch workflow, and revenue leaks, and talk to your CSRs, dispatchers, and techs. You get a revenue leak map and an ROI projection in 1 to 2 weeks. The written commitment: we will tell you not to hire us if projected year-one ROI is under 3x.
- 2
Build plan
We design the system, pick the modules, name the custom work, and set a measurable target for each deployment. You get a roadmap with timelines, costs, and expected outcomes in 1 to 2 weeks. The written commitment: the roadmap document is yours whether or not we proceed together.
- 3
Ship
We build and ship into your live operation, wired into the stack you already run (ServiceTitan, McLeod, Jobber, whatever it is), and test in production with real traffic. 3 to 8 weeks depending on scope. The written commitment: a kill switch on every deployment, and production-grade only, nothing that works only in a demo.
- 4
Measure
We track every deployed workflow against the projection in the build plan at 30, 60, and 90 days, on the numbers that hit your P&L: lead capture rate, quote turnaround, dispatch efficiency, cost per acquisition. What works gets expanded; ongoing support is a flat monthly fee with SLAs. The written commitment: if a workflow underperforms its projection by 20% or more, we redesign on our dime.
What the written ROI commitment contains
Diagnose, 1 to 2 weeks. You get a revenue leak map and an ROI projection document. From you: access to your scheduling software, 2 to 3 team interviews, and call recordings.
Architect, 1 to 2 weeks. You get a technical roadmap, the module selection, and target KPIs. From you: a decision on scope, budget alignment, and team availability.
Deploy, 3 to 8 weeks depending on scope. You get live production modules integrated with your stack. From you: API access, staging and production environments, and a point of contact.
Measure, ongoing with checkpoints at 30, 60, and 90 days. You get a monthly performance report against the KPI targets. From you: revenue data access for validation. From month 4 onward the same step scales what worked: you get an expanded automation footprint and ongoing optimization. From you: continued partnership and a feedback loop.
- Diagnose
- We will tell you not to hire us if projected year-one ROI is under 3x.
- Architect
- The roadmap document is yours regardless of whether we proceed together.
- Deploy
- Kill-switch on every deployment. Production-grade only — no demoware.
- Measure
- If a workflow underperforms its projection by 20%+, we redesign on our dime.
- Scale
- Flat monthly fee with SLAs. We bill predictably or not at all.
What we won't do
- We don't pilot. We ship into production or we don't take the engagement.
- We say no. Bad-fit clients are bad for us and worse for them.
- We tell you when AI isn't the answer.