The build · Week 0 to handoff

A disciplined build — no surprises, no missing pieces.

Six weeks from kickoff to launch. Every step documented, every asset yours. Here's what it looks like.

Week 0

Discovery & Audit

We map your current stack, revenue flow, and leaks. Nothing is assumed — every CRM, form, spreadsheet, and calendar gets inventoried. You get a written audit: what to keep, what to kill, what to rebuild.

Audit docRevenue mapStack inventoryScope SOW
1
FORM.STACKOK
EMAIL.STACKLEAK
CRM.STACKOK
CAL.STACKOK
SMS.STACKOK
Week 1

Architecture & Design

We design the pipeline, workflows, and data model before anything is built. You approve the wireframes and flow diagrams. No surprises in week 3.

Flow diagramsData modelWireframesCalendar plan
2
LEADQUALIFYNURTUREBOOK
Week 2–3

Build & Configure

We build inside your CRM — pipelines, custom fields, workflows, funnels, automations, websites, email/SMS sequences, and (where it fits) AI agents. All configured to your exact ops.

PipelinesWorkflowsWebsiteAgents
3
Week 4

Test & QA

We run real data through every workflow. Every trigger, every email, every SMS, every handoff. When you go live, it has already been tested with production-shaped inputs.

QA planTrigger testsLoad testsSignoff
4
Form → CRMPASS
Drip seq. APASS
Booking flowPASS
Agent handoffPASS
SMS deliveryPASS
Refund pathPASS
Week 5

Launch & Training

We migrate your data, flip the switch, and train your team live. Walkthroughs are recorded for future hires. You own every asset, every workflow, every line.

Data migrationLive trainingDocsRecordings
5
LIVE
Ongoing

Optimize & Scale

Monthly review: what is working, what is not, what to automate next. We tune the agents, expand the workflows, and grow with your team — or hand it off when you are ready.

Monthly reportTune-upsRoadmapHandoff
6
MRR · TRAILING 6MO

What you walk away with.

0%

You own it

Every workflow, asset, and credential is yours — not locked behind an agency wall.

0 wks

From zero to live

Most builds launch in four to six weeks. Complex SaaS builds run eight to ten.

Training included

Live training, recorded walkthroughs, and written docs for every future hire.

0/7

Ops monitoring

Agents and workflows are watched; failures get alerted and hotfixed.

Monthly

Optimization reviews

Data-driven tune-ups. We find the next bottleneck before you do.

Anytime

Handoff-ready

We document everything so your internal team or next agency can take over cleanly.

Ready to start?

Book a 30-minute call. We'll walk your current ops, identify the leaks, and scope the build — no pitch deck.

Book discovery call