From the first call to your monthly report, here's exactly how we fix what's slipping through — follow-up, data, or both.
ONBOARDING
Your first 90 days
We break onboarding into two-week stretches on purpose — you'll see progress along the way, not silence until a big reveal at the end.
1
WEEK 1–2
Kickoff & Operational Mapping
We run a kickoff call, then map out exactly how a lead becomes a paying customer — and how you order materials and pay your own bills — using whatever systems you're actually running, even if one of them is a spreadsheet. This isn't handed off to a junior person. It's done personally, and it stays accurate. We scope your first automations against that map, not a guess.
2
WEEK 2–4
Automation Build
Every automation we build is set up the same way: it always reports back whether it worked, so nothing runs silently without us knowing. We test everything before it goes live.
3
WEEK 3–4
Turned On, One at a Time
We turn automations on one at a time, confirming each one is working before moving to the next. No flipping every switch at once and hoping nothing breaks.
4
WEEK 4+
First Value Report
You get a first report even if it only covers two weeks of data. You don't wait a full month to see what's running.
5
MONTH 2
First Full Strategy Call
Your first complete monthly report and strategy call — reviewing what ran, what it was worth, and what's next.
6
MONTH 3
90-Day Review
A formal checkpoint on what's been delivered and where we go from here.
Trust the Numbers
The same solution that catches problems is what proves the value
Monitoring and reporting aren't two separate things bolted together — they come from the exact same data.
A Job Runs
It Reports Back
We Record What Happened
If An Error Occurred, We're Alerted
Error Resolved
Added to Monthly Report Stats
Every automation we build checks in every time it runs — whether it worked or not. That's what alerts us the moment something breaks, and it's exactly what shows up in your monthly report. Nothing in the report is a guess. It's pulled straight from what actually happened.
ONGOING
What "managed" actually means
You don't need to understand Make, Zapier, APIs, or any of it. That's the point — we handle the technical side, so it's not one more thing on your plate.
Monitoring & Breakage Protection
When a connection breaks, we're alerted the moment it happens — not when you notice leads have stopped moving or an invoice never got sent. Most fixes happen before you'd ever know there was a gap.
Monthly Value Report
Every automation that ran, how many times, hours saved, and dollar value delivered — tied to specific workflows, not a generic summary.
Strategy Calls
A recurring call reviewing the report and prioritizing what's next: 30–45 minutes monthly on Scale, one extended 60-minute session monthly on Pro.
Operational Map Refresh
Your business changes — the map should too. Pro-tier clients get a quarterly refresh so the map never goes stale.
Tiers
Scale vs. Pro
INCLUDED
SCALE - $1,498/MO
PRO - $2,998/MO
Automations Under Management
Up to 12
13+ or higher complexity
Monitoring
24/7 monitoring & breakage protection
24/7 monitoring & breakage protection
New Workflows Included Per Month
1
2
Strategy Call
1 per month (30-45 min)
1 extended call per month (60 min)
Monthly Value Report
Operational Map Refresh
(Quarterly)
Additional Workflows
$500/each
$500/each
See this process applied to your business.
Book a 30-minute call. We'll walk through your current operations, show you exactly where this process applies, and give you a straight read on fit.
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