Our Process

From Kickoff to 10x Capacity in 30 Days

Our battle-tested process gets you from discovery to fully deployed AI sales automation in just 4 weeks. Here's exactly how it works.

4-Phase Process

Four Phases, Guaranteed Results

Every engagement follows our proven framework. No surprises, no scope creep—just a clear path to 10x capacity.

WEEK 1

Discovery & Audit

We analyze your current sales process, CRM, ICP, and messaging. You'll get a detailed report with specific recommendations.

ICP Analysis Tech Stack Review Workflow Mapping
WEEK 2

System Setup

We configure your AI agents, integrate with your CRM, and set up data pipelines. All customized to your specific needs.

AI Configuration CRM Integration Pipeline Setup
WEEK 3

Testing & Optimization

We run controlled tests, refine messaging, and optimize for your specific market. You approve everything before launch.

A/B Testing Message Refinement Quality Assurance
WEEK 4+

Scale & Support

We go live and scale to full capacity. Ongoing support ensures continuous optimization and peak performance.

Full Deployment 24/7 Monitoring Weekly Reports
Prerequisites

What You'll Need to Get Started

To ensure a smooth deployment, we ask that you have the following ready. Don't worry—we'll help you prepare anything you're missing.

CRM Access

Admin access to your CRM (HubSpot, Salesforce, etc.)

ICP Definition

Clear idea of your ideal customer profile

Historical Data

Past campaigns, email templates, conversion data

Decision Maker

Someone who can approve messaging and workflows

Weekly 30-min Sync

Availability for quick check-ins during setup

FAQ

Common Questions

How long until I see results?

Most clients see their first AI-generated leads within 2 weeks of kickoff. Full capacity is typically reached by day 30. We track and report on every metric during onboarding.

What if I don't have a CRM?

No problem! We can help you set up a CRM (we recommend HubSpot for most clients) or work with spreadsheets temporarily. The system is flexible to your current setup.

Will the emails sound robotic?

Absolutely not. Our AI uses your brand voice, references real context about each lead, and creates genuinely personalized messages. Most recipients can't tell it's AI—many clients have received compliments on their "personal touch."

Can I control what gets sent?

100%. You approve all messaging templates before launch. You can set approval workflows for high-value targets. And you have a kill switch to pause campaigns instantly if needed.

What's the pricing model?

We offer different pricing models based on project complexity and needs. Most clients see 10-20x ROI within 60 days. Book a call for a custom quote.

Do you offer a trial or guarantee?

We offer a 30-day performance guarantee. If you don't see measurable improvement in pipeline volume, we'll refund your first month. We're confident because our system works.

How do you handle compliance (GDPR, CAN-SPAM)?

Compliance is built into the system. We respect opt-out requests, maintain proper email authentication (SPF/DKIM/DMARC), and only target business contacts with legitimate interest. We're GDPR and CCPA compliant.

What support do I get after launch?

You get a dedicated success manager, weekly performance reports, monthly strategy calls, and Slack/email support with 4-hour response time during business hours. We're partners, not vendors.

Ready to Get Started?

Book a free 30-minute discovery call. We'll audit your current pipeline and show you exactly what your true capacity looks like for your business.