WEEK 1
Setup & Configuration
We start by laying the foundation. Our team configures all the essential components of your platform so everything is aligned with your business needs from day one.
This includes:
CRM setup and custom fields
Sales and service pipelines
Calendar integrations
Form creation and embedding
Communication channels (email, SMS, calls)
WEEK 2
Automation Buildout
Next, we turn your processes into powerfully automated systems.
During this phase, we:
Build workflow automations
Create follow-up sequences
Configure messaging and triggers
Implement lead routing and alerts
You’ll start to see the platform working for you—automatically.
WEEK 3
Testing & Training
Before anything goes live, we make sure every component functions exactly as intended.
You can expect:
Full system testing
Error-proofing and refinement
A short orientation call to walk you through the essentials
By the end of the week, you’ll be confident using your system.
WEEK 4
Launch & Optimization
With everything tested and approved, it’s time to go live.
Your launch includes:
Full system deployment
Real-time performance monitoring
Adjustments and optimization based on early activity
You don’t just launch—you launch with momentum.
