Our automation process: We understand your process before we touch the technology.
Five clear stages, each with a deliverable and your approval before we move on. You always know where your project stands.
The method
The 5 stages
- Step 1
Discovery
We learn how your business runs, who does what and where time is lost.
You get: discovery notes and a list of key processes.
- Step 2
Analysis
We rank the opportunities by impact and agree on scope and price.
You get: a process map, priorities and a fixed-price proposal.
- Step 3
Design
We design the system before building anything.
You get: the architecture, workflows, chosen tools and acceptance criteria to approve.
- Step 4
Implementation
We configure, connect and test, then train your team.
You get: a working system, documented tests, a user guide and recorded training.
- Step 5
Support & Optimization
We monitor, measure and keep improving.
You get: monitoring, periodic reports and improvements under your plan.
Peace of mind
Every project includes
- A scope document with acceptance criteria
- An architecture diagram and a list of every integration
- Accounts, access and data in your name, not ours
- A user guide and recorded training
- A support plan and a clear point of contact
How we work
Our commitments
Privacy
We handle personal information in line with PIPEDA, with least-privilege access.
Anti-spam
Every marketing automation includes consent records, sender identification and a working unsubscribe (CASL).
No fragile automations
Every critical workflow has error alerts and a manual fallback.
Transparent costs
You know what you pay, why, and what isn't included.
FAQ
Frequently asked questions
How long does a project take?
A Lead Capture System is usually live in 2 to 4 weeks. Larger systems are scoped in the proposal.
Do I need to change the tools I already use?
Not necessarily. We start with what you have and only add what's needed.
Who owns the accounts and data?
You do. Everything is set up in your name and documented.
What happens if something breaks?
Critical automations alert us when they fail. With a support plan, we fix it; without one, we quote the fix.
What does the free consultation include?
A conversation about how your business runs today and where a system could help. No obligation.