How AI implementation works · start to finishEvery step.
From first call to everyday use.

Here's exactly what happens when you work with us: what we do, what we need from you, and when you pay. Most teams go from first call to everyday use in a few weeks.

Step 01 · Day 1

A free call

Pick a time that suits you. In 30 minutes, you walk us through a normal week and we point out where your assistant could save your team the most time.

What you do
  • Book a time
  • Tell us what your team does all day
What you get
  • A shortlist of wins
  • Honest advice, even if it's "not yet"
Intro call✓ confirmed
Tue 4 · 11:00 AM
Length30 min
Wherevideo call
Costfree
Step 02 · Week 1

Your AI plan

We write a plain-English plan: what your assistant will do, who can ask for what, and what always needs a person. It comes with a fixed price. Nothing is built until you sign it.

What you do
  • Read it and ask questions
  • Sign when you're happy
What you get
  • A written plan
  • A fixed price, in writing
Half up front when you sign the plan
Your planready to sign
Prep before sales callsSales
Draft order repliesSupport
Issue a refund
Delete a customernot allowed
Step 03 · Weeks 1–2

We set it up

We connect your AI assistant to your apps, teach it your terms and rules, and add shortcuts for your weekly jobs. Nothing technical lands on your plate.

What you do
  • Share logins (we walk you through it)
  • Send examples: emails, policies, reports
What you get
  • Your assistant connected to your apps
  • Your rules built in
Setting upday 6 of 10
HubSpot✓ connected
QuickBooks✓ connected
Gmail✓ connected
Your rules✓ added
Shortcutsin progress
Step 04 · Weeks 2–3

Test with a small group

Two or three of your people use it on real work for about a week. We watch closely, fix anything that feels off, and check that every rule holds.

What you do
  • Pick two or three testers
  • Tell us what feels off
What you get
  • A setup tested on your real work
  • Every rule checked
Before launchall checks pass
Calls logged to the right customer✓
Refunds wait for approval✓
Support can't see sales numbers✓
Every request saved to history✓
Step 05 · Launch day

Launch and training

We roll it out to the whole team with a live, hands-on session on your own work, plus a one-page cheat sheet for each role.

What you do
  • One hour with your team
  • Choose a point person
What you get
  • Team training
  • A cheat sheet per role
  • A direct line to us
The second half once it's live and your team is using it
Cheat sheet · Sales1 page
"Prep me for my 2pm"call prep
"Which deals went quiet?"pipeline
"Draft a follow-up to Dana"email
Stuck? Ask your point personSam
Step 06 · Every month

Ongoing care

We keep everything running, fix things when your apps change, and meet monthly to look at what's working and add the next win.

What you do
  • A short monthly check-in
What you get
  • Servers maintained, with security updates
  • Kept running and up to date
  • A monthly report
  • New wins as you grow
A monthly retainer covers all of this
This month● all good
Customer serviceworking
Salesworking
HubSpot updatehandled by us
Next wininvoice reminders
Your part, in total

A few hours of your time. We handle the rest.

Step 130 minutes

The free call, walking us through your week.

Step 2Read and sign

Your plan, in plain English. Ask anything.

Step 4A week of feedback

From two or three people trying it on real work.

Step 5One hour

Hands-on training with your team.

When you pay

One fixed price. Paid in two halves, then monthly.

Every price is quoted after the free call. No per-seat fees.

Step 1 takes 30 minutes. And it's free.