01Week 1
Discover.
We learn the business before promising the agent.
Free 30-min discovery call, then we go deeper. We sit with you and your team (in person or on a call). We ask what eats your time, which questions repeat, where customers fall through the cracks, which tools you already use. We map your workflow as it actually is, not as the org chart says it is.
What you walk away with
- +Workflow map · current state
- +Top 5 candidate agents · ranked by ROI
- +Cost & timeline estimate · honest ranges
- +What to skip list (sometimes you don't need an agent)
- +30-min recap call where we present it
Gate
Go/no-go on Phase 02. We tell you if an agent is the wrong answer for what you need.
02Week 2
Design.
You see exactly what you'll get before any code is written.
We design each agent in detail. What conversations it handles, what tools it touches, what it decides on its own vs. asks you about. We map every customer scenario. We show you the cost in plain English (your monthly bill, broken down). You sign off before we build anything.
What you walk away with
- +Agent specification doc · plain English
- +Conversation flows · sample transcripts
- +Tool integrations · what we'll connect to what
- +Monthly cost breakdown · usage included up to a cap
- +Sign-off meeting before any code is written
Gate
Written sign-off on the spec and pricing. After this, the price is locked.
03Weeks 3–4
Build.
Real agents tested against your real cases.
We build the agents and connect them to your stack: your phone, calendar, CRM, email, POS, accounting tools. We test against your actual scenarios (not generic ones). You'll see weekly progress demos. We will throw out anything that's not working and start over. The price stays the same.
What you walk away with
- +Working agents in a staging environment
- +Tool integrations live (your CRM, calendar, etc.)
- +Test results · against your real cases
- +Weekly demo calls · 30 min each
- +Internal handoff doc for your team
Gate
Internal user-acceptance test (you and your team try it). We ship only after it passes.
04Week 5+
Launch & Support.
We turn it on with you watching. Then we stay close.
Launch day, we're online with you. We watch the first conversations live, fix any rough edges in real time. Your team gets trained (a 1-hour walkthrough, plus written docs). For 90 days after, we monitor every interaction and fix problems fast. Improvements ship continuously.
What you walk away with
- +Live launch (we're with you on the day)
- +Team training · 1-hour walkthrough + docs
- +Live monitoring · we know about issues before you
- +Weekly summary email · what your agents did this week
- +90-day support · bugs, tweaks, new features included
Gate
After 90 days: full handoff to your team or transition to a smaller monthly retainer. Your call.