Phase 1: Discovery Deep-Dive & Roadmap
🎯 Objective: Strategy-first. Understand the client problems, build the right solutions to help.
We don’t just “jump into your CRM” and hope for the best — we start with a comprehensive business workflow audit so we understand what’s actually going on behind the the scenes.
What You Will Get:
A 1:1 strategy call to walk through your lead flow, sales process, and delivery model
A full mapping of your current client journey, including friction points and manual gaps
Review of your existing tech stack (CRM, email, schedulers, forms, etc.)
Identification of missed opportunities: leaks in follow-up, slow onboarding, no retention
A clear phase-based implementation plan built around your goals and bandwidth
A custom automation roadmap that outlines:
→ What we’re automating
→ Why it matters
→ What you’ll get back in time, efficiency, or revenue
✅ Deliverable: PDF Automation Roadmap + Visual Workflow Blueprint + Recommended Stack (tools, flows, integrations)
Ask Us Anything
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