What if I don't have a logo or brand materials?

No problem. We set up a clean, professional configuration. You can always update branding later.

Do I need to be technical?

Not at all. We handle all technical work. You answer questions about your business and show up to the calls.

How many calls are involved?

Typically 2–3 short calls: kickoff, mid-week check-in, and go-live walkthrough. Each is 30–45 minutes.

What if I need changes after go-live?

You have ongoing access to support. Light adjustments are always included. Custom work may require additional scoping.

Can I use my existing phone number?

Yes. We can port your existing number or set up a new tracking number that forwards to your phone.

Done-With-You Implementation

We Build It With You

No DIY. No guesswork. Book a call and we implement your complete revenue infrastructure together, fully live in days.

Book a Demo

What Goes Live in 7 Days

Here's exactly what happens from the moment you book your kickoff call.

Day 1

Kickoff Call

We meet, map your revenue operations, and configure your account together.

Days 2-3

Communication Live

Your tracking number is set up. Missed-call text-back and unified inbox are active.

Days 3-4

Lead Capture Live

Forms, chat widget, attribution tracking, and lead notifications configured.

Days 4-5

Automations Live

Follow-up sequences, appointment reminders, and pipeline stages ready.

Days 5-6

Payments Live

Calendar booking, invoicing, and payment links configured.

Day 7

Reviews & Go Live

Review automation active. Full system walkthrough. You're live.

What You Provide

Just the basics about your business. We handle everything else.

Company name and contact info

Business hours & availability

Your existing phone number (or we set up a new one)

Logo and brand colors (optional)

Basic service descriptions

Payment processing account (Stripe)

What's Included

Everything you need to start capturing and converting revenue.

Full account setup and configuration

Call tracking number setup

Missed-call text-back automation

Custom revenue pipeline

Follow-up automation sequences

Appointment scheduling setup

Reminder automations

Invoice & payment link templates

Review request automation

Team training session

Priority launch support

Setting Expectations

We want to be clear about what implementation covers.

Not Included in Implementation

Custom website design or development

Custom workflow development beyond templates

Paid advertising management

Lead generation services

Ongoing marketing services

Need custom work? Let us know during your kickoff call and we can discuss options.

Implementation Questions

Ready to Get Started?

Book your kickoff call. We'll have your system live in days.

Book a Demo

No technical skills required. We build it with you.