How we work

1. Initial enquiry (sent to us via form with Google sign‑in)

Our Core Services include:

- Small Business Systems Setup and Optimization

- CRM Setup

- Stripe Payments Setup

- Engineering algorithms

2. Lauren (the admin) reviews the enquiry

• checks alignment checks clarity

• requests missing info if needed

• forwards qualified enquiries to the specialist

3. 10‑minute screening call

This call helps us understand whether we’re the right fit.

This call will not include solutioning.
4. Email offer / proposal

Sent after the screening call, “valid for 7 days”.
This includes:

• summary of the problem

• proposed approach

• estimated hours or fixed price

• timeline

• inclusions and exclusions

• payment terms

• link to Terms of Service + Privacy Policy

5. Contract signing

We use a digital contract (HelloSign, PandaDoc, etc.).
Contract will include:

• scope

• deliverables

• timeline

• payment terms

• cancellation policy

• confidentiality

• data handling

• client responsibilities: providing access, content, approvals.

6. Prepayment

• 50% upfront and 50% on completion
  or

• 100% upfront for small packages

7. Work begins

This includes:

• access to systems

• onboarding questionnaire

• workflow mapping session

• implementation

• testing

• handover

• *a shared folder or Notion/Google Drive workspace for transparency.

8. Delivery of results

• summary of what was done

• before/after workflow

• access credentials

• documentation

• next steps

• a short “client acceptance” confirmation email

9. Final payment

Triggered after acceptance (“client acceptance” confirmation email).

10. Complementary 2‑hour training

• “handover training”

• “systems walkthrough”

• “how to maintain your new setup”

Training must be used within 30 days of project completion.

This is a brief Guide to our service processes.

We don’t offer emergency fixes, on‑call support, or enterprise‑scale projects.