Our Proven Process

A systematic approach to transforming your business with AI. From discovery to deployment and beyond, we guide you every step of the way.

Typical timeline: 8 weeks to launch
01

Start: Discovery & Strategy

Week 1

We begin with a comprehensive discovery session to understand your business, challenges, and goals.

  • Deep-dive into your current operations and pain points
  • Identify key use cases and success metrics
  • Map out your team structure and workflows
  • Define project scope and timeline
  • Establish communication protocols
02

Build: AI Agent Development

Week 2-4

Our team architects and develops your custom AI agents tailored to your specific requirements.

  • Design conversational flows and decision trees
  • Develop custom AI models trained on your domain
  • Build integrations with your existing systems
  • Create intuitive admin interfaces
  • Implement security and compliance measures
03

Ingestion: Knowledge Base Creation

Week 5-6

We ingest and structure your institutional knowledge to power intelligent responses.

  • Import documents, policies, and procedures
  • Structure and optimize your knowledge base
  • Train AI on your specific terminology and processes
  • Set up data refresh and update pipelines
  • Validate accuracy and response quality
04

Team Training: Empowering Your People

Week 7

We ensure your entire team is confident and capable of leveraging your new AI agents.

  • Hands-on training sessions for all team members
  • Role-specific training for different departments
  • Best practices for AI agent interaction
  • Admin training for monitoring and management
  • Comprehensive documentation and quick-reference guides
05

Launch: Deployment & Go-Live

Week 8

We deploy your AI agents to production and ensure a smooth launch.

  • Deploy to production environment
  • Monitor initial performance and user adoption
  • Provide launch day support and troubleshooting
  • Conduct post-launch review session
  • Address any immediate concerns or adjustments
06

Optimize: Continuous Improvement

Ongoing

We continuously monitor, optimize, and enhance your AI agents based on real-world performance.

  • Monthly performance reviews and analytics
  • Regular model retraining and improvements
  • Feature updates and enhancements
  • Proactive issue resolution and support
  • Quarterly strategy sessions for expansion

Why Our Process Works

Proven & Repeatable

We've refined this process across law firms, medical practices, SaaS companies, and more. Every step is battle-tested and optimized for success.

Transparent Timeline

No surprises. You'll know exactly what's happening, when it's happening, and what to expect at each stage of the journey.

Continuous Partnership

We don't disappear after launch. Ongoing optimization ensures your AI agents get smarter and more valuable over time.

White-Glove Service

With only 5 clients per quarter, you receive our full attention, expertise, and dedication to your success.

Limited Availability

We Limit to 5 Clients Per Quarter

This isn't about scale—it's about excellence. By limiting our client roster, we ensure every partnership receives the white-glove service, attention, and results you deserve.

Don't wait until next quarter. Secure your spot today.