Week One: Discovery and Scoping
Every engagement starts with a structured discovery call using the same framework we teach Inner Circle members: mapping the client's actual workflow, identifying the highest-ROI automation first, and producing a written scope document before any code is touched.
Week Two: Design and Confirmation
We walk the client through the exact call flows, message sequences, or dashboard screens before building, so there are no surprises at delivery. This is also where we lock in integration requirements with whatever tools the client already runs.
Weeks Three and Four: Build and Internal Testing
The core build happens here, with weekly check-ins so the client sees progress rather than a black box. We test every edge case we identified during discovery, including the "what happens when this goes wrong" scenarios most agencies skip.
Launch and the First Two Weeks After
We stay close during the first two weeks live, because real usage always surfaces things testing didn't. This is the phase where most agencies disappear and most client frustration happens elsewhere in the industry, and it's the single biggest differentiator in client retention.
The Retainer Conversation
We have the maintenance and expansion conversation only after the client has seen the system work in production, not during the sales process, because it lands very differently once they've felt the value directly.
