Process
Four steps, no surprises
How a project runs from the first call to a workspace your team uses every day.
Discovery call
We talk through how work moves today, which tools you use and where things get stuck.
What happens
- A walkthrough of how your team works
- Where things slow down
- Which service fits
You provide
- A quick tour of your current setup
- The people involved in the work
You get
- A recommendation on where to start
- A fixed quote
Blueprint
We map the workspace on paper first, so you see exactly what will be built before any build work starts.
What happens
- Hierarchy, statuses and fields mapped
- Automations and integrations planned
- Views and dashboards defined per team
You provide
- Feedback on the draft
- Final sign-off
You get
- A written blueprint
- A project timeline
Build
We build in phases and check in as we go, so there are no surprises at the end.
What happens
- Workspace set up from the blueprint
- Automations built and tested
- Regular progress check-ins
You provide
- Workspace access
- Testing feedback
You get
- A working, tested workspace
Train and hand over
Your team learns the workspace through sessions built around their real tasks.
What happens
- Role-based training sessions
- SOPs written for key processes
- Walkthroughs recorded
You provide
- Time with the people who will use it
You get
- A team that knows the system
- Documentation to keep
Ongoing support
As your team grows, we stay on hand for changes, new workflows and fixes, so the workspace keeps up with the business.
About supportHow we work
What you can count on
Nothing built without sign-off
You approve the blueprint before any build work begins.
Progress you can see
Regular check-ins mean you always know where things stand.
Everything documented
Blueprints, SOPs and walkthroughs stay with your team.
Built to be handed over
Simple enough for your team to maintain without us.
Ready for a workspace your team actually uses?
Tell us what's broken. We'll reply with next steps.