Onboarding and Your First Request

Step 1) Choose Your Plan

In the first step, choose a plan that is right for you. This can be one automation, five automations or ten automations we will build for you.

Step 2) Email With Everything You Need To Know

Once you make payment and your plan is confirmed, we then send you an email with everything you need to know to get started.

We have an exclusive customer knowledge base that has articles, videos and guides on how to make the most of your plan. We will also give you the links to a library of automations we can build for you across marketing, sales, customer service, finance and human resources.

As part of this process, we will also provide you with your login details for our requests portal and instructions on how to submit an automation request.

Step 3) Access To Your Systems

In parallel with you learning how to submit a request and get familiar with our processes, we will need access to all of your systems that we will be building automations within.

We will outline this within the onboarding, but typically, we ask you to submit a ticket with the login details for us to access your system, so we can have it on hand whenever we need it.

If you do not have the necessary platforms/systems already set up for us to build your automation, we will recommend the best one/s to use in order to build what you need.

Step 4) Your First Request

Once you are familiar with our processes, it’s time for your first request!

You will be submitting this via our requests portal, with communication between us and you/your team members taking place within specific tickets/requests.

If you have any questions throughout the process, please email us via our exclusive subscriber email:

Step 5) We Deliver Your Automation

Once your first request is submitted and it has been approved, then it’s time for us to get to building it!

Typically, for any automation build, from the first draft to testing and go live, this takes one week per automation.

Once we have finished the first draft of an automation, we will then move it to the “Awaiting Review” section of our requests portal, and you will be notified.

Step 6) Feedback & Iterations

Once you are notified, you can access your request to see any notes we have made upon completion and can check your CRM / software platform for the finished product.

We will continue to make changes until you are 100% satisfied.

Step 7) Next Request

Now that you are happy and satisfied with the build, it’s time to launch and move on to your next request!