How We Implement AI Automation for Your Agency
How We Implement AI Automation for Your Agency
How We Implement AI Automation for Your Agency
How We Implement AI Automation for Your Agency
At ODYSSEY1.ai, we believe in transparent, structured processes that deliver results. Whether you need a pre-built automation deployed in 48 hours or a complex custom solution, you'll know exactly what to expect at every step. Here's how we work—no surprises, no hidden costs, no confusion.
Three Ways to Work With ODYSSEY1
Custom AI Agents (SOW) → Built specifically for your workflows. Fixed-price projects scoped to your requirements. Jump to details ↓
Custom AI Agents (SOW) → Built specifically for your workflows. Fixed-price projects scoped to your requirements. Jump to details ↓
Retainer Services → Continuous automation development for ongoing innovation. Monthly commitment with flexible priorities. Jump to details ↓
Not sure which fits? Schedule a free consultation and we'll help you decide.
Pre-Built Automations: The Fast Track
Best for: Agencies needing proven solutions for common workflows—client onboarding, reporting automation, meeting notes, campaign dashboards, and more.
Timeline: Implementation varies by solution, typically 2-5 business days.
The Pre-Built Process (5 Steps)
Step 1: Initial Consultation (30 minutes)
We start with a call to understand your needs and confirm the pre-built automation fits your use case. This call is free and helps us ensure we're the right solution before you commit.
What we'll discuss:
Your current workflow and pain points
Which pre-built automation matches your needs
Technical requirements and integrations
Timeline and next steps
Step 2: Purchase & Onboarding Scheduling
Once you decide to move forward:
100% payment due upfront (net-15 terms)
We schedule your onboarding session
You receive preparation checklist (access requirements, information needed)
Payment includes: Full implementation, configuration, testing, training, and documentation.
Step 3: Implementation & Configuration (1-3 business days)
We install the automation workflow in your environment and configure it to your specifications.
What happens:
We'll need temporary access to your systems, OR
We'll work via screen-share with your team member
Install automation workflow in your environment
Configure API connections for external data sources
Customize settings to match your requirements
Run quality assurance tests to ensure proper function
Your involvement: Provide access credentials, answer configuration questions, and review test results.
Step 4: Testing & Walkthrough
Before going live, we ensure everything works perfectly.
What's included:
Odyssey1 conducts full execution testing
You're invited to test and validate results
We conduct live walkthrough or provide recorded video training
You receive complete documentation including GitHub repository access
We address any issues or adjustments needed
Changes within scope are included. Additional customization beyond the original scope is billed hourly.
Step 5: Go-Live & Support
Your automation is live and running.
Post-deployment support includes:
Email/Slack support for questions
Periodic check-ins to ensure satisfaction
Documentation and GitHub repo for reference
Need modifications later? Additional development is available on an hourly basis.
Pre-Built Automations Pricing:
Varies by solution. Browse our pre-built automation catalog to see specific pricing.
Payment terms: 100% upfront, net-15 (kick-off scheduled after payment received)
Timeline: Typically 2-5 business days from purchase to go-live
Pre-Built Automations: The Fast Track
Best for: Agencies needing proven solutions for common workflows—client onboarding, reporting automation, meeting notes, campaign dashboards, and more.
Timeline: Implementation varies by solution, typically 2-5 business days.
The Pre-Built Process (5 Steps)
Step 1: Initial Consultation (30 minutes)
We start with a call to understand your needs and confirm the pre-built automation fits your use case. This call is free and helps us ensure we're the right solution before you commit.
What we'll discuss:
Your current workflow and pain points
Which pre-built automation matches your needs
Technical requirements and integrations
Timeline and next steps
Step 2: Purchase & Onboarding Scheduling
Once you decide to move forward:
100% payment due upfront (net-15 terms)
We schedule your onboarding session
You receive preparation checklist (access requirements, information needed)
Payment includes: Full implementation, configuration, testing, training, and documentation.
Step 3: Implementation & Configuration (1-3 business days)
We install the automation workflow in your environment and configure it to your specifications.
What happens:
We'll need temporary access to your systems, OR
We'll work via screen-share with your team member
Install automation workflow in your environment
Configure API connections for external data sources
Customize settings to match your requirements
Run quality assurance tests to ensure proper function
Your involvement: Provide access credentials, answer configuration questions, and review test results.
Step 4: Testing & Walkthrough
Before going live, we ensure everything works perfectly.
What's included:
Odyssey1 conducts full execution testing
You're invited to test and validate results
We conduct live walkthrough or provide recorded video training
You receive complete documentation including GitHub repository access
We address any issues or adjustments needed
Changes within scope are included. Additional customization beyond the original scope is billed hourly.
Step 5: Go-Live & Support
Your automation is live and running.
Post-deployment support includes:
Email/Slack support for questions
Periodic check-ins to ensure satisfaction
Documentation and GitHub repo for reference
Need modifications later? Additional development is available on an hourly basis.
Pre-Built Automations Pricing:
Varies by solution. Browse our pre-built automation catalog to see specific pricing.
Payment terms: 100% upfront, net-15 (kick-off scheduled after payment received)
Timeline: Typically 2-5 business days from purchase to go-live
Custom AI Agents: Built for Your Unique Needs
Custom AI Agents: Built for Your Unique Needs
Best for: Agencies with unique workflows that can't be solved by pre-built solutions. Complex integrations, proprietary processes, or specific business requirements.
Timeline: 2-8 weeks depending on complexity
The Custom Build Process (6 Phases)
Phase 1: Free Consultation (30-60 minutes)
Every custom project starts with a free consultation call to explore your needs.
What we'll cover:
Your business objectives
Current tech stack and processes
Workflow challenges and bottlenecks
Desired outcomes and success metrics
Feasibility assessment
Ballpark timeline and investment
No commitment required. This call helps us both determine if we're a good fit.
Phase 2: Discovery & Requirements Gathering (1-3 days)
After the initial consultation, we dive deeper into requirements.
What you'll provide:
Business objectives and goals
Current tech stack documentation
Current process workflows
Templates, examples, and documentation
Access to key stakeholders
What we'll do:
Document detailed requirements
Identify integration points
Map data flows
Define success criteria
Outline technical approach
Timeline: 1-3 business days, depending on complexity
Phase 3: Proposal & SOW Development (1-3 business days)
We deliver a comprehensive proposal with everything clearly defined.
Your proposal includes:
Detailed project scope
Fixed price (assuming adherence to agreed scope)
Project plan with phases and milestones
Timeline estimates
Technical approach
Testing and QA process
Training and support terms
Payment terms (50% deposit, 50% on completion)
Scope is locked. Changes or additions require SOW amendments and may affect cost and timeline. This protects both of us from scope creep.
You review, ask questions, and approve before any work begins.
Phase 4: Development & Build (2-6 weeks)
Once the SOW is signed and deposit received, we begin development.
Our approach:
Agile sprints where applicable
Regular client updates (frequency agreed in SOW)
Incremental progress reviews
Milestone-based checkpoints
Continuous communication via email/Slack
You'll know where we are at every stage. No going dark for weeks—we believe in transparency and collaboration.
Phase 5: Testing & Quality Assurance (3-7 days)
Before deployment, we test rigorously.
Testing process:
Odyssey1 conducts full execution testing across scenarios
We validate all integrations and data flows
You're invited to test and validate results
We address any functional issues or unexpected outcomes
Important distinction:
Within scope: Issues with functionality or outcomes not matching specifications → We fix at no additional cost
Out of scope: Changed objectives or requests for features/results Odyssey1 cannot control → Requires SOW amendment and additional cost
This ensures quality while keeping projects on budget.
Phase 6: Deployment, Training & Handoff (1-2 weeks)
Your custom solution goes live.
What's included:
Installation in your production environment
Configuration and integration setup
Live training sessions (length varies by complexity)
Comprehensive documentation
GitHub repository access
Walkthrough of all features and functions
Initial support period (defined in SOW)
Final payment (50%) due upon successful deployment.
Post-Launch Support:
Ongoing support terms are defined in your SOW. Continued maintenance, updates, or new features require separate agreement and will entail additional costs.
We're here to ensure long-term success, not just a one-time build.
Custom Build Pricing:
Project-based, fixed price determined during scoping. Typically ranges from $5,000 to $50,000+ depending on complexity, integrations, and timeline.
Payment terms: 50% deposit to begin, 50% upon completion (net-15)
Timeline: 2-8 weeks from SOW signature to deployment
Custom AI Agents: Built for Your Unique Needs
Best for: Agencies with unique workflows that can't be solved by pre-built solutions. Complex integrations, proprietary processes, or specific business requirements.
Timeline: 2-8 weeks depending on complexity
The Custom Build Process (6 Phases)
Phase 1: Free Consultation (30-60 minutes)
Every custom project starts with a free consultation call to explore your needs.
What we'll cover:
Your business objectives
Current tech stack and processes
Workflow challenges and bottlenecks
Desired outcomes and success metrics
Feasibility assessment
Ballpark timeline and investment
No commitment required. This call helps us both determine if we're a good fit.
Phase 2: Discovery & Requirements Gathering (1-3 days)
After the initial consultation, we dive deeper into requirements.
What you'll provide:
Business objectives and goals
Current tech stack documentation
Current process workflows
Templates, examples, and documentation
Access to key stakeholders
What we'll do:
Document detailed requirements
Identify integration points
Map data flows
Define success criteria
Outline technical approach
Timeline: 1-3 business days, depending on complexity
Phase 3: Proposal & SOW Development (1-3 business days)
We deliver a comprehensive proposal with everything clearly defined.
Your proposal includes:
Detailed project scope
Fixed price (assuming adherence to agreed scope)
Project plan with phases and milestones
Timeline estimates
Technical approach
Testing and QA process
Training and support terms
Payment terms (50% deposit, 50% on completion)
Scope is locked. Changes or additions require SOW amendments and may affect cost and timeline. This protects both of us from scope creep.
You review, ask questions, and approve before any work begins.
Phase 4: Development & Build (2-6 weeks)
Once the SOW is signed and deposit received, we begin development.
Our approach:
Agile sprints where applicable
Regular client updates (frequency agreed in SOW)
Incremental progress reviews
Milestone-based checkpoints
Continuous communication via email/Slack
You'll know where we are at every stage. No going dark for weeks—we believe in transparency and collaboration.
Phase 5: Testing & Quality Assurance (3-7 days)
Before deployment, we test rigorously.
Testing process:
Odyssey1 conducts full execution testing across scenarios
We validate all integrations and data flows
You're invited to test and validate results
We address any functional issues or unexpected outcomes
Important distinction:
Within scope: Issues with functionality or outcomes not matching specifications → We fix at no additional cost
Out of scope: Changed objectives or requests for features/results Odyssey1 cannot control → Requires SOW amendment and additional cost
This ensures quality while keeping projects on budget.
Phase 6: Deployment, Training & Handoff (1-2 weeks)
Your custom solution goes live.
What's included:
Installation in your production environment
Configuration and integration setup
Live training sessions (length varies by complexity)
Comprehensive documentation
GitHub repository access
Walkthrough of all features and functions
Initial support period (defined in SOW)
Final payment (50%) due upon successful deployment.
Post-Launch Support:
Ongoing support terms are defined in your SOW. Continued maintenance, updates, or new features require separate agreement and will entail additional costs.
We're here to ensure long-term success, not just a one-time build.
Custom Build Pricing:
Project-based, fixed price determined during scoping. Typically ranges from $5,000 to $50,000+ depending on complexity, integrations, and timeline.
Payment terms: 50% deposit to begin, 50% upon completion (net-15)
Timeline: 2-8 weeks from SOW signature to deployment
Retainer Services: Continuous Innovation
Best for: Growing agencies that need ongoing automation development, optimization, and innovation. Perfect for agencies committed to building competitive advantage through owned technology.
Investment: Starting at $3,000/month for 20 hours/week commitment
How Retainers Work
Monthly Commitment Structure:
Your retainer includes a dedicated weekly time commitment for continuous automation development.
What you get:
20 hours/week of development time (starting tier)
Weekly planning and priority calls
Flexible project management—you control priorities
Effort and timing estimates for transparency
Continuous delivery of new automations and optimizations
Direct access to Odyssey1 team
You decide what we build next. We provide guidance and effort estimates so you can make informed decisions about resource allocation.
The Retainer Process (Ongoing)
Onboarding: Strategy Session (Week 1)
We begin with a comprehensive strategy session to set the foundation.
What we'll do: Identify your goals and business objectives
Identify your goals and business objectives
Audit current workflows and pain points
Prioritize which automations will yield highest ROI
Create 90-day roadmap
Establish communication cadence and tools
This ensures we're focused on what matters most to your business.
Weekly Cycle:
Monday: Weekly planning call (30-60 minutes)
Review progress from previous week
Prioritize upcoming work
Address any blockers or questions
Align on deliverables for the week
Tuesday-Friday: Development and delivery
We work on agreed priorities
Provide updates via Slack/email
Share progress on milestones
Flag any issues or changes needed
Continuous communication ensures you're never wondering what's happening with your retainer hours.
Monthly Rhythm:
Monthly strategy review (end of month)
Roadmap updates and re-prioritization
ROI review of completed automations
Planning for next 30-60 days
Retainer Benefits
✓ Priority access – Retainer clients come first ✓ Continuous improvement – Ongoing optimization of existing automations ✓ Flexible priorities – Adapt to changing business needs ✓ Predictable costs – Fixed monthly investment, no surprise invoices ✓ Faster delivery – Dedicated time allocation means quicker turnaround ✓ Strategic partnership – We become an extension of your team
Retainer Pricing:
Starting at $3,000/month for 20 hours/week commitment. Custom tiers available for larger time allocations.
Payment terms: Monthly in advance (net-15)
Commitment: Month-to-month or 3/6/12-month agreements (discounts available for longer commitments)
What You'll Need to Get Started
Regardless of which engagement model you choose, here's what we'll need from you:
Information & Documentation
Business objectives – What are you trying to achieve?
Current tech stack – What tools and platforms do you use?
Current processes – How do things work today?
Templates and examples – Existing workflows, reports, or outputs
Success criteria – How will we measure success?
Access & Integration Points
System access– Temporary credentials to tools we'll integrate with
API keys – For connecting external data sources
Stakeholder involvement – Owners of third-party systems (IT, DevOps, Analytics, etc.)
We only ask for what we need, and we're always transparent about why we need access to specific systems.
Stakeholder Buy-In
Who should be involved?
You decide who needs to be in the room, but typically includes:
Decision-maker – Usually agency owner or operations lead
End users – Team members who will use the automation
Technical contacts – IT, DevOps, or analytics teams if we're integrating with their systems
Process owners – People who understand current workflows best
We adapt to your team structure and work with whoever makes sense for your organization.
Our Commitment to You
Transparency
You'll always know:
Where we are in the process
What's been completed
What's coming next
How much time/budget has been used
If we encounter any blockers
No surprises. No disappearing for weeks. No vague status updates.
Clear Scope Management
We define scope clearly upfront and stick to it. If something is out of scope, we'll flag it immediately and provide options:
Include it (with SOW amendment and cost adjustment)
Defer it to a future phase
Remove it from requirements
This protects your budget and our timeline.
Quality Assurance
We test everything before you see it. Our reputation is built on delivering solutions that work, not half-baked prototypes.
You'll never be a beta tester for unfinished work.
Knowledge Transfer
When we're done, you'll understand how your automation works. We provide:
Comprehensive documentation
Training sessions (live or recorded)
GitHub repository access
Support during transition period
You own the solution. You should understand it.
Retainer Services: Continuous Innovation
Best for: Growing agencies that need ongoing automation development, optimization, and innovation. Perfect for agencies committed to building competitive advantage through owned technology.
Investment: Starting at $3,000/month for 20 hours/week commitment
How Retainers Work
Monthly Commitment Structure:
Your retainer includes a dedicated weekly time commitment for continuous automation development.
What you get:
20 hours/week of development time (starting tier)
Weekly planning and priority calls
Flexible project management—you control priorities
Effort and timing estimates for transparency
Continuous delivery of new automations and optimizations
Direct access to Odyssey1 team
You decide what we build next. We provide guidance and effort estimates so you can make informed decisions about resource allocation.
The Retainer Process (Ongoing)
Onboarding: Strategy Session (Week 1)
We begin with a comprehensive strategy session to set the foundation.
What we'll do: Identify your goals and business objectives
Identify your goals and business objectives
Audit current workflows and pain points
Prioritize which automations will yield highest ROI
Create 90-day roadmap
Establish communication cadence and tools
This ensures we're focused on what matters most to your business.
Weekly Cycle:
Monday: Weekly planning call (30-60 minutes)
Review progress from previous week
Prioritize upcoming work
Address any blockers or questions
Align on deliverables for the week
Tuesday-Friday: Development and delivery
We work on agreed priorities
Provide updates via Slack/email
Share progress on milestones
Flag any issues or changes needed
Continuous communication ensures you're never wondering what's happening with your retainer hours.
Monthly Rhythm:
Monthly strategy review (end of month)
Roadmap updates and re-prioritization
ROI review of completed automations
Planning for next 30-60 days
Retainer Benefits
✓ Priority access – Retainer clients come first ✓ Continuous improvement – Ongoing optimization of existing automations ✓ Flexible priorities – Adapt to changing business needs ✓ Predictable costs – Fixed monthly investment, no surprise invoices ✓ Faster delivery – Dedicated time allocation means quicker turnaround ✓ Strategic partnership – We become an extension of your team
Retainer Pricing:
Starting at $3,000/month for 20 hours/week commitment. Custom tiers available for larger time allocations.
Payment terms: Monthly in advance (net-15)
Commitment: Month-to-month or 3/6/12-month agreements (discounts available for longer commitments)
What You'll Need to Get Started
Regardless of which engagement model you choose, here's what we'll need from you:
Information & Documentation
Business objectives – What are you trying to achieve?
Current tech stack – What tools and platforms do you use?
Current processes – How do things work today?
Templates and examples – Existing workflows, reports, or outputs
Success criteria – How will we measure success?
Access & Integration Points
System access– Temporary credentials to tools we'll integrate with
API keys – For connecting external data sources
Stakeholder involvement – Owners of third-party systems (IT, DevOps, Analytics, etc.)
We only ask for what we need, and we're always transparent about why we need access to specific systems.
Stakeholder Buy-In
Who should be involved?
You decide who needs to be in the room, but typically includes:
Decision-maker – Usually agency owner or operations lead
End users – Team members who will use the automation
Technical contacts – IT, DevOps, or analytics teams if we're integrating with their systems
Process owners – People who understand current workflows best
We adapt to your team structure and work with whoever makes sense for your organization.
Our Commitment to You
Transparency
You'll always know:
Where we are in the process
What's been completed
What's coming next
How much time/budget has been used
If we encounter any blockers
No surprises. No disappearing for weeks. No vague status updates.
Clear Scope Management
We define scope clearly upfront and stick to it. If something is out of scope, we'll flag it immediately and provide options:
Include it (with SOW amendment and cost adjustment)
Defer it to a future phase
Remove it from requirements
This protects your budget and our timeline.
Quality Assurance
We test everything before you see it. Our reputation is built on delivering solutions that work, not half-baked prototypes.
You'll never be a beta tester for unfinished work.
Knowledge Transfer
When we're done, you'll understand how your automation works. We provide:
Comprehensive documentation
Training sessions (live or recorded)
GitHub repository access
Support during transition period
You own the solution. You should understand it.
Frequently Asked Questions
How quickly can we get started?
Pre-built: As soon as we complete the consultation call and receive payment, typically starting within 2-3 business days.
Custom/SOW: After free consultation, proposal delivery in 1-3 days. Once SOW is signed and deposit received, we begin immediately.
Retainer: Strategy session scheduled within one week of agreement, active development starts the following week.
What if we need changes after launch?
Pre-built: Changes within the original scope are included during implementation. Post-launch modifications are billed hourly.
Custom/SOW: Changes within the agreed scope are included. Out-of-scope changes require SOW amendment.
Retainer: Modifications and optimizations are part of your ongoing retainer hours.
Do we own the code/automation?
You receive a perpetual, unlimited-use license for everything we build for you. This means you can use, modify, and deploy the automation in your business without any restrictions, licensing fees, or ongoing royalties.
Ownership structure:
You own: Your data, your processes, and the right to use the automation forever
Odyssey1 owns: The underlying code and intellectual property
What this means: You can use it however you need for your business, but cannot resell or redistribute the automation as a product
Full access provided: Complete GitHub repository access and documentation so you're never locked in or dependent on us for modifications.
Why this model? It allows us to build cost-effective solutions by reusing proven components across clients (minus any proprietary customizations), while ensuring you get exactly what you need without ongoing fees.
What if the automation breaks or needs updates?
Pre-built: Post-deployment support is included initially. Ongoing support available at hourly rates.
Custom/SOW: Support terms defined in your SOW. Extended support available as needed.
Retainer: Included in your retainer hours—we handle all maintenance and updates.
Can we start with pre-built and upgrade to custom later?
Absolutely. Many clients start with a pre-built automation to solve an immediate pain point, then work with us on custom solutions once they see the value. We'll give you credit for the pre-built investment if you upgrade to retainer within 30 days.
What happens if you can't deliver what was scoped?
If we discover during development that something in the scope isn't technically feasible, we'll:
Notify you immediately
Propose alternative approaches
Adjust scope and pricing if needed
Never charge you for work we can't deliver
We've never had to do this—20 years of experience means we scope accurately—but transparency matters.
Do you work with agencies outside the US?
Yes, though most of our clients are US-based. Time zone differences may affect meeting schedules, but we make it work.
What platforms and tools do you work with?
We integrate with virtually any platform that has an API or allows automation.
Common integrations include:
CRMs (Salesforce, HubSpot, Pipedrive)
Marketing platforms (Google Ads, Meta, LinkedIn)
Analytics (Google Analytics, Adobe Analytics)
Project management (Asana, Monday, ClickUp)
Communication (Slack, Teams, email)
Data warehouses (BigQuery, Snowflake, Redshift)
Custom APIs and databases
If it has an API, we can probably automate it.
How technical do we need to be?
Not very. We've worked with agencies that have zero technical staff. We handle the technical complexity—you just need to understand your business processes and desired outcomes.
Can we see examples of past work?
Yes. We have case studies and can connect you with reference clients. View our work or ask during your consultation call.
What if we're not sure which service tier fits?
That's what the free consultation is for. We'll ask about your needs, timeline, and budget, then recommend the best fit. No pressure, just honest guidance.
Do you sign NDAs?
Yes, we're happy to sign mutual NDAs before discussing sensitive business information.
What if we need to pause or cancel?
Pre-built/Custom: Projects are completed start-to-finish. We don't pause mid-project (it's not fair to either party).
Retainer: 30-day notice required for cancellation. We'll complete any in-progress work during that period.
Frequently Asked Questions
How quickly can we get started?
Pre-built: As soon as we complete the consultation call and receive payment, typically starting within 2-3 business days.
Custom/SOW: After free consultation, proposal delivery in 1-3 days. Once SOW is signed and deposit received, we begin immediately.
Retainer: Strategy session scheduled within one week of agreement, active development starts the following week.
What if we need changes after launch?
Pre-built: Changes within the original scope are included during implementation. Post-launch modifications are billed hourly.
Custom/SOW: Changes within the agreed scope are included. Out-of-scope changes require SOW amendment.
Retainer: Modifications and optimizations are part of your ongoing retainer hours.
Do we own the code/automation?
You receive a perpetual, unlimited-use license for everything we build for you. This means you can use, modify, and deploy the automation in your business without any restrictions, licensing fees, or ongoing royalties.
Ownership structure:
You own: Your data, your processes, and the right to use the automation forever
Odyssey1 owns: The underlying code and intellectual property
What this means: You can use it however you need for your business, but cannot resell or redistribute the automation as a product
Full access provided: Complete GitHub repository access and documentation so you're never locked in or dependent on us for modifications.
Why this model? It allows us to build cost-effective solutions by reusing proven components across clients (minus any proprietary customizations), while ensuring you get exactly what you need without ongoing fees.
What if the automation breaks or needs updates?
Pre-built: Post-deployment support is included initially. Ongoing support available at hourly rates.
Custom/SOW: Support terms defined in your SOW. Extended support available as needed.
Retainer: Included in your retainer hours—we handle all maintenance and updates.
Can we start with pre-built and upgrade to custom later?
Absolutely. Many clients start with a pre-built automation to solve an immediate pain point, then work with us on custom solutions once they see the value. We'll give you credit for the pre-built investment if you upgrade to retainer within 30 days.
What happens if you can't deliver what was scoped?
If we discover during development that something in the scope isn't technically feasible, we'll:
Notify you immediately
Propose alternative approaches
Adjust scope and pricing if needed
Never charge you for work we can't deliver
We've never had to do this—20 years of experience means we scope accurately—but transparency matters.
Do you work with agencies outside the US?
Yes, though most of our clients are US-based. Time zone differences may affect meeting schedules, but we make it work.
What platforms and tools do you work with?
We integrate with virtually any platform that has an API or allows automation.
Common integrations include:
CRMs (Salesforce, HubSpot, Pipedrive)
Marketing platforms (Google Ads, Meta, LinkedIn)
Analytics (Google Analytics, Adobe Analytics)
Project management (Asana, Monday, ClickUp)
Communication (Slack, Teams, email)
Data warehouses (BigQuery, Snowflake, Redshift)
Custom APIs and databases
If it has an API, we can probably automate it.
How technical do we need to be?
Not very. We've worked with agencies that have zero technical staff. We handle the technical complexity—you just need to understand your business processes and desired outcomes.
Can we see examples of past work?
Yes. We have case studies and can connect you with reference clients. View our work or ask during your consultation call.
What if we're not sure which service tier fits?
That's what the free consultation is for. We'll ask about your needs, timeline, and budget, then recommend the best fit. No pressure, just honest guidance.
Do you sign NDAs?
Yes, we're happy to sign mutual NDAs before discussing sensitive business information.
What if we need to pause or cancel?
Pre-built/Custom: Projects are completed start-to-finish. We don't pause mid-project (it's not fair to either party).
Retainer: 30-day notice required for cancellation. We'll complete any in-progress work during that period.
Ready to Get Started?
Let's talk about automating your agency workflows.
Whether you need a quick-win pre-built solution or a comprehensive custom build, we'll help you determine the best path forward.
Ready to Get Started?
Let's talk about automating your agency workflows.
Whether you need a quick-win pre-built solution or a comprehensive custom build, we'll help you determine the best path forward.
