How We Work
A proven 5-step process for transforming your operations from manual and chaotic to automated and scalable.
Trusted by businesses doing R10m-R200m in annual revenue
The Process
From initial conversation to continuous improvement, here's exactly how we work together
Discovery & Strategy Call
Week 1
We start with a deep-dive strategy call to understand your business, pain points, and goals. No sales pitch—just a genuine conversation about where you are and where you want to be.
Deliverables
- Complete operational assessment
- Identified bottlenecks and opportunities
- Clear understanding of priorities
- Mutual fit evaluation
Systems Audit & Roadmap
Week 2-3
We analyze your current systems, workflows, and tech stack. Then we create a detailed roadmap showing exactly what we'll build, in what order, and why.
Deliverables
- Complete systems audit report
- Prioritized implementation roadmap
- Cost-benefit analysis for each initiative
- Timeline with clear milestones
Foundation Build
Month 1-2
We build the core infrastructure and critical automations first. This phase focuses on quick wins that deliver immediate value while laying the groundwork for long-term improvements.
Deliverables
- Core systems architecture in place
- First wave of automation live
- Initial integrations connected
- Team training on new systems
Expansion & Optimization
Month 3-6
With the foundation solid, we expand automation coverage, build custom tools, and optimize everything based on real usage data. This is where compound value starts to accelerate.
Deliverables
- Advanced automation workflows
- Custom dashboards and tools
- Integration of all key systems
- Documented processes and playbooks
Continuous Improvement
Ongoing
We don't stop at "done." We continuously monitor, optimize, and improve your systems month after month. As your business evolves, your systems evolve with it.
Deliverables
- Monthly optimization sprints
- Proactive monitoring and maintenance
- Regular strategy sessions
- Ongoing feature additions
Our Guiding Principles
The values that shape how we work with every client
No Surprises
Clear communication, transparent pricing, and realistic timelines. You always know what we're working on and why.
Results First
We prioritize work that delivers measurable value quickly. Big picture strategy, but practical execution.
Long-Term Partnership
We're not here for a quick project. We build relationships that compound value over years, not months.
Your Success = Our Success
We only win when you win. Our retainer model aligns our incentives with your long-term growth.
What to Expect
- Weekly sync calls to review progress
- Shared project board with full transparency
- Direct access to our team via Slack
- Monthly strategy sessions
- Detailed monthly reports
What We Need From You
- Access to relevant systems and data
- Input from key stakeholders
- Feedback on what we build
- Commitment to the process
- Willingness to change workflows when needed
Ready to get started?
Book a strategy call to discuss your specific challenges and see how our process applies to your business.