How It Works

Zero to live
in 48 hours.

A lean, focused process that gets your system running fast — with full handoff so you're never dependent on us.

The Playbook

Four steps to fully automated

Discovery & Strategy

A focused 30-minute call where we map your ideal customer profile, current sales motion, tech stack, and growth goals. No fluff — we come prepared.

  • ICP definition and segmentation strategy
  • Tech stack audit and integration mapping
  • Goal setting: meetings per week, response rate targets
  • Deliverable: Custom automation blueprint
⏱ 30–60 min
🎯
STEP 01
🏗️
STEP 02

System Architecture

We design the full automation blueprint — every workflow, data flow, trigger, and integration. You review and approve before a single line is built.

  • n8n workflow architecture diagram
  • Data schema: lead fields, statuses, routing logic
  • Integration map: CRM, email, LinkedIn, calendar
  • Sequence logic: timing, conditions, fallbacks
⏱ 1–2 days

Build & Deploy

We build your system on your infrastructure — self-hosted n8n, your API keys, your data. Everything is deployed, tested, and running before handoff.

  • n8n workflows built and tested in staging
  • Integrations connected and verified end-to-end
  • Error handling, retries, and alerts configured
  • Production deploy with live test campaign
⏱ 24–48 hours
⚙️
STEP 03
🚀
STEP 04

Handoff, Optimize & Scale

Full handoff with documentation, video walkthroughs, and a 30-day optimization window. We monitor performance and iterate based on real data.

  • Video walkthroughs of every workflow
  • Written runbooks for common scenarios
  • 30-day performance monitoring and tuning
  • Scale-up plan based on what's working
⏱ Ongoing
What You Get

Everything you need to own the system

No black boxes. No lock-in. Full handoff means you run it with or without us.

⚙️

Production Workflows

✓All n8n workflows fully built, tested, and deployed on your self-hosted instance with error handling and retries.

📖

Full Documentation

✓Written runbooks explaining every workflow, trigger, and edge case so your team can manage it confidently.

🎬

Video Walkthroughs

✓Screen-recorded walkthroughs of every major workflow — how it works, how to adjust it, how to debug it.

📊

Live Reporting Dashboard

✓Google Sheets or Airtable dashboard auto-populated with campaign performance data in real time.

🔐

Your Credentials, Your Keys

✓Everything runs under your accounts. API keys, email inboxes, LinkedIn — zero vendor lock-in to us.

📞

30-Day Support Window

✓30 days of post-launch support — bug fixes, tuning, and optimization as real data comes in.

FAQ

Common questions

No. We handle all the technical setup and build everything on your infrastructure. You get video walkthroughs so you understand how it works, but you don't need to touch code to use it day-to-day.
Typically: your CRM (HubSpot, Sheets, or Airtable), your email infrastructure (Gmail or SMTP), and your outreach tools (Instantly, Apollo, LinkedIn). We use your credentials — everything stays in your control.
Most systems are live within 48 hours of the discovery call. Complex multi-system builds with custom integrations can take 3–5 days. We'll give you a firm timeline before we start.
You own everything and can run it independently. We offer optional ongoing retainers for monitoring, optimization, and scaling — but there's no obligation. The system is fully yours.
n8n is our core orchestration layer, but we integrate with your entire stack — Apollo, Instantly, LinkedIn, Calendly, HubSpot, Google Sheets, Slack, and more. We can also work with Make or Zapier if you're already invested there.
All workflows include error handling, retry logic, and Slack/email alerts when something fails. During the 30-day window, any bugs are fixed at no charge. After that, most clients can self-manage with the runbooks we provide.
Yes, with one exception: we never build personal work on a shared client instance (learned this the hard way). We either work on your dedicated instance or help you spin up a new one on Oracle Cloud, Railway, or any VPS.
A VA does tasks manually and needs ongoing management. Our systems run 24/7 with zero oversight — no sick days, no holidays, no drift in quality. Once built, the system scales without adding headcount.

Sounds good?
Let's map your system.

Book a free 30-minute strategy call. We'll walk through your current process and show you exactly what we'd automate — no commitment required.

Book a Strategy Call → See Services