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How it works

From first call to a CRM your team uses.

How onboarding works.

01

Discovery call

Day 1

We learn your business, how your team is set up, the tools you already use, and where things currently get dropped.

02

Mapping how you work

Day 1–2

We map your pipeline and the handful of processes around it — how leads come in, who picks them up, and what has to happen next.

03

Building your CRM

Day 2–3

We build it around that map: your stages, your fields, your reports, connected to the tools you already have open.

04

Testing and adjusting

Day 3–4

We run your real workflows through it, fix what feels wrong, and cut anything nobody needs before your team sees it.

05

You're live

Day 5

Your team starts working in it. We stay on to adjust things as real work runs through it.

Common questions

Questions people actually ask.