Simple, Transparent Process

How It Works

A simple, transparent onboarding that gets your AI systems live fast — from discovery to performance tracking.

Trusted by growing businesses across Ireland.

The 5-Step Process

From initial consultation to ongoing optimization, we guide you through every stage.

1

Discovery & Consultation

We start by understanding your goals, customer journey, and current tools. In a short call, we map opportunities where automation saves time and captures revenue you're currently missing.

2

System Audit & Proposal

We review your workflows, phone/booking flows, website, and CRM. You'll receive a tailored plan with scope, timelines, integrations, and expected impact — so you know exactly what you're getting.

3

Implementation & Integration

We configure your AI receptionist, booking, or marketing automations and connect them to your calendars, CRM, and website. Then we test the full flow end-to-end before going live.

4

Training & Testing

Your AI is tuned to your brand voice, FAQs, and business rules. We run live simulations and make adjustments until responses, handoffs, and bookings are seamless.

5

Go Live, Optimize & Support

Once live, we monitor performance, provide monthly reports, and continue improving results. You'll have priority support and a clear view of ROI as your system scales.

What You'll Get

Everything you need to succeed with AI automation, delivered and supported.

Configured AI receptionist / marketing automations fit to your business

Integrations with your calendar, CRM, website, and channels

Brand voice + FAQ training for accurate responses

Full test scenarios and live launch plan

Monthly performance report with actions and recommendations

Priority support and iterative improvements

What We Need From You

  • A 30–45 minute discovery call
  • Access to relevant tools (calendar, CRM, website, phone system)
  • Brand tone/FAQ/materials (if available)
  • One point of contact for sign-off and feedback

Typical Timeline

Discovery & audit

2–5 business days

Implementation & testing

5–10 business days (scope dependent)

Go live & optimize

Ongoing with monthly reviews

Built-in Analytics. Measurable ROI.

Every project includes tracking so you can see what's working. We measure call volume, booking rates, lead capture, response times, handoffs to staff, and attributed revenue where applicable. You'll get a simple monthly report with insights and concrete next steps.

Calls/Chats handled & resolution rate

Bookings/leads created & conversion

Time saved vs. manual handling

Drop-off points and improvements

Attributed revenue (when applicable)

Works With Your Stack

We integrate with popular calendars, CRMs, booking systems, and communication tools used by Irish SMBs. If you don't see yours, ask — we likely support it or can add a connector.

Security & GDPR

We follow GDPR-aligned practices, keep data access minimal, and encrypt communications. See our full approach on the Compliance page.

View Compliance

Frequently Asked Questions

Common questions about our process and what to expect.

Free Consultation Available

Ready to Automate Your Business?

Book a free discovery call and get a tailored plan with timelines and projected impact.

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