How it works
Three phases, one outcome-priced engagement from countersignature to monthly retainer.
Setup, go-live, and operate read as one continuous prospect walk — not three disconnected slides. The same wiring list runs end to end; the price line is countersigned before the first call is answered; the 30-day review clause is in writing before week five.
Replies within one business day. No deck, no discovery call tax.
Three phases
Setup → Go-live → Operate. Priced against the outcome you'd actually buy.
The same vertical playbook runs across all three phases. The hand-off between them happens in writing — never as a sales re-negotiation.
- Three phases, one countersigned outcome
- Wired into the stack the business already pays for
- TCPA + AI-disclosure live from day one
- 30-day review clause, in writing
The three phases
Setup in a week. First booked outcome inside thirty days. Operate on a monthly retainer.
The three phases below are what the operator actually sees — the intake email, the first live call, the monthly tuning call. Each line is wired, audit-trail logged, and renegotiable only in writing.
- 01
Week 1 — Setup
Intake, integrations, and the vertical playbook wired in.
We start with the audit you already received, countersign the outcome you actually want to be measured against, and wire the vertical playbook into the stack you already pay for. The first week ends with consent and AI-disclosure live on day one — never patched in later.
- Outcome audit signed twice — once before we scope, once before we go live
- Vertical playbook wired into the CRM, calendar, and telephony already in use
- Consent + AI-disclosure layer live on day one (TCPA window, first-utterance disclosure)
- 30-day review clause written into the contract before the first call is answered
Phase hand-off documented in writing - 02
First 30 days — Go-live
After-hours coverage begins, lead capture goes active.
The workflow lands the first booked outcome inside the stack the vertical already runs — ServiceTitan for HVAC, Practice Web for dental, OpenPhone for medspa, Mangomint for law and real estate. Compliance is live before the first ring, reports land weekly, and we revisit the price line at day thirty in writing.
- First booked outcome lands inside ServiceTitan, Practice Web, OpenPhone, or Mangomint
- Compliance pass live from the first ring (TCPA window, AI-disclosure in the first utterance)
- Weekly audited report in your inbox — what was answered, what was booked, what drifted
- Drift-budget review at day 30, in writing — price moves if the outcome moves
Phase hand-off documented in writing - 03
Monthly retainer — Operate
Ongoing optimization and outcome reporting.
Once the workflow is honest we move into a monthly retainer sized to the volume of the agreed outcome. Tuning happens monthly, compliance stays current quarterly, and the price adjusts when the underlying numbers adjust. The audit log is yours on request — no vendor lock-in, no contractually-trapped data.
- Monthly playbook tuning call — variants tested against the agreed outcome
- Consent-layer maintenance (TCPA + AI-disclosure re-checks each quarter)
- Quarterly drift budget — price moves with the outcome, not with utilisation
- Full ownership of the audit log — exportable on request, never contractually held
Phase hand-off documented in writing
One continuous journey
The three phases read as one prospect walk — not three detached slides.
Setup writes the wiring list. Go-live proves the wiring list against the countersigned outcome. Operate keeps the wiring list honest against the underlying numbers. The visible surface — the audit, the contract, the weekly report, the monthly tuning call, the quarterly drift review — is the same operator experience end to end.
What changes between phases is what is measured, not who shows up. Same vertical playbook. Same compliance stack. Same countersigned outcome running under all three.
Pick the phase you want to start in
Book a thirty-minute call — we'll send the wiring list, the price line, and the 30-day review clause back in writing.
The call is the last step before countersignature. Thirty minutes, free, no deck. We come ready with the price per booked outcome; you come ready to redirect or to proceed. The audit is the alternative path if the calendar is the wrong slot for this week.
Quote arrives within one business day. The audit is free.