Our 4-Step Process
To Your Business
Automated & AI
Powered
Our process is built to take you from scattered to seamless. With four clear phases and full transparency at every step, you’ll always know what’s happening—without needing to manage a thing.
Phase 1
Diagnostics
Everything starts with clarity. In this phase, we dive into your current tools, workflows, and goals to spot the breakdowns — and uncover the biggest opportunities for smart systems to take over.
- Free discovery to surface inefficiencies and bottlenecks
- Workflow analysis and system mapping
- Report outlining where you're losing time and where tech can create leverage
- Timeline & milestones locked in

Phase 2
Build
Time to KLIK it all into reality. We build your system in structured steps, with full transparency and built-in feedback loops.
- Design: Wireframes, flowcharts, and logic mapping — you sign off before we build.
- Develop: Step-by-step build of tools, automations, and integrations — all tailored to your workflows.
- Test: We simulate real-world use cases, then you test-drive the system and we refine as needed.

Phase 3
Deploy & Training
We put everything through its paces — performance, usability, mobile, speed. We make sure your team knows exactly how to use and manage the system — without overwhelm.
- System Handbook: Clear SOPs, quick-start guides, and video walkthroughs.
- Live Training: Practical sessions to walk your team through the tools.

Phase 4
Retainer & Partnership
We stay on as your behind-the-scenes partner — keeping your operations sharp as you grow.
- Retainer Tiers: Choose from flexible plans — basic support, new builds, or full Fractional Digital COO.
- Quarterly Reviews: Strategic check-ins to assess what’s working, identify gaps, and recommend upgrades.
- Always Improving: We refine, optimise, and expand your system as your business evolves.
