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How we work

A general contractor for your business systems.

You would not build a house by calling every trade yourself. You hire a general contractor who plans the job, brings in the right people, keeps the work in order and stands behind it. We do the same for your website, customer follow-up, phones and practical AI.

Here is exactly what happens, step by step, and what you know before you pay for anything beyond the first step.

The process at a glance

Start Steps 1 to 3

Talk, diagnose, plan.

You learn what is getting in the way and what each fix costs.

See steps 1 to 3

Build Steps 4 to 6

Build, test drive, switch.

Your current website and phones keep working while we build.

See steps 4 to 6

Run Steps 7 and 8

Tune, maintain, grow.

We check in, adjust what is not working and keep it running.

See steps 7 and 8

The process

Eight steps. You always know the next one.

Each step says what happens, what you get and what we need from you. Nothing is built until the scope, price and handoff are in writing.

  1. 01

    Start

    Talk to us

    Tell us what is taking more effort than it should, and what you would fix first if you could fix one thing. No technical plan needed.

    What you get
    One agreed next step: the Business Health Check, a single service, or a $9.97 Google Visibility Check if you want to start with Google.
    What we need from you
    Your name, your business, the services you offer, where you work and the problem that costs you the most time.
  2. 02

    Diagnose

    Diagnosis first, then the prescription. Our Business Health Check is a 90-minute assessment of your tools, website, ads, social, email and Google profile, and of how leads come in and how fast they get an answer.

    What you get
    A clear score for your online presence and systems, with the weak spots explained in plain language. $997 for the first ten paid clients. It is optional: you can start directly with a service.
    What we need from you
    Honest answers to simple questions, like what you like least about your website, and a look at the tools you use today.
  3. 03

    Plan

    In a separate 45-minute debrief we walk you through the findings and a work plan: where to start, how long it takes and how fast we can do it.

    What you get
    The report, a work plan and a written Service Order with the work, who is responsible, the price and the delivery. Every piece has its own price. Implementation is separate from the Health Check.
    What we need from you
    Your choice of what goes first. What does not fit this month can wait for next month. Work starts once the order is signed and the setup fee or first installment is paid.
  4. 04

    Build

    Build behind the scenes

    Your current website and phones keep working while we build the new system in parallel. We bring in the right specialist for each piece: photos and video, forms, CRM, phones and AI reception.

    What you get
    The agreed pieces connected to each other, not a pile of separate tools. Terms, cookies, tracking and permission to send texts are set up as part of the foundation.
    What we need from you
    Your information: ideal customer, service areas, services, your most profitable work, photos and your story. No time for forms? We interview you and record it. Plus delegated access to your domain, hosting and Google: you invite us as a user. We never ask for your passwords.
  5. 05

    Test drive

    You try the system with us, the way you would test drive a truck before you take it home, and tell us what to adjust before anything goes live. The test drive is part of your paid start, before launch.

    What you get
    A system tested with you and a written list of the agreed adjustments. Changes outside the agreed scope are agreed separately.
    What we need from you
    One contact person and some time to test and give us feedback.
  6. 06

    Flip the switch

    When you approve, we switch over to the new system with no downtime and show your team how to use it.

    What you get
    The system live, team training and, where it applies, written instructions and short videos of your workflow.
    What we need from you
    Your final OK and your team available for training.
  7. 07

    Run

    Your first 90 days

    We work in 30-day blocks. For example: first the website, then what happens when someone fills out a form, then the customer service experience. At each block we sit down and check whether it is helping.

    What you get
    Ongoing tuning, a regular look at what is and is not working, and check-ins with you. The 90-day initial term is in writing and starts once signing and payment are complete. Client-caused delays do not pause it.
    What we need from you
    Use the system, answer your leads and ask for your reviews. The system makes the work easier, but results also depend on you.
  8. 08

    Maintain and grow

    After the first 90 days we continue month to month. We keep the system running, like a building with the lights on and the water flowing, and add improvements when a new tool is worth it.

    What you get
    Support from a named contact, maintenance and new projects when you ask for them. Each service has its own published price. Ready for the next stage? Fractional GM & Advisory starts at $3,500 a month, and AI Jumpstart starts at $1,500.
    What we need from you
    Your priorities for the next block, and a heads-up when something is not working.

Why a general contractor

What a good general contractor does. And what we do for your business.

People do not hire a general contractor because they have never heard of plumbers and electricians. They hire one so they do not have to coordinate every trade, get the order wrong or chase someone for answers. We do the same with your website, CRM, phones and AI.

One point of contact

One accountable partner and a named contact.

You do not get handed one piece and sent off to find the rest. We deliver the whole job and coordinate everyone on it.

Knows who to call

The right specialist for each piece.

The person who builds your website is not the one who shoots your photos and video. If you need an accountant, a financial plan or an attorney, we can point you to people we trust.

Plans and permits

Diagnosis before building, and the legal basics in order.

A good doctor does not prescribe before an exam. Terms and conditions, cookies and permission to send texts go into the foundation.

Order of the work

Built in 30-day stages.

First the website, then what happens when a form comes in, then the customer experience. One stage at a time, in the right order.

Work without closing the house

We build behind what already works.

Your new website is built behind the current one. We flip the switch only after you test it, with no downtime.

Time and budget

A price for every piece. You choose.

You see what each piece costs. What does not fit this month moves to the next.

Quality control

A test drive before handoff.

You try the system and ask for adjustments before it goes live, like a test drive before you take the truck home.

Protects the owner

Clear records and clear terms.

With recorded calls, it is no longer your word against the customer’s when they say they asked for red, not orange. Clear written terms help protect your business.

Maintenance

We build it and we keep it running.

Lights on, water running, the place kept in order. A system is like a tree: it needs watering and care to keep growing.

That is why we call ourselves digital contractors. We know exactly who to call, who to trust and who to work with.

Ted Lopez, founder of Cornerstone Intelligence Co.

Before you pay

What you know before you pay for anything.

No fine print. These points are clear before any work starts.

  • Everything in writing first. The work, who is responsible, the price and the delivery are in your Service Order before work starts.
  • Every piece has its own published price. You choose what goes first. Your monthly total is the sum of the services you choose. See services and prices.
  • A 90-day initial term, then month to month. The initial term is in writing and starts once the order is signed and paid. After that, service continues month to month.
  • Your website is yours once it is paid. You keep your brand, your materials and your customer data. Once the fees are paid, you own the final deliverables listed in your Service Order, with a permanent license to the reusable tools built into them, so your team, or someone in your family, can maintain it. Third party software and subscriptions keep their own licenses, and any handover limits are written in your Service Order.
  • No guaranteed outcome. The system makes the work easier, but we do not guarantee a particular outcome. Results also depend on how the system is used.
  • A person is always responsible. Calls announce when they are recorded, and a person on our team is responsible for reviewing what the AI does.
  • We choose our clients too. We work best with owners who care about their customers and their reviews. If we are not the right fit, we will say so before work starts.
  • We run on it ourselves. It is the same kind of system we use to run our own business.

Straight answers

Questions owners ask before they start.

How long does it take?

The Business Health Check is a 90-minute assessment plus a separate 45-minute debrief. The build runs in 30-day blocks, and the initial term is 90 days. The exact timing for each piece is in your plan.

Will my website go down?

Your current site stays up while we build the new one behind it, and we switch over only when you approve.

What do I need to give you?

Your information (services, service areas, ideal customer, photos and your story), delegated access to your domain, hosting and Google (you invite us as a user, and we never ask for your passwords), one contact person and time to test. No time for the forms? We interview you instead.

Who owns what you build?

You keep your brand, your materials and your customer data. Once the fees are paid, you own the final deliverables listed in your Service Order, and you get a permanent license to use and maintain the reusable tools built into them. Third party software and subscriptions keep their own licenses, and any handover limits are written in your Service Order.

What if I want to leave?

After the 90-day initial term, service continues month to month. If the system is not helping you, there is no reason to keep going. Your Service Order explains how to end it.

Why 90 days?

It is the minimum time to build, tune and review progress together. Change is not easy for anyone, and a system needs watering, like a tree.

Why not have someone in the family handle it?

They do their best with what they have, but it is a lot of pressure for one person. We get it built right, then show them how to keep it up.

Why pay for a diagnosis?

You would not trust a doctor who prescribes before examining you. The diagnosis tells you where to start and keeps you from paying for what you do not need. It is also optional.

Do I have to buy the whole system?

No. You can start with one piece and grow from there. Each service has its own published price.

Is the test drive before I pay?

It is part of the paid start. The test drive happens before launch, so we can adjust the system with you before it goes live.

Ready when you are

Start with one conversation.

Once it is paid, your website is yours. Scope, price and handoff are in writing before work starts. We do not guarantee a particular outcome, but you will always know who owns the work and what happens next.

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