How It Works
No Black Boxes. No Surprises. Here's Exactly How We Work.
Most agencies keep their process vague on purpose. Vague processes create room to overpromise and underdeliver.
We do the opposite. Every step has a defined scope, a defined timeline, and a defined output. You know what you’re getting before we start, and you see everything as it’s being built.
Here’s exactly what working with us looks like.
The Four Steps
01
Free Enrollment Audit
45 minutes — no charge
Before we touch any tool or write any copy, we need to understand your specific situation. In this session we map your current lead flow from first contact to closed deal, identify exactly where prospects are dropping off and why, calculate the rough revenue cost of your current conversion gap, and show you what a working funnel looks like for your specific business and sales cycle.
This session is genuinely useful whether you work with us or not. You leave with a diagnosis. If we’re the right fit to fix it, we’ll tell you. If you need something different, we’ll tell you that too.
You leave with: A clear picture of your lead flow gaps and a recommended funnel structure.
02
Proposal and Scope Lock
Delivered within 48 hours of the audit
If we’re a fit, you receive a written proposal within 48 hours. It contains exact deliverables listed by name, no vague descriptions, fixed price with no hidden fees or surprise invoices, a delivery timeline with milestones, a client response SLA, meaning we need your feedback within 48 hours of each milestone or the timeline shifts accordingly, and payment terms: 50% upfront, 50% before final delivery.
This is where scope gets locked. What’s in the proposal is what gets built. Changes outside the agreed scope are quoted separately before any work begins.
You leave with: A signed agreement with exact deliverables, price, and timeline. No ambiguity.
03
Build and Review
3 to 7 weeks depending on package
We build in structured milestones. Each milestone has a specific deliverable and a review window. You don’t wait until the end to see what we’ve built, you review each piece as it’s completed and give feedback before we move to the next. Milestone structure: Week 1, Strategy finalized and approved. Week 2, Pages built and copy written. Week 3, Automations connected and sequences live in staging. Week 4+, Testing, refinement, and final review.
One rule that protects both sides: if we don’t receive your feedback within 48 hours of a review request, the timeline extends by the same number of days. This isn’t a penalty, it’s how we keep every project on track and profitable enough to give you our full attention.
You leave with: A fully built, tested funnel ready for launch, reviewed and approved by you at every stage.
04
Launch and Optimize
30 to 60 days post-launch
Going live is not the finish line. The first 30 days after launch are where we track real data and fix what the testing didn’t catch. We monitor opt-in page conversion rate, email open and click rates, audit booking rate, and lead-to-proposal conversion. If something isn’t performing, we diagnose and fix it within the support window included in your package.
You receive a monthly performance report with the metrics that matter. Not vanity numbers. Leads captured, calls booked, conversions.
You leave with: A funnel that is live, tracked, and optimized, with data you can actually act on.
What We Need From You, and When.
A funnel build moves at the speed of the slowest party. Here’s what we need from you to keep the project on track:
Access to your current tools (CRM, email platform, ad accounts if applicable), brand assets (logo, colors, fonts), and 2-3 sentences describing your best client. |
Feedback on each milestone within 48 hours. Timely reviews are the single biggest factor in on-time delivery.
Consistent traffic to the funnel, whether organic, paid, or outreach. A funnel with no traffic produces no data. |
Things People Ask Before They Start.
Common concern
What if I’ve already tried a funnel and it didn’t work?
The reality
A funnel that didn’t work is a funnel that wasn’t optimized, wasn’t connected properly, or had the wrong offer. We audit what you have before building anything new, we don’t start from scratch blindly.
Common concern
How long before I see results?
The reality
Leads can start entering the funnel within days of launch. Meaningful conversion data takes 30 to 60 days. Anyone promising results faster is guessing.
Common concern
What if I don’t have traffic yet?
The reality
We can build the funnel without paid traffic. The audit booking can be filled through outreach and referrals first. We’ll tell you exactly when to add paid traffic based on your funnel’s conversion rate.
Common concern
What happens if I’m slow to give feedback?
The reality
The timeline shifts by the same number of days. We don’t rush the next milestone without your approval. This protects the quality of what we build, and your budget.
Ready to See the Packages?
You now know exactly what working with us looks like. The next step is choosing the right package for your situation.
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We build it. You grow with it.
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