
Step 0
1
Discovery & Planning
Map your current processes and identify automation opportunities

Step 0
2
System Setup
Configure CRM, build workflows, and create templates

Step 0
3
Integration & Testing
Connect existing tools and test all automations

Step 0
4
Training & Launch
Team training and go-live support
Step 0
1
Map your current processes and identify automation opportunities
Step 0
2
Configure CRM, build workflows, and create templates
Step 0
3
Connect existing tools and test all automations
Step 0
4
Team training and go-live support










