The actual process · nothing hidden
Most agencies wave their hands at “process.” Here's ours, in detail. Seven phases over four to six weeks. Then the things you'll handle vs the things we handle. And — at the end — the boundary between what we do and what we explicitly will not.
Maya
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The seven phases
Day 0 · 15 minutes
A live conversation with an operator. We don't pitch — we ask. About a dozen questions covering what you sell, where leads come from, what your week looks like, and where calls and follow-ups slip through. By minute 12 we've usually surfaced the three things costing you the most money.
You don't prep anything. You don't pull reports. We work from what you can tell us off the top of your head and confirm the numbers later. The conversation is in plain English — no jargon, no acronyms.
Day 1 · within 24 hours
We send you a one-page document with the three biggest leaks ranked by dollars-out-the-door, plus a rough payback estimate for the fix on each one. The report is yours to keep — share it with a partner, compare it to other quotes, sit on it for a month, whatever you want.
No login required. No CRM dashboard. A PDF. That's the whole deliverable for the audit.
Day 2–7 · your call
Almost nobody starts with everything at once. Most people pick the one or two things on the report with the fastest payback and start there. The free baseline (textback + callback + instant response + reviews, all capped) is a common starting point because it costs zero dollars and proves out the model.
If you want to keep talking before deciding, we leave you alone — no follow-up emails, no "checking in." If you want to move forward, you tell us, and we kick off setup.
Week 1–2 · setup
This is the part that looks magical but is actually a lot of careful prompt-engineering, voice training, and integration plumbing. We write the AI prompts for your business specifically — not a template. We tune the voice tone (warm / professional / direct, whatever fits). We wire your phone, your calendar, your CRM, and your inbox together.
Nothing goes live in this phase. You see drafts, hear voice samples, approve copy. If anything sounds wrong, we change it before it touches a real customer.
Day of launch
We turn on one channel at a time, you on the line. First incoming call, first form fill, first review request. You watch the system handle it live and approve the result. If anything is off, we pause, fix, and re-test before the next one.
For voice, we usually run a test call from a real phone first so you can hear it. For chatbot and forms, we test from your own browser. No customer touches the system until you've seen it work cleanly at least three times.
After launch · ongoing
Now the AI is taking real calls and real form fills, and we get actual data on how customers respond. Some prompts work great, some need rewording. Some flows convert; some don't. We adjust based on the transcripts and analytics — usually small changes, every week, for the first month.
You don't have to be in the loop on every tweak. We send a short note when we change anything material, and a fuller summary at the end of the month.
Every month after
First Friday of every month: a one-page report with the numbers — how many calls answered, leads captured, reviews requested, jobs booked through the system. Plus what we changed that month and what we'd recommend next. Take 5 minutes to read, ask questions, or ignore — your choice.
No quarterly reviews, no "strategic check-ins," no decks. Just the numbers and a couple of recommendations. If something needs your attention, we say so explicitly.
Division of labor
Most of the “work” on your side is talking to us for a few hours total, spread over a couple of weeks. The actual building, integrating, testing, and tuning is on us.
You bring
We handle
Tell us what you sell, your typical pricing, and your usual qualifying questions
Translate that into AI prompts, voice scripts, and chatbot logic
Give us your domain and access to your existing phone number
Set up the chatbot embed, voice forwarding, and SMS provisioning
Introduce us to your CRM, calendar, and review platforms
Build the integrations and test them end-to-end
Sit through one ~30-minute review of voice samples and copy drafts
Iterate on anything you flag and re-deliver same week
Approve the soft launch — first live call, first live form fill
Monitor each early interaction and adjust prompts that night
Read the monthly one-page report (5 minutes)
Track every metric, surface what needs attention, recommend next steps
Tell us when something feels off
Fix it within 24 hours or explain clearly why we can't
The boundaries
Two columns, side by side. Most agency contracts are written to obscure the limits. Ours are written here, on a public page, before you sign anything.
✓What we do
✗What we don't do
Ship live tools in 1–2 weeks using proven, battle-tested components
Build a 6-month custom platform from scratch on your dime
Run month-to-month subscriptions you can cancel with 30 days notice
Lock you into a 12-month contract or pile on early-termination fees
Charge a transparent setup fee that covers actual setup work
Charge a vague “kickoff fee” that has no relationship to anything we do
Deploy only tools that have already run on at least 5 other businesses
Use you as a beta tester for unproven features
Charge a flat retainer (plus an ad-spend percentage on ads, only)
Take a percentage of your job revenue or sales pipeline
Hand you a one-click data export the day you cancel
Lock you into our stack so leaving is painful
Send drafts of every customer-facing message for your approval
Auto-post to your social or email customers without your sign-off
Tell you honestly if AI isn’t the right answer for your specific bottleneck
Talk you into a service you don’t need to hit a quota
Why we run it this way
Anyone with a credit card can wire up a voice agent in an afternoon. The hard part is making sure it sounds like you, books on your calendar correctly, and doesn't say something embarrassing on call #47. The seven phases above exist because that's where the work actually is.
Approving prompts on a Tuesday and forgetting about them by Friday (so we send a one-page summary, not a Notion link). Trying to launch everything at once (so we go one channel at a time). Skipping the soft launch (so we make it non-optional). The process is shaped by what we've seen go wrong.
We could ship in 5 days instead of 10–14. We don't, because the extra week is where we catch the things that would otherwise become customer complaints. The phases are designed to make that week count.
Ready for phase 01?
Phase 01 above. Free, written notes you keep, no card, no pitch. After that, the next phase is your call — literally.