Our process
We do not build generic AI. We build around how your business actually runs.
The process is designed to turn your real workflow into a working Claw: the tools you use, the way your team talks, the places customers wait, the decisions that need approval, and the follow-up that keeps falling on the owner.
The strategy call becomes build material.
We like the strategy call because it captures what forms alone miss: how you think, what “good service” sounds like, what staff need protected, and which workflows should never run without a human. We structure that call so it becomes a build brief, integration map, risk list, and first automation scope.
Discovery Form
20–30 minutes
We collect the basics before the call so the conversation can go deeper than “what software do you use?”
- Business profile, team structure, service area, and offers
- Current tools and logins/integration requirements
- Lead sources, communication channels, and customer touchpoints
- Top friction points and success definition
Strategy Call
60–90 minutes
A scripted, recorded call turns lived business pressure into build instructions. This is where we learn what the Claw should notice, say, summarize, ask, and never do without approval.
- Walk through the customer journey from first inquiry to finished work
- Identify the first three workflows worth automating
- Capture tone, escalation rules, and approval boundaries
- Generate a build brief, follow-up questions, and integration map
Build
Usually 5–10 business days after inputs are ready
We configure the Claw, connect approved tools, build the knowledge base, create workflows, test edge cases, and harden the setup before activation.
- Agent identity, instructions, knowledge, and boundaries
- Integrations with the tools your business already uses
- Workflow automations, summaries, reminders, and handoffs
- Testing checklist, backup, and security review
Delivery / Install
Remote or shipped hardware depending on package
Your Claw is installed on the chosen setup, connected through approved access, and checked before your team is asked to depend on it.
- Hardware or remote environment prepared
- Secure access and status checks
- Client setup guide and install appointment if needed
- Final pre-activation verification
Activation Call
1–3 hours depending on scope
We go live together. Your team sees the Claw handle real examples, learns what to ask, confirms what it should escalate, and signs off on the launch workflow.
- Live workflow tests using real business scenarios
- Prompt and usage training for the owner/team
- Escalation and approval rules confirmed
- Launch acceptance checklist
Support / Growth
Ongoing
The system should keep improving as the business changes. Remote Support handles refinements, troubleshooting, new workflows, and the practical reality of running an operating system in a live business.
- Monthly support and refinement queue
- Feedback review and failure logging
- New workflow and integration backlog
- Seasonal or campaign-specific updates
Strategy call question spine
The questions we script around
These questions are designed to produce a better Claw build, not a vague sales conversation.
- What would feel different 90 days from now if this Claw worked perfectly?
- Where do leads, messages, approvals, or tasks usually slip through the cracks?
- What software do you open every morning, and what do you avoid because it is painful?
- What do customers repeatedly ask, wait for, misunderstand, or complain about?
- Which steps must always stay human-approved?
- If we only built three automations first, which three would remove the most stress or protect the most revenue?
Ready to map the first Claw?
Start with the readiness session if you want the safest first step, or go straight to the relevant Claw if the pain is already obvious.
Book a Claw Readiness Session