How it works
From first call to a system that runs itself.
Four steps. Each one ends with something you can see, and you decide before the next one starts.
01
Audit
30 minutes, free
- What happens
- We follow one enquiry from first message to signed deal and mark where time and leads leak.
- What you get
- A ranked map of what to automate first.
- What we need from you
- A person who knows how enquiries are handled today.
02
Blueprint
- What happens
- We write down what the system does, which tools it touches and what stays with your team.
- What you get
- A written blueprint with the timeline and the price.
- What we need from you
- Access to examples: a few real enquiries, offers or documents.
03
Build
Agreed in the blueprint
- What happens
- We build in working pieces and show you each one on your own data.
- What you get
- A system running on your tools, and the people who use it shown how.
- What we need from you
- Logins for the tools it connects to, and short feedback on each piece.
04
Run
Monthly, optional
- What happens
- We monitor, fix and improve it. You hear from us before you notice a problem.
- What you get
- A system that keeps working when your tools or volume change.
- What we need from you
- Tell us when your process changes.
You keep your tools. We wire them together.
We map your process first, then the system plugs into it. Your team keeps working the way it works.
What comes in
- Website forms
- Phone calls
- Social DMs
Your Solvard system
Agents, rules and a live dashboard
What comes out
- Booked calendar slots
- Updated CRM
- Follow-up messages
- Reports for you
What stays with your team
- Decisions on price and terms
- The conversation once a lead is ready to talk
- Anything the system isn't sure about — it hands over instead of guessing