THE PROCESS

From 'where do we start?'
to running on autopilot.

This isn't a software install or a one-size-fits-all template. We learn how your team actually spends their days, then build custom automations tailored to your specific operations, hosted on infrastructure we manage.

01Free Operations AuditInitial conversations

Discovery

Walk us through your operations: what's working, what's painful, where time disappears. We map out exactly what to build first.

WHAT HAPPENS
  • 30-min intro call to understand your business
  • Walk through your current operations end-to-end
  • Map every tool you use and where they connect (or don't)
  • Identify the highest-leverage automations to build first
  • Custom proposal with scoped automations and pricing
WHAT YOU WALK AWAY WITH
  • Operations audit document with current-state map
  • Prioritized list of automation opportunities
  • Custom scope and pricing for the Build phase
  • Zero commitment to move forward
022–4 weeksThe core value

Build

Custom automations built in production code. Pipelines, AI assistants, integrations. Tested against real scenarios, then your team gets walked through everything that changed.

WHAT HAPPENS
  • Provision infrastructure (servers, databases, monitoring)
  • Connect every system in your stack via API
  • Build each automation in production code, not no-code
  • Test against your real data and edge cases
  • Walk your team through everything that changed
WHAT YOU WALK AWAY WITH
  • Production-ready automations on infrastructure we manage
  • Full system documentation
  • Team trained on what changed and what stayed the same
  • 60-day optimization period included
03OngoingMonthly partnership

Maintain

We monitor your automations, handle edge cases, and keep everything running as your business evolves. When you're ready to expand, we're already there.

WHAT HAPPENS
  • 24/7 monitoring with alerts on failures
  • Edge case handling as new patterns emerge
  • API change management when third-party tools update
  • Quarterly check-ins to identify next opportunities
  • Adding new automations as your business grows
WHAT YOU WALK AWAY WITH
  • Hosting, AI usage, and monitoring all included
  • Bug fixes and small adjustments at no extra cost
  • Monthly performance reports
  • Direct line for issues (email or call)
WHAT IT ACTUALLY LOOKS LIKE

Not templates. Not off-the-shelf.Custom-built for your real workflows.

Every automation is built in code and runs on infrastructure we manage. Here's what that looks like in practice:

HOME SERVICES
Missed Call Text-Back + Lead Capture
automation
01

Trigger: Incoming call goes unanswered or to voicemail

02

Within seconds: SMS sent with booking link and service info

03

If no response in 2 hrs: follow-up text with availability

04

Lead logged in CRM with call time, caller ID, and source

05

Office notified with full lead details for manual follow-up

06

Weekly report: missed calls, texts sent, jobs booked

$8,400/mo in recovered revenue. Captures leads that would have called the next company on the list.

DENTAL
Smart Appointment Reminders + No-Show Recovery
automation
01

Trigger: Cron every 15 min, checks upcoming appointments

02

72 hrs before: email with prep instructions and intake forms

03

24 hrs before: SMS reminder, reply Y to confirm

04

2 hrs before: final SMS reminder

05

No-show: 30 min after, SMS asking to rebook with one-click link

06

3+ no-shows: flag patient for front desk follow-up call

38% reduction in no-shows. Front desk stops making reminder calls all day.

FITNESS & WELLNESS
Member Re-Engagement Pipeline
automation
01

Trigger: Daily scan of attendance across all members

02

Flag: members whose attendance dropped 50% over last 4 weeks

03

Personalized SMS sent with check-in and class recommendations

04

If no response in 5 days: follow-up email with progress reminders

05

If still no response: flag for personal call from staff

06

All activity logged with re-engagement and churn metrics

35% reduction in silent churn. Members get re-engaged before they've already cancelled in their head.

FAQ

Questionswe hear most.

Everything you need to know before your first call.

01

What exactly do you build?

Custom automations, AI pipelines, and intelligent assistants, all built in code and running on infrastructure we manage. Engineered solutions tested against your real data and refined until reliable.

02

How is this different from off-the-shelf tools?

Off-the-shelf tools work in isolation. Your CRM doesn't talk to your scheduling software, your intake forms don't update your billing system, and nothing triggers automatically. We write the code that connects all of your existing tools into one system that runs itself. No copy-pasting between apps, no manual handoffs, no dropped balls.

03

What if I'm not sure what I need automated?

That's exactly what the free call is for. We walk through your operations and identify the biggest time sinks. If a smaller build makes more sense, we'll tell you.

04

What if my team isn't tech-savvy?

That's our sweet spot. The automations run in the background with no input needed. Your team keeps using the same tools they already know, they just work better now. No new software to learn, no code to touch.

05

How does pricing work?

One-time build fee based on the number of automations, systems to integrate, and complexity. Then $99/mo for ongoing maintenance, hosting, AI usage, and monitoring. You own the system. We scope everything on the call so you know the exact cost before we start.

06

Do I need to buy any software?

No. We build and host everything. Your monthly maintenance includes all infrastructure, AI model usage, and monitoring. No separate SaaS subscriptions, no per-seat licenses, no surprise bills.

07

Why do I need ongoing maintenance?

Your automations run on real infrastructure: servers, databases, SMS and email delivery, AI model calls, scheduled jobs, and monitoring. Without someone managing it, you're dealing with server outages, expired API keys, failed deliveries, database backups, security patches, and breaking changes from third-party APIs. The maintenance means none of that is your problem.

08

How long until we see results?

Most clients see measurable time savings within the first week after launch. The full engagement, from discovery call to live automations, typically runs 2 to 4 weeks depending on scope.

09

What's your refund policy?

If something isn't working the way we scoped it, we rework it until it does. That's included. We scope tightly upfront so there are no surprises, and we don't consider a build complete until it's running the way we agreed.

Don't sweat the small stuff.Automate it.

Book a free operations audit. We'll walk through your day-to-day, identify where custom-built automation infrastructure can create the most impact, and give you an honest assessment.

Or email us at hello@eidos.works