Build

Your Blueprint becomes a running system.

After the Diagnostic, we turn the Blueprint into workflows, set up in your digital office with a desk for each job. A person approves every step that matters. We stand it up, test it with your team, and send you the final plan and schedule in five business days.

Build plan · 5 business days

Example

Quote follow-up, from the Blueprint


1
Workspace stood upPrivate workspace, logins, desks
Done

2
Tools connectedEmail, calendar, job software, read-only first
Done

3
Workflow builtDrafts follow-ups from your quote list
Done

4
Tested on your examplesSix past quotes, you review each draft
In test

5
Final plan resentGo-live date, who approves what
Next

From Blueprint to Build

Each process map becomes a workflow.

The Blueprint says what to build and in what order. Each process map in it shows every step and who does it. We turn each one into a workflow: the steps a person repeats get drafted for you, and a person stays in the loop wherever it matters.

Process map · Invoice follow-up

Today · 5 person steps

OUTJob finished
PERSONBuild the invoice by hand from the job notes
PERSONSend it by email
PERSONCheck who has not paid, when someone remembers
PERSONCall or email to chase
PERSONRecord the payment by hand

As a workflow · 2 person steps

OUTJob finished
DIGITAL TEAMMATEDrafts the invoice from the job record
PERSONThe owner reviews and approves
DIGITAL TEAMMATESends it and tracks payment
DIGITAL TEAMMATEDrafts a reminder when it is overdue
PERSONThe owner approves the reminder
DIGITAL TEAMMATESends it, stops when paid, records the payment

Example only. Not a real client. Illustrative, not a promise of results.

How a build goes

Starts on payment. Five business days.

  1. 1

    The Build starts

    It starts when you pay. The scope is agreed in writing first, so there are no surprises.

  2. 2

    We stand it up

    Your workspace, your dashboards and your first workflows, set up on your own accounts.

  3. 3

    We test it with your team

    Your team tries it before anything goes live, and a person approves every outbound step.

  4. 4

    You get the final plan and schedule

    We send it back to you in writing, within five business days of the start. Each workflow is built after you approve it.

  5. 5

    Then we run it

    We stay until it sticks. See how Run works.

Workflows

Four always on. Sixty-four you pick.

Every build includes the foundation: a brand and voice kit, connections to your systems, an automation health monitor, and backup and change history. On top of that you choose the workflows you want, from 64 across eight areas. Start with one and add more when there is a clear reason.

Always on4the foundation
You pick64across eight areas
Start with1add more when ready
  • Daily Command
  • Sales and Follow-up
  • Client Delivery
  • Operations
  • Owner Intelligence
  • Finance
  • Knowledge
  • Content and Reputation

A few examples from each area. Need something beyond the catalog? Custom workflows and integrations are quoted separately, and change orders cover later changes.

Dashboards and approvals

Each person sees what needs them. Nothing goes out without a yes.

A dashboard built around how you run, with a view for each role, so the owner, the office and the field each see their own work. Approval is part of the foundation: by default, every outbound action waits for a person, and every action is logged.

Level 1 of 3

Review at every stage

A person checks each configured step. A useful start for sensitive or unfamiliar workflows.

Level 2 of 3

Review at key checkpoints

Routine preparation runs on its own. Important actions wait for approval.

Level 3 of 3

Autonomous within your rules

Configured actions run without a manual checkpoint where it is appropriate. The boundaries are agreed during setup.

You do not have to choose one approval setting for every workflow.

The test run

You see it work before it goes live

Each workflow runs on a handful of your past jobs first. You review every draft. Nothing goes out without a yes.

Test run · Quote follow-up

Six past quotes, drafted


Henderson · decksent 9/03, no reply yetQUOTE #1042 · 3 DAYS QUIET
Drafted

Alvarez · fence repairsent 9/05, no reply yetQUOTE #1047 · 5 DAYS QUIET
Drafted

Park · patio coverprice questionQUOTE #1051 · NEEDS INFO
Needs info
DRAFT · FOR HENDERSON · 7:02 AM

Hi Dana, following up on the deck quote from the 3rd. Happy to adjust the scope or timing. Want me to hold a start date?

Owner approves · nothing goes out without your yes

Where it runs

Your system, run with you.

Your digital teammates own the work. You can talk to them and direct them, and you approve what goes out.

As a Kylon partner, we run your system on Kylon, where you, your digital teammates and our team work together.

Start here

Tell us what you want built.

Share the plan, the idea or the deal. We come back with a written scope.

Schedule a scoping call

Free · No obligation