How we work
A conversation. A plan. Then we build.
Every project starts the same way.
After that, you decide how hands-on you want to be. We can run it for you, or teach your team to run it.
- Step 1A free consultationThirty minutes, in person in Orange County or by video. We learn how your business runs.
- Step 2A written planWhat we’ll build and how we’ll check it works. No commitment until you say yes.
- Step 3We run it, or your team doesFollow every step in your client portal. You approve each change before it goes live.
Your client portal
One shared place for everything.
What’s happening this week, what’s waiting on you, each version to approve, and every file. Check it on your phone in thirty seconds.
- You approve every change before it goes live
- Tested before we call it finished
- Every plan, version and file in one place
Marigold Lash Studio · example2 waiting on you
Booking assistantStep 3 of 5
Review the booking assistant, version 2Approve it or ask for changes.ApproveAsk for changes
Confirm your after-hours greetingTwo lines, written in your voice.
Services and prices confirmedDone · calendar connection next
FilesProject plan.pdfGreeting script.docx
Step 3 · Choose your path
We run it, or your team does.
Either way you get the same plan, the same checks and the same care with your data.
- Option A We run it for you Hire us to manage and monitor the work: software, websites, apps, AI agents and workflows. You follow every step in your client portal. IncludedMonitoringUpdatesApprovals in one portal
- Option B We teach you to run it We hand over the workflow and plan we built for your business, and teach your team to manage it. IncludedDocumentationTeam trainingA clean handoff