The Process Of Working With My Automation Agency

By Sherif | February 02, 2025

Running a business is already complex—implementing automation shouldn’t add to that complexity. That’s why I’ve designed a clear, structured process for working with me, ensuring that every step is transparent, efficient, and tailored to your needs.

Whether you need to automate spreadsheets, streamline workflows, or integrate AI into your operations, I follow a well-defined process to take you from idea to execution with minimal friction. In some instances, multiple steps can be handles in a single stage. Here’s how it works:

Step 1: The Initial Discovery Call – Understanding Your Business & Goals

The first step is simple: we talk.

This is a 20- to 30-minute call where I get to understand your business, your challenges, and what you’re looking to automate. You are busy, and I am busy, that is my reasoning behind keeping this call short. My goal here is twofold:

1. Assess Fit – Can I actually help you achieve what you need? I only take on projects where I can deliver real value.
2. Understand Your Workflow – What tasks are eating up your time? Where are the bottlenecks? How does your current system operate?

During this conversation, I’ll ask questions like:

- What are the most repetitive tasks in your business?

- Are you using any automation tools already?

- What’s the ideal outcome you’re looking for?

If we both feel like it’s a good fit, we move to the next step. If not, I’ll gladly point you in the right direction.

Step 2: Proposal, Scope, and Payment Discussion – Setting Expectations

Once we’ve established that I can provide the solutions you need, I’ll put together a detailed proposal outlining:

- The automation solutions I’ll implement

- The expected outcomes

- A rough timeline for completion

- Pricing and payment structure

At this stage, transparency is key. I’ll break down how we structure payments—whether it’s a flat project fee, milestone-based payments, or a retainer for ongoing automation support.

If everything looks good, we finalize the agreement, and you secure your project slot with an initial payment.

Step 3: Onboarding & Deep Dive – Gathering Data & Mapping Out the System

Once the contract is signed, we start the real work. The onboarding phase is where I dig deeper into your business operations, collect necessary data, and map out how the automation will integrate with your existing systems.

This includes:

• Access & Permissions – If necessary, I’ll need temporary access to tools like your CRM, databases, or spreadsheets.
• Workflow Documentation – I’ll map out the current manual processes to identify every touchpoint that needs automation.
• Technical Planning – Choosing the right tools and integrations for seamless implementation.

During this phase, we’ll also set clear milestones so you know when to expect updates and deliverables.

Step 4: Development & Initial Demo – Bringing Automation to Life

Now, it’s time to build.

This phase includes:

• Scripting & Workflow Automation – Writing the necessary scripts, API integrations, or automation sequences.
• Testing – Running real-world tests to ensure accuracy, efficiency, and error handling.
• Demo & Feedback – I’ll walk you through the first working version of the automation, gathering your feedback to refine and improve.

At this stage, if any tweaks are needed, we make them before moving to the final implementation.

Step 5: Final Delivery & Training – Handing Over a Fully Automated System

Once everything is fine-tuned and tested, it’s time for the final rollout.

This includes:

• Full Implementation – Deploying the automation into your business operations.
• Training & Documentation – I provide step-by-step guides or live training to ensure you and your team know how to use and manage the system.
• Final Payment & Handover – Once everything is working as expected, we finalize the project.

But I don’t just disappear after delivery.

Step 6: Post-Launch Support & Optimization – Ensuring Long-Term Success

Automation isn’t a “set it and forget it” system. It evolves as your business grows. That’s why I offer post-launch support to make sure everything runs smoothly.

This can include:

• Follow-up check-ins to ensure the automation is working as intended.
• Troubleshooting & fine-tuning in case any unexpected challenges arise.
• Optional ongoing maintenance for businesses that want continuous automation improvements.

Why This Process Works

I’ve designed this workflow to ensure that automation isn’t just an abstract concept but a tangible, impactful solution for your business. Every step is structured to minimize disruption, maximize efficiency, and provide full transparency.

By working with me, you’re not just getting automation—you’re getting:

✅ A tailored solution designed specifically for your business needs.
✅ A stress-free process with clear communication at every stage.
✅ The ability to focus on what you love, while I handle the complex tech.

If you’re ready to eliminate repetitive tasks and take your business to the next level, let’s talk. Schedule a discovery call, and let’s start building your automated future.