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Our Process: Step-by-Step

Understanding our process helps you feel confident in your journey with us. While our team handles most of the heavy lifting, we believe in full transparency so you know what to expect before making a payment. Our streamlined approach ensures you receive a custom-built solution tailored to your needs–without the stress. The steps below outline the simple process from initial survey to product delivery and ongoing support, so you can focus on results while we take care of the rest.

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Tell Us About Your Company

To ensure you receive the right solution, we start with a brief survey about your company. Your responses helps us determine which product best fits your needs, streamlining the selection process.
Quick Survey to Get Started

Select & Sign

To ensure you receive the right solution, we start with a brief survey about your company. Your responses helps us determine which product best fits your needs, streamlining the selection process. Shortly after you will sign a data agreement. This steps ensures transparency and security, outlining how your data will be used and protected.

Sign Your Data Agreement

Connect & Build

Our data team will reach out to securely connect your data sources. This step is crucial for ensuring seamless integration with your custom-built solution. The build process will be completed in approximately 2 weeks.

Personalized Training Sessions

Once your product is ready, we’ll schedule a training session to walk you through its features and functionality, ensuring you get the most out of it.

Ongoing Support & Customization

Even after delivery, we’re here to help! Whether you need support, adjustments or further customization, our team is available to ensure the product is optimized for your business. 

Setting things up for you

Thanks for sharing your details! We’re setting things up for you. In just a moment, you’ll be redirected to complete your payment and sign the agreement.