Build it right, learn it, own it.
Agent Onboarding is a six month program. One hour a week with your advisor. Our team builds every agent your business needs inside your own accounts and trains your people to run them. At graduation, everything stays with you.
How the six months work.
Discover
We map how the business runs and rank the leaks by dollars, so the first agent fixes the biggest one.
Build
Agents built one at a time inside your accounts, each with one job and a dollar scorecard.
Train
Your team learns to run, change and fix every agent, with written steps they keep.
Graduate
Every agent, account and file stays with you. You run it with confidence.
What you walk away with.
- Every agent your business needs, built inside your accounts
- A dashboard that shows what each agent earned you, in dollars
- A team trained to run, change and fix every agent
- Written steps for every agent, so nothing lives in one head
- One hour a week with your advisor for six months
- Full ownership of every agent, account and file
Questions owners ask
How much time does it take each week?
One hour a week with your advisor. You move at your own pace.
What do I own at the end?
Everything: every agent, account, automation and file. Nothing is rented.
Which agents get built?
The ones your business needs, in the order that pays back first. Most owners start with the Receptionist Agent or the Bookkeeper Agent.
What does it cost?
It depends on what your business needs. We cover it on a 20 minute call, after we understand where your time and money go.