Excelsior

How we work

Build the engine in five moves.

One guided path covers intake, ownership, architecture, implementation, launch and recurring operation. Here is the whole thing, before you commit to any of it.

Get my blueprint See the programs
Implementation roadmap

The five moves.

01

Audit

Validate offer, audience and proof.

02

Architect

Map pages, data and automation.

03

Build

Create funnel, CRM and nurture.

04

Launch

Test tracking, booking and handoffs.

05

Optimize

Improve conversion, follow-up and reporting.

Booked-call automation

You experience the system before the sales call.

Once you book, this sequence runs. Every message has a job, reduce uncertainty, increase attendance, or move the decision forward. None of it is there to add volume.

Now

Confirm

Email and SMS confirmation, calendar invite.

24 hours

Prepare

Overview video and a relevant case study.

3h / 15m

Remind

Pre-call prompt, then an attendance reminder.

No-show

Recover

Reschedule link and a recovery sequence.

Post-call

Advance

Proposal and a defined follow-up cadence.

This is also the honest reason our own funnel is built this way: the fastest way to prove we can connect a journey is to put you through one.

Onboarding intake

Fourteen categories. Nothing built on assumptions.

This is the actual intake checklist an engagement starts with - so you can see exactly what we will ask for before you commit to anything.

01

Business information

Legal name, address, industry, time zone, logo, brand colours, fonts.

02

Primary contact & access

Account owner, plus every team member who needs a login, and credentials collected securely.

03

Phone & communications

Existing numbers, porting, A2P 10DLC registration, call forwarding, voicemail.

04

Email setup

Sending domain, DNS access, from-name, signature, current provider.

05

Domains & DNS

Registrar access, subdomains for funnels and app, SSL.

06

Social media accounts

Facebook, Instagram, Google Business Profile, LinkedIn, TikTok, YouTube, WhatsApp.

07

Payment processing

Processor choice, tax settings, currency, invoice branding.

08

Calendars & booking

Services with duration and price, staff hours, buffers, notice, cancellation policy.

09

Lead sources & integrations

Current channels, CRM migration, contact export, pixels and tags.

10

Pipelines & sales process

Stage names, deal size, cycle length, who handles which stage.

11

Messaging & brand voice

Tone, phrases to use and avoid, templates, auto-reply preferences.

12

Reputation management

Review links, request process, response templates.

13

Content & assets

Pricing, photos, videos, testimonials, existing funnels, FAQs.

14

Goals & KPIs

Primary goal, monthly lead target, biggest bottleneck, success metrics.

Credentials are collected securely and scoped to what the work requires. Phone and SMS lines go through A2P 10DLC registration as part of the communications setup - the same compliance path our own number is on.

Ownership

You own everything we build.

Accounts, domains, ad accounts, CRM data, automations, creative, all of it is created in your name and stays there. If you stop working with us, the engine keeps running and you keep the keys.

We will ask for access to the systems the engine has to touch, scoped to what the work requires, and we will document exactly what we hold. Access and permissions are agreed in writing before implementation starts.

What we'll need from you

  • A decision-maker who can approve scope
  • Brand assets, or permission to build them
  • Access to the systems the engine has to touch
  • One hour a fortnight during build
  • Honesty about what is not working today

Exact requirements are confirmed at intake and depend on the program.

How it's scoped

Three lines, never bundled.

You will always be able to see which of these you are paying for in any given month.

Onboarding & setup

The one-time build. Audit, architecture, implementation, testing and launch.

Recurring operation

Monthly management of the running engine, operators, QA, reporting and optimisation.

Add-ons

Anything outside the agreed engine: new campaigns, extra locations, additional builds. Quoted separately, approved separately.

Start here

Get my free Growth Systems blueprint.

A free audit and a custom 9-day roadmap. Nine questions map your revenue journey, name the leak costing you the most, and match you to the right program, whether or not we ever speak.

Get my blueprint Book a Call