Our Process

From discovery to
live automation
in weeks, not months.

Every Aplos AI engagement follows a structured 5-step process. Fixed price, clear milestones, and you own everything we build.

The 5-step engagement

A clear path from first conversation
to live automation.

No scope creep. No hourly billing surprises. No "we'll figure it out as we go."

Step 1
Step 01 — Free

Free Automation Audit

Before we charge a cent, we spend 30 minutes learning your business. We ask about your current tools, your biggest bottlenecks, and what you wish happened automatically. No sales pitch. Just a real diagnostic.

We're looking for the workflows that are eating your team's time — the copy-paste jobs, the missed follow-ups, the manual invoices. Most businesses have three to five obvious candidates hiding in plain sight.

What you get

A written summary of your top 3 automation opportunities, with rough time savings for each. Sent within 24 hours of the call, no commitment required.

Step 2
Step 02 — Scope

Fixed-Price Scoping

After the audit, we write a scope document that defines exactly what we'll build, which tools we'll connect, how many workflow hours are included, and what "done" looks like. You approve it before we touch anything.

The scope is the contract. If it's not in the document, it's not in the build. This protects you from scope creep and protects us from building something you didn't ask for.

What you get

A PDF scope document with clear deliverables, timeline, and a fixed price. No hourly billing. No change orders unless you change the scope.

Step 3
Step 03 — Kickoff

Deposit & Kickoff

We collect a 50% deposit and schedule a kickoff call. On that call we confirm tool access — CRM, email, field service software, scheduling platform — and finalize any open questions. Most clients are fully onboarded in under 48 hours.

We handle credential collection through a secure intake form. You never need to email passwords or log into an unfamiliar dashboard. Setup is straightforward and we walk you through anything that isn't.

What you get

A shared project channel (Slack or email thread), access credentials collected securely, and a target delivery date confirmed on the calendar.

Step 4
Step 04 — Build

Build & Test

We build your automation in n8n, Make, or Zapier — whichever fits your existing stack and hosting preferences. Every workflow is tested with real or realistic test data before we hand it off. You'll see the automation running before we call it done.

We don't deliver a Loom of a demo environment and call it shipped. The workflow runs live in your accounts, connected to your actual tools, with your actual data flowing through it. Testing happens there — not in a sandbox.

What you get

A fully built, tested automation running in your environment. We walk you through it live on a screen share so you can see every step fire in sequence.

Step 5
Step 05 — Handoff

Handoff & You Own It

We deliver a handoff document covering how the automation works, what each step does, what to do if something errors, and how to make basic changes without breaking anything. You pay the remaining 50%. The workflow is yours.

No ongoing license fee. No dependency on us to keep it running. Your automation lives in your accounts — if you never talk to us again, it still runs. That's the point.

What you get

Complete workflow documentation, a 14-day defect warranty covering any bugs in the original scope, and optional ongoing support packages if you want us on call for future changes.

Common questions

Everything you'd want to know before starting.

The 14-day defect warranty covers any bugs or misfires in the original scope — we fix those for free. Scope changes or new features after delivery are treated as a new fixed-price project. You'll get a fresh scope document with a new estimate before any additional work begins. This keeps things clean and predictable on both sides.
No. You describe the process in plain English — what triggers it, what should happen next, and what the end result looks like. We handle all the technical setup: API connections, logic branching, error handling, conditional routing, and testing. If you can explain it like a process to a new employee, we can automate it.
Primarily n8n, Make (formerly Integromat), and Zapier — plus direct API connections when a native integration doesn't exist or when we need more control over error handling. We recommend the right tool based on your existing stack, hosting preferences, and the complexity of the workflow. We'll walk through the tradeoffs in the scope document so you're making an informed decision.
Great. We connect to what you already use. Common tools we integrate with include GoHighLevel, ServiceTitan, HubSpot, QuickBooks, Google Workspace, Jobber, Housecall Pro, and dozens more. You don't need to switch platforms or buy anything new. The automation wraps around your existing stack and fills the gaps your tools don't handle natively.
2–3 weeks for a single automation workflow from signed scope to live delivery. Multi-workflow packages typically run 4–6 weeks. The biggest variable is how quickly we can get API access to your tools and how fast you can review test runs and approve the handoff. We'll give you a specific target delivery date at the kickoff call.
Our smallest fixed-price projects start at $997 for a single, well-defined automation workflow. Most builds fall in the $3,000–$8,500 range depending on complexity and number of tool integrations. Every project is scoped individually — you'll know the exact price before any work begins, and the price doesn't change unless the scope changes.
Ready to start?

Ready to start?

Book your free 30-minute audit. We'll map your top automation opportunities and give you a fixed-price quote — no obligation, no pressure, no follow-up sequence if you pass.

Book a Free Audit