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

Five fixed steps. No mystery phase.

Every engagement has a written scope, a clear owner and a defined finish line. You know what happens next before we start.

Step 1
Step 01: Free

Free Build Call

We spend 30 minutes discussing how your business works, the tools you use, and the problem you want to solve. Bring one workflow or a custom software idea so we can discuss what a useful build would need to do.

We look at the people, records, and decisions involved. The next step might be an integration, an internal tool, a client portal, or a deeper scoping session, depending on the problem.

What you get

A shared understanding of the problem and an agreed next scoping step. The call is free, with no obligation to commission a build.

Step 2
Step 02: Scope

Fixed-Price Scoping

After the call, we agree on the scoping work needed. The written scope defines deliverables, integrations, responsibilities, acceptance criteria, timeline, and price. You approve it before implementation.

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 the automation as custom code against your APIs first: direct integrations you own and can hand off to any developer. Workflow platforms (n8n, Make, Zapier) are reached for only when visual orchestration is genuinely the right fit. Everything runs on your own infrastructure by default (or a hosted platform you choose). Every build is tested with real or realistic test data before handoff.

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 30-day fix-anything window 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 30-day fix-anything window 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 custom code against your APIs: direct integrations that you own, can debug, version-control, and hand off to any developer. Workflow platforms (n8n, Make, Zapier) are a fallback reached for only when visual orchestration genuinely fits better than code. Hosting: builds run on your own infrastructure by default; if you'd prefer something hosted, you choose the platform. We 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.
1–2 weeks for a single automation workflow from signed scope to live delivery. Most multi-workflow builds run 2–3 weeks, and larger custom systems take 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 $2,000 for a single, well-defined automation workflow. Single automations run $2,500–$7,500, and multi-tool builds typically fall in the $8,000–$20,000 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.
Your process, next

Let’s find the first thing to fix.

Book a free 30-minute build call to discuss your workflow and the custom software your business needs. We define the next scoping step and agree on pricing before implementation.

Book a Free Build Call