⦿Paid Automation Outline & Initial Scope Discovery Call
Get Your Business System Mapped
Before You Spend Thousands
Book a paid strategy call where we diagnose your current workflow, uncover automation gaps, map the customer journey, and define the exact system your business needs before the build begins.
Identify the right pipelines, workflows, forms, calendars, and funnels
Clarify what should be automated and what still needs human control
Avoid vague builds, broken automations, and wasted implementation costs
Walk away with a clear direction for your custom system
System Architecture
Workflow Strategy
AI Automation Planning
Custom Build Scoping
The Strategy
This Is A Paid Architecture Session
Not A Generic Consultation
This call is designed to help us understand your business model, current tech stack, customer journey, bottlenecks, and automation goals. We use this session to determine what needs to be built, what should be avoided, and what the full project scope should include.
Business Diagnosis
We review how leads, customers, payments, fulfillment, communication, and team tasks currently move through your business.
Automation Opportunity Mapping
We identify where AI, workflows, funnels, forms, calendars, and integrations can remove manual work and improve conversion.
Scope Direction
We define the system structure needed before moving into a detailed scope, proposal, or custom build.
The Roadmap
How Our Project Process Works
From Start To Finish
Paid AOF / Initial Scope Discovery Call
The customer books and pays for the call. On the call, we learn about the business, current workflow, offer, customer journey, pain points, team structure, and desired outcome.
System Diagnosis
We review the information gathered and identify the core system requirements. This includes pipelines, lead flow, appointment flow, sales process, onboarding, and fulfillment.
Initial Proposal / AOF Direction
We outline the recommended direction for the system. This gives the customer clarity on what should be built and what the next path looks like.
Detailed Scope Call
If the project moves forward, we run a deeper scope call to confirm the exact build requirements, logic, forms, surveys, and integration needs.
Detailed Scope Document
We create a build-ready scope document that acts as the single source of truth for the project, including pipelines, custom fields, and automation logic.
Build Planning & Asset Setup
We prepare the build environment, required assets, custom fields, tracking logic, account settings, and integration requirements.
System Build
We build the approved system inside the platform. This includes workflows, pipelines, funnels, calendars, and third-party integrations.
Testing & Review
We test the system logic, triggers, automation paths, lead movement, appointment booking, and customer-facing communication.
Client Walkthrough & Feedback
We walk through the system with the customer, explain how it works, gather feedback, and make necessary refinements.
Final Delivery & Stress Testing
The final system is delivered. The customer stress-tests the build and prepares to use the system in live operations.
Deliverables
What You
Walk Away With
A clear diagnosis of your current system gaps
A recommended pipeline and automation direction
Clarity on what assets your system needs
Identification of required forms, calendars, and funnels
Strategic recommendations on AI opportunities
A clear next step toward a full detailed scope
Important note: This call does not include a full build or full detailed scope document. It is the paid strategy and discovery step that gives us enough clarity to define the right direction before implementation.
This Call Is For You If...
You know your business needs automation but don't know what the system should look like
Your current workflows, pipelines, or funnels feel messy and inefficient
Your team is losing leads due to slow follow-up or manual processes
You want AI, SMS, email, calendars, and CRM logic working together
You need a custom build and the scope clarified before implementation
You want a serious system architect to map the correct structure first
This Call Is For You If...
You are looking for a free brainstorming call
You are not ready to pay for proper planning and architecture
You want random workflows built without a clear system map
You are in search for cheap template instead of a custom architecture
You do not have a real business process to improve or automate
Secure Your Session
Book Your Paid AOF
Initial Scope Discovery Call
Choose your time, complete payment, and answer the short intake questions so we can come prepared.
Common Questions
Frequently Asked Questions
Is this a free consultation?
No. This is a paid discovery and architecture session. The goal is to properly understand your business and define the right system direction before any build work begins.
Will I get a full detailed scope document from this call?
No. The full detailed scope document is created after the deeper scope process. This call helps us determine the right direction and whether a full scope/build is required.
What happens after I book?
You will receive confirmation details, calendar reminders, and a short intake form. We use your answers to prepare for the call.
Can this lead into a full system build?
Yes. If the project is a fit, the next step may include an initial proposal, detailed scope call, and then a custom system build.
What kind of systems can you help map?
We can map CRM pipelines, lead capture flows, appointment booking, sales follow-up, onboarding, customer nurture, AI automations, internal notifications, and third-party integrations.
Why is the call paid?
Because proper system planning saves money, prevents broken builds, and gives your project a real architecture before implementation starts.
Stop Guessing What Your System Needs.
Map It First.
Book your paid AOF / Initial Scope Discovery Call and get clarity before
moving into a custom build.
BB Software Solutions LLC, d/b/a Cratus. We don't believe in get-rich-quick programs. We believe in hard work, adding value and serving others. And that's what our programs are designed to help you do. As stated by law, we cannot and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don't know you and, besides, your results in life are up to you. We're here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings. All numbers are illustrative only. If you have questions, email us at [email protected].
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