Every engagement follows the same structured process regardless of which product you choose. You know what happens, when it happens, what your responsibilities are, and what you get at the end.
We get on a call and you walk us through how your business operates today. Not the polished version. The real one. Where do things slow down? Where does data get re-entered? What breaks when someone goes on vacation?
We ask questions, listen, and take notes. By the end of the call, we will tell you whether Vise is the right fit, which product makes sense, and what the engagement would look like. If it's not a fit, we will tell you that too.
Once you commit to an engagement, we send you a structured questionnaire. This covers your current tools, your team structure, your workflow stages, and the operational logic that drives your business.
For Revenue Engine clients, this includes a pricing logic template where you fill in your rates, margins, and estimating methodology. We are not going to learn your trade for you. You know how you price work. We just need it in a format we can wire into the system.
This is your only homework. Everything after this is on us.
This is where the work happens. We design the system architecture, select the right tools for your situation, build the automations, wire the integrations, and populate everything with your data.
You get access to a staging environment throughout the build so you can see progress, give feedback, and flag anything that doesn't match how your team actually works. We don't build in a black box and reveal it at the end.
Every automation is tested against real scenarios from your business before it goes live. We break it on purpose so your team doesn't have to.
Your team gets trained on the live system. Not a generic tutorial or a screen recording. A hands-on working session using your actual data, your actual workflows, walking through every scenario they will encounter day to day.
We deliver full documentation: what each automation does, how each integration works, what to check if something breaks, and how to onboard new team members in the future. The system is yours. Completely. No vendor lock-in, no recurring license to us.
Included with every engagement. Thirty days after launch, we get back on a call to see how things are running. We troubleshoot any issues, make adjustments based on what your team has learned in the first month, and make sure adoption is sticking.
After this, ongoing support is available through our optional monthly retainer. The retainer covers system maintenance, automation updates, quarterly optimization reviews, and training for new team members. It's not required, but we recommend it because systems that aren't maintained degrade within six months.
You get a defined scope and a defined price before anything starts. We don't bill hourly. If we go over on our end, that's our problem. You will never get an invoice for more than what we agreed to.
Every automation, every integration, every piece of documentation. There is no proprietary code, no vendor lock-in, and no recurring fee to us for access to your own system. It's yours. Permanently.
If we don't think automation will solve your problem, we will tell you on the discovery call. We would rather lose a sale than build something that doesn't deliver results. Our reputation depends on outcomes, not invoices.
30 minutes. No pitch deck. No pressure. Just a conversation about your operations and where the opportunities are.