Vertexa Solution
The Process

From brief to live in 14 days

A transparent, proven process that gets your project scoped, built, and shipped fast — without the typical agency chaos.

01

Discovery Call

Day 1

We start with a deep-dive session to understand your business, goals, and current setup. We map requirements, identify the fastest path to value, and define a clear scope. No fluff — pure strategy.

  • Business & tech stack audit
  • ROI opportunity map
  • Custom AI roadmap
  • Clear scope & timeline
02

Strategy & Design

Days 2–4

Our team designs your custom solution architecture — from AI agent scripts to automation workflows and application designs. Everything is built around your specific business and goals.

  • AI agent script writing
  • Workflow architecture design
  • Integration mapping
  • Testing plan
03

Build & Integrate

Days 5–14

We build and integrate your solution — AI agents, automation workflows, web platforms, or apps. Deep integration with your existing tools, APIs, and infrastructure.

  • AI agents deployed & tested
  • Workflow automations live
  • Full CRM integration
  • Dashboard ready
04

Launch

Day 14–15

We go live together with full monitoring active. A controlled launch, a team training session, and full documentation — so you're confident from day one.

  • Controlled launch
  • Team training session
  • Full documentation
  • 24/7 monitoring active
05

Optimize & Scale

Ongoing

After launch, we review performance, refine flows, and continuously optimise for speed, conversion, and ROI. Every system we build gets better over time.

  • Weekly performance reviews
  • Continuous A/B testing
  • New automation rollouts
  • Dedicated account manager

Integrates with your existing stack

No ripping out what works. We build around your tools.

HubSpotSalesforceStripeTwilioZapierMakeSlackNotionAirtablePostgreSQLMongoDBAWSShopifyWooCommerceWhatsAppGoogle APIs

Common questions

How quickly can we go live?
Most AI and automation projects are live within 7–14 days. Web and app builds range from 2 weeks to 8–12 weeks depending on scope. You get an exact timeline in your proposal.
Do we need technical knowledge?
No. We handle all the technical work. You get a clean handoff with documentation and a training session — no coding required on your end.
What happens if the AI makes a mistake on a call?
Every call agent has a built-in escalation trigger. If confidence drops below a threshold, calls are instantly handed off to a human agent.
Do you work with businesses outside of tech?
Absolutely. We've worked with businesses in services, retail, SaaS, hospitality, and more. If you need it built, we can build it.
Ready to start?

Start your project today

Book a free discovery call and we'll scope your project, agree a timeline, and get building.

Book Discovery Call