PROCESS

Seven steps from fit call to ongoing improvement.

Every Shipside engagement runs through the same path. Scope is set after the fit call and the systems map — never before. Plain language, written before any work starts, no pitch decks.

↩ Prefer to text? (350) 221-0298
01 / THE PATH

How we work, top to bottom.

Seven steps. Each one has a clear handoff. You get a written scope before any deposit and a real owner-facing system at the end — not a dashboard you'll never log into.

Step 01

Fit call

Fifteen minutes. We ask what the business does, where leads come from, where time gets lost. Straight call on whether Shipside fits — no pitch deck, no hard sell.

  • Honest call either way
  • No commitments asked of you
  • Output: yes, no, or "talk to us in three months"
Step 02

Systems map

If there's a fit, we sketch what runs the business today, where it bottlenecks, and which systems would actually move the needle. AI Workflow Review where it applies.

  • What's already wired & working
  • Where time or leads get lost
  • Output: written scope & sequence
Step 03

Foundation build

Website foundation if needed. Domain, structure, copy that fits the business. Plain files, fast, owned. Boutique higher-end builds when the scope warrants.

  • Owned files, owned domain
  • Phone-friendly, ages well
  • Holds up to a real search-and-check
Step 04

Capture & follow-up wiring

Quote Intake, Call Catcher, follow-up sequences wired in. Plain wiring where AI doesn't help, AI where it does. Tested with real numbers and real flows before handoff.

  • Call Catcher fires within seconds
  • Quote Intake routes into Owner Inbox
  • Follow-up sequences scoped to the trade
Step 05

Visibility handoff

Owner Inbox and Owner Summary turned on. We walk you through it on your phone. Push alerts, status, notes, reminders — the things you'll actually check.

  • Owner Inbox · the single owner-facing view
  • Owner Summary · weekly or monthly digest
  • Owner training in plain language
Step 06

AI & workflow expansion

Where AI earns its keep, we wire it in next. Custom Business Systems, internal tools, integrations across the stack you already pay for. Scoped to actual leverage points.

  • AI Workflow Review → concrete builds
  • Internal tools & integrations
  • Honest about where AI doesn't help
Step 07

Ongoing improvement

Hosting handled. Basic checks running. Small updates and tuning on a cadence the business sets. The site, the systems, and the files stay yours — leave any time, the build keeps running.

  • Hosting + monitoring
  • Tuning & small updates on cadence
  • You own the files · no hostage retainer
02 / START HERE

The fit call is the fastest way in.

Fifteen minutes. We tell you straight whether Shipside is the right partner, and put scope in writing before any work starts.

If we're not the right fit, we say that on the call so nobody wastes a week.