Our Luxe Optimization Process
Our proven 5-phase process helps service providers streamline operations, automate workflows, and scale smarter — without burning out or duct-taping systems together.
Here's how the process works:
Step One - Discovery
Step Two - Design & Mapping
💠Your systems are implemented in your tools (Dubsado, ClickUp, AI)—fully branded and built to work while you rest.
Includes: custom workflows, automation setup, branded forms/templates
Step Three - Build & Automate
💠We dive deep into your business goals, current bottlenecks, and client journey.
💠You talk, we listen (and take notes like a Type A overachiever).
Includes: 1:1 strategy session, intake form, tech audit
💠We map your ideal workflows—think: what your systems would look like if you had a full ops team (but didn’t need one).
Includes: client journey mapping, SOP outlines, automation flowcharts
Step Four - Test & Refine
💠We run simulations, test all triggers, and optimize for efficiency and client wow-factor.
Includes: full QA, refinement round, launch support
Step Five - Handoff & Support
💠You’ll receive a training library and loom walkthroughs so you’re not left guessing. Want us on retainer? We got you.
Includes: system guidebook, training videos, optional support packages