Nine steps from first conversation to a system running on its own. Your involvement is concentrated in two of them — the rest is handled.
Around 48–72 hours for most builds, once access and onboarding details are in. Fusion and Fusion Max are larger builds and can take around 72 hours or more depending on access and customisation. These are targets, not guaranteed delivery dates — the clock depends heavily on how fast information comes through from your side.
A 20-minute call, one onboarding form, and a guided pass through Meta's access screens. That's it. Everything technical is handled for you.
Written for coaches who want to understand what they're buying, without needing a technical background.
Your programs, pricing, policies, FAQs and objection answers are structured into a knowledge base the agent draws on. This is why it answers like your business rather than like a generic assistant — and why it says you'll confirm instead of guessing when something falls outside it.
Your qualification questions are sequenced, answers are locked once given, and conversation state is tracked per lead so nobody is asked the same thing twice. Follow-up rules, handoff triggers and the point at which your booking link is released are all configured here.
Your Instagram and WhatsApp business assets connect through the official Meta permission process. Scoped access credentials are issued by Meta, limited to the assets you approved — never a password, and revocable by you at any time.
Conversations are processed through AI services under managed accounts, with usage covered by your monthly fee. Higher tiers run layered provider access so a conversation continues even if one service is temporarily unavailable.
Your system runs on server infrastructure we operate and maintain. Nothing is installed on your devices, nothing needs configuring on your side, and there is no separate hosting bill — it is part of the monthly service.
Systems are monitored for failures, stalls and unusual behaviour. When Meta, WhatsApp or an AI provider changes its rules, permissions or interfaces — which happens regularly — adapting your system to those changes is part of the service, not a new project.
We explain what the system does, what you provide, what we manage and what its limits are. We don't publish internal build architecture, configuration templates or operational specifics — for the same reason no agency does, and the same reason your competitors won't be able to copy your setup from this page.
Twenty minutes, free, no pitch. We go through your offer, your audience, roughly how many enquiries you get and where they arrive. If automation isn't going to help you yet, I'll say so — that's a better outcome for both of us than selling you something that sits unused.
I tell you which product actually fits — which sometimes means recommending Managed Automation instead of AI, or Pro instead of Fusion Max. You'll know exactly what's included, what isn't, what it costs, and what the ongoing monthly commitment is before you decide anything.
Once you've chosen, you get the AI onboarding form. You select the product you bought and it shows only the questions that product needs — your programs, pricing, common questions, qualification criteria, tone, and your booking destination. Nothing irrelevant to your tier.
You create or use your own Meta business environment, connect your Instagram or WhatsApp business assets, and grant the specific access needed for the build. You keep ownership and control throughout, you never share a password, and you can remove access at any time from your own settings. Meta's screens change periodically, so you're guided through the current process directly rather than following instructions that may be stale.
For WhatsApp Personal Assistant, Fusion and Fusion Max, you provide a dedicated WhatsApp business number. It runs on the WhatsApp Business Platform rather than through the normal app, so it should be a number you're not relying on for everyday personal chats. Existing chat history from another number isn't carried over. We settle this on the call, before anything is bought.
Your agent is configured around your business: the knowledge base built from your answers, your qualification questions sequenced in your order, your tone applied, your conversion path set, and follow-up behaviour tuned to your product level. This is the part the one-time setup fee pays for.
Before anything touches a real lead, the system is run through the paths that matter: the straightforward enquiry, the messy out-of-order answer, the person who asks for a human, the lead who goes quiet, and — on the products that support them — voice notes and the cross-channel handover. Things get fixed here, not in front of your audience.
The system goes live on your accounts and starts handling real conversations. I watch it closely through the first day, because that's when anything unusual about your specific audience shows up.
Every month after that: AI usage, hosting and server operation, monitoring, maintenance, fixes when platforms or services change, and tuning based on how conversations are actually going. Qualification questions, knowledge base answers, tone and follow-up wording can all be adjusted as your offer evolves — that's included, not billed extra.
Step 6 is the one that decides whether the system works, so it is worth knowing what happens inside it. Your answers become a knowledge base the agent draws on; your qualification questions are sequenced into the Filter stage; your objection answers become the Influence layer that runs alongside qualification; and your booking destination becomes the Transfer point that only qualified leads reach.
That is the F.I.T. DM Funnel Framework, applied to your specific offer rather than a generic template.
None of these are unusual. They're just the difference between 48 hours and two weeks, so it's worth knowing about them upfront.
Detailed, plain-English guides to how the DM automation works, what each product does and how it compares.
Qualification, lead records, voice notes, follow-ups, human handoff and hot lead alerts.
What Basic, Pro, Business, WhatsApp PA, Fusion and Fusion Max each do — and where each stops.
Filter, Influence, Transfer — the structure behind every qualifying conversation.
vs ManyChat, AI reply tools, instant DM tools, rule-based automation and human setters.
Comment → DM, dedicated WhatsApp numbers and Instagram-to-WhatsApp continuity.
Real client stories, with the evidence standard stated.
Step one is a free 20-minute strategy call, with an honest product recommendation at the end of it.
