Build
Strategy meets execution.
Once the Audit identifies what to build, Phase 2 is where we execute. This is a 4-12 week engagement (depending on scope) where we build the systems, train your team, and hand off working infrastructure.
Five capabilities. One integrated system.
AI Agents
Context-aware systems that handle judgment calls within strict guardrails. We build with human-in-loop checkpoints, evaluation frameworks, and error handling—not demos that break in production.
- Support ticket triage (95%+ accuracy)
- Lead qualification and routing
- Document extraction (invoices, contracts)
- Competitive intelligence monitoring
Workflow Automations
Remove the manual glue work: copy-paste between systems, file moving, status updates, data entry. We automate stable, high-frequency processes with measurable ROI.
- Invoice processing (days → hours)
- Project setup (deal closed → folder + tasks + kickoff)
- HR candidate triage
- Support ticket routing
System Integrations
Stop moving data manually. We build event-driven integrations that sync data in real-time, eliminate CSV pulls, and create a single source of truth.
- CRM ↔ Billing (deal closed → invoice → onboarding)
- CRM ↔ Support (context-aware ticket routing)
- Finance ↔ Ops (automated reporting)
- Marketing ↔ Sales (attribution tracking)
CRM Transformation
Your CRM is a database. We turn it into a revenue engine with zero-entry logging, automated routing, pipeline physics, and attribution tracking.
- Pipeline structure (exit criteria per stage)
- Email sequences (automated follow-up)
- Deal routing (lead → right rep)
- Forecasting dashboards (real-time visibility)
Enablement
The system works. Now make the humans work. We build rollout plans, training materials, governance docs, and support your team through adoption.
- Process playbooks (written SOPs)
- Video walkthroughs (searchable library)
- Live training (role-specific)
- Governance docs (who owns what, who fixes what)
- 30-day post-launch support
Every build is scoped from your Audit. No guesswork.
Build Phase Investment
AUD • Scoped after Audit
You pay for working systems, not hours logged.
Exact scope and pricing determined during Audit.
4-12 weeks from kickoff to handoff
Every engagement follows a structured path. Here's a typical 12-week build.
Technical Design
- System architecture finalized
- API integrations mapped
- Data models defined
- Stakeholder alignment
Build & Test
- Development sprints (bi-weekly demos)
- Staging environment testing
- Error handling built in
- Evaluation frameworks deployed
Rollout & Training
- Phased rollout (pilot → full team)
- Live training sessions
- Documentation handoff
- Admin access transferred
Support & Handoff
- Bug fixes and adjustments
- Adoption monitoring
- Governance review
- Final handoff call
Timeline scales based on project scope. Simpler builds complete in 4-6 weeks.
Everything. No lock-in.
We train your team to maintain what we build. We're not building dependency—we're building capacity.
Ready to build?
Build FAQs
Answers to common questions about the Build phase.
That's expected. We build in bi-weekly checkpoints specifically to catch scope shifts early and adjust before they become expensive.
Yes. We coordinate with your current IT, software vendors, or internal teams. We're not here to replace—we're here to integrate.
Milestone billing means you only pay for completed work. If priorities shift, we can pause and resume when you're ready.
Typically 2-4 hours per week for key stakeholders during build. More during training and rollout phases.
Every build includes 30-day post-launch support. After that, you can extend to Partnership or handle maintenance internally—your choice.
That's the goal. We build around your existing stack, not rip-and-replace. The Audit identifies exactly what connects where.
Still have questions?
hello@flowtion.ai