How It Works
We handle the heavy lifting; you handle the leads. Our process: we analyze your current workflow and stack, build your CRM, automation, and AI, train your team, and launch. You get a ready-to-use system from day one.
Use the ROI calculator to estimate savings, then book a demo.
How It Works
Strategy & Audit
We analyze your current process, tools, and workflows to identify the biggest automation and efficiency opportunities.
Custom Build
Our team builds your funnels, configures your CRM, sets up automation, and migrates your data — all before you log in.
Launch & Scale
We hand you the keys, train your team, and provide ongoing optimization and support as your business grows.
What Happens During Onboarding
Every client goes through our structured onboarding process. We do the work—you provide the context.
- Kick-off call to understand your business, services, and sales process
- Audit of your current tools, workflows, and pain points
- Custom CRM configuration — pipelines, contact fields, and automations
- Data migration from your existing CRM, spreadsheets, or email lists
- Calendar and booking setup with Google or Outlook integration
- Automation workflows configured and tested before going live
- Team training session so everyone knows how to use the system
- Launch and go-live with ongoing support
What You Get on Day One
After onboarding, you log into a fully configured system—not an empty dashboard.
- CRM with your pipelines, contacts, and deal stages already set up
- Booking page live and synced with your calendar
- Automated follow-up sequences active for new leads
- Missed-call text-back turned on and tested
- Google review request automation ready to send
- Mobile app installed so you can manage on the go
Ongoing Support
Scalvera is not a set-it-and-forget-it tool. We provide ongoing support to keep your system running and improving.
- Monthly website edits included in your plan (1, 3, or 10 depending on tier)
- Workflow optimization based on your results and feedback
- Priority support for technical issues or platform questions
- Access to new features and AI tools as they launch
- Quarterly reviews to identify new automation opportunities