Client Onboarding

From first conversation
to go live

A transparent, structured process designed to get your platform built right, on time, and without surprises.

6 Pre-Sprint Steps
28 Day Delivery Sprint
6 Sprint Milestones
Phase 1

Pre-Sprint Onboarding

Before any code is written, we make sure we deeply understand your business, your problems, and exactly what success looks like for you.

01
AI Assessment
You complete our free AI Business Assessment on the website. This gives us a baseline of where your business sits today and where the gaps are.
You
02
Review Meeting
We sit down together (Zoom or in-person) and walk through your assessment results. We discuss your pain points, priorities, and what a solution looks like.
AYG + You
03
Scope of Works
You complete a detailed Scope of Works document. This captures every requirement, integration, user role, and workflow your platform needs.
You
04
Internal Review
Our technical team reviews your SOW for feasibility, identifies risks, maps dependencies, and ensures nothing is missed before quoting.
AYG Technical
05
Quote & Pricing
We send you a detailed quote with transparent pricing. Implementation fee + ongoing subscription. No hidden costs, no surprises.
AYG
06

Decision

Client Acceptance

You review the quote and decide if you would like to proceed. There is no pressure and no lock-in contracts.

Yes
Work begins. We agree on a start date and kick off the 28-day delivery sprint.
No
No worries. Project is paused or cancelled. Your assessment and SOW remain yours.
Phase 2

The 28-Day Delivery Sprint

From agreed start date to go-live. Six milestones, each with clear deliverables and checkpoints. You will see progress every week.

1
Days 1 – 3
Project Kickoff & Data Handover
Kickoff call, access credentials exchanged, data migration begins. Your dedicated project channel goes live. You meet the team building your platform.
Kickoff
2
Days 4 – 7
Solution Design & Architecture
Database schema, user flows, integrations mapped. UI wireframes shared for your sign-off. This is the blueprint your platform is built from.
Design
3
Days 8 – 16
Core Development & Integration
The engine room. Features are built, APIs connected, automations wired. You get weekly progress updates with screenshots and demo links.
Build
4
Days 17 – 20
Internal Testing & Refinement
Our team stress-tests every workflow, edge case, and integration. Bugs fixed, performance tuned, security hardened.
Testing
↺

Issues found? Sent back to development for fixes, then re-tested until resolved.

5
Days 21 – 25
Client User Acceptance Testing
Your turn. You and your team test the platform against real scenarios. We walk you through every feature and collect your feedback.
UAT

Approved? We move to final deployment. Changes needed? We refine and re-test.

6
Days 26 – 28
Final Deployment & Handover
Platform goes live. Admin credentials delivered, team training completed, documentation shared. Your ongoing support subscription begins.
Go Live

Ready to get started?

The first step is the AI Assessment. It takes 3 minutes and helps us understand your business before we even meet.

Start AI Assessment Book a Meeting

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