The Solvetrics Work Plan
A transparent, phase-by-phase breakdown of how we think, diagnose, build, and sustain your revenue system — from day one to year two.
From Discovery to Momentum
Every engagement follows the same four-phase structure — designed to deliver value quickly while building for the long term.
Discover & Diagnose
Full audit of your business, tech stack, and revenue leaks. No action until we know the truth.
Week 1–2Architect & Plan
Blueprint the solution, map the integrations, design the AI logic and CRM workflows.
Week 2–3Build & Deploy
Staged engineering and go-live. Clean code, documentation, and live monitoring from day one.
Week 3–6Optimize & Grow
Continuous testing, AI tuning, and long-term partnership to compound your growth.
OngoingDetailed Execution Timeline
Every milestone, every deliverable — exactly what you can expect and when.
Discovery Call & Business Audit
We run a structured 90-minute discovery session. Then we independently audit your analytics, tech stack, existing CRM setup, traffic sources, and conversion funnel — documenting every friction point we find.
Deliverables
Revenue Gap Analysis & Prioritization
We quantify every friction point by its estimated revenue impact. We build a priority matrix — ranked by ROI vs. effort — and present it to you with our recommended sequence of fixes.
Deliverables
Solution Architecture & AI Blueprint
We design the full technical blueprint: AI agent logic, CRM workflow maps, Shopify/Node.js architecture, API integration plan, and automation sequences. Nothing gets built until the blueprint is approved.
Deliverables
Core Build: CRM & AI Integration
We build and configure your CRM system (GHL or HubSpot), deploy your AI agents for lead nurturing, and wire all automation sequences. Tested in a staging environment before any live traffic touches it.
Deliverables
Go-Live & Performance Monitoring
Staged go-live with rollback capability. We monitor every system in real time for the first 72 hours. All dashboards are configured, all alerts are set. You're now running a live revenue system — not just a website.
Deliverables
A/B Testing & Conversion Optimization
Now the real leverage kicks in. We run structured A/B tests across landing pages, email sequences, AI response logic, and ad creatives. Every winning variant is locked in and the next test begins. This is where revenue compounds.
Deliverables
Long-Term Partnership & Scaling
Month-by-month strategy reviews. We identify the next revenue opportunity, scale what's working, and proactively flag anything that needs attention. We're your embedded growth team — not a vendor you call when something breaks.
Deliverables
The Compound Growth Cycle
Growth
We Keep the Momentum Going — Always
Most projects end at launch. The agency gets paid, they move on, and you're left managing a system you don't fully understand while the market keeps changing.
We operate on a different model. Our success is tied to your long-term performance. We are incentivized to keep your system growing — and we have the infrastructure to do it.
- Monthly strategy calls to align on next priorities
- Proactive AI model updates and CRM tuning
- Rapid response to market changes or funnel drops
- New opportunity identification as your business grows
- Transparent reporting — you see everything we see
Ready to Start Phase One?
Week 1 starts with a free diagnostic call. Let's find the leak in your revenue system.