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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.

Phase 1

Discover & Diagnose

Full audit of your business, tech stack, and revenue leaks. No action until we know the truth.

Week 1–2
Phase 2

Architect & Plan

Blueprint the solution, map the integrations, design the AI logic and CRM workflows.

Week 2–3
Phase 3

Build & Deploy

Staged engineering and go-live. Clean code, documentation, and live monitoring from day one.

Week 3–6
Phase 4

Optimize & Grow

Continuous testing, AI tuning, and long-term partnership to compound your growth.

Ongoing

Detailed Execution Timeline

Every milestone, every deliverable — exactly what you can expect and when.

W1
Phase 1 · Week 1

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

Audit ReportFriction MapTech Stack Inventory
Days 1–5
Phase 1 · Week 2

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

Priority MatrixROI EstimatesRecommended Sequence
Days 6–10
W2
W3
Phase 2 · Week 3

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

AI Agent MapCRM Workflow DiagramTech Architecture Doc
Days 11–17
Phase 3 · Weeks 4–5

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

Live CRM SetupAI Agent ActiveAutomation FlowsStaging Test Report
Days 18–31
W4
W6
Phase 3 · Week 6

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

Live SystemMonitoring DashboardsHandover Documentation
Days 32–42
Phase 4 · Month 2–3

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

Test ResultsWinning VariantsMonthly CRO Report
Month 2–3
M2
M4+
Phase 4 · Month 4 Onwards

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

Monthly Strategy SessionGrowth RoadmapProactive MaintenanceScaling Plan
Ongoing ∞

The Compound Growth Cycle

Compound
Growth
Build
Measure
Learn
Scale

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're 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.

Book Free Diagnostic → See the Results