Our Process

A simple, proven process to launch your growth system.

We help small and medium-sized businesses set up automation, CRM workflows, messaging, reviews, and marketing campaigns — without the guesswork. Here’s exactly how we work together from first call to launch.

Bee #1 Onboarding

Your first 30 days with Bee #1

We make your business respond faster, convert higher, and operate smoother.

In your first month, we build and optimize the systems that run your growth: from CRM and automations to AI agents and reviews—so you’re not just organized, you’re unstoppable.

📊
CRM setup & optimization
We clean up fields, pipelines, and tags so every lead is tracked, routed, and reported on properly.
⚡
Workflow automation
We build follow-up flows, internal alerts, and task automations that take repetitive work off your plate.
🤖
AI agent setup
We train AI agents on your offers, FAQs, and tone so they can qualify leads and answer questions 24/7.
⭐
Review automation
We plug in review requests, reminders, and routing so happy customers turn into visible social proof.
How onboarding works
A done-with-you rollout that gets everything live in 7–14 days, with a full 30-day runway before you’re handed off to our support team.
Days 1–3
Discovery & blueprint
We audit your current tools, map your ideal workflows, and lock in priorities for CRM, automations, AI agents, and reviews.
Days 4–14
Build, testing & training
We build your workflows, configure AI and review flows, then walk your team through how everything works.
Days 15–30
Live usage with guided support
You run everything in the real world with our onboarding team still attached, then transition smoothly to our support team on day 30.
Bee #1 – Phases & Expectations

What happens in each phase

Each step has a clear outcome, so you’re never guessing where things stand. Here’s how the work breaks down and what you can expect from us along the way.

Discovery & Goals

Understand your systems & success metrics

  • Review your CRM, automations, inbox, and customer journey.
  • Identify gaps in lead capture, follow-up, and reporting.
  • Align on primary goals: faster responses, higher conversion, smoother operations.

Blueprint & Game Plan

Map the workflows we’re going to build

  • Design your lead and customer flows: from first touch to review and repeat business.
  • Prioritize CRM setup, workflow automation, AI agents, and review requests.
  • Create a simple rollout checklist and 7–14-day build timeline.

Build & Implementation

Configure the tools and connect the dots

  • Set up CRM pipelines, tags, and custom fields for clean data.
  • Build automations for missed calls, nurture sequences, and review automation.
  • Connect forms, calendars, phone system, and key integrations.

Launch, Train & Optimize

Go live, train your team, and tune the system

  • Host live training to walk through the flows and answer questions.
  • Monitor early results, fix rough edges, and document best practices.
  • By day 30, transition you smoothly to our support team for ongoing tweaks.

Let’s Build Your Growth Engine

Start Growing With Bee #1 Software Today

Transform your client communication, automate your follow-ups, and watch your business scale — all in one powerful platform.

Want to work with us?

Join a passionate team building tools that help businesses thrive. At Bee #1 Software, we believe in collaboration, creativity, and growth — both for our clients and our people.

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We’re on a mission to build a better future where technology empowers connection, communication, and growth.