Your CRM, built with you. Live in a day.

A prep guide, sent ahead of every booking: what to have ready, what to expect on the day, and the menu picker for choosing your builds. Then the 72-hour pre-work gate kicks in, your picks, brand assets, contact exports and logins all in three days before, so the groundwork is staged before the session starts and the time with Bertie opens on building rather than admin.

Scoping, together, with traffic lights. Green is what will be done today. Amber is what we will get to if we have time. Red is not today: it goes on your roadmap instead. It takes a few minutes and it means everyone knows the deal before any building starts, so the end of the session holds no surprises. See how we keep it fair.

After the traffic-light scoping at the start, you and Bertie work through the green list, top item first. The AI agents do the heavy lifting live: building pipelines, wiring automations, importing contacts, drafting templates. You make the decisions in the room and learn the system as it gets built. The day is time-boxed, so the focus stays on shipping working systems rather than talking about them.

Everything on your prep list (your picks, brand assets, contact exports, logins) needs to be in 72 hours before the session. That gives us time to stage the groundwork programmatically, so the session gets spent building rather than on admin. If the prep is not in, we move the session rather than waste your money.

The session is time-boxed on purpose, and the traffic lights keep that fair. Greens are agreed at the start and built first. Ambers were always a bonus rather than a promise, and anything the clock leaves behind becomes the agenda for your next session, already scoped and prioritised. Nothing gets rushed and nothing gets lost.

We reschedule fairly. If the failure is on your side, your connection drops or an emergency pulls you away, we find a new date and pick up where we left off; the staged pre-work keeps. If the failure is on our side, or we believe we let you down for reasons outside your control, we book another session at no cost.

Tell us as soon as you know and we will move it. Your staged pre-work moves with you, so a new date costs you nothing in lost ground. We only ask for as much notice as you can give, because session slots are scarce, and we will always be as fair as possible about it. Money questions beyond that? Talk to us and we will sort it together.

You keep everything built, live in your own CRM account, with the recording if the session ran online. Build days carry a 7-day snag window: if something we built on the day does not work as agreed, tell us within the week and we fix it at no cost. Your ambers and reds are already a written roadmap, so a follow-up session starts with an agenda rather than a blank page, and CRM Club is there for the day-to-day with weekly training, office hours and 24/7 chat.

Ninety minutes one-to-one with Bertie, paid up front and time-boxed like every session. You diagnose what matters most in your business, set the roadmap together, and ship one real build live in the room. You leave with a working build and a prioritised roadmap that becomes the agenda for any half-day or full build day that follows. £750 +VAT, one-off, for Club members and customers who have completed onboarding.

Because the groundwork is staged programmatically before the session, the time goes on building rather than setup. The kind of thing that ships: a Power Session covers a comprehensive website with blog and contact form, automations wired in and the CRM set up, or one deep fix such as a sales pipeline with lead follow-up automation live or an AI chat widget trained and installed. A half-day covers a more extensive website plus the systems behind it, or several Power-Session-sized builds in one sitting such as site, email engine and booking calendars. A full build day covers the whole operation: extensive site, pipelines, automations, AI chat, email engine, calendars and payments, with you trained on the lot by the end. See the examples per session.

Then skip the CRM onboarding. A comprehensive site with blog and contact form ships in a 90-minute Power Session, provided your assets, copy, images and brand bits, are in ahead of the day. Website-only builds run on our website hosting plans rather than a full CRM plan. Send the assets, book the session, watch it built.

You don't need to be. Your job in the room is decisions: how your customers buy, what the follow-up should say, what your team will actually use. Bertie and the AI agents handle the technical side, you watch every build happen, and by the end the system is familiar because you saw it come together. The training is part of the day.

Bertie, in the room with you, with NotLuck's AI agents doing the heavy lifting live. Power Sessions, half-day sessions and full build days are all booked with Bertie personally. The Onboarding Session is the exception: it is delivered by the NotLuck team and its AI pipeline, which is how it stays at £297 +VAT.

Yes, the day is designed for it. You make every decision as the system gets built, so you learn it from the inside rather than inheriting a black box. Online sessions are recorded and the recordings are yours to keep. And if you want backup afterwards, CRM Club runs weekly training, office hours and 24/7 chat.

If you're new to NotLuck, yes. Build sessions are for Club members and customers who have completed onboarding. The £297 +VAT Onboarding Session is deliberately all the boring stuff, accounts, data imports, domains, logins, pre-work and menu picks, handled by the NotLuck team and its AI pipeline, so your session with Bertie is purely building. A new customer's Full Build Day totals £297 plus £2,950, both +VAT. Existing CRM Club members book sessions directly.

Every session runs online on Google Meet or in person, whichever suits. You choose when you book. In-person sessions near Nottingham are easiest; further afield may carry travel costs, agreed up front.

For CRM builds, yes: they live in your own NotLuck CRM account, from £97/mo +VAT, and if you're not on the platform yet that gets sorted as part of the pre-work. The exception is a website-only build, which runs on our website hosting plans rather than a full CRM plan.

No. All session prices are one-off and exclusive of VAT. VAT at 20% is added at checkout.