In at nine.Out at five.Built.
Most of what a small business needs building fits in one day with Bertie. We map it with you first, build it live on the day while you make the calls, and you leave with it running. One price, agreed before we start.
- Pipeline reshaped around how you quoteGreen
- Three old spreadsheets merged and tidiedGreen
- AI chatbot trained on your servicesGreen
- Deposits taken at bookingAmber
- Accounts sync, parked for next timeRed
Six steps. Three of them are yours.
We prepare the scope and the setup before building, so the time together stays focused, and we flag missing access, approvals and dependencies early. Here is the whole journey, and whose move each step is.
- 01
Tell us the job
Send a voice note on WhatsApp, tick the list in the planner below, or book a call. Ramble if you like. We would rather hear it in your words than read a brief.
Your move - 02
We draw the Map
A private page, usually within two working days: what we will build, how the pieces connect, and which items are green (promised), amber (bonus) or red (parked on purpose). Plain English, no design, no fluff.
Our move - 03
You approve it
Comment on any line, ask questions on the page, move things between green and amber. Nothing gets built and nothing gets paid until you approve the Map.
Your move - 04
Your free onboarding call
An hour with our CRM specialist before the day. Your phone number, WhatsApp, email domain and calendar get connected, and our standard set of automations is installed and switched on. The day starts building at nine instead of hunting for passwords.
Our move - 05
The day
In at nine, out at five. Bertie builds the list live, you make the decisions as they come up, and we test every piece on your own phone before you leave.
You + us - 06
Review, then look after it
A review link with a thumbs-up or a comment box under every piece, pins you can drop on the site itself, and a seven-day snag window. After that, CRM Club support or a retainer keeps it moving.
Our move
Nine to five, and it is running.
- 09:00The list, confirmedYou approved it on the Map, so this takes ten minutes, not the morning.
- 09:15The top green goes firstWhatever hurts most gets built and switched on first.
- 11:00Your data goes inReal contacts, real enquiries, deduplicated and tagged.
- 13:00LunchThe first automations are already running. They do not stop for lunch.
- 14:00Test it on your own phoneCall it, message it, book it, try to break it. We fix what you find, there and then.
- 16:00Learn it while it is freshYou watched every piece land, so the training is a recap, not a lecture.
- 17:00YoursThe greens are live. Anything the clock beat, we finish at no extra cost, on a date we agree with you.
Tick what you need. Watch the day fill up.
The basics are already done before you arrive, so the day goes on the work that is yours alone. Pick what you want and we will show you which session it fits. The hours are generous on purpose, and the Map is where the real list gets fixed.
- A sales pipeline from first enquiry to closed
- Every new enquiry acknowledged, logged and chased if nobody replies
- Missed-call text-back
- Booking confirmations and reminders by email and WhatsApp
- No-show and cancellation follow-up
- Review requests after every appointment
- Quote follow-up and stale-deal alerts
- Invoice sent and paid messages
- After-hours auto-replies
- A contact form and a discovery-call calendar
- A dashboard of the numbers that matter
- Your phone number connected, so missed-call text-back is live
- Your WhatsApp number in the same inbox
- Email sending from your own domain
- Your calendar synced and your booking link live
- The chat widget on your website, and your social inboxes connected
- A clean contact list imported
All of that is done on your free onboarding call, so none of it uses up your day. The day is for the work that is specific to you.
Priced by the day. Never by the hour.
A build that other agencies run as weeks of meetings, we do in a day, because the plan and the setup are done before you arrive and AI does the typing. You pay for what gets built, not for the time it takes.
All + VAT, one-off. The Map, a free onboarding call and a seven-day snag window come with every Build Day. What we build lives in your own NotLuck CRM from £97 a month. Want the full detail on a day? Build Days, in full.
Your own build team. One set price a month.
If you would rather send things as they come up than book a day, a retainer gives you a direct line to the team, builds included and no quotes. Every plan is by application; The Partnership is waitlist only.
All + VAT, paid monthly in advance, three-month minimum. Agencies: Your Tech Team is Embedded under your brand. See every plan, a month played out, and the terms.
Tell us the job the way you would tell a mate.
No forms to wrestle with. Pick whichever is easiest and we will come back with the Map.