Blue Tag Solutions Book Discovery

The process · Start to launch

What happens after you click "Book Discovery"?

Most agencies disappear after the proposal. We don't. Here's the entire BTS process — the calls you'll be on, the docs you'll receive, the updates you'll see — all in one place.

5 phases
start to launch 14–28 days
average timeline 90 days
post-launch optimization
00

Day 0 · 30 minutes · FREE

Discovery Session

A no-pitch call. We listen, we audit, we model your ROI live. You walk away with clarity even if we never work together.

  • We diagnose: Your current funnel, where leads leak, what AI/automation would actually move the number.
  • We model: Live ROI projection based on your real lead volume + close rate.
  • You decide: Clear yes/no on next steps. Zero pressure.
📄 You leave with: A custom ROI projection PDF + clear recommendation, even if it's "not yet."
Discovery — BTS × You ● REC 00:14:32
👤
You
Monique · BTS
Where you are now$24K/mo
Projected with BTS$41K/mo
01

Days 1–3 after Discovery

Roadmap & Investment Plan

Within 3 days of your Discovery Session, you get a written roadmap — the entire build, broken into sprints, with a fixed price and timeline.

  • 5–10 page roadmap PDF: Scope, deliverables, tech stack, your hosting, integration map.
  • Fixed quote: No "we'll see" pricing. You see every line item.
  • Kickoff scheduled: Locked on the calendar before you sign.
🗺️ You leave with: Roadmap PDF · Investment quote · Kickoff calendar invite
YOUR PROJECT ROADMAP
Total Investment $8,400
SIGNED · LOCKED
02

Weeks 1–3 · The build sprint

Design & Build

We build in public. Every weekday you get a Loom video showing what we did. Every Friday, you see staging. Every other Monday, we ship.

  • Daily Loom updates: 2–4 minute video walking through what we built that day. No filler.
  • Live staging URL: Your build is visible from day 1. Click around. Break things. Tell us what to change.
  • Slack channel: Direct line to your build team. Average response time: under 2 hours.
  • 2 revision cycles per sprint: Nothing ships you didn't approve.
🛠️ What you see: Daily progress · Staging URL · Slack channel · Weekly review call
▶
Sprint 2 — Day 4
3:42
Monique · BTS Built the AI receptionist — go test it!
staging-yourcompany.bts.app ↗
03

Week 3–4 · Go live

Launch

DNS flip. Production handover. We don't disappear — we train you and stay on standby for 30 days included.

  • Migration to production: DNS, SSL, redirects, analytics. We handle everything.
  • 30-minute training call: Walkthrough of every dashboard you'll use.
  • Handover doc + Loom library: Every common task pre-recorded so you never have to ask twice.
  • 30-day post-launch support: Bug fixes, tweaks, questions — included.
🚀 You leave with: Live site/system · Full credentials · Training session · 30-day support
🚀

You're live.

yourcompany.com

All systems operational
✓ DNS migrated ✓ AI agent trained ✓ Analytics live ✓ Training scheduled
04

90 days post-launch · Optimize

Optimize & Grow

Launch isn't the finish line. It's the start of the data flywheel. We run weekly tests, ship monthly improvements, and report transparently.

  • Weekly performance dashboard: Leads, conversions, AI agent quality, drop-off points.
  • Monthly optimization call: What's working, what to test next, where to invest more.
  • A/B testing on conversion points: CTAs, copy, AI flows, pricing pages.
  • Quarterly business review: ROI report against the original Discovery projection.
📈 You leave each month with: Performance report · Test results · Next-sprint plan
Performance · This week Mar 4–10
Leads +412 ↑ 23%
Booked 147 ↑ 31%
Revenue $48.2K ↑ 28%

Behind the scenes

A typical week during your build.

No mystery. No ghosting. No "where are we?" emails. Here's what arrives in your inbox.

MON

📋 Sprint plan

A Notion doc + 3-min Loom: what we're building this week, what we need from you, what to expect by Friday.

TUE–THU

🎥 Daily Loom

Short walkthrough each evening of what landed that day. Click the staging URL, leave timestamped feedback.

FRI

✅ Demo & feedback

30-min review call (or async if you prefer). We demo, you red-line. Friday revision window closes Sunday night.

ANYTIME

💬 Slack channel

Dedicated channel with your full BTS team. Tag anyone, anytime. Average response under 2 hours, 9-6 ET.

Our promises

What we guarantee in writing.

📅

On time, or it's free.

If we miss the timeline in your signed roadmap by more than 5 business days, your next month is free.

💰

Fixed price, no surprises.

Quote is locked at signing. Scope changes go through a transparent change order, you approve, or we don't do them.

🛡️

You own everything.

Code, copy, AI training data, accounts, integrations. Yours forever, even if you leave us. We provide migration help included.

🔁

30-day post-launch support.

Included in every build. Bug fixes, content tweaks, training questions — free for the first month after go-live.

📊

Transparent reporting.

You see the same dashboards we see. Every lead, every booking, every conversion. Real numbers, not vanity metrics.

🚫

No long-term lock-in.

Month-to-month after launch. Cancel anytime with 30 days notice. We'd rather earn the renewal than trap you in a contract.

Ready to start?

Phase 00 is free, takes 30 minutes, and you walk away with answers either way.

Book your Discovery Session. If we're not the right fit, we'll tell you who is.

Book your Discovery Session

No pitch, no pressure. 30 minutes, a real conversation, real recommendations.