FlyWheel Consultancy

Our Process

From Audit to Autonomous
in 90 Days

A phased, low-risk approach. We start with the highest-ROI deployment and expand as the system proves itself. You see results before you commit to the full stack.

0

Business Operations Audit

1–2 weeks

1

Foundation

2–3 weeks

2

First Swarm

3–4 weeks

3

Expand

4–6 weeks

4

Managed Intelligence

Ongoing

0

Business Operations Audit

1–2 weeks

We audit your entire operation: sales, marketing, CS, and ops. We map every workflow, tool, and manual process to identify where AI agents create the highest ROI, then build your deployment roadmap.

Deliverables:

  • Workflow & tool stack audit
  • Agent opportunity map
  • ROI projection per function
  • Prioritized deployment plan
1

Foundation

2–3 weeks

We set up the core infrastructure: Claude Code workspace, MCP server integrations, Octave knowledge brain trained on your business, and HubSpot as the nervous system. Everything your agents need to operate.

Deliverables:

  • Claude Code workspace configured
  • MCP integrations (CRM, email, enrichment)
  • Octave brain trained on your product, personas, competitors
  • HubSpot restructured for agent operations
2

First Swarm — Sales & Marketing

3–4 weeks

The fastest-ROI deployment. Sales agents start prospecting, enriching leads, and generating pipeline. Marketing agents create content, manage campaigns, and monitor performance. You see results immediately.

Deliverables:

  • Sales prospecting & outreach agents live
  • Content creation & distribution agents
  • Pipeline intelligence & deal monitoring
  • Performance dashboards
3

Expand — CS & Ops

4–6 weeks

With sales and marketing generating pipeline, we deploy customer success agents (onboarding, health scoring, churn detection) and operations agents (data quality, reporting, compliance). The full swarm is interconnected.

Deliverables:

  • Customer health monitoring agents
  • Automated onboarding workflows
  • Data quality & reporting agents
  • Cross-swarm intelligence sharing
4

Managed Intelligence

Ongoing

We manage your agent infrastructure as a service. The Octave brain gets smarter from every meeting, every campaign, every deal. We optimize, expand, and evolve the system as your business grows.

Deliverables:

  • Continuous agent optimization
  • Monthly performance reviews
  • New agent deployments as needed
  • Knowledge brain refinement

Start with an Audit.
No Commitment Required.

Phase 0 is a standalone engagement. Get a complete picture of where AI agents can transform your operations, then decide if you want to proceed.

Book a Discovery Call