FlyWheel Consultancy

Our Process

From Foundation to Autonomous
in 90 Days

A phased, low-risk rollout. We start with the highest-return swarm and expand as the system proves itself, so you see production results before you commit to the full stack. Every phase runs on managed agents billed by credits, with a human in the loop on every action that writes.

0

Foundation & Phase 0

2–3 weeks

1

First Swarm

3–4 weeks

2

Expand

4–6 weeks

3

Full-Org Rollout

Ongoing

4

Managed Intelligence

Ongoing

Your CRM is the UI — Claude is the OS

Your team keeps working in the CRM they already know. Behind it, Claude runs as the operating system: the context engine that powers every agent, connects every workflow, and learns from every interaction. Octave is an optional front-end for teams who want a visual layer on top.

0

Foundation & Phase 0

2–3 weeks

We embed as your RevOps partner, audit the current stack, and restructure your CRM into a clean source of truth. Then we stand up the context engine inside Claude, trained on your brand voice, product, personas, and business, so every agent works from the same brain. Phase 0 is included in onboarding, not a separate bill.

Deliverables:

  • Workflow & tool-stack audit
  • CRM restructured as the source of truth
  • Context engine trained on your business
  • Prioritized deployment roadmap
1

First Swarm — Sales & Marketing

3–4 weeks

The fastest-return deployment. Sales agents monitor signals, enrich leads, and draft outreach in your voice, while marketing agents turn those signals into content, optimize it for search and answer engines, and track what performed. You see results while the rest of the org is still on the roadmap.

Deliverables:

  • Signal, prospecting, and outreach agents live
  • Content and SEO agents in your brand voice
  • Pipeline and deal intelligence
  • Performance dashboards
2

Expand — CS & Ops

4–6 weeks

With pipeline moving, we deploy customer success agents for health scoring, churn detection, and onboarding, and operations agents for data quality, reporting, and process monitoring. Every agent feeds the same context engine, so a signal in sales can shape a renewal play in customer success.

Deliverables:

  • Health scoring and churn detection
  • Automated onboarding workflows
  • Data quality and reporting agents
  • Cross-swarm context sharing
3

Full-Org Rollout

Ongoing

Once the GTM system is proven, we extend the same infrastructure across finance, HR, legal, IT, and executive operations. Each function gets its own agents on a backend that is already wired, so adding a node is a matter of stating the directive, not standing up a new tool.

Deliverables:

  • Finance, HR, legal, and IT agents
  • Executive intelligence and reporting
  • Your own agents, built on your context
  • One system across every function
4

Managed Intelligence

Ongoing

We run the infrastructure as a service. The context engine gets smarter from every call, campaign, and deal, and a memory loop surfaces what actually performed so the swarm tunes its own priorities. You stay the human in the loop, accepting, editing, or rejecting what it learns.

Deliverables:

  • Continuous agent tuning
  • Monthly performance reviews
  • Self-improving memory loop
  • New agents as the business grows

Start with the Foundation.
See It Running Live.

Phase 0 gets your foundation clean and your context engine standing before a single agent goes live. Book a call and we will walk you through the actual system running, then map where it fits your operation.

Book a Discovery Call