How It Works

From first call to running smoothly — we handle the heavy lifting. You just approve and enjoy the results.

1

Book a Discovery Call

20 minutes on the phone (or Zoom). We'll ask about your business, what's eating your time, and what you've tried before. No sales pitch — just figuring out if we're a good fit. If we're not, we'll tell you.

2

Get Your Custom Recommendation

Within 24 hours, you'll receive a clear recommendation: which tier fits, what add-ons (if any) you'd benefit from, and a realistic timeline. Transparent pricing, no surprises.

3

Onboarding Kickoff

Once you sign up, we schedule a 45-minute onboarding call. We'll connect your email, calendar, and any tools you use. You'll answer questions about your preferences: "What makes an email urgent?" "Who are your VIP clients?" "How do you prefer to be notified?"

4

We Build & Configure

Our team sets everything up. Your AI learns your business, your clients, your workflows. You don't touch any code or configure any settings. We handle all of it.

5

Supervised Launch

Your AI goes live with extra human oversight. For the first week, our team monitors everything closely. We catch edge cases, fine-tune responses, and make sure nothing slips through.

6

Full Automation

By week 2-3, your AI runs smoothly. You're getting clean, sorted emails. Leads are followed up automatically. You have time for the work that actually matters. Welcome to the lean-back life.

What to Expect: Timeline

Most clients are up and running within a week. Here's the typical journey.

📞
Day 0

Discovery Call

20-minute call to understand your business and challenges. We'll tell you exactly what we can do and what tier fits.

📋
Day 1-2

Onboarding & Setup

45-minute onboarding call. We connect your tools, capture your preferences, and begin configuration.

⚙️
Day 3-5

Configuration & Training

We build your AI's knowledge of your business. Your preferences, VIP clients, common scenarios — all configured.

🚀
Day 5-7

Supervised Launch

AI goes live with close monitoring. We catch edge cases and fine-tune. You start seeing results immediately.

Week 2-3

Full Automation

AI has learned your patterns. Running smoothly. You've already forgotten what manual email sorting felt like.

📈
Month 2+

Ongoing Optimization

Continuous improvement. Monthly strategy calls (Enterprise). Add new workflows as your business evolves.

What You'll Experience

Real changes you'll notice in your daily life.

☕ Week 1: The Relief

First morning summary lands in your inbox. Emails are pre-sorted. You know exactly what needs attention. You drink your coffee in peace for the first time in months.

📈 Week 2: The Momentum

Follow-ups are happening automatically. A lead you would have forgotten gets a perfectly-timed check-in. They reply. You didn't lift a finger.

😌 Week 3: The Confidence

You trust the system. Important stuff doesn't slip through. You stop checking your inbox compulsively. Your weekends feel like weekends again.

🚀 Month 2+: The Growth

You're taking on more clients. You're saying yes to opportunities you would have had to pass on. Your business grows because you have the bandwidth.

Your Role vs. Our Role

We believe in clear expectations. Here's exactly what each of us does.

👤 You

  • Show up for the discovery call (20 min)
  • Answer questions during onboarding (45 min)
  • Approve AI-drafted messages (quick taps)
  • Give feedback when something's off
  • Run your business (the fun part)

🤖 Us (LeanBackAI)

  • All technical setup and configuration
  • Training the AI on your business
  • Integrating all your tools
  • Monitoring and quality control
  • Ongoing optimization and support
  • Everything else

Common Questions About the Process

You'll have ongoing support based on your tier. Starter gets email support with 4-hour response, Growth gets a dedicated Slack/Teams channel, and Enterprise gets direct access plus monthly strategy calls. We're here as long as you're a customer.

Absolutely. Upgrade or downgrade any time. If you upgrade, we'll handle the additional setup. If you downgrade, we'll adjust your features at the next billing cycle. No penalties, no drama.

Our team actively monitors your AI's work. We catch unusual situations, correct misunderstandings, and fine-tune responses. You'll see "training notes" explaining what we adjusted and why. By the end of week one, the AI has seen enough patterns to run independently.

About 1-2 hours total. The discovery call (20 min), onboarding call (45 min), and maybe a few quick follow-up questions over email. That's it. We do the rest.

We love unusual. Complex is what we're built for. During the discovery call, tell us everything that makes your business unique. We'll let you know if there's anything we can't handle (rare) or need to approach differently. Most "complex" businesses turn out to be simpler than expected once we map the workflows.

Ready to Start?

Book your free discovery call. In 20 minutes, you'll know exactly how AI automation could work for your business.

Book Your Free Call →

No commitment. No sales pressure. Just straight answers.