What to Expect

Your journey to operational freedom.

Here's exactly what happens from the moment you say yes to the day your business runs itself.

0
Steps total
5–6 wks
Weeks to launch
0
Day program
0
Setup stress
1

Strategy Call

Day 0 · 30 min

We start with a quick conversation about your business. What's eating your time? Where are leads falling through? What would you delegate if you could? No pitch — just clarity.

📋 Personalized assessment 🎯 Custom recommendation 📧 Recap email + next steps
2

Once you're in, we send over the service agreement and your first invoice. Simple, transparent, no surprises. Payment confirms your spot and kicks off the process.

📝 Service agreement (e-sign) 💳 First month invoice 👋 Welcome email + onboarding form
What you sign

EA Teammate Service Agreement (e-signature). First month + one-time onboarding fee via Wise invoice. No long-term contracts — cancel anytime with 14 days notice.

3

We hop on a 45-minute call to understand everything: your daily tasks, tools, communication style, and expectations. We document it all so your EA knows exactly how you work.

🎥 Call recording 📄 EA Responsibility Sheet 📊 90-Day KPI document
4

While we're onboarding you, our team is sourcing and vetting the perfect EA. We match based on industry experience, tool proficiency, and working style. The right match matters more than a fast match.

👤 Candidate profile(s) 🎙️ Optional final interview (15 min)
5

Your EA gets trained on your specific tools, workflows, and preferences. They shadow your operations, complete test tasks, and pass our internal QA before they ever touch your business.

📚 Training completed ✅ Internal QA approved
6

Three-way call: you, your EA, and your ElmPeak manager. We walk through responsibilities, set communication channels, and confirm your reporting schedule. Your EA starts the next business day.

🎥 Kickoff recording 📱 Communication channels set 📊 Weekly report template
7

We manage your EA's performance, send weekly reports, run monthly strategy calls, and handle any adjustments. You focus on your business. We handle everything else.

📊 Weekly performance reports 📞 Monthly strategy calls 📈 90-day review 🔄 Ongoing optimization
0
Steps total
0
Days to go live
24/7
AI coverage
0
Backend work for you
1

Strategy Call

Day 0 · 30 min

Quick call to understand your business. How do you handle calls today? Where are leads slipping through? We'll show you exactly how PeakFlow changes that — fast.

📋 Business assessment 🎯 Custom automation plan 📧 Recap email
2

Sign the service agreement and we get started immediately. Your onboarding is included in the monthly fee. No hidden costs, no surprises.

📝 Service agreement (e-sign) 💳 First month invoice ($397) 📋 Business info questionnaire
What you sign

PeakFlow Service Agreement (e-signature). $397/month — done-for-you onboarding included. No long-term contracts. Cancel anytime with 14 days notice.

3

This is where the magic happens. We configure your entire PeakFlow platform: AI Voice Receptionist trained on your business, chatbot, CRM pipeline, follow-up automations, booking calendar, and review requests. You don't touch a thing.

📞 AI Voice Receptionist 💬 AI Chatbot live 📊 CRM pipeline built ⚡ Automations active 📅 Online booking ready
4

We walk you through your fully built dashboard on a 30-minute call. You see exactly how leads come in, how AI responds, and how everything flows. Then we flip the switch.

🎥 Demo call recording 🔑 Your PeakFlow login 📄 Quick reference guide 🚀 Platform goes LIVE
5

We monitor everything, optimize based on real data, and fix issues before you notice them. Monthly strategy calls to review performance and plan next moves. You never touch the backend.

📊 Monthly strategy calls 📈 Performance reports 🔧 Ongoing optimization 🛡️ Fully managed by ElmPeak
0
Steps total
5–6 wks
Weeks to full launch
0
Solutions in one
$1,397
Per month
1

Strategy Call

Day 0 · 30 min

We cover both your EA needs and automation needs in one 15-minute call. Full diagnosis of where you're losing time and leads — and a clear plan to fix both simultaneously.

📋 Full business assessment 🎯 EA + automation roadmap 📧 Recap email + next steps
2

Two agreements (EA Teammate + PeakFlow), one invoice. Payment kicks off both processes simultaneously — no delay, no extra admin.

What you sign

EA Teammate Agreement + PeakFlow Agreement (both e-sign). Invoice: $1,397/month + one-time onboarding fee. Cancel anytime with 14 days notice.

3

45-minute call covering everything: tasks to delegate, tools you use, how your business operates, and what you want automated. One call — both tracks covered.

📄 EA Responsibility Sheet 📊 90-Day KPI document 🎥 Call recording
4

While we're sourcing your EA, we build your entire PeakFlow platform: Voice AI, chatbot, CRM, automations, and booking — all configured to your business info.

📞 AI Voice Receptionist 💬 AI Chatbot 📊 CRM + Automations 📅 Booking calendar
⚡ Runs parallel to EA sourcing
5

Demo call to walk you through the platform. Your AI starts answering calls and capturing leads immediately — while your EA is still being sourced in parallel.

🎥 Demo recording 🔑 PeakFlow login 🚀 Platform live
6

Your EA is sourced, vetted, and trained on both your business AND PeakFlow. They'll manage the platform daily so you never have to. We take 3–4 weeks — the right match is everything.

👤 Candidate profile(s) 📚 PeakFlow training included ✅ Internal QA approved
⚡ Runs parallel to PeakFlow launch
7

Three-way call. Your EA takes over PeakFlow management. Communication channels set. Your business now runs with a human + AI team — and you've been hands-off from day one.

🎥 Kickoff recording 📱 Channels set 📊 Report template
8

Your EA manages PeakFlow daily. We manage your EA. Monthly strategy calls. Weekly reports. Everything handled. You focus on growth — the whole system runs without you in it.

📊 Weekly performance reports 📞 Monthly strategy calls 📈 90-day review 🔄 Ongoing optimization

Ready to get started?

Book a free 15-minute call. No commitment. Just clarity.

Book Your Free Call →
team@elmpeak.co  ·  elmpeak.co