01
Fit Check
Tell us about your business.
Share your goals, current setup, and what you’re trying to improve through a short Fit Check.
HOW IT WORKS
From first conversation
to a system built
around your business.
A clear process. A collaborative journey. A connected system designed for real growth.
Understand
Your goals and
current setup
01
→
Plan
Map the right
system
02
→
Build
Bring it all
together
03
→
Launch
A system
built for growth
04
A STRONGER
TOMORROW
STEP 01
Tell us where
you’re going.
Before we recommend what to build, we first understand your business, where you are now, and what you’re working toward.
02
Review
We look at the bigger picture.
We review what you’ve shared so we can understand where things stand and what may need attention.
03
Conversation
Talk through what comes next.
If it looks like we may be a good fit, we’ll have a conversation about what you’re trying to accomplish and the right direction forward.
No guessing. No choosing a solution blindly.
We start with your business first, then determine what makes sense to build.
A STRONGER
TOMORROW
TOMORROW
STEP 02
Map the right system.
Before anything gets built, we map what needs to happen, what needs to connect, and what the project will include.
01
Understand Current Setup
See what’s already in place.
We look at your existing pages, tools, processes, and how your current setup works.
02
Map Customer Journey
See how everything should connect.
We map how leads move from first contact through follow up, booking, and the next steps relevant to your business.
03
Define Scope
Get clear on what we’re building.
We identify what needs to be built, improved, or connected, then define the agreed project scope before execution begins.
Know what you’re building and why.
You have a clear direction and agreed scope before the build begins.
A STRONGER
TOMORROW
TOMORROW
STEP 03
Get ready to build.
Complete one focused onboarding stage so we have what we need to move into the build.
01
Agreement +
Initial Investment
We finalize the project details and secure the initial investment to get started.
02
Onboarding
You’ll complete a short onboarding process where we collect key information about your business, offers, and goals.
03
Assets & Access
✓
Brand Assets
✓
Offer Details
✓
Testimonials
✓
Existing Content
✓
Logins & Access
04
Kickoff
Once everything is in place, we’ll confirm the details, align on next steps, and officially kick off the build.
YOUR PART
Provide everything
Provide everything
during onboarding.
OUR PART
Take it from here
Take it from here
and prepare for the build.
One focused handoff. Fewer interruptions later.
We collect what we need upfront so you aren’t constantly being asked for files, details, and access throughout the project.
A STRONGER
TOMORROW
TOMORROW
STEP 04
Build the system.
From the agreed scope to a connected, tested system ready to go live.
01
Build
Put the pieces in place.
We build the agreed pages and system components based on the approved scope.
02
Connect
Bring everything together.
We connect the agreed CRM, follow up, booking, automations, and integrations so the pieces work together.
03
Test
Check the full journey.
We test the customer journey and key system connections before anything goes live.
04
Review
Review the key milestones.
You review the agreed milestones, provide feedback, and we complete the revisions included in scope.
05
Launch
Ready to go live.
After final approval, we complete the launch and put the finished system into action.
One connected system. Not a collection of separate pieces.
The pages, CRM, follow up, booking, and automations are built to work together as one customer journey.
A STRONGER
TOMORROW
TOMORROW
WORKING TOGETHER
Your role during the build.
Stay involved where your input matters, without having to manage the build day to day.
01
Provide
Give us what we need.
Share the information, assets, access, or decisions needed to keep the project moving.
02
Review
Review key milestones.
We bring you in at the agreed checkpoints so you can review the important parts and provide feedback.
03
Approve
Give the green light.
Approve the agreed milestones and final work so we can keep moving toward launch.
Your input where it matters. Our team handles the build.
A STRONGER
TOMORROW
TOMORROW
AFTER LAUNCH
You’re live. Here’s what comes next.
Once the system is launched, we make sure you know what you have, how it works, and what your options are moving forward.
›››
›››
01
Handover
The system becomes yours.
We hand over the completed system and everything included in the agreed project scope.
02
Walkthrough + SOPs
Know how your system works.
You receive a recorded walkthrough along with the SOPs and documentation included within your project scope.
03
Ongoing Management
Keep Itera involved.
If you prefer ongoing support or management after handover, Itera can stay involved under a separate ongoing agreement.
Manage It Yourself
Use the system on your own with the resources we provide.
Continue With Itera
Keep us involved for ongoing support and management.
Separately billedINCLUDED IN YOUR PROJECT
Handover • Recorded Walkthrough • Agreed SOPs & Documentation
SEPARATE AFTER LAUNCH
Software Subscriptions • Optional Itera Management
You’re not left with a system you don’t understand.
You leave with the system, the guidance to use it, and a clear path if you want continued support.
A STRONGER
TOMORROW
TOMORROW
READY WHEN YOU ARE
Ready to see what your business needs?
Tell us where your business is now and what you’re working toward.
We’ll start there and determine what makes sense to build.
No need to know the solution yet. That’s what the process is for.