Proven and repeatable
Our process: from discovery to revenue growth
A transparent, client-first methodology that keeps everyone aligned — whether the job is HubSpot onboarding, a migration, a RevOps rebuild or AI visibility work.
Weeks
4–8
Standard implementation
Weeks
2–3
Discovery and strategy
Days hypercare
30
Included after go-live
Response SLA
24h
During hypercare
In one answer
How does a Capra Digitals engagement actually run?
Six steps across roughly eight weeks. Weeks 1–3 are discovery and a deep audit of your stack, data and processes. Weeks 2–3 produce a written blueprint you sign off before anything is built. Weeks 3–6 are the build, migration and integration work, tested in a sandbox first with a data reconciliation report. Weeks 6–7 are role-based training and documentation handover. Weeks 7–8 are go-live with a rollback plan, followed by 30 days of hypercare with a 24-hour response SLA. After that, optimisation continues monthly or quarterly if you want it. Total client time commitment is around 10–15 hours across the project.
01 · Week 1–3
Discovery and deep audit
Understand before we act
- Business goals and revenue model analysis
- Current tech stack audit across CRM, automation and integrations
- Data health assessment: duplicates, missing fields, legacy systems
- Sales, marketing and service process mapping
- Stakeholder interviews and adoption readiness
- Competitor and industry benchmark for AEO, GEO and SEO
- Deliverables
- Technical audit report · Process gap analysis · Data quality scorecard · Custom roadmap and timeline · KPI baseline
- Your involvement
- 2–3 hours of meetings plus system access
02 · Week 2–3, in parallel
Strategy and blueprint
Architect the solution
- HubSpot architecture: custom objects, properties, pipelines
- Data migration mapping from source schema to destination
- Integration blueprint: endpoints, webhooks, sync frequency
- Automation designs for scoring, routing and nurturing
- Reporting and dashboard mockups
- AEO and GEO content strategy: entity mapping, chunk architecture
- Deliverables
- Solution architecture document · Data migration plan · Integration specs · Workflow library
- Your involvement
- You review and approve the blueprint before any build starts
03 · Week 3–6
Build, migrate and integrate
Technical execution
- Sandbox environment configuration
- Data migration with validation: dry run then production
- Custom API integrations via n8n, Zapier or bespoke code
- Workflow and automation engineering
- Dashboard and report creation
- User acceptance testing with your team
- Deliverables
- Sandbox demo · Data reconciliation report · Integration logs · UAT sign-off
- Your involvement
- Minimal — mostly access and testing time
04 · Week 6–7
Enablement and training
Empower your team
- Role-based live training for sales, marketing, ops and support
- Playbooks, SOPs and quick reference guides
- Recorded video library for ongoing onboarding
- Admin handover and knowledge transfer
- Change management and adoption coaching
- Deliverables
- Training deck and recordings · User guides per role · SOP library
- Your involvement
- 3–4 hours per role; we train until the team is confident, at no extra cost
05 · Week 7–8 plus 30 days
Go-live and hypercare
Launch and stabilise
- Production cutover with a documented rollback plan
- Real-time monitoring and error resolution
- Daily standups through the first week
- Weekly health checks for 30 days
- Dedicated Slack or email support channel
- Deliverables
- 24-hour response SLA · Bug fixes · Minor adjustments · Performance review
- Your involvement
- Light — you use the system, we watch it
06 · Ongoing, monthly or quarterly
Optimisation and growth
Continuous improvement
- Monthly performance reporting and review
- Workflow optimisation and new automations
- Data hygiene and deduplication runs
- API integration monitoring
- Strategic advisory through fractional RevOps
- AEO and GEO content refreshes
- Deliverables
- Monthly retainer of 10–40 hours · Quarterly health check · Project-based enhancements
- Your involvement
- 92% of clients continue with some form of ongoing engagement
Engagement models
Which engagement model fits your business?
Project-based
One-time implementation, migration, onboarding or audit. Fixed scope, fixed price, defined end date.
Monthly retainer
Ongoing RevOps, optimisation, training and strategic advisory. Flexible hours, typically 10–20 per month.
Fractional RevOps
A dedicated operations leader for 10–40 hours a week. For growing companies that need strategy and execution together.
AEO / GEO audit
A one-time AI visibility assessment with a prioritised roadmap. Built for content and demand generation teams.
Compared
Doing it in-house versus doing it with us
| Aspect | DIY / in-house | Capra Digitals |
|---|---|---|
| Time to value | 3–6 months of trial and error | 4–8 weeks on a proven timeline |
| Custom API integration | Limited or outsourced | Built in-house as part of scope |
| Data migration risk | Manual exports, unverified | Dry run plus reconciliation report |
| Documentation | Tribal knowledge | SOPs, playbooks and recordings included |
| Post-launch | Whoever has time | 30 days hypercare, 24h response SLA |
| Pricing | Open-ended internal cost | Fixed scope and price after discovery |
What makes it work
Six commitments that hold on every project
Fixed-price clarity
Scope and price are agreed after discovery and before build. No hourly surprises at the end of the month.
Single point of contact
The same solutions architect runs discovery, design and delivery. Nothing is lost in an internal handover.
Sandbox-first
Every structural change is tested in a sandbox portal before it touches production, with a rollback path.
Documentation included
System documentation, training materials and SOPs are deliverables, not an upsell.
Post-launch guarantee
We do not disappear at go-live. Thirty days of hypercare comes with every implementation.
Change control that is fair
Scope changes are quoted as clearly defined phases, so you always choose before you spend.
Questions
About working together
How much client involvement is required?
Discovery takes three to five hours of your time over two weeks. Strategy needs two or three review meetings. The build phase is mostly hands-off apart from testing access. Training is three to four hours per role. We are deliberately efficient with your team's time.
What if we need to change scope mid-project?
We work in agile sprints with change control. New requirements are scoped as additional phases or change orders with clear pricing, so nothing gets absorbed silently or billed as a surprise.
Do you offer rush implementation?
Yes. For urgent migrations — a contract expiring, a system being switched off — we can compress to three or four weeks with dedicated resources. A rush fee applies because it means reserving capacity.
What happens after the project ends?
Thirty days of hypercare is included. After that you can move to a monthly retainer for ongoing optimisation and advisory, or simply stop. Many clients stay for two years or more, but nothing is locked in.
How do you guarantee no data is lost during migration?
Every migration runs as a dry run into a sandbox first. Production loads happen in reconciled batches, and a reconciliation report matching source and destination record counts and key field values is signed off before the old system is retired.
Can you work with our internal ops team rather than replacing them?
That is the preferred setup. We design and build alongside your team, document everything, and hand over admin ownership so your people can run and extend the system without depending on us.
Next step
Ready to start your transformation?
Book a free discovery call. We will walk you through the process, answer the awkward questions and give you a tailored roadmap with a timeline estimate.