A proven business automation process, no guesswork and no cookie-cutter packages. We diagnose first, install what fits, then make sure your team can run it without you.
Diagnose
We find exactly where your business is losing time and profit.
Build & Install
We design and install the automation, AI tools, and systems you need.
Train & Support
We train your team to run it, then support and improve it as you grow.
The short answer
Be Known’s business automation process has three phases: we diagnose where your business is losing time and profit, install custom automation, AI tools and systems around how you operate, then train your team and support it long-term.
Custom roadmapEstimated forecastUpfront pricing
The process
Phase 1
We find exactly where your business is losing time, leads and profit, before we recommend anything.
Starts with a free consultation
What happens
What you get
Phase 2
We design and install automation, AI tools and systems configured around how your business actually runs, from booking and lead follow-up to reporting dashboards and team workflows.
Scoped to your roadmap
What happens
What you get
Phase 3
We train your team to run it without you, then stay on to support and improve it as you grow.
Ongoing
What happens
What you get
How we work
In any business automation process, the right system scales. The wrong one wastes months and profit, so we’re deliberate about what we build.
No packages sold on the first call. You get a recommendation based on your business, not our menu.
Systems are configured to how your firm actually operates, your offer, your team, your tools.
We train your people to run everything, so the business stops depending on one person, including us.
Client result
recaptured every week
We took the operational weight of her advertising, funnels and CRM off her plate, then built a platform that puts her methodology to work for every client.
Laura CowanLifestyle Legal Coaching, 500 clients, now on one scalable system
FAQ
We look at how your business runs today, identify the highest-impact fixes, and walk you through the expected timeline, results and investment. You leave with a clear picture, whether or not we work together.
No. Our business automation process diagnoses first, then recommend what fits your business, with upfront pricing before any work starts.
Usually not. We build on the tools you already use, like GoHighLevel, HubSpot or Microsoft 365, wherever it makes sense, and only recommend a change when a tool is holding the business back.
Most involved in Phase 1, when we learn how the business really runs, and in Phase 3 during training. While we build, we need occasional input and access, not hours of your team’s week.
That’s fine, the business automation process works the same for one system or ten. Every engagement is scoped to what your business needs, sometimes that’s one system, sometimes it’s a full rebuild. Your Phase 1 roadmap shows what to tackle first.
Phase 1 starts with one conversation. Bring your questions, we’ll bring the roadmap.
