HOW IT WORKS

Our Process & What To Expect

Who Is Behind Vertexi?

I’m Michael Reyes.
Founder of Vertexi.

We’re a systems agency, but not the kind that disappears into a whiteboard.
We build working infrastructure—and we build it fast.

My background is in process engineering and systems design.
I don’t believe in bloated teams or 8-week scope docs.
I believe your backend should be as lean as your front-end brand.

Who Is Behind Vertexi?

I’m Michael Reyes.
Founder of Vertexi.

We’re a systems agency, but not the kind that disappears into a whiteboard.
We build working infrastructure—and we build it fast.

My background is in process engineering and systems design.
I don’t believe in bloated teams or 8-week scope docs.
I believe your backend should be as lean as your front-end brand.

Who Is Behind Vertexi?

I’m Michael Reyes.
Founder of Vertexi.

We’re a systems agency, but not the kind that disappears into a whiteboard.
We build working infrastructure—and we build it fast.

My background is in process engineering and systems design.
I don’t believe in bloated teams or 8-week scope docs.
I believe your backend should be as lean as your front-end brand.

Who We Work With

We work with creative and service-based agency owners in the $8K to $30K per month range.
Most are growing fast, but operating messy.

You’ve got sales. You’ve got clients.
But every new deal feels like you’re stacking bricks with no blueprint.

You’re chasing follow-ups, wasting hours on admin, and your onboarding is a patchwork of tools that don’t talk.

That’s where we step in.

Who We Work With

We work with creative and service-based agency owners in the $8K to $30K per month range.
Most are growing fast, but operating messy.

You’ve got sales. You’ve got clients.
But every new deal feels like you’re stacking bricks with no blueprint.

You’re chasing follow-ups, wasting hours on admin, and your onboarding is a patchwork of tools that don’t talk.

That’s where we step in.

Who We Work With

We work with creative and service-based agency owners in the $8K to $30K per month range.
Most are growing fast, but operating messy.

You’ve got sales. You’ve got clients.
But every new deal feels like you’re stacking bricks with no blueprint.

You’re chasing follow-ups, wasting hours on admin, and your onboarding is a patchwork of tools that don’t talk.

That’s where we step in.

The Goal

We help you:

Convert more leads by following up faster than your competitors
Free 10 to 20 hours a week from admin, handoffs, and task switching
Create backend systems that make your brand feel 5x bigger than it is

And we do it in 7 to 21 days.

The Goal

We help you:

Convert more leads by following up faster than your competitors
Free 10 to 20 hours a week from admin, handoffs, and task switching
Create backend systems that make your brand feel 5x bigger than it is

And we do it in 7 to 21 days.

The Goal

We help you:

Convert more leads by following up faster than your competitors
Free 10 to 20 hours a week from admin, handoffs, and task switching
Create backend systems that make your brand feel 5x bigger than it is

And we do it in 7 to 21 days.

Our Results

One of our clients - a coaching agency stuck using 9 spreadsheets to onboard new clients - recovered $12K a month in ghosted pipeline after we built their AI-powered CRM.

Follow-ups became automatic.
Onboarding started instantly after payment.

They saved 18 hours a week and finally delivered an experience that matched the price of their offer.

Our Results

One of our clients - a coaching agency stuck using 9 spreadsheets to onboard new clients - recovered $12K a month in ghosted pipeline after we built their AI-powered CRM.

Follow-ups became automatic.
Onboarding started instantly after payment.

They saved 18 hours a week and finally delivered an experience that matched the price of their offer.

Our Results

One of our clients - a coaching agency stuck using 9 spreadsheets to onboard new clients - recovered $12K a month in ghosted pipeline after we built their AI-powered CRM.

Follow-ups became automatic.
Onboarding started instantly after payment.

They saved 18 hours a week and finally delivered an experience that matched the price of their offer.

What You’ll Learn Here

How to build a funnel that converts cold traffic
How to operate it with AI to save 40 to 60 hours per month
How to build internal fulfillment systems that let you scale without hiring

What You’ll Learn Here

How to build a funnel that converts cold traffic
How to operate it with AI to save 40 to 60 hours per month
How to build internal fulfillment systems that let you scale without hiring

What You’ll Learn Here

How to build a funnel that converts cold traffic
How to operate it with AI to save 40 to 60 hours per month
How to build internal fulfillment systems that let you scale without hiring

How We Work With You

Here’s what working with us actually looks like:

We audit your backend.
We map the key touchpoints leaking time or money.
We build and deploy the full system in 7–21 days.
You get training, async video walkthroughs, and optional post-build support.

How We Work With You

Here’s what working with us actually looks like:

We audit your backend.
We map the key touchpoints leaking time or money.
We build and deploy the full system in 7–21 days.
You get training, async video walkthroughs, and optional post-build support.

How We Work With You

Here’s what working with us actually looks like:

We audit your backend.
We map the key touchpoints leaking time or money.
We build and deploy the full system in 7–21 days.
You get training, async video walkthroughs, and optional post-build support.

The Strategy

We don’t use automations to “replace” you.
We use AI to multiply your capacity.

Our systems don’t just ping people. They:

Qualify leads
Trigger onboarding once invoices are paid
Keep you updated via Slack so you always feel in control

The Strategy

We don’t use automations to “replace” you.
We use AI to multiply your capacity.

Our systems don’t just ping people. They:

Qualify leads
Trigger onboarding once invoices are paid
Keep you updated via Slack so you always feel in control

The Strategy

We don’t use automations to “replace” you.
We use AI to multiply your capacity.

Our systems don’t just ping people. They:

Qualify leads
Trigger onboarding once invoices are paid
Keep you updated via Slack so you always feel in control

Logistics

Project fee starts at $1,800

Most builds done in 7–21 days
Includes training, video walkthroughs, and 30-day async support
Tech stack: OpenAI, Make.com, Airtable, SmartSuite, Slack, Stripe

Logistics

Project fee starts at $1,800

Most builds done in 7–21 days
Includes training, video walkthroughs, and 30-day async support
Tech stack: OpenAI, Make.com, Airtable, SmartSuite, Slack, Stripe

Logistics

Project fee starts at $1,800

Most builds done in 7–21 days
Includes training, video walkthroughs, and 30-day async support
Tech stack: OpenAI, Make.com, Airtable, SmartSuite, Slack, Stripe

Why This Works When Other Systems Don’t

Because we build with context — not just code.

You’ve probably tried hiring a Zapier guy or building it yourself.
But they overengineered it. You didn’t use it. And it broke.

We don’t add complexity. We build systems that feel invisible and work every time.

Why This Works When Other Systems Don’t

Because we build with context — not just code.

You’ve probably tried hiring a Zapier guy or building it yourself.
But they overengineered it. You didn’t use it. And it broke.

We don’t add complexity. We build systems that feel invisible and work every time.

Why This Works When Other Systems Don’t

Because we build with context — not just code.

You’ve probably tried hiring a Zapier guy or building it yourself.
But they overengineered it. You didn’t use it. And it broke.

We don’t add complexity. We build systems that feel invisible and work every time.

“I already use Make/Zapier - can’t I just do this myself?”

Sure. But will it work next week? Or will it break like last time?

“I already use Make/Zapier - can’t I just do this myself?”

Sure. But will it work next week? Or will it break like last time?

“I already use Make/Zapier - can’t I just do this myself?”

Sure. But will it work next week? Or will it break like last time?

“I’ve hired automators before. It got bloated and confusing.”

We don’t build bloat. We build control.

“I’ve hired automators before. It got bloated and confusing.”

We don’t build bloat. We build control.

“I’ve hired automators before. It got bloated and confusing.”

We don’t build bloat. We build control.

“Not sure if this adds complexity.”

The opposite. This removes it - permanently.

“Not sure if this adds complexity.”

The opposite. This removes it - permanently.

“Not sure if this adds complexity.”

The opposite. This removes it - permanently.

Final Notes You Need To Know

You stay in control of your stack. We don’t lock you into custom code or proprietary platforms.
We design systems you can operate with zero technical stress.
We’ll teach your VA (or team) how to run it without needing us.

Final Notes You Need To Know

You stay in control of your stack. We don’t lock you into custom code or proprietary platforms.
We design systems you can operate with zero technical stress.
We’ll teach your VA (or team) how to run it without needing us.

Final Notes You Need To Know

You stay in control of your stack. We don’t lock you into custom code or proprietary platforms.
We design systems you can operate with zero technical stress.
We’ll teach your VA (or team) how to run it without needing us.

The Investment

Starts at $2,800 flat.
Optional add-ons available.
No retainers unless you request long-term optimization support.

The Investment

Starts at $2,800 flat.
Optional add-ons available.
No retainers unless you request long-term optimization support.

The Investment

Starts at $2,800 flat.
Optional add-ons available.
No retainers unless you request long-term optimization support.

Timeline

Week 1: Audit, plan, and build
Week 2: Test, refine, and train
Week 3: Monitor and optimize

Timeline

Week 1: Audit, plan, and build
Week 2: Test, refine, and train
Week 3: Monitor and optimize

Timeline

Week 1: Audit, plan, and build
Week 2: Test, refine, and train
Week 3: Monitor and optimize

FAQs

How Long Does This Actually Take?

Most builds take 7 to 21 days depending on complexity. You’ll get a clear milestone timeline once we scope your system.

How Long Does This Actually Take?

Most builds take 7 to 21 days depending on complexity. You’ll get a clear milestone timeline once we scope your system.

How Long Does This Actually Take?

Most builds take 7 to 21 days depending on complexity. You’ll get a clear milestone timeline once we scope your system.

What Do I Need To Prepare Before We Start?

Nothing complicated. If you have existing funnels, CRMs, or onboarding docs, great. If not, we’ll build around what you have. This is designed to work even if your backend is a mess.

What Do I Need To Prepare Before We Start?

Nothing complicated. If you have existing funnels, CRMs, or onboarding docs, great. If not, we’ll build around what you have. This is designed to work even if your backend is a mess.

What Do I Need To Prepare Before We Start?

Nothing complicated. If you have existing funnels, CRMs, or onboarding docs, great. If not, we’ll build around what you have. This is designed to work even if your backend is a mess.

Is This Custom Or Just Another Template?

Everything we build is mapped to your actual workflow. No cookie-cutter SOPs. No plug-and-pray automations.

Is This Custom Or Just Another Template?

Everything we build is mapped to your actual workflow. No cookie-cutter SOPs. No plug-and-pray automations.

Is This Custom Or Just Another Template?

Everything we build is mapped to your actual workflow. No cookie-cutter SOPs. No plug-and-pray automations.

I’ve tried Zapier/Make before. How Is This Different?

This isn’t a bunch of random zaps strung together. It’s a full-stack system built to replace manual ops — not add more tools to your stack.

I’ve tried Zapier/Make before. How Is This Different?

This isn’t a bunch of random zaps strung together. It’s a full-stack system built to replace manual ops — not add more tools to your stack.

I’ve tried Zapier/Make before. How Is This Different?

This isn’t a bunch of random zaps strung together. It’s a full-stack system built to replace manual ops — not add more tools to your stack.

What If Something Breaks?

We handle bug fixes for 30 days after delivery. Beyond that, you can bring us back on a retainer or request support on-demand.

What If Something Breaks?

We handle bug fixes for 30 days after delivery. Beyond that, you can bring us back on a retainer or request support on-demand.

What If Something Breaks?

We handle bug fixes for 30 days after delivery. Beyond that, you can bring us back on a retainer or request support on-demand.

Do You Offer Refunds?

We don’t. But we scope everything clearly before payment so there are no surprises.

Do You Offer Refunds?

We don’t. But we scope everything clearly before payment so there are no surprises.

Do You Offer Refunds?

We don’t. But we scope everything clearly before payment so there are no surprises.

Ready to Stop Being the Bottleneck?

Let’s make your backend match the business you’re trying to build.

Book a call below.

Ready to Stop Being the Bottleneck?

Let’s make your backend match the business you’re trying to build.

Book a call below.

Ready to Stop Being the Bottleneck?

Let’s make your backend match the business you’re trying to build.

Book a call below.

GET STARTED

Ready To Supercharge Your Brand?

Book a call with us today to unlock underutilized potential with our safe and effortless AI solutions.

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