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How it works

Live in 5 days. We handle the setup.

We configure everything for you. You review the workflows, approve the outputs, and launch. It\'s a managed service, not a software product—we build it, you approve it, we optimize it.

What you can do: Text your AI anytime via WhatsApp or Telegram: "Draft a response to John", "Schedule Sarah tomorrow at 2pm", or "What meetings do I have today?" You review and approve everything.

Schedule your discovery call

The 5-step process

01

Setup call (30–45 min)

We learn how you actually work: inbox patterns, communication style, priorities, workflows, and what matters. You authorize integrations (Gmail, Calendar, CRM). No technical setup required from you.

Communication style, workflows, priorities, integrations authorized.
02

Configuration (2–3 days)

We build your AI setup entirely. Tone calibration, automation rules, daily brief setup, CRM sync, phone answering (if Growth). Everything configured, tested, and ready for you to review. You don't touch anything.

Tone calibration, automation rules, testing—we handle all of it.
03

Review & approval (Day 4)

You see a full week of sample outputs: draft emails, daily briefs, follow-up tracking, scheduling coordination. Review everything. Tell us what's right, what needs adjusting. We refine until you're happy before anything goes live.

Sample outputs, your feedback, final adjustments, approval.
04

Go live (Day 5)

Your first operations brief arrives at 7am. Drafts appear for approval, follow-ups are tracked, scheduling is handled. We monitor everything closely during week one and make quick adjustments if needed.

First brief at 7am, active monitoring, quick iteration if needed.
05

Ongoing optimization

We check in regularly (weekly or bi-weekly depending on your plan). Optimize what's working, add new automations as your business changes, suggest improvements based on what we're seeing. Your AI gets better every month.

Continuous optimization, new workflows, strategic calls.
Control & trust

You're always in control.

Approval-first design

Every draft waits for your approval. We write; you review and click send. Internal organization happens automatically.

You own the inbox

We operate as a read/draft assistant. We never delete, archive, or send without your explicit approval.

Sensitive emails flagged

Anything ambiguous or high-stakes gets routed to you directly. We err on the side of caution.

Clean disconnection

Cancel anytime, no contracts. We delete all data within 24 hours. Fully disconnected.

Ready to see how this works for you?

Book a free 20-minute discovery call. We\'ll walk through your workflows and show you exactly how Pilotier would work.

Schedule your free call