Intake
We capture how you found us, your industry, team size, and the problem you want solved — before any technical deep dive.
- What triggered this project now?
- Who are the primary stakeholders?
- Which systems touch customer or document data today?
How we work with you
Customer service lifecycle
Every new customer moves through a structured due diligence and discovery process — so we understand your goals, risks, and the right 3x Labs products before we build.
Customer service lifecycle flow
Discovery
Structured workshops to map workflows, pain points, volume, and success metrics — automation vs custom SaaS vs platform products.
- What does “done” look like in 90 days?
- Where is manual work costing you the most?
- Do you need WhatsApp, documents, or internal ops first?
Due diligence
Security, privacy, data residency, access controls, and compliance questionnaires — aligned with your legal and IT requirements.
- Where must data be stored and who can access it?
- Are there regulatory or industry constraints (ISO, SOC, GDPR)?
- What is your approval process for AI and third-party tools?
Product fit
We map your needs to 3x Labs platforms — 3X Control, Built2Chat, Agent Flow, custom SaaS — or a combination with a clear ownership model.
- Which product lines match each use case?
- Build vs configure vs integrate — what is in scope?
- What stays on your side vs ours for v1?
Scope & pilot
A bounded pilot with timelines, deliverables, acceptance criteria, and a joint backlog — so value is proven before full rollout.
- What is the smallest slice that proves ROI?
- Who signs off on UAT and production go-live?
- What integrations are required for the pilot?
Agreement
Commercial terms, statement of work, SLAs, and legal review — transparent pricing tied to scope, not open-ended discovery.
- Fixed pilot vs retainer vs milestone billing?
- Support and escalation paths after launch?
- IP, confidentiality, and subcontractor terms?
Kickoff
Delivery team assigned, environments provisioned, access granted, and the first sprint planned — with a shared project channel and status rhythm.
- Who is the day-to-day product owner on your side?
- What are the first two weeks of milestones?
- How do we handle change requests during build?
Scale & success
Post-launch monitoring, training, expansion to new departments, and continuous improvement — including built2Run-style ops where relevant.
- What metrics define success after go-live?
- Which workflows should be automated next?
- When do we revisit architecture and cost?