What Happens After Step 5?
Your assigned automation engineer will schedule a 60-minute Discovery Call within 24 hours. We'll walk through your intake responses, clarify requirements, and deliver your custom automation blueprint within 5 business days. Build phase begins immediately after your blueprint sign-off.
1. Scope of Services
Innovative Nectar LLC ("Agency") agrees to provide AI-powered workflow automation, agent development, and consulting services as outlined in the attached Statement of Work (SOW). Deliverables, timelines, and acceptance criteria are defined per project.
2. Intellectual Property
All custom code, AI models, and automation workflows built by Agency for Client become the sole property of Client upon final payment. Agency retains the right to use anonymized case study data unless otherwise specified in writing.
3. Confidentiality & Data Security
Agency treats all Client credentials, API keys, business data, and process documentation as strictly confidential. API keys are stored in zero-knowledge vaults and never logged in plain text. Agency will not share Client data with third parties without explicit written consent.
4. Payment Terms
A 50% deposit is due before work commences. Remaining balance is due within 7 days of final delivery. Monthly maintenance plans are invoiced on the 1st of each month. Late payments incur a 1.5% monthly fee.
5. Limitation of Liability
Agency's total liability under this agreement shall not exceed the total fees paid by Client in the 90 days preceding the claim. Agency is not liable for indirect, incidental, or consequential damages.
6. Term & Termination
This agreement is effective upon signature and continues until the completion of all Statements of Work or termination by either party with 30 days written notice. Upon termination, Client retains all completed deliverables.
7. Governing Law
This Agreement shall be governed by the laws of the State of Washington. Any disputes shall be resolved in King County courts.
Security Protocol
All credentials are encrypted at rest using AES-256. API keys are stored via 1Password Secrets Manager with zero-knowledge architecture. Keys are scoped to minimum required permissions and can be rotated at any time. We never store passwords — only tokens and API keys.
Salesforce
Set up Connected App → OAuth 2.0 flow. Requires System Admin profile. Token expiry: 2 hours (auto-refresh configured).
View step-by-step guideActiveCampaign
Account → Developer → API Access. Provide URL + Key. Permissions: Full read/write on contacts, automations, lists.
View step-by-step guideShopify
Apps → Develop Apps → Create App. Required scopes: read_orders, write_orders, read_customers, write_customers.
View step-by-step guideTwilio
Console → Account Info → API Keys → Create API Key (Standard). Note your Account SID, API Key SID, and Secret.
View step-by-step guideCalendly
Integrations & Apps → API & Webhooks → Generate Personal Access Token. Required for booking automation triggers.
View step-by-step guideVapi / ElevenLabs
For Voice AI builds. Settings → API Keys → Create. We'll configure the phone numbers and voice model on our end.
View step-by-step guideOur Engineering Philosophy
We build automations that are resilient, auditable, and maintainable — not black boxes. Every workflow includes error handling, logging, and a kill switch. You own every line of code and every credential at the end of engagement.
We deep-dive into your intake questionnaire, review your SOPs, and audit your existing tech stack. We map your data flows, identify bottleneck patterns, and model the highest-ROI automation targets.
- 1-hour live discovery call with your assigned engineer
- Full process audit report delivered to your portal
- Automation opportunity scoring matrix
- Sign-off on project scope before any building begins
We build your automation blueprint — a visual map of every workflow, trigger, condition, and data transformation. You approve this before a single line of code is written.
- Miro/Lucidchart automation flow diagrams
- Data schema and field mapping documentation
- Error handling and fallback strategy
- Client review and sign-off session
Our engineers build each workflow in a sandboxed environment first. We run it against real-world edge cases, stress test with volume data, and verify every data transformation is pixel-perfect before touching your live systems.
- Development in isolated test environment
- Unit testing on every automation step
- End-to-end integration testing
- UAT (User Acceptance Testing) session with your team
We flip the switch on your live systems, monitor closely for the first 48 hours, and train your team on day-to-day operations. You get a full handoff document and a recorded walkthrough of every workflow.
- Live deployment with real-time monitoring
- 48-hour hyper-care support window
- Team training session (recorded for future staff)
- Full handoff documentation delivered
Included in monthly plans. We monitor performance, fix any edge cases that arise in production, and proactively suggest improvements as your business evolves.
- Monthly performance review calls
- Proactive error monitoring and alerting
- Quarterly automation audit and optimization
- Priority queue for new automation requests
Communication Channels
Your dedicated Slack channel (#acme-corp-automation) is your home base. Engineers respond within 4 business hours. For urgent issues, use the bug report below or call +1 (206) 627-3205. Weekly check-in calls are scheduled every Tuesday at 2PM PST.
Before You Submit
Check if the issue is a tool outage first: status.make.com · status.openai.com · status.hubspot.com. If the platform is down, the fix is just waiting. If those are green, report below.