Implementation Process

From signup to
full operations

White glove onboarding means zero learning curve. Your agents are configured to YOUR business, YOUR processes, and YOUR tools before they ever brief you. No generic AI — a crew built for your specific operations.

White Glove Support

Your 4-week onboarding journey

We don't just deploy software and disappear. We're in the trenches with you, configuring every agent to YOUR business until they're thinking like your team.

Week 1

Remote Discovery

  • Deep dive consultation via video call on your business processes
  • CRM and tool audit — what you use, how you use it
  • Agent role definition based on your specific needs
  • Hardware requirements and office logistics planning
Week 2

In-Office Deployment

We Come to You
  • Our team arrives at your office with Mac Mini hardware
  • Physical setup of dedicated hardware on your network
  • Live integration with your CRM, email, and tools
  • Agent installation and initial configuration on-site
Week 3

Face-to-Face Training

Your Office, Your Team
  • In-person training sessions with your entire team
  • Hands-on practice with each agent in your environment
  • Real-time fine-tuning based on your team's feedback
  • Q&A sessions and workflow customization
Week 4

Live Launch

We Don't Leave Until It Works
  • Go-live with our team present to monitor and adjust
  • First morning briefings delivered with us watching
  • Immediate troubleshooting and optimization
  • Final handoff only after your team feels confident
The Kestrel Difference

We don't ship a box and say "good luck"

Most AI companies are faceless cloud services. We pack our bags, drive to your office, and stay until your agents are operational and your team feels confident.

Real hardware, real people, real results

Dedicated Mac Mini Setup

Your agents run on dedicated hardware in YOUR office, not shared cloud servers. Better performance, better security, better control.

Face-to-Face Team Training

Your team learns from real people who understand your industry. Questions get answered immediately, not through a ticket system.

We Don't Leave Until It Works

No remote troubleshooting. No "have you tried restarting it?" We stay until your agents are running and your team is confident.

What This Looks Like

"Tuesday morning, two engineers from Kestrel Crew arrive with a Mac Mini and their laptops. By Thursday afternoon, your agents are running, your team knows how to use them, and your first morning briefing is in your inbox Friday at 7:30 AM."

What Everyone Else Does

"Here's your login, here's a 3-hour onboarding video, here's our knowledge base. If you need help, submit a ticket. Someone will get back to you within 48 business hours."

Why Small Businesses Need This

You don't have an IT department. You don't have AI specialists. You need technology that works from day one, backed by real people who understand your industry.

Daily Operations

A day with your AI crew

Your agents start before you do. By the time you open your laptop, they've analyzed overnight data and prepared your morning briefing.

5:00 AM

Overnight Analysis

All Agents

Each agent reviews their domain overnight — sales pipeline changes, new invoices, campaign performance, lead activity.

Cole scans CRM for stale deals and new opportunities
Piper reviews aging invoices and payment activity
Sage analyzes financial trends and performance metrics
Ember monitors lead sources and response times
6:30 AM

Cross-Domain Synthesis

Aurelius

Aurelius pulls insights from all agents, identifies patterns that cross domains, and prioritizes what needs attention.

Flags customers with both sales and collections issues
Identifies trends affecting multiple areas
Ranks priorities by business impact
Prepares coordinated recommendations
7:30 AM

Morning Briefing

Aurelius

Your executive briefing lands in your inbox and Slack — three key priorities, cross-functional insights, recommended actions.

Executive summary with key metrics
Top 3 priorities for the day
Cross-domain patterns and opportunities
Specific recommendations with reasoning
8:00 AM - 6:00 PM

Active Monitoring

All Agents

Agents monitor their domains, respond to questions, run scheduled reports, and flag urgent items.

Real-time alerts for urgent situations
Instant responses to team questions
Automated follow-up tracking
Continuous pipeline and financial monitoring
6:00 PM

End-of-Day Summary

Aurelius

Brief recap of key accomplishments, items that need tomorrow's attention, and celebration of wins.

Summary of completed tasks and outcomes
Tomorrow's priority preview
Team wins and achievements
Any urgent items for after-hours
Integrations

Works with your existing tools

No system replacement required. Your agents connect to the tools you're already using and start providing intelligence immediately.

CRM & Sales

Deep integration with your sales pipeline and customer data

HubSpotSalesforcePipedriveJobNimbusServiceTitan

Communication

Agent briefings and alerts delivered where your team works

SlackMicrosoft TeamsDiscordEmail

Financial

Real-time access to invoicing and financial data

QuickBooksXeroFreshBooksWave

Marketing

Campaign monitoring and lead source analysis

Google AdsFacebook AdsMailchimpConstant Contact
Real Examples

See your agents in action

Here's how each agent handles real scenarios in your business, from lead detection to deal coaching to collections follow-up.

Ember

Ember

New Lead Detected

1

Lead comes in from website form at 2:47 PM

2

Ember immediately sends personalized response email

3

Checks rep availability and assigns based on workload

4

Creates CRM record with lead score and notes

5

Notifies assigned rep via Slack with context

Cole

Cole

Deal Coaching

1

Identifies deal stalled for 14 days (threshold: 12 days)

2

Reviews customer history and previous interactions

3

Analyzes similar deals that closed successfully

4

Suggests specific follow-up approach and timing

5

Schedules reminder for rep with talking points

Piper

Piper

Collections Follow-up

1

Invoice hits 30 days overdue (threshold: 25 days)

2

Reviews customer payment history and preferences

3

Checks for any recent service issues or complaints

4

Drafts follow-up email with appropriate tone

5

Escalates to manager if customer has other red flags

Our Promise

We're in the trenches with you

This isn't a help desk. It's a partnership. Our success is tied to yours, so we stay involved until your agents are thinking like your team and delivering real business value.

Every client gets direct access to our team, ongoing optimization, and continuous support. Your business evolves — your agents evolve with it.

Direct Support Access

Direct line to our team, not a ticket system

Continuous Optimization

Regular check-ins and performance tuning

Team Training

Ongoing education for your team as agents evolve

Ready to start your onboarding?

Join our founding client program and get priority onboarding with locked-in founding rates. Your crew will be operational in 4 weeks.