Process
How an engagement actually runs
The real sequence, including what we need from you at each step. Timelines are ranges: they depend on scope and how quickly content and approvals come back.
Three ways to work with us
Advise, build, operate
An engagement does not need to start with a full build. It can start in one track and move into another as the picture clears.
Advise
A diagnostic, an intensive, or advisory time: direction, not implementation.
Build
A website, a revenue operations reset, or the full connected system, run against a fixed scope.
Operate
Ongoing management of a system Cellara installed, or broader fractional ownership.
Scope boundaries
What is included, and what is not
Advisory includes
Diagnosis, prioritization, and written recommendations.
Build includes
Designing, developing, and connecting what is defined in a scoped proposal.
Operations includes
Ongoing monitoring, optimization, and accountability for systems in scope.
Cellara is not a virtual assistant service, an answering service, a staffing company, or a bookkeeping provider. See Pricing for what each engagement includes.
- 01
Strategy call
Typical timeline: 30 to 45 minutes
A conversation that settles whether a website, a front desk system, or a full connected system is the right starting point.
Cellara's responsibility
Ask about call volume, current site, and where leads go cold.
Client's responsibility
Describe how the business currently gets and loses opportunities.
- 02
Diagnostic
Typical timeline: Same week
Finds specific gaps: slow pages, missing calls to action, or a site search and AI tools cannot read well.
Cellara's responsibility
Review the site, search visibility, and intake process against what the business needs.
Client's responsibility
Share access to the current site and any existing tools.
- 03
Blueprint
Typical timeline: 3 to 5 business days
Specific to the business. Lays out what gets built and what result it supports.
Cellara's responsibility
Write a plan covering the pages, features, and systems the business needs, and why.
Client's responsibility
Review the recommended approach and ask questions.
- 04
Scope and proposal
Typical timeline: 1 to 2 business days
Nothing is built before scope is agreed in writing.
Cellara's responsibility
Translate the blueprint into a fixed scope, timeline, and price.
Client's responsibility
Decide on scope and sign the proposal.
- 05
Discovery
Typical timeline: 1 to 2 weeks, in parallel with architecture
The most common source of delay: faster answers keep the timeline on track.
Cellara's responsibility
Document the business's positioning, offers, and the questions prospects actually ask.
Client's responsibility
Answer questions about services, pricing, and audience. Provide brand assets.
- 06
Architecture
Typical timeline: 3 to 7 business days
Structure and the systems behind it are planned together.
Cellara's responsibility
Map pages, navigation, and the connections between the site, intake, and follow-up.
Client's responsibility
Approve the sitemap and the intake and follow-up structure.
- 07
Design
Typical timeline: 1 to 2 weeks
Presented in working pages, so decisions reflect how the site will behave.
Cellara's responsibility
Design pages against the approved architecture and the business's brand.
Client's responsibility
Review design concepts and give one consolidated round of feedback.
- 08
Build
Typical timeline: 1 to 3 weeks depending on scope
Larger scopes and more integrations extend this stage.
Cellara's responsibility
Build the approved pages and functionality.
Client's responsibility
Stay available for questions that come up during the build.
- 09
Integration
Typical timeline: 3 to 10 business days
Every integration is tested before launch.
Cellara's responsibility
Connect the site to intake, scheduling, phone and messaging, and reporting.
Client's responsibility
Provide access to existing tools that need to be connected.
- 10
Content
Typical timeline: Ongoing from discovery through launch
Fast approvals move this stage in days rather than weeks.
Cellara's responsibility
Write page copy grounded in discovery and the business's actual offers.
Client's responsibility
Supply photos and service details, and approve final copy.
- 11
Testing
Typical timeline: 3 to 5 business days
Nothing goes live until forms submit and calls route correctly on desktop and mobile.
Cellara's responsibility
Check forms, calls to action, page speed, mobile behavior, and every connection.
Client's responsibility
Test the site as a real prospective customer would and report anything off.
- 12
Launch
Typical timeline: Same day
Analytics, forms, phone routing, and indexing are verified after go-live.
Cellara's responsibility
Publish the site, confirm domain and tracking, and confirm every integration is live.
Client's responsibility
Approve the final site and system for go-live.
- 13
Optimization
Typical timeline: Ongoing
A launched site is a starting point, not a finish line.
Cellara's responsibility
Review performance, recommend adjustments, and maintain the technical and search work.
Client's responsibility
Share what is and is not converting from the business side.
Start with a strategy call
We will tell you which stage your business needs to start at, and what the timeline looks like for your scope.