From marketing bottleneck to a system your team can run.

Stage 1

Start with the marketing problem, not the software.

The first conversation identifies where marketing is getting stuck and whether an Estra system can make a worthwhile difference.

We focus on the result your business values, such as more listing opportunities, suitable borrower enquiries, advisory demand, profitable jobs, bookings or repeat purchases.

• Tasks that repeatedly fall behind
• The outcome to improve and how it can be measured
• Your team, tools, customer journey and approval process
• The value of a customer, job, transaction or repeat purchase
• Who will operate and approve the system
• Information that must never enter Claude or ChatGPT

If there is a strong fit, we recommend the smallest practical starting system. If Estra is not the right fit, we will say so.

Stage 2

Gather the knowledge the system needs to produce useful work.

Once the scope is approved, we document how your business communicates, what information can be trusted and how the selected marketing work should flow.

Discovery prevents the system from relying on invented claims, vague brand instructions or assumptions about your customers.

• Goals, services, products, audiences and customer questions
• Brand voice, visual direction and examples of strong work
• Approved claims, sources and information that changes
• Current channels, tools and recurring tasks
• Privacy, regulatory and professional-review requirements
• Named users, approval owners and escalation points
• Practical measures of progress

We need accurate source material, access to the right internal people and timely decisions from the client.

Stage 3

Turn recurring marketing work into clear, repeatable workflows.

We design the purpose and boundaries of every included agent before configuring it. Each workflow is tied to a real task, from campaign creation and local landing pages to follow-up and measurement.

• The business outcome each agent supports
• The approved inputs it can use
• The steps the user follows
• The expected output format and standard
• Claims or information it must not assume
• Human review and escalation points
• Test scenarios that reflect real work

Stage 4

Build the agreed system inside Claude or ChatGPT.

We configure the selected agents, organise approved business knowledge and create the working instructions your team will use.

Shared brand, customer and approval rules are organised so the agents work as one system rather than unrelated prompts.

• Agent instructions and step-by-step workflows
• Approved company, service and customer knowledge
• Brand tone, output formats and quality checks
• Privacy rules and prohibited information
• Shared knowledge used across included agents
• Practical examples based on the agreed scope
• Standard connections specifically included in the quote

Custom software, unsupported integrations, large data cleaning and complex migrations are assessed separately.

Stage 5

Test the system with realistic work before your team takes control.

A system is not ready because it produced one good example. We test included workflows against realistic scenarios and correct weak, unclear or unsafe outputs before handover.

• Common day-to-day requests
• Difficult or incomplete inputs
• Brand tone and output consistency
• Incorrect, outdated or unsupported claims
• Privacy and prohibited-information rules
• Human approval and escalation steps
• Instructions, formats and ease of use

The nominated approval owner reviews agreed examples. Material issues inside the approved scope are corrected before handover.

Stage 6

Give your team the confidence to operate without daily dependence on Estra.

Training focuses on repeatable tasks, good inputs, review standards and what to do when a request falls outside the approved workflow.

Staff do not need to become AI specialists. They need to know when to use each agent, what information to provide and how to check the result.

• Training for named users
• Written operating instructions and workflow guidance
• Examples of useful inputs and expected outputs
• Review, approval and escalation guidance
• The portable master blueprint
• Confirmation of client-owned subscriptions and access
• Instructions for requesting launch support