Customized setup
We map your customer journey and configure the agreed lead capture, sales stages, automations, supported integrations and basic reporting. Testing and a walkthrough are included.
Your business. In good hands.
Custom business systems.Built around you.Managed for you.
From the first inquiry to the final payment, bring your information, people and next steps together.
We build the connections. We keep things moving.
The approach
Make every handoff make sense.
Start with how your business actually works. Then connect the information, communication and next steps from one stage to the next.
Explore a typical customer journey.
Lead · The first handoff
Give each inquiry a place to go.
Connect agreed lead sources to a clear intake process, so the customer’s information and reason for reaching out are ready for the next step.
An example we can configure
Website inquiry Lead record Acknowledgment + next action
Forms, response templates and follow-up rules, tailored to your business.Sale · Keep the conversation moving
Make the next action clear.
Set up sales stages and follow-up rules around your process, with the information you need to see where an opportunity stands.
An example we can configure
Qualified inquiry Estimate or proposal Follow-up reminder
A repeatable process that still leaves room for a personal conversation.Delivery · Carry the details forward
Keep the office, field and customer connected.
Define the information that needs to move from the sale into the job. Configure agreed status updates and customer communications around the way you deliver.
An example we can configure
Approved work Job details Progress update
Clear handoffs, useful reminders and the right information in the right place.Payment · Close the operational loop
Know what’s finished and what needs attention.
Map the handoff from completed work to billing. Where your tools support it, connect status information and reminders so you can follow up on outstanding items.
An example we can configure
Completed job Billing handoff Payment follow-up
The supported connections and any outside costs are agreed before setup.Follow-up · Keep the relationship going
Make the last step part of the system.
Build the agreed post-job communication into your workflow, with messages that sound like your business and go out at the right point in the customer journey.
An example we can configure
Finished work Customer check-in Review or service reminder
Templates, timing and audience are defined in your launch plan.Illustrative workflows. Your launch plan defines the tools, connections and automations we’ll put in place.
What’s included
Someone to put it together.
Someone to keep it working.
You shouldn’t have to become the system administrator to get value from your tools. We handle the setup and stay involved after launch.
Download the one-page offer PDFCommunications and creative
We write and configure the forms, email and text templates, reminders and follow-ups in your launch plan, using your brand and business information.
Monthly system and security checks
We test key forms, automations and connections; review access, updates and backup status; and provide routine maintenance. You get a brief report on performance, issues and improvements.
Two hours of additional help each month
Use this time for requested changes, small creative updates, extra training or guidance. Your monthly audit and routine maintenance are handled separately and don’t use these two hours.
The monthly service
Built, connected and cared for.
$1,500per month
Customized setup within your agreed launch plan, ongoing system management, and two hours of additional help each month.
Talk about your businessSoftware and outside expenses are additional.
Clear scope, clear costs
What costs extra
- Software and outside expenses
- Subscriptions, hosting, domains, email, text and call usage, paid automation or AI, ad spend, paid assets, printing, postage and payment processing.
- Larger projects and ongoing campaigns
- Full websites or redesigns, custom apps, complex integrations, substantial data cleanup or migration, and work beyond the launch plan. Ongoing ad management, SEO and content production are scoped separately.
- Additional requested work
- Work outside the agreed scope or beyond the two monthly help hours requires an approved separate quote.
Outside costs are confirmed before purchase. Additional work is quoted before it starts.
Getting started
First, understand the business.
Then build the system.
You provide the information, materials, access and approvals. We take responsibility for turning the agreed plan into a working setup.
- 01 / Talk it through
Show us where work gets stuck.
Walk through your customer journey, the tools you use and the handoffs that take too much time.
- 02 / Agree the plan
Know exactly what we’ll build.
We put deliverables, timing, outside costs and the systems we’ll manage into a written launch plan.
- 03 / Set up and stay involved
Launch with ongoing care.
We configure, test and walk you through the system, then keep up with the monthly checks and support.
A few practical questions
Before we get started.
Do I need to replace the tools I already use?
We start by looking at what you have and what you need. The launch plan identifies what to keep, what to configure and where a different tool or separately scoped integration may be needed.
Will I have to set up the templates and automations?
We handle the configuration, templates and testing included in the launch plan. You provide the business information, materials, access and approvals we need to do that work.
Does the monthly price include a new website or advertising?
Full websites and redesigns are separate projects. Ad spend, ongoing ad management, SEO and ongoing content production also cost extra. The service includes the communications and creative specified in your launch plan, plus the monthly help allowance for small updates.
What happens if I need more help?
Two hours of requested changes, small creative updates, training or guidance are included each month, separately from routine maintenance and the monthly audit. Work beyond that allowance or the agreed scope gets a separate quote for your approval.
Let’s put your system to work.
Start with a conversation.
Tell us what your business does, which tools you use, and where work gets stuck. We’ll talk through what a connected system could look like for you.
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