Step 1 · Start here
Business Review
$750
- A detailed intake
- A review of your current tools
- A written plan with recommended tools and next steps
Your $750 counts toward setup if you move forward.
Start with a reviewFor business owners
Less office work.More time in the field.
Tell us what's slowing the business down. We'll pick the right tools, set them up, and get your team using them.
How it works
- 1
Review
Tell us how the business runs. You get a written plan.
- 2
Kickoff
A short call to agree on the plan.
- 3
Setup
Our setup team connects the tools and trains your crew.
- 4
Support
We keep it running after launch.
Pick where to start
Full setup
We'll set it up
$2,500
What's included
- Up to 3 tools from your Business Review, set up for you
- Connected so they work together, like a booked call landing in your schedule or a finished visit sending the invoice
- Your data moved over: customer lists, price lists and templates
- Set up around how your business runs: your services, pricing, messages and alerts
- Training for the office and the field, plus short how-to guides
- 30 days of help after launch
More tools or a big data move? We'll quote it after your Business Review.
Get it set upAfter setup
Ongoing support
$300/mo
Already included if you have a custom AI agent
We keep your tools working once the 30 days of setup help ends.
- A monthly report on what's working and what isn't
- Fixes and changes when your business or your tools change
- A heads-up on new tools worth adding
An independent voice. We recommend what fits your business, not what's trending.
Tell us what's slowing you down
We'll reply with next steps. No pressure to buy anything.
Questions
Who does the setup?
Our vetted setup team. You'll have one point of contact the whole way.
Don't the software companies help with setup?
Many do, but only for their own tool. We set up everything you picked, connect it together, move your data and train your team.
Do I need to switch everything?
No. We start with the software you already use and only add what fills a gap. Keeping what works is part of the plan.
How long does setup take?
Usually 2-4 weeks. That's an estimate. The plan from your review gives you a timeline for your business.
What if the review says I don't need anything new?
Then the plan says so. You'll still get clear next steps for getting more out of the tools you have.
Want to look around first? Browse the tools.