Your business software, set up right and taught simply.
From your first lead to your final invoice, we choose the right software, set it up, connect it, and teach you and your team how to use it.
CRM Setup
A CRM keeps every lead, client, job and conversation in one place, so follow-ups happen and good customers come back.
- Choose the right CRM for your size and budget
- Custom pipeline stages that match how you sell
- Import your existing contacts and history
- Web forms and lead capture connected to your site
- Follow-up reminders and task assignments
Online Booking & Scheduling
Let clients book themselves any time, with live availability, automatic confirmations and reminders that cut no-shows.
- Booking pages branded to your business
- Service menus, durations, buffers and staff calendars
- Deposits and prepayment at booking
- Text and email reminders
- Syncs with Google or Outlook calendars
Invoicing
Quotes turn into invoices, invoices sync to your books, and late payments get reminders automatically. No more retyping.
- QuickBooks setup and chart of accounts cleanup
- Branded estimate and invoice templates
- Recurring invoices for repeat clients
- Automatic payment reminders
- Reports you can actually read
Payments
Take payment the way clients want to pay: in person, online, by link or on autopay. Money arrives faster and matches your books.
- Card readers and tap-to-pay for on-site jobs
- Online checkout and payment links
- Deposits, tips and subscription billing
- Payouts matched to your accounting
- Setup that follows payment security rules
Automation
Connect your apps so they share information. The repetitive work that fills your week runs on its own in the background.
- A new booking is added to the CRM and gets a welcome text
- A finished job sends an invoice and a review request
- Your team is alerted the moment a new lead comes in
- Weekly numbers delivered to your inbox
- Custom workflows built around how you work
Training & Operations
Software works best on top of solid processes. We document how your business runs and train your team, so you can hire and grow without everything living in your head.
- Process mapping and bottleneck review
- Standard operating procedures (SOPs) and checklists
- Team onboarding and training sessions
- Simple KPI dashboards
- Ongoing support and quarterly check-ins
Start where it hurts most.
Every business is different, so every project is custom-quoted after a free demo or consultation. Most clients start with one of these.
Quick Fix
For businesses with one clear pain point, like booking or invoicing.
- Strategy call and tool recommendation
- Full setup of one platform
- Data import
- 1:1 training session
- 2 weeks of follow-up support
Business System
CRM, booking, invoicing and payments working together as one system.
- Operations review and blueprint
- Setup of up to 4 connected platforms
- Core automations built
- Team training and written guides
- 30 days of priority support
Ops Partner
An operations partner on call for businesses that are scaling.
- Monthly system tune-ups
- New automations as you need them
- Staff onboarding and training
- KPI dashboard and monthly review
- Priority help when something breaks
Not sure what you need? That's what the call is for.
Book a free 30-minute consultation. We'll look at the tools you use today, find the gaps, and show you what to set up first.
Book my free consultation