Connect the essentials.
A first connected operating system for a business relying on spreadsheets and manual handoffs.
Packages
Four engagement levels. One standard.
Built around the work.
Four engagement frameworks, tailored to your priorities. Deliverables, acceptance criteria, ownership and support are defined in the agreement.
Foundation
Replace spreadsheets and guesswork with one connected system.
- Technology + operations audit
- Full systems map
- CRM set-up
- Website rebuild
- Lead capture
- 1 core automation
- 90-day support
Growth
Everything in Foundation, plus the engine that wins and tracks work.
- AI phone + SMS agent
- CRM pipeline build
- Live dashboards
- Local SEO + paid ads
- 5 automated workflows
- Team training
- 6 months support
Enterprise
Everything in Growth, plus custom software and an ops leader.
- Custom client / sub portal
- Accounting + PM integrations
- AI back-office agents
- Written SOPs
- Fractional operations lead
- 12 months support
Transformation
Everything in Enterprise, built for multi-entity groups and roll-ups.
- Multi-entity digital ops build
- Dedicated team
- Custom AI platform
- Roll-up integration playbook
- Board reporting
- Multi-year roadmap
Scope and fees are confirmed in a written proposal. Third-party software, AI usage, advertising spend and applicable taxes are separate unless expressly included.
CHOOSE BY COMPLEXITY
The right scope.
Not the biggest package.
Use these starting points for the scoping conversation. Final fit depends on the work.
Build the growth workflow.
Connect acquisition, qualification, follow-up and pipeline visibility with the operating foundation.
Join up the functions.
Custom portals, operational workflows and integrations that cross teams and systems.
Coordinate the group.
Multi-entity operations, repeatable integration and reporting for a more complex organization.
What the proposal must settle.
Business objective · Build scope · Acceptance criteria · Client responsibilities · Third-party licenses and usage · Data access · Ownership terms · Support · Change control
Find your starting point ↗Questions
What does an engagement cost?
Each engagement is scoped and priced in a written proposal. Scope and price are fixed in a written proposal after a scoping call.
How long does it take?
Timing depends on scope, access, integration complexity and your team’s availability. The written proposal sets milestones, dependencies and acceptance criteria before work begins.
How is this different from a consultancy?
Our offer combines systems design, implementation and operational adoption. The written scope defines what we build, how it is accepted and how your team is supported, rather than stopping at recommendations.
Who owns the systems and data?
Ownership, account administration, code, documentation and handover rights are defined in the agreement. Third-party software remains subject to its vendor licenses and terms.
How do you handle confidential data?
We agree access, confidentiality, vendor processing and required review controls before implementation. Sensitive workflows require explicit approval; no blanket compliance certification is implied.
Start with a 45-minute systems review.
We discuss the workflow you want to improve, your current systems and the constraints that matter, then identify whether there is a sensible next step.