Understand the routine
We use the Fit Call and onboarding to identify recurring admin work, the tools you use and the people who need to be involved.
From plan to daily useKnow what happens
Know what happens
before you commit.
We start with the work you repeat, agree on what to connect, and check it with you. Here is how we approach the first 30 days.
How it works
The first 30 days, planned together.
This is a working plan, not a promise of results by a fixed date. Timing depends on the agreed scope, access and your approvals.
Agree on the scope
We choose a package, confirm the workflows and collect the business details and approvals needed to build.
Build and check
We connect the agreed workflows and check example inquiries, bookings and handoffs with you before they go live.
Launch with your approval
We launch the agreed work, monitor it and review what needs adjusting. Reporting follows your package.
Your approval is part of the process.
You approve the business information, customer-facing messages and launch. We bring questions and exceptions back to you instead of guessing on your behalf.
The free Fit Call
Talk through the work behind your business.
Twenty minutes to discuss your recurring admin work, the tools you already use and whether our scope fits. Free, with no obligation.
1
Tell us about your business
Share the service you provide and the routine work that gets in the way.
2
Walk through the workflow
We discuss your current website, calendar, inbox and customer handoffs.
3
Decide whether there is a fit
We explain the scope and responsibilities, and agree on a next step if it makes sense.