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Consultants
The proposal, the contract, and the invoice, without a second tool.
Starter system: Proposals, retainers, and follow-up
What the first month looks like.
Day 1
Complimentary onboarding
We set the domain, email, and the account bits you need, so you’re not staring at a blank screen all week.
Days 2–5
Your first workflow
Booking and the follow-up get connected. A tutorial sits next to you if you’d rather click it yourself.
Week 2
First system live
A live session. One real system, running in your account. You’re in the seat.
Weeks 3–4
Move what you still need
Contacts, courses, community. Bring them over before you cancel the old tools. The guides are included.
Every week
Build the next thing
Office hours, the community, the next template. We stay. You keep the login.