How it works
From sign-up to running smoothly — with help at every step.
No technical skills needed. You bring what you know about your business; we help with the rest.
- 1
Tell us about your business
Guided questions about what you offer, where you work and who your customers are. This shapes your website, services and first workflows.
YouAnswer the questions, add photos and your logo.WeReview your answers and suggest what to set up first.MilestoneBusiness profile complete - 2
Set up and connect your tools
Publish your website, connect your calendar, business phone number, domain and ad accounts.
YouApprove access to the accounts you already use.WeWalk you through each connection on a call or in chat.MilestoneWebsite live and calendar connected - 3
Automate your everyday workflows
Turn on the follow-ups, reminders and payment requests that save the most time, starting from templates.
YouChoose the moments to automate and tweak the wording.WeHelp configure your essential workflows and test them.MilestoneFirst automated reply sent - 4
Track progress and keep improving
Your Home dashboard shows what needs you and what’s working. When results stall, it says so — and suggests the next step.
YouCheck Home, act on suggestions, ask questions.WeOngoing support and growth guidance when you need it.OngoingRegular check-ins on what to improve
Our implementation commitment
We’ll help you get it working.
If an agreed standard setup item is still incomplete because of us, we keep helping — with no additional implementation fees.
Included in standard setupWebsite, CRM, calendar and core workflows for your plan.
What we need from youInformation, account access and approvals.
Not includedCustom website projects, managed advertising, or unlimited bespoke work.
Not a guarantee of resultsWe don’t promise leads, bookings or revenue, and setup help doesn’t pause your subscription.
Ready when you are.
Choose a plan and start today, or talk it through with our team first.