Client & Customer Systems
Inquiry tracking, lead-to-sale handoffs, onboarding, client delivery, and follow-up.
We design and build the operational systems behind your work—without selling you an entirely new software stack.
Paid systems audits start at $750.Clients come in. Projects move. Revenue grows. But the handoffs, approvals, follow-ups, and internal decisions still depend on someone's memory.
Another platform doesn't fix a process that hasn't been defined. We start with how the business actually operates, then build the structure needed to support it.
We determine what starts the work, who owns each step, where information belongs, and what completion looks like. Existing tools are configured only as needed for the agreed system.
These are examples, not restrictive packages. Your project can focus on one workflow or solve an operational challenge that doesn't fit into a predefined category.
Inquiry tracking, lead-to-sale handoffs, onboarding, client delivery, and follow-up.
Ownership, internal requests, approvals, recurring tasks, project handoffs, and SOPs.
Shared information structures, project tracking, review rhythms, and practical operational dashboards.
Specialized workflows and connected processes designed around your business's actual responsibilities and needs.
Select a common workflow to see the operational structure we'd examine. The exact build depends on your business.
Choose an assessment on its own or commission a completed operational system. These are starting prices; a written proposal confirms the scope and final cost before work begins.
A standalone paid assessment for businesses that need a clear diagnosis and practical build plan.
One operational system, designed and implemented around a defined business process.
Several operational workflows designed to work together across a business. Built around the process—not a predetermined collection of software installations.
Discuss a connected buildThe Audit is a complete standalone deliverable or an included phase in either build. A prior Audit may inform a later build; new scope is estimated separately. Third-party subscriptions, unrelated platform work, and requests outside the approved scope are not included in the displayed starting prices.
Our method stays consistent whether you're commissioning one workflow or connected infrastructure across multiple functions.
Examine the process, identify gaps, confirm responsibilities, and define the system to be built.
Design and implement the workflow using existing tools where practical, configuring only what's necessary.
Test the work, document the steps, train the responsible people, and hand over the operating system.
Within the agreed project scope:
Unless specifically added to your proposal:
Third-party subscriptions and domains remain the business's expense. Integrations depend on platform capabilities.
No. The Audit phase is included in every Custom Systems Build and Connected Systems Build. The standalone Audit is for businesses that want the assessment and blueprint by themselves.
Not by default. We configure the features and integrations needed for the system agreed in your scope. Full platform administration and unrelated technical work are separate services, if offered.
Yes, where it supports the proposed workflow and has the needed capabilities. We assess what's already working before recommending new technology.
Standalone Audits start at $750, focused builds at $1,500, and connected builds at $5,000. After the consultation and scope review, you'll receive a written estimate for the specific work.
Tell us where your business gets stuck. We'll determine which system needs to be designed, what needs to be implemented, and what should stay exactly as it is.
Book a consultationPaid Audits from $750 · Custom Builds from $1,500 · Connected Builds from $5,000