How It Works
Set expectations. Lower risk. Show clear progression.
We don't advise from the sidelines. We diagnose, embed, and rebuild your backend operations in a clear path designed for fast ROI.
Tools
Start with proven solutions
Services
Custom implementations
Training
Team adoption that sticks
Full Automation
Complete system overhaul
Start wherever makes sense for your situation. Many clients begin with a single tool, prove the value, then expand into complete system overhauls.
Stage 1: Try a Tool
1 week
Timeline
Immediate to 1 week
$99
Starting
Other service prices vary
100%
Outcome
Immediate value, see how we work
What happens:
- Purchase LogotypeForge for instant visual direction ($99)
- Load your brand voice with BrandForge (foundation for everything else)
- Request PostPulse demo to see content automation in action
- Experience our approach before committing to bigger projects
Next step: If you like the results, book a diagnostic for services.
Stage 2: Book Services (Quick Wins)
Timeline
1-2 weeks per service
Investment
As low as $99
Outcome
Proven automation that saves hours immediately
What happens:
01
Kickoff
30-minute call to understand your specific workflow
02
Build
We create the automation using your actual data and processes
03
Test
You review and we refine until it works perfectly
04
Handoff
15-minute walkthrough plus documentation and support
Available services:
Inbox Command Center
Auto-labeling, Reply templates and automatic replies available
Quote Generator
We add your price book, you add services and materials with one click, export a customer ready PDF with one button.
Lead Pipeline
We show you where you leads are and give you next actions with reminders. Custom stages, labels and layout
Next step: Add training to lock in adoption, or explore Stage 3 for complete automation.
Stage 3: Add Training (Lock in the Wins)
90
Minutes
Per session
100%
Adoption
Team adoption that sticks, not shelfware
Guides, prompt packs and role specific materials including in every training. You leave armed for your business, customers and workflows.
What happens:
Role-specific tracks
Different training for owners, crews, and admin staff
Live practice
Work with your actual systems and real data
Habit formation
Repetition and reinforcement until it's automatic
Follow-up
30-day check-in to ensure adoption
Training options:
Owner Workshop
60 minutes, 1 on 1 with a trainer
Single System Workshop
90 minutes, full system training, multiple roles included
Team Cohort
3 sessions, Team break-outs
Leader Enablement
Train-the-trainer, materials & guides for future trainings included
Next step: Scale to full automation or maintain current systems.
Stage 4: Full Automation (Complete System)
1
Timeline
4-12 weeks depending on complexity
2
Investment
Varies per build. Quoting is always fast and free
3
Outcome
Business that runs itself
What happens:
Diagnostic
Map every workflow from lead to payment
Architecture
Design integrated system that eliminates manual handoffs
Build
Create complete automation using proven Stage 1 components
Deploy
Phased rollout with team training and support
Optimize
Ongoing refinement based on real usage
This includes:
- All Stage 1 services integrated into unified system
- Custom workflows specific to your trade and processes
- Advanced automations and integrations
- Comprehensive team training
- 90-day support and optimization
Payment & Guarantees
Tools
Pay once, use forever. Immediate access.
Stage 1 Services
100% upfront. Fixed scope, fixed timeline. If it doesn't work as promised, we fix it at no charge.
Training
If your team isn't using the systems after 30 days, we'll do a follow-up session free.
Full Automation
50% to start, 25% at midpoint, 25% on completion. 90-day guarantee on all automations.
Support Windows
Tools
Email support for technical issues
Services
7-day async support after handoff
Training
30-day adoption check-in included
Full Automation
90-day optimization and support period
Why This Progression Works
Start small, prove value
Every stage builds on the previous one. No big upfront commitments until you've seen results.
Your pace, your budget
Stop at any stage that meets your needs. Many clients are happy with Stage 1 solutions.
Compound benefits
Each tool and service makes the others more valuable. BrandForge makes everything sound like you. Training ensures adoption. Integration eliminates duplicate work.
Common Paths
The Minimalist
LogotypeForge → BrandForge → Done
The Quick Win
One Stage 1 service → Training → Maintain
The Systematic
Multiple Stage 1 services → Comprehensive training → Full automation
The All-In
Diagnostic → Full automation → Advanced training
Ready to Start?
Pick your entry point based on your biggest pain point and comfort level. You can always expand later.
Still Have Questions?
"What if this doesn't work for my specific trade?"
That's why we start with diagnostics and Stage 1 fixes. Tailored solutions, not generic tools.
"I can't afford a big system overhaul right now."
Then you definitely can't afford wasted payroll. Start with one $500 fix and recover the cost in the first month.
"My team hates new technology."
That's exactly why we include training in everything. The best automation is worthless if people won't use it.