Getting Started

Up and running
in days, not weeks.

We do the heavy lifting. You get a fully configured platform, walked through step by step, ready to use on day one.

Setup Options

Two ways to get started.

🚀

Done-For-You Setup — $495

Recommended

We configure everything for you. CRM setup, calendar connection, automation workflows, contact import, branding, email deliverability, and a guided walkthrough when everything is ready.

📖

Self-Serve Setup — Free

For tech-comfortable users

Follow our self-setup guide to configure your account yourself. Step-by-step instructions, video walkthroughs, and email support if you get stuck.

Done-For-You Process

What happens after you sign up.

Get in touch via the contact form or email. We’ll confirm your details, take the $495 setup fee, and begin your account configuration within 1–2 business days.

We send you a short onboarding form — your business name, colours, services, existing calendar, contact list, and what automations matter most. This takes you about 10 minutes.
Our team sets up your CRM pipelines, connects your booking calendar, builds your core automation workflows (missed call text-back, appointment reminders, review requests), imports your contact list, applies your branding, and configures your email deliverability settings.
Before we hand over the keys, we test every automation, send a test SMS, make a test call, confirm your calendar is working, and verify your email deliverability setup. Nothing goes live untested.
We walk you through the platform — how to manage contacts, use the pipeline, check conversations, send campaigns, and monitor your automations. You leave knowing exactly how everything works. Your $40 welcome credit is already loaded.

Setup Included

What the $495 setup fee covers.

CRM Configuration

Pipeline stages set up for your business. Custom fields created. Contact import from your existing system or spreadsheet.

Calendar & Booking

Online booking calendar configured, availability set, services added, and confirmation messages written.

Core Automations

Missed call text-back, appointment reminder sequence, post-service review request, and welcome follow-up — all built and tested.

Email Deliverability

DKIM, SPF, and DMARC records configured. Dedicated sending domain set up. Email warm-up guidance provided.

Branding Applied

Your logo, colours, and business details applied throughout the platform. Looks like your business, not ours.

Guided Walkthrough

A training session covering everything you need to know to use the platform confidently from day one.

Ready?

Let's get your business
set up today.

Get in touch and we’ll get the process started. Most businesses are fully live within 5–7 business days of signing up.

$149/mo subscription + $495 one-time setup  ·  $40 wallet credit included