01Enquiry & follow-up setup
Good for: Enquiries arrive by phone, text, email and web form, and some never get a reply.
What you get:
- One place to capture every new enquiry
- A simple pipeline from enquiry to quote to booked job
- Follow-up reminders so nothing goes quiet
- A short how-to guide for you and your team
Includes: Up to 5 users, 1 pipeline, 3 reminder automations, 1 training session, 14 days of support
$1,500 + GST
Founding-client price ($1,650 inc. GST). Standard price $2,400 + GST.
02CRM tidy-up & handover map
Good for: You already have a CRM or spreadsheet, but nobody trusts what’s in it.
What you get:
- A map of how work moves through your business today
- Cleaned-up fields, ownership and statuses
- Clear handover points between office and field
- A written record of what changed and why
Includes: Process map, clean-up of up to 2,000 records, written change record
$950 + GST
Founding-client price ($1,045 inc. GST). Standard price $1,500 + GST.
03AI-assisted admin trial
Good for: You’re curious whether AI can save time on notes, summaries or replies, but want to try it safely.
What you get:
- One small AI-assisted workflow, tested on your real process
- A person stays in control of every customer-facing step
- Written limits: what it does well and where it fails
- A clear keep, change or drop recommendation
Includes: 1 workflow over 2–3 weeks, a person approves every customer-facing step
$1,200 + GST
Founding-client price ($1,320 inc. GST). Standard price $1,800 + GST.