01 / Pricing & terms
How much does a build cost?
It depends on what you're running. You get a fixed number after the discovery call, before any work starts — no hourly billing, no scope-creep invoices.
Is it really a one-time payment?
For the build, yes. The only ongoing costs are the services it runs on — hosting, email and text delivery — and those are billed to accounts in your name. For most small businesses that's tens of dollars a month, not hundreds.
Do you charge per user?
No. Add your whole team today and ten more next year and the price doesn't move. However, a larger team usually means a more complex build, with more roles, permissions and handoffs to map out, and that does affect the build price. It's priced once for the work, never per person.
What if I want changes after launch?
Every build includes a two-month add-on and adjustment period. Inside that window, tweaks and extra features are covered, as long as the structural foundation and the original scope of the project haven't changed. Anything that moves the foundation gets quoted the same way the build did.
Do you take the whole payment up front?
We take 75% up front and the remaining 25% just before handoff, right after completion. You're also welcome to pay in full at the start, which takes 5% off the total.
02 / Timeline & process
How long does it take?
Most builds are live in three to six weeks. Complex ones take longer, and we tell you that before you commit — not halfway through.
What do you need from me to start?
Time with you, mostly. We work through how your business actually runs so the system gets built the way it should be. Beyond that, whatever the work depends on: the contracts and agreements you send out, your pricing and how you sell, the forms you fill in by hand. If it's part of your workflow, we'll want to see it.
What if my process changes mid-build?
Tell us. Changing it during the build is cheap. Changing it after launch is not.
What happens after it goes live?
We run alongside you for the first few weeks, helping with any learning hurdles, fixing whatever surprises us, and making sure you're comfortable with the setup before we hand it over for good. You also get a two-month add-on and adjustment period to add new features or tweak anything that needs tweaking.
03 / Ownership & risk
Do I actually own it?
Yes, all assets and ownership will be given to you.
What happens if we stop working together?
You keep everything and nothing switches off. There's no license to renew and no kill switch.
Where does my data live?
In accounts registered to you. We have access while we're building, and you can revoke it whenever you want.
Can I export my data?
Yes, any time you like, in a standard format. It's your data.
What if you disappear?
The code is yours and it's documented in plain language. Any competent developer can pick it up. That's one of the benefits of owning your CRM as opposed to a monthly subscription.
Is it secure?
Encrypted connections, no shared logins, access limited to the people who need it. We'll walk you through the specifics for your build on the call.
04 / Whether it fits
Is my business too small for this?
No business is too small for this. Every business has some run of recurring tasks that keep it going without ever growing it. If you can name even one thing you do over and over that eats your time and makes you want to pull your hair out, we can probably get it down to a few clicks. Whether you already know what you want built, or you'd just like to tell us what you do and see if it can be simplified, it's worth a
discovery call.
I already have a CRM. Can you migrate?
Usually. We bring your customers and history across and keep the old one running until you're confident.
Do I need to be technical?
No. If you can use your phone, you can use what we build.
What industries do you work with?
Any business that runs on repeatable jobs — trades, home services, clinics, professional firms. The shape changes. The problem doesn't.
What if I don't know what should be automated?
That's what the discovery call is for — you tell us what your daily processes look like, and we'll optimize and automate it.
05 / How it works
What can actually be automated?
Anything triggered by something else happening: quote follow-ups, appointment reminders, crew dispatch, review requests, invoices, document filing. And if your workflow is genuinely unusual, we're always up for a challenge — the odd ones are the interesting ones. Tell us what you're dealing with on a
discovery call and we'll give you a straight answer on whether we can crack it.
Will customers know it's automated?
Only if you want them to. Every message goes out in your name, your wording and your branding.
Can I change the automations myself?
The parts you'll actually want to change — wording, timing, who gets what — yes. Structural changes come back to us.
Does it connect to the tools I already use?
Usually, if they have an API. QuickBooks, Google Calendar, Stripe and most mainstream tools are straightforward.
Can my crew use it on their phones?
That's usually where it lives.
Is texting customers compliant?
Flows include opt-out handling and only message people who gave you their number for that purpose. Rules vary by where you operate, so we build to the strict end and you confirm it fits your situation.
