We agree what to improve and what access you need. We simplify unnecessary steps before choosing tools. You bring the accounts and the real work.
During the session
We implement together and test with a real example. If a dependency blocks completion, we document it and agree the next step. A finished system is not guaranteed in every session.
Between sessions
Email about the active workflow. Replies within 2 business days, including up to 30 minutes of work per billing month. Larger tasks go into a session or a separate quote.
What stays yours
Your accounts, your subscriptions, your resulting assets. Third-party fees are separate. Larger custom builds, migrations, continuous monitoring, and emergency work are separately quoted.
The practical terms.
How much does it cost?
The assessment is $999, one payment. Concierge is $2,000 per month. A paid, unrefunded assessment credits month one when redeemed within 90 days of report delivery.
What does the assessment include?
A reviewed report with 3 to 7 tools, current costs, estimated hours recovered, and an implementation order. A recorded walkthrough and one clarification round within 14 days are included. Delivery is 5 business days after payment and complete intake.
What happens between Concierge sessions?
Email questions about the active workflow receive a reply within 2 business days. The retainer includes 30 minutes of follow-up work per billing month. Larger tasks move into a session or a separate written quote.
Are larger builds and emergency repairs included?
No. Custom builds, migrations, continuous monitoring, and emergency work require a separate written quote. Each session has an agreed objective, verified progress, and documented next steps.
Can we stop?
Cancel before renewal to stop the next charge. Your access continues through the paid period. There is no minimum term and no automatic refund of a used billing period.
Who owns the work?
You own your accounts and resulting assets. You pay third-party subscription and usage charges directly. We build and explain the workflow with you.
How does the credit work?
One paid, unrefunded assessment per business, redeemed within 90 days of report delivery. It reduces your first month to $1,001. It cannot be transferred or exchanged for cash.
What if we miss a session?
Give 24 hours notice to reschedule. Late cancellations count as used. Unused sessions and follow-up time do not roll over. If we cancel, we replace the session. Business days are Monday through Friday.
Start here
Bring the assessment. Pick the first change.
We confirm fit, scope, and any assessment credit before sending an invoice. There is no charge on this page.