Questions about the money
Why a setup fee and a monthly?
The setup is real work — mapping how the process actually runs today, writing the logic, connecting it to your systems, testing it against live data. The monthly is not rent on software. The tools underneath change, your business changes, and things need tuning once real people start using them. The monthly is me keeping it working.
Is there a contract?
A 90-day initial term, so the system has time to be worth judging, then month to month with 30 days’ notice. No multi-year agreement, no auto-renewing annual term.
What if I just want one piece of it?
That is exactly what Starter is for — one automation, built properly, so you can judge whether the rest is worth doing. Most people start there and add a second area once the first is paying for itself.
Do the packages cover any of the areas?
Yes. The tiers describe how much gets built, not which kind. Core is three automations whether that is missed calls, invoice chasing and a weekly report, or three pieces of your hiring pipeline.
Are there costs that are not yours?
Usually yes, and they are small. A business phone line and the messaging service behind it are billed by the provider, typically $20–40 a month. If a build needs a paid tool you do not already have, I tell you the number before we start. I do not mark those up.
Do I have to be near you?
No. Custom automation is built against your systems rather than your office, so this runs remotely across the continental U.S. If you happen to be in Connecticut, or in Westchester, Putnam or Dutchess county in New York, I will come out in person for the discovery session at no extra charge — it is worth an hour of your time and mine.