Workflow before platform
We map how your work actually moves before we open a single tool. Most people build around the software. That is backwards and it is why the implementation fails.
Now accepting new clients for Q1/Q2 2026
Workflow systems that
actually run.
We implement CRMs, fix broken workflows, and set up AI automation for growing teams. No mystery pricing. No six-week discovery process. Just systems your people will actually use.
ClickUp Verified Consultant
Zoho Certified Partner
CompTIA Security+ Certified
PMP Certified
Most consultants set up the tool.
We fix how the work moves.
Before we touch any platform, we map out how your work actually flows today. Where things break, who owns what, what handoffs look like. Most implementations skip this and wonder why no one uses the tool six months later.
Security+ certified vetting
We hold a CompTIA Security+ certification and use it when evaluating every tool. Uptime history, SOC 2 status, support benchmarks, data residency. You will know what you are buying before you sign anything.
Vendor risk report included
Every project includes a one-page risk summary you can hand to your lawyer, your CFO, or your board. Not a premium add-on. It is just part of what we do.
Training that actually sticks
We run real sessions with your team, not a Loom dump. People leave knowing exactly what to do on day one. That is when adoption happens or does not.
Your tools are costing you more time than they save.
If any of these feel like your team right now, you are in the right place.
Your team does not use the CRM you are already paying for.
ClickUp or Zoho is set up but nobody really understands how it works.
You have five tools and none of them talk to each other.
Every handoff between people or departments is a manual mess.
Reporting feels unreliable so leadership does not trust the numbers.
Everyone has their own system because nothing was documented.
You bought a platform and immediately had regrets.
You are growing fast and your current setup cannot keep up.
You genuinely do not know which CRM your team should be on.
Real prices. No "contact us" to find out."
Every number on this page is the actual price. If there are add-ons, they are listed. Nothing is hidden behind a discovery call.
Tool Audit
Not sure if you are on the right tools, or just using them badly? Start here before spending more on implementation.
$500
One-time, delivered within 48 hours
- 90-minute working session
- Written report covering what is working and what is not
- Vendor red flags called out clearly
- Concrete next steps you can act on
CRM Implementation
You have chosen a tool. Now it needs to be built so your team actually uses it and so it can grow with you.
$2,500
to $8,000
Based on scope. Use the estimator below to see your number.
- Workflow mapping session first
- Full CRM build and configuration
- Security+ vendor risk report included
- Live team training sessions
- 30 days of post-launch support
Selection and Setup
You have not picked a tool yet and need someone to do the research, vet the options, and then build the right one for your team.
$5,000
to $15,000
Includes the selection phase before any build work starts
- Requirements gathering workshop
- Research across 3 to 5 options
- Security+ risk report on each option
- Complete implementation of the winner
- 60 days of post-launch support
Pre-Scoped Bundles
Fixed-scope packages for teams that want to move fast and know exactly what they are getting.
Quick Bridge
Attio CRM and ClickUp, fully connected. A good starting point for teams moving off spreadsheets or a setup that never quite worked.
- Attio CRM built and configured
- ClickUp workspace built out
- Both connected and syncing
- Security+ vendor risk report
Full GTM
Full GTM Stack
CRM, project management, and a sales dialer, all connected. Built for revenue teams that need everything talking to each other.
- Attio CRM and ClickUp built out
- Close.com with predictive dialer set up
- Everything integrated and tested
- Security+ vendor risk report
Workflow Blueprint
For teams that are not sure where to start. We map your process, find the bottlenecks, define what good looks like, and point you to the right tool for it.
Pick your situation.
See a real number.
No "let's jump on a call to discuss pricing." Select what fits, see the estimate, send it over. We will follow up with a firm quote the same day.
What are you working with?
Pick your situation. The estimate updates as you go. When you are ready, send it and we will get back to you today.
Your estimate
$2,500
Select options above to see your estimate.
We respond with a firm number the same day. No obligation.
Introducing
The BotBox.
OpenClaw is one of the most talked-about open source AI tools right now. It runs tasks for you around the clock, connects to your email, calendar, Slack, and more. The problem is it takes real technical skill to set up and most people who try it give up. We did the hard part so you do not have to.
Powered by OpenClaw
Your business on autopilot.
Without the IT project.
OpenClaw connects to your tools and handles repeating tasks without you. Morning briefings, KPI summaries, lead monitoring. Things you currently do manually or forget to check.
The catch is that setting it up securely takes hours of tinkering most business owners do not have. We configure it, load in three workflows matched to your business type, and ship it ready to plug in. No command line. No GitHub. No headaches.
- Pre-configured mini PC, imaged and tested before it ships
- Three workflows pre-loaded for your type of business
- Setup page in your browser: paste your API keys, connect accounts, done
- No marketplace plugins or third-party extensions enabled by default
- Optional monthly care plan for updates and workflow tweaks
Order Yours
Starting at $299. Hardware from $899.
Choose your option
Bring your own device
$299
You already have a mini PC sitting around. We give you the setup scripts, three pre-configured workflows, a setup guide, and a 30-minute onboarding call.
Most Popular
BotBox (Refurb)
$899
Refurbished i5 mini PC, imaged and tested. OpenClaw installed, workflows loaded, setup page ready. Plug it in and connect your accounts.
BotBox with Setup Call
$1,299
Everything above plus a live 60 to 90 minute session where we connect your accounts together, tune the workflows, and make sure everything is running before we hang up.
Optional monthly care plans
Essentials (updates and monitoring)$79/mo
Ops (plus one workflow tweak per month)$149/mo
Team (plus 2 hours and one integration per quarter)$299/mo
You supply your own API keys and pay for model usage directly, typically $20 to $50 per month. We do not bundle tokens. You control your spend and you can see exactly what you are paying for.
What comes pre-loaded (example: small business ops pack)
Daily Briefing: inbox, calendar, and priorities every morning
Weekly KPI Snapshot: pulls your numbers and emails a summary
Lead Watcher: monitors a source and alerts you when something changes
More packs coming: agencies, local businesses, ops teams
We check the tool before you sign anything.
Every implementation includes a Security+ certified vendor review. We look at the things most people skip. One client was two days from signing a contract with a CRM that had undisclosed security incidents.
What we check
12 months of uptime and incident history
Security posture and SOC 2 compliance status
Support response time benchmarks
Executive team background from public sources
Data residency and compliance certifications
Financial stability indicators
What you get
A one-page summary you can actually share
Clean format your lawyer, CFO, or board can read in two minutes. No jargon, no filler.
Red flags documented before you are locked in
If we find something concerning, you will know before the contract is signed. Not after.
Included, not an add-on
This is part of every implementation we do. Not a premium tier. Not optional. Just part of how we work.
CompTIA Security+ Certified
We start with your work, not the tool.
Every engagement follows the same five steps. No surprises, no scope creep, no wondering what we are doing.
1
Map the workflow
We walk through one task end to end. Who kicks it off, who hands it off, where it slows down or breaks. We need to understand the work before we touch any software.
2
Vet the vendors
Before recommending any tool, we check it. Uptime, security posture, support response times. You get a written summary of what we found.
3
Build the system
Configuration that matches how your team actually works. Statuses that mean something. Automations that solve real problems, not just look impressive in a demo.
4
Train the team
Live sessions with the people who will use it every day. They ask questions, we answer them. They leave knowing what to do tomorrow morning.
5
Stay available after launch
The first few weeks after go-live are when things come up. We are reachable. That is when adoption either takes hold or falls apart.
Results from recent projects
$9.6K
Redundant software cut in a single audit
35%
Productivity increase after a ClickUp rebuild
-18d
Shorter sales cycles after CRM setup
+42%
More calls after Close.com was configured properly
From people who were in the same spot you are now.
These are operators, founders, and COOs who needed their tools to actually work.
RM
Rachel Martinez
Operations Manager
We tried to set up ClickUp ourselves twice. Both times it fell apart within a month. Jon mapped out how our work actually moved before touching anything. The system we ended up with is the first one we have actually stuck with.
SP
Sarah Patel
Director of Operations
The audit alone found $9,600 in software we were paying for and not really using. We cancelled three subscriptions before the implementation even started. That paid for a big chunk of the project right there.
TB
Tom Bradley
Founder
Onboarding used to take us three months. After the setup it was two weeks. The difference was not the software, it was having a documented process that everyone could actually follow.
DK
David Kim
Founder and CEO
We were two days from signing with a CRM that had a serious security history we did not know about. The vendor review caught it. I do not know what we would have done if that had not come up before the contract.
JL
James Lawson
VP of Sales
The Close.com setup eliminated three manual steps our reps were doing every single day. Call volume went up 42% in the first week and the data in the CRM was finally something we could trust.
ER
Elena Rodriguez
COO
We went from seven tools down to three. Everything works together now. I stopped getting Slack messages about things falling through the cracks between systems.
MW
Marcus Washington
CEO
The $500 audit told us exactly what was wrong and gave us a clear path. We handled some of it ourselves and brought Jon in for the parts that needed real expertise. Straightforward process, no pressure.
RC
Robert Chen
Revenue Operations
The workflow mapping session was worth it on its own. We found bottlenecks we had been working around for two years without realizing it. Sales cycles got 18 days shorter after the system was in place.
Tools we know well enough to work with every day.
Things people ask before they reach out.
CompTIA Security+ is a widely recognized certification that covers risk management, vendor assessment, security controls, and compliance. What it means for you is that when we evaluate a tool, we are using real methodology rather than reading reviews and hoping for the best. If your legal team or investors ask about our process, the certification backs up what we tell them.
Pick your options, see a live range, and hit send. You will get a firm quote from us the same day. There is no discovery call you have to sit through just to find out if you can afford it.
Most projects run two to six weeks. A straightforward ClickUp setup is usually closer to two. A Full GTM Stack with multiple tools is closer to six. We will give you a realistic timeline before we start, not a vague estimate that grows as we go.
It is a small computer that runs OpenClaw, an open source AI agent that handles repeating tasks for your business. We configure it before it ships, load in workflows that match your business type, and set it up so you can get it running through a browser page. No technical background needed. You plug it in, connect your accounts, and it runs in the background from that point on.
No. That is the whole reason it exists. You open a page in your browser, enter your API keys, connect your accounts, and turn on the workflows you want. We have tested this with non-technical business owners and the target is under 30 minutes to fully up and running.
Yes. We have moved teams off Asana, Monday, Salesforce, HubSpot, spreadsheets, and fully custom systems. Data migration is part of the implementation cost, not a line item we add at the end.
That is the $500 Tool Audit. Ninety minutes, written report, specific recommendations. A good place to start if you are not sure what you need yet or want to understand the problem before committing to a bigger engagement.
Quick Bridge is Attio and ClickUp connected. That covers your CRM and project management in one setup. Full GTM Stack adds Close.com with the predictive dialer on top of that, which is for teams that are actively making outbound calls and need their sales activity tied into the same system. If your team does not make calls, Quick Bridge is probably enough.
Let's figure out what you actually need.
30 minutes. No slide deck. Just a conversation about where things are breaking and what fixing it would look like.