How it works
From a conversation to running your agency on it.
A conversation
You tell us what the agency sells and where it hurts. We tell you honestly whether the platform helps, and which parts. If it does not fit, we will say so — an agency that signs up and leaves costs us more than one that never started.
A demonstration
A walkthrough of the modules you would use, with your questions in front of us rather than a scripted tour. This is also where you ask about your data, migration and what happens if you leave.
A written proposal
Which modules, what the setup involves, what it costs and how long it takes. Priced to your agency rather than from a table, because the work differs a lot between six consultants and sixty.
Branding and configuration
Your logo, colours, domain and document templates. Your currency, service fees and tax treatment. Your staff accounts and what each role may see.
Bringing your records across
Customers, suppliers and products. We would rather move a clean subset you trust than everything in a spreadsheet of unknown quality, and we will tell you which is which.
Your team, trained
Sessions with the consultants who will use it daily, not just the owner. A system only the manager understands gets abandoned by March.
Live, with us watching
You go live and we stay close for the first weeks, because that is when the things nobody anticipated show up.
How long it takes.
We are not going to put a number on this page. The honest answer is that it depends on how much of your current record-keeping is worth bringing across, and we cannot know that before looking.
What we can commit to is telling you the timeline in the proposal, before you pay anything, and telling you if it slips.
Pilot places are also limited while the work to run multiple agencies side by side is finished. If the timing does not suit you, that is a reasonable thing to decide.