Platform and Partner Setup

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This service bridges the gap between knowing what systems you need and actually getting them implemented the right way. We serve as your strategic liaison, guiding platform selection and coordinating with vetted vendors to ensure setup is smooth, workflows are aligned, and your team is ready to use the tools effectively.

Whether you’re implementing a new CRM, project management tool, or communication platform, we help you avoid costly missteps and the overwhelm that often comes with new tech. You stay focused on running your business while we ensure your systems are built to support it from the inside out.

This service is ideal if you:

• Know your current tools aren’t cutting it—but don’t have time to figure out what to switch to or how to roll it out
• Need strategic oversight for setup, not just a technical install
• Want someone to coordinate with vendors, align features to your team’s workflow, and ensure systems are ready for daily use
• Are investing in growth and want the backend to scale with you

• Tool and platform selection support
  We assess your needs and goals, then guide you to the right-fit platforms or vendors.
• Vendor coordination and oversight
  We act as your point of contact, ensuring setup aligns with your team, timeline, and workflows.
• Setup strategy and systems alignment
  We translate your business operations into structured rollout plans and team instructions, making sure your systems are built to support how you actually work.
• Team-facing support materials
  You’ll receive custom how-to references or video walkthroughs tailored to your setup needs (optional add-on).
• Preferred vendor referrals
  We connect you with vetted implementation partners—either through the platform itself or trusted third parties. Implementation fees are billed separately by the vendor.

1. Internal discovery + needs assessment
   We audit current processes, pain points, and desired outcomes to define setup requirements.
2. Platform + partner match
   Based on your needs, we identify best-fit vendors or platforms and align expectations.
3. Implementation coordination
   We manage communication with the vendor and serve as your strategic lead to ensure the rollout matches your operations.
4. Team handoff + support (optional)
   Add-ons available for custom guides or team onboarding walkthroughs.

• Flat fee based on system complexity and coordination scope
• Implementation fees billed directly by the vendor (we’ll make costs transparent and manageable)
• Add-on support materials available upon request

Want to skip the confusion and finally get your systems working for you?

Let us be the bridge between strategy and execution.