Frequently Asked Questions

What exactly do I get for $997?

A guided business assessment, a personalized written Blueprint with ranked recommendations, costs and timelines, and a 30-minute walkthrough call. If you implement any recommendation with us within 60 days, the $997 is credited toward it.

What does a Blueprint look like?

You can read a complete one. See the sample Blueprint we prepared for a fictional air conditioning company. Yours follows the same format, written for your business.

How long does it take?

The assessment takes about 30–45 minutes. Your Blueprint is delivered within 5 business days of a completed assessment.

Do I need to be technical?

No. The assessment asks about your business in plain language, and the Blueprint is written for owners, not engineers.

Do I have to implement anything?

No. The Blueprint is yours to keep and use however you like. Many owners use it to decide what to build, what to buy or what to stop paying for.

Will you access my systems during the assessment?

No. The assessment is based only on what you tell us. We only connect to your tools later, if you approve a system that needs it, and only with the permissions you grant.

Are savings guaranteed?

No, and be careful with anyone who guarantees them. Time-saving estimates are based on the information you provide and are clearly labeled as estimates.

What kinds of businesses is this for?

Established businesses, typically 5–50 employees, with repetitive admin and customer communication work. We’re industry-agnostic.

What about sensitive data?

Please don’t include health records, legal case files or payment card data in your assessment. Systems that would handle regulated data need a separate security review.

How are care plans billed?

Monthly or annually, starting once your first system is live. You can upgrade, downgrade or cancel. See Pricing.

I have another question.

Contact us and we’ll reply within one business day.