Provide input
Share non-sensitive files and the workflow.
DOCUMENTS, OPERATIONS & AI QUALITY / ONE-TIME
Start client relationships with less confusion.
Intake, welcome email, kickoff and handoff templates
$149 one-timeFixed scopeNo required subscription
We confirm the input and turnaround before work starts. No automatic payment or external account changes.
SEE EXACTLY HOW IT WORKS
01
Provide inputShare non-sensitive files and the workflow.
02
We organizeCheck, structure and standardize information.
03
Get deliverablesReview the results and exceptions.
YOU END UP WITHClient intake form
THREE STEPS
No confusion. Just a clear process.
You share the basics. We prepare the work. You review the deliverables.
We organize
Check, structure and standardize information.
Get deliverables
Review the results and exceptions.
WHAT'S INCLUDED
What your $149 covers.
A focused digital job with clear limits.
You receive
- Client intake form
- Welcome message
- Kickoff checklist
Included scope
Intake, welcome email, kickoff and handoff templates
What we need
Your real scope, customer requirements and approved policies.
Not includedNo live customer messaging or account provisioning.
READY TO START?
Request this service →One clear request. One useful result.
We confirm scope and timing before taking payment. You approve any account changes.