AFTER THE SALE
Easy Client
Start each customer relationship with a clearer handoff.
An optional addition to your business build, or a separate purchase for the business you already own.
From $79/month
$497 setup for one agreed business scope.
WHAT THIS DOES FOR YOUR BUSINESS
A clear scope. A practical benefit.
- Customer welcome and intake workflows
- Client portal configuration
- Documents and onboarding tasks
- Service delivery and customer status handoffs
Where this scope starts and stops
Starts after the sale. Course content, community management and fulfillment are separate scopes.
What setup includes
1 intake form, 1 welcome sequence and a checklist of up to 5 tasks
Implementation and support
We confirm account connections, workflows, delivery milestones, review allowance, owner training and ongoing support in writing before payment. The listed setup price covers the defined base scope. Additional work is quoted before implementation.
Phone, messaging, AI usage, payment processing and paid channel subscriptions are additional where used. Campaign management and content production are not implied by software setup.
Already have part of the system?
Tell us what is already working. We review the current setup and define only the work needed to connect the agreed journey.
YOUR MONTHLY SYSTEM SERVICE
What the monthly fee covers
- Access to your selected configured modules for one business
- Support requests for using the existing configuration
- Corrections to faults in the agreed configuration
- Connection guidance when a selected provider changes
Costs confirmed separately
- Phone, email, SMS, AI and payment processing usage
- Paid provider subscriptions, domains and hosting where required
- New workflows, content, campaigns and custom development
Support covers the agreed configuration. Campaign management, content production and expanded implementation require their own scope.