Business Tools Setup
Email, calendars, files and a CRM set up properly, and working together.
- How long1 to 3 weeks
- How we workFixed package
What you receive
Email, calendars, files and a CRM set up properly and working together, so your business runs from one place instead of ten.
What are we using, and what is getting in the way?
You receiveA review of the tools you use today
You keep what works and replace what does not.
What it is. A look at the inboxes, spreadsheets, apps and accounts you use now, and where things fall through the gaps.
Why it matters. You keep what works and replace what does not. Nothing is changed for the sake of it.
Do we look professional when we email?
You receiveBusiness email on your own domain
Customers trust an email from your own name more than a free account.
What it is. Email addresses on your own web address, with sign-in security and spam protection.
Why it matters. Customers trust an email from your own name more than a free account. You also own the address for good.
Can the team find things and see who is free?
You receiveShared calendars and files
Less time hunting for files and arranging meetings by email.
What it is. Shared calendars and shared folders, organised so everyone knows where things go.
Why it matters. Less time hunting for files and arranging meetings by email.
Where do we keep track of customers?
You receiveA CRM set up for how you sell
No lead is forgotten, and you can see what is coming in.
What it is. A customer system set up around your real sales steps, from first enquiry to paid.
Why it matters. No lead is forgotten, and you can see what is coming in.
Do we have to start from scratch?
You receiveYour contacts and data moved across
You start the new way of working with everything you already had.
What it is. Your existing contacts, files and history moved into the new tools.
Why it matters. You start the new way of working with everything you already had.
What if an account is hacked or a file is lost?
You receiveSign-in security and backups
Most small-business breaches start with a stolen password.
What it is. Two-step sign-in for everyone and backups of email and files.
Why it matters. Most small-business breaches start with a stolen password. This closes that door.
Will the team actually use it?
You receiveA short guide and a training session
New tools only help if people use them.
What it is. A short written guide and a training session for your team.
Why it matters. New tools only help if people use them. A short session makes the change stick.
From brief to done
- 1
Days 1 to 2
Review
A look at your current tools and how you work.
- 2
Week 1 to 2
Set up and move
Email, calendars, files and the CRM set up, and your data moved across.
- 3
Final days
Train
Security switched on, and a training session for your team.
Where would AI actually help us?
AI opportunity map. The three places in your business where AI would save the most time, what each would need, and the risks to watch.
- A 45-minute call about how your team works today
- A two-page report: three opportunities, what each needs, the risks, and a rough size of effort
- It is free. There is nothing to pay and nothing to sign.
- The report is yours to keep and share, whatever you decide.
- No sales call unless you ask for one.
Questions people ask
How much does it cost?
We send a written quote after your request: what it covers and what it does not. The tier, scope and timing set the price.
Could I just use AI for this?
Who owns the work?
You do. Code, designs, files and documents are yours, and the quote says so in writing.
Can we change the scope?
Yes. If something needs adding or removing, we agree it in writing before we do it.
What happens after?
Most people go on to Workflow Automation, but there is no obligation. You keep everything we made.