Will this work with the tools we already use?
We check your mailbox, phone setup, bookkeeping source and other tools before quoting. Supported integrations and usable data make a smaller scope possible. We do not assume every application can connect or promise a bespoke integration at the starting price.
Can the whole business be automated for $1,995?
No. Operations Starter covers one complete, agreed workflow. The Connected Business System starts at CAD $3,495 for up to three bounded modules. Multiple companies, live accounting synchronization and complex custom systems need their own scope.
Do we have to get on a sales call?
No. Start with the short form or an email. We reply with fit questions and a proposed next step. A walkthrough may be useful during discovery, but there is no compulsory sales call to enquire.
Can we add text or WhatsApp later?
Additional messaging channels can be scoped separately, subject to provider availability, verification and customer consent. The starter phone workflow does not include a multi-channel rollout.
What information will you need from us?
After the initial fit check, our detailed discovery questionnaire covers your goals, tools, workflows, data readiness and approval boundaries. It generates a draft brief and preparation checklist locally. Do not enter credentials or upload private business records. We agree any secure transfer separately after scoping.
Does it depend on someone's laptop staying on?
No. Production automations need suitable hosting, scheduling, monitoring and failure alerts. Those requirements and costs are agreed as part of your scope, not left dependent on an open chat session.
Will you guarantee savings or more sales?
No. We agree measurable acceptance checks for the workflow and can compare handling time or follow-up quality before and after. We do not guarantee revenue, staff savings or a repair or launch time before understanding the work.