Setup & Services
Want a hand getting set up?
Your roles are built to run themselves, and most people are up and running on their own in minutes. But if you would rather have it done with you, or done for you, here is the help, from a $250 quickstart to a full hands-off build. Every setup tier is a flat, known price, and you can add one right at checkout.
Self-service
Do it yourself
The first-run onboarding walks you through setup on your own. Most people are live in minutes without ever talking to us.
- Guided first-run setup built into every install
- Connect your tools and set your approvals at your pace
- Docs and an operations guide to lean on
Quickstart
Solopreneur & small team
A guided 60 minute session to get you live. We do it together, on your screen.
- Connect your main tool and confirm the setup
- Run the first-run onboarding and set your approvals
- Get one to three roles working on a real task
- Leave you a short setup doc to keep
Assisted deployment
Small team getting serious
Two hours together to get a handful of roles working across your real tools, not just one.
- Connect several tools and integrations
- Set approvals, channels, and sender identity
- Get a small team of roles handing off to each other
- Short runbook so you can keep going on your own
Guided deployment
Growing team / a department
We configure your whole instance alongside you, across a few sessions.
- Connect all your tools and integrations
- Set approvals, channels, sender identity, and seed memory
- Get your full team of roles working together
- Train the owner and hand over a runbook
Deployment Sprint
Mid-market
A hands-off build spread across two weeks. You show up to a working org.
- Full multi-department build and integrations
- Guardrails set, team trained
- Documented runbook and a 30-day optimization plan
Fractional Operator
Ongoing
A standing set of hours each month to keep your org sharp as you grow.
- Add roles and tune guardrails as needs change
- Review outcomes and improve how the roles work
- Priority help when you need it
Enterprise & Custom
Large rollouts
Big deployments, custom-built roles, bespoke integrations, security and compliance review. Scoped and quoted to your needs.
You may not need any of this. The self-serve onboarding is built to get you running on your own, and it is free. Think of services as an accelerator: pay for speed and a done-for-you result when it is worth it to you, not because setup is a wall.
Not sure what you need yet?
Start with a free Company Map. See the roles to hire and the order to hire them in, then add setup help at checkout only if you want it.