Set Up Support 2 Hour Session

Setup Session — One-on-One System Installation & Walkthrough

A focused working session where your Client Management System is installed, customized, and fully prepared for your business.

During this session, we walk through your templates, dashboard, and workflow requirements. Your sheets are connected, your document placeholders are mapped, your folders are linked, and your menu tools are activated. Everything is configured to match the exact way you operate.

By the end, your system is live, functional, and ready for use — with your branding, your templates, and your process built in.

This session is ideal if you want the system implemented quickly and correctly, without troubleshooting or guesswork. It ensures every formula, menu action, and automation runs cleanly from day one.