What this is
A monthly retainer for solos and small firms that want their billing, intake, and trust systems kept current and actually used, rather than handed over once and left to drift. We tune the assistants, automations, and workbooks as your practice changes, and we are on call for the questions that come up.
What is included
Ongoing upkeep of the assistants, Make automations, and workbooks in your accounts. A standing working call to set priorities and work through what is not landing. New templates and scenarios as your practice grows, and a steady hand on the systems that keep your billing and compliance clean.
How it works
We start with a short call to set priorities, then work in monthly cycles. Slots are limited so each engagement gets real attention; pricing scales with the size of the practice and the number of systems under management.
Who this is for
Solos and small firms that have installed at least one Build and want it driven into daily practice, and firms that would rather an outside partner own the operations than add it to their own plate.