no consultants, no developers, no fuss

Software Setup & Onboarding

Choosing the right tools for your business can be overwhelming. We do the research, pick the best option for your needs and budget, set it up, configure it properly, and walk you through how to use it. No expensive consultants, no developers, no jargon. Just the right tool, ready to go.

what you get

What's Included

Everything we handle as part of your software setup service. No surprises, no extras.

Tool Research & Recommendation

We assess your needs, compare options, and recommend the best platform — whether it's a CRM, invoicing tool, or project manager.

Full Platform Setup

Account creation, branding, user permissions, integrations, and initial configuration all handled from start to finish.

Data Import & Migration

Moving from another tool? We migrate your data cleanly so nothing gets lost in the transition.

Personalised Walkthrough

A one-on-one session where we walk you through your new tool, answer questions, and make sure you're confident using it.

Ongoing Support & Tweaks

As part of your monthly plan, we continue to adjust settings, add features, and troubleshoot anything that crops up.

Multi-Tool Integration

We connect your tools together — CRM to email marketing, scheduling to calendar, invoicing to accounting — so data flows seamlessly.

why it matters

The Benefits

  • The right tools chosen for your specific business needs
  • Everything configured properly from the start
  • No developer invoices or consultant day rates
  • You'll actually understand how to use your own software
  • Tools that talk to each other instead of creating more admin

Ready to hand this over?

Book a free discovery call and we'll chat about how our software setup service can take this off your plate.