Automation Setup & Installation — One-Time Project

A defined, one-time starter automation project for a small service business ready to streamline one routine workflow without an ongoing management agreement.

What's included

• One brief setup and requirements call
• Configuration of one eligible lead intake source into one connected workflow
• One automatic acknowledgment and up to one basic follow-up message, subject to customer consent and platform support
• Basic end-to-end testing and a handoff summary

How it works

We confirm your workflow, compatible tools, required access, and project scope after purchase before implementation. This fee covers one standard project only; custom integrations and expansion require a separate quote.

Not included: third-party platform or messaging fees, extensive data migration, ongoing monitoring, custom development, or monthly support. Customer consent and applicable messaging laws must be respected. This is a one-time service with no automatic renewal.

Immediately after checkout: onboarding and fulfillment

Keep your Shopify order number and review our Automation Setup project intake and scheduling instructions. Complete the intake details and contact us through the linked form to begin scheduling and confirm required approvals. The service is completed after an approved workflow is configured, tested and handed off—not upon receipt of the welcome packet. A starter packet or automated email is not a substitute for the actual professional work.