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How it works

You run your business. I build your HQ.

Five steps from the first call to an HQ that runs your day. You keep working while I design it, build it and move everything across.

The five steps

The Subscription Audit · Step 1 · 30 minutes

The audit call

We look at how your business runs today: the tools you pay for, how an enquiry becomes a customer, where things slip. You leave with a clear picture of what your HQ would replace and connect, whether or not we work together.

  • Bring your tool list. Or send the free audit form first and I will have it ready.
  • No pitch deck. Questions, a sketch and a straight answer.
The audit30 min

What you pay forEvery subscription, what it costs in A$

Keep or replace

How a customer movesFrom first contact to paid

Where it slips

Who does whatYour team, your roles, your words

Your HQ
The HQ Build · Step 2 · Week 1

Design

Your HQ mapped to your business before anything is built: the words you use, the stages a customer goes through, the HQ apps you need and the website that feeds them.

  • Your vocabulary. Enquiries or leads, members or clients, jobs or deals.
  • Your brand. Your colours and logo on every screen and page your customers see.
The HQ Build · Step 3 · Weeks 1 to 3

Build and import

I build your HQ and bring your history across from the tools you are leaving, so nothing starts from zero and nothing is typed in twice.

  • Bookings. Booking types and upcoming bookings from Calendly.
  • Forms. Forms and their answers from Typeform, Jotform and Tally.
  • Lists. Contacts and templates from Mailchimp.
  • Links and Workflows. Short links from Bitly, Zaps and scenarios from Zapier and Make.
CalendlyTypeformJotformTallyMailchimpBitlyZapierMakeWATIClickSendUnbounceCarrd
The HQ Build and The Website · Step 4 · Week 3 or 4

Launch

Your team trained on the screens they will use, your website live, your old subscriptions cancelled once everything is across.

  • Short training. Each person learns their part of the HQ, not all of it.
  • A clean switch. Links, QR codes and booking pages pointed at your HQ.

Go-live checklist

Domain, forms, bookings, reminders, Workflows, team sign-ins and imports checked before the old tools are switched off.

Run for you · Step 5 · Every month

I run it for you

Your HQ is looked after: updates, new HQ apps as they are built, changes when your business changes. You message or call me directly.

Changes and new pages
New HQ apps as they ship
Support from the person who built it
Hosting and updates handled
Switching over

The questions about moving.

Will my customers notice the switch?

Only that things got quicker. Booking pages, forms and links are pointed at your HQ on the day, and upcoming bookings come across with their times.

Do I have to move everything at once?

No. We can start with the app that hurts most, often bookings or enquiries, and switch the rest over in the order that suits you.

What if a tool cannot be replaced?

Then it stays as a Connection. The aim is fewer logins and one customer record, not replacing tools that already work well.

Ready for step one?

Thirty minutes, Brisbane time, no obligation.