The steps
Back to topStep 01 · Free 20-minute call
Stop the Burn!
On a free call, tell us what eats your evenings or costs you the most money. We look at where money and hours slip away, help you identify the best steps to ease the pain, and tell you straight whether automating it makes sense.
One task. One number. A straight answer.
Invoicing takes me every Sunday night.
About $1,100 a month in your time and late payments. Our Invoicing service fixes that first.
Where we look for leaks
Free 20 minutes, over Zoom or by phone
Step 02 · Your plan and fixed price
Pick your first fix. Know the price before we start.
Choose one automation, a bundle, or every area at once. The price is fixed for your team size and agreed in writing before any work begins.
Choose your scope
One automation, a bundle that saves you up to $2,250, or Total Business Autopilot.
A fixed price for your team size
Solo, 3 to 6, 7 to 11, 12 to 20 or 21 to 30 people. More than 30, a custom quote.
Software costs, up front
We name every app we will connect, including any new software we recommend, and what each one costs. Sometimes a better tool can replace one you already pay for, bringing improved results. The subscriptions are in your name, so you pay them directly and nothing is hidden in our price.
Nonprofits save 15%
On any build or bundle.
Walk me through what happens when a new order comes in.
Noted. Email, then the spreadsheet, then the invoice. Three steps we can do for you.
Step 03 · Getting to know you
We learn how your business really runs.
We interview you and your team, asking the pertinent questions needed so the automations we build fit your company and your needs perfectly. That means automation customized for your unique requirements: how the work flows, how you talk to customers, and the steps nobody ever wrote down. That becomes the blueprint for your systems.
Interviews with you and your team
Over Zoom or by telephone, scheduled around your work. In some cases, we may ask to schedule an in-person meeting.
The real workflow, mapped
Every step, app and hand-off, including the shortcuts that live in your head.
Your voice, captured
How you talk to customers, so every message sounds like you.
You check it first
Nothing gets built until you agree we have it right.
Step 04 · We build it
We build it on your systems. You keep running your business.
Each automation is built separately and installed on your own computers and accounts, so you own it. Nothing is locked inside ours.
Voice included in every build
Ask for a report, approve an invoice or check tomorrow’s schedule out loud.
Tested on your real numbers
We check each automation against your actual jobs, invoices and bookings before it goes live.
You approve what goes out
Quotes, posts and customer messages wait for your OK.
Your CPA and attorney stay in charge
The automation prepares the work. You and your advisors review and file.
What’s due this week?
Two invoices and the GRT filing. Both invoices go out today.
Step 05 · Go live
Switch it on, then just say it.
We turn it on together, walk you and your team through it, and stay close while it settles in. From then on, the work runs itself and answers to your voice.
A walkthrough together
Over Zoom or in person, for you and anyone on your team who will use it.
We check the first real runs with you
So small surprises get fixed in the first days, not found months later.
Run it from anywhere
The truck, the shop floor, the front desk or the kitchen table.
Step 06 · Choose your maintenance plan
We keep it running, or we train your team. Your choice.
Automations need small updates when your apps, prices or staff change. Pick the plan that fits you.
Monthly maintenance
We monitor, fix and update your automations every month, so you never think about them.
From $95 a monthSave 10% when you pay for a year up front. Best if you want it handled.
Staff training over Zoom
We train your own people to keep the systems running, so it all stays in-house.
From $295, one timeBest if you have someone on staff who likes to tinker.
The exact options for each service are in its “After the build” chart on the Services page.
Want it all?
Total Business Autopilot, built in phases.
Every business area in one package, built in a planned order over 2 to 6 months. We start with the tasks you dread most, so the business keeps running while each part goes live.
$26,050 for a solo business instead of $36,050 bought one at a time. Teams save $11,000.
- KickoffTasks you dread ranked, build order agreed
- Business BrainYour knowledge and voice, organized
- Money systemsBooks, invoices and quotes
- Customer systemsMarketing and calendars
- Team and stockHiring, HR, team and inventory
- HandoverFinal checks, then maintenance or training
This order is just an example. We build your phases in the order that is best for your business.
At every step
What you can count on.
Questions
Good questions to ask before you start.
Don’t see yours? Ask us on a free call.
How long does a build take?
It depends on the automation and the apps involved. Your plan includes a timeline, agreed before we start. Total Business Autopilot rolls out in phases over 2 to 6 months, so your business keeps running while each part goes live.
Do I need to buy new software?
Sometimes. We build on the tools you already use wherever they do the job, and sometimes a better tool can replace one you pay for now. Your plan lists any new software we recommend and what it costs, before you decide. The subscriptions are in your name, so you pay them directly and keep them running.
What if my team has more than 30 people?
Our charts cover solo owners up to teams of 30. Above that, we put together a custom quote after the free call.
Do you only work in New Mexico?
No. We are based in Taos and work with small businesses and nonprofits anywhere in the U.S. over Zoom, and in person by arrangement.
What happens if I stop the maintenance plan?
Your automations are yours and stay on your accounts. They keep running, and you or your trained staff make updates when your apps or prices change. You can come back for help any time.