Plain answers to the questions small contractors actually ask.
Two weeks from contract signature to operational. Week one is configuration: business profile, branding, service catalog, pricing, customer list import. Week two is activation: training session, first quote sent, daily check-ins for the first few days.
Your business basics (name, address, EIN), your service catalog with pricing, your existing customer list (export from QuickBooks, a spreadsheet, or we'll help you build it from scratch), your branding if you have it (logo, colors). That's it. We handle the rest.
Not really. The point of concierge service is that we handle the platform for you. You log in to see your customers and approve quotes. The deeper work, like configuration, reports, troubleshooting, gets handled by us. If you want to learn more of the platform, we'll teach you. If you don't, we won't push it.
No. Every customer-facing output (quotes, newsletters, intelligence briefings) gets drafted by an agent and reviewed by you before being sent. Agents do the drafting and analysis work. You decide what goes out.
You catch it during review. We monitor for patterns and correct them at the system level. Real concierge support means a human looks at issues, not a chatbot.
No. We use the Anthropic API, which doesn't train on your data. Your customer records, financial data, and business information stay in your account and aren't fed to model training pipelines.
On secure servers in the United States. Database backups run automatically. Customer tax IDs (SSN, EIN) are encrypted at rest and masked in display, even on our own internal tools.
You get a complete export of your data in a portable format. No lock-in. No holding your customer list hostage. Your business is yours. We retain a copy for seven years per tax record requirements, then archive or delete.
Yes. Just ask. Complete export delivered within seven business days, usually faster.
The founder, for support and software maintenance. Sales contractors can see customers they continue to support post-onboarding. Nobody else, ever. Sharing customer data outside the company requires either your authorization, a legal requirement (subpoena), or preventing imminent harm.
Native quality Spanish content, not machine translation. Customer-facing communications match each customer's preferred language. The AI agents generate content in both languages for bilingual customer bases. The team is bilingual where it matters.
English and Spanish are first-class. Other languages can be added on request at the Operator and Command tiers, with the same native-quality approach. We don't add languages we can't support properly.
Direct invoice through Square. Card, ACH, or check. Monthly billing, due on the same day each month. No third-party subscription service taking a cut.
No. Monthly billing, month-to-month. Cancel anytime. We retain customers through quality, not through contracts.
Tell us. Seasonal businesses sometimes need this. We work it out. Restart whenever, no setup fee again.
Monday through Friday, 9 AM to 5 PM Central. Saturday, noon to 6 PM. Closed Sunday and on federal holidays plus Wheel of the Year Sabbats.
Emergency intake (Carmen) runs 24/7. Real emergencies trigger SMS alerts to the founder. Founder responds within 30 minutes during business hours, within 2 hours after business hours, within 4 hours overnight.
Email and text: within 2 business hours during business hours, by 11 AM the next business day for after-hours messages. Phone calls: answered live during business hours when possible, voicemails returned within 4 business hours.
Call or email. The answer is usually quick and the conversation is no-pressure.
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