Agree the workflow.
Review the admin step that slows you down and how it connects to the rest of the work. Confirm tools, boundaries and cost in writing.
Practical systems for small business
Less admin.
More of the work you love.
From first inquiry to final invoice, we connect your business with AI. Your inquiries, schedule, project details and financials stay in sync, so you spend less time chasing information and more time doing what you do best.
Tell it what needs to happen. Every job, detail and next step stays connected.
Entry package: Intake & Follow-Through from $3,000 + scoped care $300/month.
Tools, integrations and permissions agreed before work begins.
One job. Connected context.
Illustrative example · synthetic dataYour request
“The job is complete. Prepare the invoice.”
Example business: Sample Service Co.
- Project
- Monthly maintenance
- Schedule
- Visit marked complete
- Invoice
- Draft from approved job details
- Records
- Job history stays linked
Your team checks the details and approves the invoice.
Illustrative connected-work example, not a live dashboard or a customer result. Scheduling, project coordination and invoicing are separately scoped.
Connected job recordsSimple requestsYou approve the next step
How the work connects
One record.
Across the work.
Keep the context together as a job moves from inquiry to scheduled work, completion and invoicing. Choose the workflows your business needs.
Intake & Follow-Through is the entry package. Project coordination, scheduling and invoicing are scoped separately.
Included in the starter
Keep the inquiry moving.
Connect one agreed inquiry source to an organized record, so the owner, response and next step are easy to find.
What you get
An organized record, assigned owner, reviewable response drafts, follow-up reminders and next-step tracking.
What you decide
Your team controls responses, prices, availability and commitments.
Example workflow
One agreed inquiry source
One organized recordLead & customer record
01Assign an owner
02Prepare the follow-up
03Track the next step
Configured for your workflow. Tested before handover. This example starts with one website form; other sources are scoped separately.
Connect the next workflow when it makes sense. Each addition has an agreed scope, cost and review process. The starter does not include every module.
Our starting point
Built around
real operating work.
Founder Hunter Cates built internal systems to organize his own projects, documents, scheduling and billing.
Shared records, reusable templates and written operating instructions are the foundation we adapt to your business.
Internal implementation experience. No customer outcomes or measured savings claimed.
Internal foundation
Records that belong together.
Written instructions define the inputs and steps.
Reusable templates give the work a consistent starting point.
Approval boundaries keep sensitive actions reviewable.
Conceptual map. No private records shown. These broader modules are not all included in the starter.
From review to handover
Start small.
Make it useful.
You keep your accounts and make the decisions. We handle the agreed setup, testing and handover.
Connect and test.
Configure the agreed records, instructions and connections. Check scenarios, approval boundaries and failure paths with your team before handover.
Put it in your hands.
Get documentation and owner training. Scoped care covers agreed checks, troubleshooting and small configuration changes.
Scope and pricing
A defined installation.
A clear cost.
Start with a defined installation.
Broader systems are scoped with you.
InstallationIntake & Follow-Through
from $3,000
A focused first installation: one agreed inquiry source, an organized lead record, and a clear next action.
- Workflow discovery and an agreed installation plan
- One inquiry source, organized records and assigned owners
- Reviewable response drafts, reminders and next-step tracking
- Testing, documentation and owner training
Your proposal confirms exactly what we’ll install, what it costs, and any ongoing software or usage fees before work begins.
Scoped careSystem Care
$300 / month
For the starter installation, with agreed monitoring and support.
- Scoped operational checks and troubleshooting
- Minor fixes and configuration adjustments
- A documented support allowance and clear escalation path
Your proposal defines the support allowance, response arrangements and ongoing service requirements. New workflows and larger changes are quoted separately.
Kickoff, project coordination, scheduling, invoicing, additional inquiry sources and other workflows are extra scope. Software, AI usage and hosting costs are explained separately before work begins.
Before you start
A few practical answers.
Is this a new app we have to learn?
We start with your current tools and connect what is useful. We recommend a replacement only when the benefit and migration effort make sense.
Will messages, invoices or payments run automatically?
The starter prepares response drafts for your team to review. Invoice preparation is separate scope and needs your approval. Payment collection is not automatic. Prices, availability and commitments stay with you.
Who owns our accounts and data?
You do. We agree access, providers and handling before connecting anything. Third-party services may process data as part of the agreed setup. An inquiry does not authorize account access.
What does monthly care include?
Care is $300/month for the starter, with agreed checks, troubleshooting and small configuration changes. The proposal sets the support allowance and response arrangements. New modules, major changes and unlimited IT support are outside that scope.
What happens after I inquire?
Send a brief note about your current workflow. Hunter will review it and discuss fit and scope with you. A request does not confirm an appointment, take a payment or commit you to an installation.
Start with the loose end
Where does admin
get in the way?
Tell us what pulls you away from the work you love. We’ll discuss a practical first workflow.
Or email Hunter directlyInitial discovery conversations are with Hunter.