Professionals collaborating on data-driven business decisions

Care Plan

Professionals collaborating on data-driven business decisions

Care Plan

Professionals collaborating on data-driven business decisions

Care Plan

Key services

  • Monthly performance reviews and system health checks

  • Continuous workflow optimization based on actual usage

  • Priority support with 24-48 hour response time

  • Ongoing advisory sessions for strategic guidance (add-on)

Why choose us

  • Enterprise expertise made accessible

  • Business readiness first

  • Built around real workflows

  • Measurable results fast

  • Support that stays with you

Keep your systems simplified and optimized as you continue to scale

Your business evolves. Your AI systems should evolve with it.

The Care Plan ensures your solutions continue performing as your workflows change and your team grows. We monitor, optimize, and adapt your systems so they keep delivering results month after month.

Base Care Plan

What's Included:

  • Monthly Performance Reviews — Health checks on all your systems

  • Continuous Optimization — Refinements based on how your team actually uses the tools

  • Priority Support — Fast response when something needs attention

  • System Updates — Keep everything current and secure

  • OneView™ Dashboard Updates — Adjust views as your reporting needs change

  • Workflow Adjustments — Modify automations as your processes evolve

  • Bug Fixes & Maintenance — We handle the technical upkeep

Response Time: 24-48 hours

Best for: Businesses that want their systems maintained and optimized without managing it themselves.

+ Ongoing Advisory Add-On

For leaders who want a strategic AI partner, not just a vendor.

Add ongoing advisory to your Care Plan for proactive strategic guidance as your business grows.

What's Included (in addition to Base Care Plan):

  • Monthly Strategy Session — 30-60 minute call to review progress and plan ahead

  • AI Opportunity Review — Proactive recommendations on new capabilities and tools

  • Process Improvement Recommendations — Identify new automation opportunities as you scale

  • Priority Access — First look at new solutions and features

  • Quarterly Business Review — Deep dive on ROI, usage, and roadmap

Best for: Growing businesses who want a strategic AI partner on retainer.