SET UP PROCESS

1. Enquiry & Discovery

Get in touch to discuss your practice needs. We will explore whether your systems are already in place or if a consultancy session would help optimise your workflows.

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2. Optional Consultancy Session

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• If you don’t have systems in place or want to check that existing workflows are running efficiently, we recommend a 1-hour consultancy to review your practice’s goals and needs. This session is charged at $180 per hour.

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• If systems are already in place, we can organise a meeting to review how they operate and identify any key considerations before setup. This meeting is charged at the same rate as the setup, $120 per hour.

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3. Preparation

Before setup begins, we will ask you to provide all necessary information, documents, and system access. We may also send through a questionnaire for you to complete to provide all the information we require.

Once everything is ready, we can start the setup process.

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4. Setup

We will take care of the setup and keep you updated via email as work progresses. If any questions arise, we will reach out via email or schedule a brief meeting to clarify. Any meetings will be charged at the same rate as the setup.

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5. Handover & Training

Finally, we will arrange a handover meeting to walk you through completed work, review processes, and provide guidance. You can also schedule additional training for yourself or your team if needed.