01 · The problem
Proposals, intake forms, contracts. None of it should take half a day. Every hour reformatting a template is an hour not billing. Inconsistent docs create risk on top of all that.
02 · What we install
Three weeks. Then yours to keep.
- Proposal drafted from the intake form.
- E-sign link. One tap from the client.
- Versioning. Expiration alerts.
- Chase sequence until the signed copy comes back.
03 · The terms
One paragraph of contract.
- Engagement
- A fixed setup, then a flat monthly fee
- Billing
- Month to month, no long contract
- Setup
- Approximately three weeks, in person in Atlanta
- Your team
- Approves every outbound action; Paige never sends alone
- Cancellation
- Cancel any time, no penalty
Ready to set up documents automation?