Plans
Every plan is delivered by the same specialist team of three expert desks covering seven functions, to written service levels, coordinated by a named relationship manager. The difference is scope, and how far we go from protecting your time to growing your revenue.
Foundation
For owners who need the essentials handled flawlessly: inbound covered, invoices out, money chased.
Most popular
Momentum
For owners ready to hand over the day-to-day: full inbox, scheduling, follow-up, a living pipeline, and every new lead qualified fast.
Growth
For owners who want the back office actively generating revenue: quotes chased until answered, customers upsold, reviews requested.
Side by side
| What's included | Foundation | Momentum | Growth |
|---|---|---|---|
| Reception: phone, email and WhatsApp | |||
| Invoicing with active AR chasing | |||
| CRM record-keeping | |||
| Email triage | |||
| Full inbox management | – | ||
| Scheduling and calendar coordination | – | ||
| Customer follow-up | – | ||
| CRM pipeline management | – | ||
| Lead qualification and speed-to-lead | – | ||
| Quote and proposal follow-up | – | – | |
| Upsell campaigns and review requests | – | – | |
| Monthly reporting | – | – | |
| Service levels | Standard | Standard | Priority |
| General administration included | + 8 hours | + 16 hours | + 32 hours |
| Named relationship manager |
Onboarding
We map your workflows, recurring tasks, tools and standards: everything your back office touches.
Email, phone reception, security controls and CRM configured; every process documented for your business.
Your specialist team starts, with a named relationship manager and agreed service levels from day one.
A one-time onboarding investment covers this setup in full. It exists for one reason: to guarantee the highest-quality start and give the partnership the best possible chance of success.
Terms, plainly
Priced to your business and provided with your proposal. No two back offices are the same size or shape.
A full-year engagement, with a discount available for annual pre-payment.
We cap our client list on purpose; that’s how the standard stays high.
Book a consultation
Tell us where your back office stands today, and we'll recommend a plan honestly, including the smaller one, if that's what fits.
Hamilton, Bermuda