Plans
Every plan is delivered by the same team of function specialists, 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 | + 10 hours | + 25 hours | + 50 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