The implementation layer
We set it up for you.
The products are out there: templates, systems, and AI that can write the follow-ups and chase the invoices. What you may not have is a free month to configure it all yourself. Your back office, set up and connected around how your business actually runs, inside your own accounts, with your team trained on it before we hand it over.
This is the implementation layer of the Procedura stack: the same Level 3 system, configured for you instead of by you.
The problem
Every small business runs the same back office. Quotes go out, work gets scheduled, invoices follow, somebody chases payment, and somebody answers the same questions again. In most businesses that office is a notebook, a spreadsheet that one person understands, and the owner’s evenings. Software was supposed to fix it. Instead it charges by the month, per person, and still shows up empty. AI can fix it, once someone sets it up on your business instead of handing you a blank chat box. That setup work is what this service does.
How it works
1
Discovery (flat fee)
You start with a short, structured intake about how work moves through your business today. We review your real documents and samples, then send you a written Setup Plan: what we will set up, in what order, and the flat price confirmed in writing. Nothing starts until you approve the plan.
2
We set it up
Everything is built inside your own accounts. Your templates, with your branding, rates, and terms. One operating system where your jobs, clients, and payments live together. Your AI set up on your business, with a prompt library for the messages you send every week and agent configurations for the intake, follow-up, and reminder work. Every piece is documented as it is built.
3
Training
Your team learns on your real files, not samples. You get recorded walkthroughs of your exact setup and a short written guide for each workflow. While you settle in, questions are answered within one business day.
4
Handoff
You get one document that lists every file and configuration, where it lives, and how it works. It is all yours: your accounts, your data, your system. We leave, and it keeps running.
What it costs
One flat $1,800 for the whole setup. It starts with a $495 discovery, credited in full toward the $1,800 if you proceed within 30 days. The remaining $1,305 splits in two: half when you approve the plan, half at handoff. No hourly billing. Your software and AI subscriptions stay in your name and under your control. Typical tool costs run $40–$150 a month, paid by you, to them. No subscription to us. No per-seat anything.
The make-it-right promise, extended
Every Procedura product carries our make-it-right promise, and this work carries it too. Every configuration we set up for you runs the way your handoff document describes, or we fix it free within 30 days of handoff. If a template doesn’t total, a prompt doesn’t produce what the document shows, or a configuration doesn’t run as configured, message us. We answer within one business day, and the fix is on us.
Built for businesses like yours
These are the same systems we ship as products, set up for companies that run on real work: a plumbing shop whose estimates now leave the same day; a med-spa whose rebooking messages write themselves; a transaction coordinator carrying thirty files without a subscription; an HVAC office that can finally see margin per job. If your back office runs on quotes, schedules, invoices, and follow-up, it runs on work we’ve already systematized. And custom means we start from how your business runs, not from a package.
FAQ
No. If you already have an AI account, we set up what you have. If you don’t, the plan includes setting one up in your name, and the training starts from zero.
Yours. Every file, AI account, and piece of data is created in your business’s name and owned by you. You can revoke our access the day after handoff, and the system keeps working.
Most small and mid-size businesses whose office runs on quotes, schedules, invoices, and follow-up. Discovery is where we confirm the fit: if we can’t model your operation well enough to set it up properly, the plan says so, and you keep the plan.
Your Setup Plan arrives within three business days of your completed intake. A typical setup runs two to three weeks from approval to handoff.
Thirty days of configuration coverage are included. After that, changes are handled as new setup work, or covered by an optional monthly tune-up plan. Most clients just run it.
Yes, and for a lot of businesses that’s the right call. We Set It Up For You exists for owners who would rather not configure it themselves. Some clients do both: products for the standard pieces, setup work for the parts unique to them.
Tell us how your back office runs today.
That is the whole first step. The request form takes about five minutes, and every request gets a reply within one business day. Tell us what eats the most time, and we will take it from there.
Start with the request form →