Prepared for Solar Smart Living & Peak Comfort

One Tech Lead.
No Lock-In.

You're already simplifying. This keeps an experienced technologist inside that work two hours a week: no new hire, no new platform, and no contract that outlives its usefulness.

2 hrs
Weekly working session
$225
One rate, everything
0
Contracts or minimums
See the details

A standing session, on your side of the table.

Two focused hours every week with David, on site or remote, pointed wherever the pressure is: the cleanup, the tier decisions, marketing's systems, or the field. Billed monthly for the hours actually used.

$225/hr
weekly 2-hour session · a typical month is $1,800
Professional services · no sales tax
  • A standing 2-hour working session every week, at your office or online
  • First job: recover every admin access your departed systems person held, and close what he left open
  • The Exit Map: renewal dates, notice windows, and the safe cancel order for every subscription you're cutting
  • On call by text between sessions, for the quick "before I click this" questions
  • Any team can use the time: operations, marketing, sales, or the field
  • Skip a week, you don't pay for it. Need more, it's agreed before it's billed.
What's Included

Where the hours go

You set the priority each week. Here's the work as it stands today. Click each piece for the details.

01
Close the open doors

Your systems person was the admin on nearly everything, and he's gone. Before anything else, we make sure the company, not a former employee, holds its own keys.

  • Inventory every account, API key, and admin role he held, then transfer or revoke each one
  • Company data is flowing into personal ChatGPT and Grok accounts today. We set the ground rules and a company-owned alternative path.
  • Google Workspace security settings reviewed and locked to sane defaults
02
The Exit Map

Two routine "upgrades" quietly re-upped your Podium contract for a year each. That's the trap this document exists to prevent. For every subscription on the kill list:

  • Renewal date, notice window, and the exact cancellation terms, pulled from your actual contracts
  • What to export before canceling, and what breaks downstream when you do
  • The safe cancel order, so nothing takes a working system down with it
03
For operations

You're mid-flight on Zoho Projects and FSM, and the real work is habits, not software. The session supports that instead of replacing it.

  • A second opinion before tier decisions: what the Ultimate-to-Enterprise downgrade actually costs you, before you commit
  • Sanity checks on the spreadsheet-to-Projects migration while it's cheap to adjust
  • Where a habit needs reinforcement, we automate the nudge: dispatch confirmations, start/stop compliance, daily check-ins
04
For marketing and sales

The lead flow Simon and Alex built is genuinely good. The goal is to make it cheaper to run and connected to the rest of the company, not to start over.

  • Guidance on the assignment flow, ghost-tag re-engagement, and the dashboard as they grow
  • Connect what's disconnected: ads, Google Business Profile, the website, and Workspace feeding one record instead of five silos
  • A clear read on what Podium still does for you (little) versus what it charges you (a lot)
05
Optional: the full written audit
$1,800

Honestly: you're mid-cleanup, and a report that duplicates work you're already doing isn't worth your money this month. When you want the complete written picture, it's here.

  • Every system, every tier, every monthly charge, in one document: keep, kill, or downgrade, with reasons
  • An integration map showing how the keepers connect
  • Fixed price, one-time, eight hours of focused work. No obligation to act on any of it with us.
06
Later: LayerOne, when you're ready
$50/mo

Our platform runs on the same GoHighLevel foundation your marketing team already likes, so everything Alex built carries over. Nothing here starts until you say so.

  • $50 a month per sub-account, messaging billed per use. No bundles you don't use, no annual lock.
  • When your Podium window opens, we pre-stage during the dispute: account, flows, and carrier registration ready ahead of time, because registration takes days and sometimes weeks. The switch lands the day you're free.
  • Everything routes into one record system instead of five, in English and Spanish
Weekly working session, 2 hrs at $225$450
A typical month, four sessions$1,800
Skipped sessionsnot billed
Extra hours, agreed first$225/hr
CommitmentMonth to month
Timeline

How it starts

No phases, no calendar promises. The session points at whatever matters most that week. Here's a realistic first month.

First session
Close the open doors
Access inventory and recovery from the departed admin. You leave the session holding all of your own keys.
Following sessions
The Exit Map, built alongside your cleanup
Contract terms, renewal traps, and cancel order documented before you pull triggers. Your kill list executes without a repeat of the Podium surprise.
When it's earned
Builds, automation, and platform moves
Anything bigger gets scoped and quoted on its own before it's touched. The session never quietly becomes a project bill.

What happens next

1
We pick the weekly slotDavid texts you the same day to set the recurring time that fits your dispatch rhythm.
2
Access checklist arrivesA short read-only list (Zoho admin, Entrasoft, Podium billing, Workspace admin) so the first session starts at full speed.
3
First session this weekYour first invoice arrives at the end of the month, for the hours actually used. That's the whole commitment.

Question about any of this?

Type it here and it lands on my phone. No account, no login, and no waiting for a meeting to get an answer.

Press Tab to use the suggested question, or just write your own.
I answer these myself, usually the same day.

Start the first session.

No setup fee, no contract, no minimum. If it stops being useful, cancel and pay only for the hours you used.

Start Weekly Sessions · $225/hr
Approving sets the schedule, not a contract. Month to month, cancel anytime, invoiced at month end for hours used.
Questions first? Email David