Before you begin
A few practical answers.
Can I start with just AIM?
Yes—ask for an AIM-focused setup. We’ll confirm the territory, available records and included outputs before agreeing on the plan. Check current source coverage.
Do we have to replace our CRM?
Tell us what you already use. We’ll agree on the handoff and confirm supported exports or integrations before setup. A connection to every CRM is not included by default.
Can my team start together?
Bring an owner or team lead and the people who will use the first workflow. We’ll confirm their access and starting point as part of the plan.
How long does setup take?
It depends on the selected workflow, available territory and any outside systems involved. We’ll agree on a schedule and identify missing inputs before activation.
What does it cost, and when do I pay?
Roofing appointments are $175 each in packs of 5, 10 or 20. See the packs and terms. Scope & supplement support is $60 upfront plus 7% of supplemental funds actually collected. See the supplement service. Territory research and virtual assistants are priced in a proposal that states the price, included tools, provider costs and payment timing. Sending a request does not start a subscription or take a payment.
What if I’m not sure where to start?
Choose the closest path and tell us which task takes too much time. You can change your choice in the request form, and we’ll help you narrow the first step.