Founder-led implementation

Set up the stack around your workflow.

Start with a working configuration and a clear walkthrough instead of a blank account.

Get guided setup Review the process

What setup includes

PotomacOps configures the first operating workflow around your services and lead entry points.

Workflow setup within 48 hours after all required information and access are provided
Website lead-routing review
Consent and SMS-policy review
Katch training on services and pricing

How the work begins

The process starts with the places where calls, forms, and customer records enter today.

Review the current handoff
Configure the connected workflow
Set consent and owner-control rules
Complete a founder walkthrough

What the owner receives

The goal is a practical starting point the team can understand and operate.

Configured workflow
Reviewed lead routing
Owner visibility
Working walkthrough

$497.99 once

Ops Stack Setup

Founder-led setup, followed by the $149.99 monthly full-stack plan.

Get setup

Setup begins when you provide all required business information and access, including your services, pricing, availability, and the accounts being connected. The 48-hour delivery window starts when those prerequisites are complete.