Tool Stack Support for Small Businesses

Set Up the Right Tools—Faster, Smarter, and With Expert Support

Stop wasting hours Googling software options. Let’s build your ideal tech stack so you can focus on what you do best.

What Is Tool Stack Support?

Tool Stack Support is a hands-on service where we help you choose, set up, and streamline the essential tools your business needs—like CRM platforms, schedulers, email marketing tools, automation systems, and more. We make sure your tools talk to each other and actually support your daily workflows.

Why Your Business Needs a Strategic Tool Stack

If you’re struggling with:

Using too many disconnected tools

Not knowing what software is worth paying for

Feeling overwhelmed by setup and automations

Losing time doing things manually

…our Tool Stack Support service is built for you.
tool stack support featured image man pointing at laptop.

What’s Included in Tool Stack Support

This is not just software recommendations—it’s implementation.

Tool Stack Audit 
A review of your current tools (if any) and what’s not working

Custom Recommendations
Tools selected based on your business size, budget, and goals

Setup Support
We help create and configure up to 4–6 essential tools (think email, CRM, scheduler, file sharing, etc.)

Training & Materials
Live walkthroughs or video tutorials for your new platforms (or) official training material will be provided.

System Map
A visual blueprint of how your tools connect and work together

We Look For Tools To Fill Specific Gaps

We focus on eight key business gaps to work with you on finding the right product or service for your business.

Marketing

  • Lead generation
  • Social media strategy
  • Email marketing
  • Content creation (blogs, videos, etc.)
  • Paid ads (optional)

Sales

  • Sales funnels
  • Discovery calls / demos
  • Proposals & contracts
  • Follow-ups & nurture sequences

Client Onboarding & Management

  • Intake forms
  • Welcome emails / guides
  • Project timelines
  • Communication protocols

Service Delivery & Operations

  • Core product or service delivery
  • Course hosting / membership
  • Asset or file sharing

Finance & Bookkeeping

  • Invoicing
  • Expense tracking
  • Taxes and reporting
  • Payroll (if applicable)

Scheduling & Calendars

  • Appointment booking
  • Meeting reminders
  • Team availability

Team Collaboration & Communication

  • Task assignments
  • SOPs & documentation
  • Internal chat
  • Status updates

Legal & Admin

  • Contracts
  • Privacy policies & disclaimers
  • Business licenses
  • Insurance & compliance

Tool Stack Support Pricing

Below are several different packages available. If you are unsure which is right for you, we recommend contacting us to conduct tool stack matrix audit. From there, we can help you determine how many gaps need to be filled and what can be reasonably done within your budget.

Essentials Stack

$450 | One Time Payment | 1 Business Day Turn Around
Only the must-have tools. This service is great for those who have a gap in only 1 area of their business and need assistance in finding a product or service for that one area.

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Pro Stack

$800 | One Time Payment | 3 Business Day Turn Around
For businesses that want deeper support and integrations. This service is great for those who have a gap in 2-4 areas and need assistance in finding a product or service that integrates with their existing tool stack.

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Power Stack

$1,500 | One Time Payment | 5 Business Day Turn Around
A full-featured system with training and support included. This service is great for those who just launched their business or are looking to take their business full time. This client will need a full suite of products and services that integrate with one-another seamlessly and require SOP documentation, training and help with initial set up. The gaps filled will be capped at 6.

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Tech Stack Intensive

$1,825 For A Full Day
A one-day, done-with-you experience to build your business backend the smart way.

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Let’s Build Your Business Toolkit

No more tech overwhelm. Let’s simplify your systems. Book your tool stack consult today.