Business Operations
Business Operations
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$1,499
We set up the operational infrastructure behind your business.
Includes everything in Business Systems, plus the additions at this tier. Expanded quantities below are totals where stated.
Included deliverables
- Business email setup
- Standard first-year domain registration
- Google Workspace setup
- Business document/folder structure
- Basic client intake form
- Payment-link setup
- Basic appointment scheduling setup
- Standard email templates
- First month of required paid software
- Standard one-time setup costs
- Client onboarding workflow
- Lead/client tracker
- Document collection workflow
- Service agreement workflow
- Appointment workflow
- Invoice/payment workflow
- Customer communication templates
- Basic task-management system
- CRM setup
- Sales pipeline
- Lead stages
- Follow-up workflow
- Client status tracking
- Reporting/dashboard structure
- Internal SOP framework
- Team/shared-drive structure
- Basic recurring task system
- Client offboarding workflow
Included setup costs
One price covers the services and standard launch costs included in your selected package. Standard one-time setup costs and the first month of required paid third-party subscriptions are included where applicable. Website/domain packages include standard first-year domain registration where stated. After the included introductory period, ongoing third-party subscription costs become your responsibility.
Scope and client responsibilities
Your delivery estimate is confirmed during onboarding after required content, documents, and access are received. Client delays pause the timeline. Revisions stay within the stated scope; new concepts, pages, integrations, or deliverables may require an add-on or new quote. Please provide accurate information, approvals, and required assets through your assigned secure intake or portal. Do not send sensitive financial or identity documents through a general contact form.
Premium software, premium themes/plugins, specialty domains, unusually large print quantities, paid media/ad spend, billboard placement, government filing and licensing fees, photography/video, and upgrades outside the stated scope are separate.
Payment and next step
Pay in full at checkout. Affirm is available only where offered by Shopify at checkout and subject to eligibility. After purchase, complete the intake or project inquiry so we can confirm access, assets, and your delivery schedule.
Service scope
Service scope
Your selected package description lists the included deliverables. Work outside that scope requires a separate agreement or quote. Review the service page and complete any required intake before purchasing.
Onboarding and delivery
Onboarding and delivery
This is a professional service. Your delivery estimate is confirmed during onboarding after the required documents, content, approvals, and access are received. Client delays pause the timeline. Submit sensitive documents only through your assigned secure intake or portal.
Returns and cancellations
Returns and cancellations
Review our Returns and Refunds policy for merchandise and digital products. Professional-service cancellations and refunds follow the applicable service agreement and required disclosures. Mandatory consumer rights remain in effect.
Questions before you get started?
Review the details above and contact info@altairefinancial.com if you need help choosing the right option.
Returns and cancellations
Merchandise and digital-product orders follow our Returns and Refunds policy. Professional services follow their signed agreement and required disclosures. Terms presented at purchase continue to apply to existing orders.