Your Journey to Better IT Starts Here

Not ready to commit? Perfect. We've built a step-by-step path that meets you wherever you are.

Choose your next step below—from quick research to full implementation. Every resource is designed to help you move forward at your pace.

10 Steps From "Just Looking" to "Let's Go"

You're in control. Pick what makes sense for your stage—skip what doesn't. No pressure, no pushy sales.

Step 1

Deeper Research

Still exploring? Download whitepapers, case studies, and detailed guides on cybersecurity, Microsoft 365, backup strategies, and more.

PDF delivered via email
Step 2

Get a Custom Assessment

Still wondering if this applies to you? Answer a few questions about your organization (devices, software, team size), and we'll generate a custom PDF report showing your gaps and priorities.

5-minute chatbot → Instant PDF report
Start Assessment
Step 3

See It in Action

Want to see the future? Watch a short before-and-after video showing how our solutions transform daily workflows—from chaotic to confident.

3-minute video walkthrough
Watch Demo
Step 4

Check Integration Fit

Wondering how it fits your current setup? Tell us about your ERP, CRM, and on-premise software. We'll show you exactly how everything connects (and spot upsell opportunities you might want).

Interactive tech stack mapper
Map Your Stack
Step 5

Compare to What You Have

See how we stack up. Enter your current solution, license count, and cost. Get a side-by-side PDF showing feature gaps, cost differences, and what you're missing.

Custom comparison report via email
Compare Solutions
Step 6

Get Buy-In From Your Team

Need to convince your board, donors, or officers? We'll draft a customized letter explaining the "why" in terms they care about—mission protection, grant eligibility, donor confidence.

Personalized PDF letter
Draft Buy-In Letter
Step 6b

Book a Clarity Call

Have questions? Schedule a video or Zoom call to clarify the solution, costs, and implementation timeline. We'll confirm you're fully qualified and ready to move forward.

15–30 minute consultation
Schedule Call
Step 7

Get Your Custom Proposal

Ready for a detailed plan? We'll create a customized proposal outlining the problem, solution options, and implementation approach—tailored to your org's name, team, and needs. (No hard pricing yet—that's Step 8.)

Professional PDF proposal
Request Proposal
Step 8a

See Guarantees & Timelines

Need reassurance? Review our implementation guarantees, including zero downtime, 90-day money-back, and 4-hour recovery SLAs. See exactly how long each phase takes.

Risk-free guarantees
View Guarantees
Step 8b

Get Detailed Pricing

Let's talk numbers. After you've digested the proposal, we'll provide exact pricing—monthly costs, onboarding hours, downtime (spoiler: 0 hours), and total implementation effort.

Transparent cost breakdown
Request Pricing
Step 9

Review Final Invoice

Ready to make it official? We'll send the formal invoice proposal with final costs, terms & conditions, and signature fields. Everything you need for board approval and procurement.

Signable invoice document
Get Invoice
Step 10

Let's Start Implementation

You're ready. Let's do this. Book your onboarding call to kick off implementation. We'll get your team set up, migrated, and protected—with zero downtime.

Final conversion point
Contact Us to Start

How This Works

1

Pick Your Stage

Choose the step that matches where you are—no need to start at #1.

2

Get What You Need

Instant PDFs, chatbot assessments, or scheduled calls—your choice.

3

Move Forward

Progress at your pace—skip steps, revisit, or jump to implementation.

No Pressure. Just Progress.

Every step is designed to give you clarity and confidence. Start wherever makes sense, and we'll meet you there.

Explore Resources