Step 1: Discovery Call (30–60 Minutes)
We’ll schedule a free call to learn about your practice, understand your needs, and see if we’re the right fit. If you feel ambitious get a jump on filling out the Client Discovery Form.
Step 2: Proposal & Service Plan
You’ll receive a customized proposal outlining recommended services, package options, and pricing based on your goals.
Step 3: Agreement & Kickoff
Once you approve the plan, we’ll sign the service agreement, set up billing, and schedule your onboarding session.
Step 4: Onboarding & Assessment
We’ll conduct a full IT assessment of your systems to identify priorities and prepare for implementation.
Step 5: Implementation & Setup
We begin executing your service plan—whether it’s helpdesk setup, network upgrades, or EHR workflow improvements.
Step 6: Ongoing Support & Optimization
You’ll receive continuous support, monthly check-ins, and proactive improvements to keep your systems secure and efficient.
Step 7: Long-Term Partnership & Digital Growth
We’re more than just an IT helpdesk - we stay tuned to your practice's evolving digital workflow needs and offer strategic insights to help you grow and adapt.