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Your Crew Plan Session

Plan Your Crew with a solution architect.

Start with a free call. Talk with a solution architect about your business’s needs, and get a fast, usable plan started. After the call we quote the written plan, and it’s your call: have us set it up, set it up yourselves, or take it to your partners.

One role covers up to 3 workflows. Have more in mind? for a custom quote.

How it works

  1. A free 45-minute call with one of our Solution Architects. We learn how the work is done today and what you want Your Crew to take off your plate.
  2. A written plan, tailored to your business. The work we recommend handing over, the tools it would use, what always waits for a person’s yes, and the steps to put it in place.
  3. After the call, a quote for your written plan. If you want it, the plan gives you two ways forward, both priced: A quote for Stabil to set it up for you, and the plan itself, so your own team can set it up instead.
  4. A slide deck for your decision-makers. Ready for your partners or managers.

Good to know: the free call is only a conversation. Nothing is installed or connected during it. If you go ahead, we quote a guided install and the managed services that follow, recommended for the first year, with training so your team can run it themselves.

One role means up to 3 workflows. If our call turns up more than one role, the Solution Architect will ask which one to prioritize, finish the plan for that role, and quote the others separately. Nothing is charged unless you choose it.

The call is free, with no obligation. Nothing is charged unless you choose a written plan after the call.

Fine print: a written plan for one crew member or Get found is $249, credited in full toward setup if Stabil sets it up within 90 days of your call. Plans for more than one crew member are quoted after the call.

    You and your organization

    Your workflows

    Start with the catalog: check up to 3 workflows you want help with. Anything you picked in the catalog is already checked. Then add your own in the same format, and tell us the big picture.

    1Select from the catalog

    2Add your own (anything not in the catalog)

    3Or upload notes or files (optional)

      4The big picture

      Time and cost

      Optional, and rough numbers are fine. For each workflow, tell us about how long it takes and what you pay for it. Pick whatever period is easiest. We spread it across the year to show what it adds up to.

      Your tools

      Check everything this role touches.

      0 selected

      Customers, sales & service

      Email, calendar & files

      Google Workspace

      Microsoft 365

      Accounting, payments & payroll

      Communication, social & media

      Meta

      Google

      Website

      Store, orders & shipping

      Tasks & planning

      Other apps you use (anything not listed)
      Will you keep using these?

      For each tool you checked, tell us if it stays or if you would rather move off it.

      Check the tools above and they will show up here.

      Would you like Stabil to move you to new software as well?
      After the plan
      Who decides on next steps?
      Review
      Free call with a solution architect45 minutes on Microsoft Teams · ref —
      Free

      Next, pick a time. After the call we send a quote for your written plan. Nothing is charged unless you choose it.

      Book your call

      Pick a time below. Your name and email are already filled in. The call is on Microsoft Teams, and Calendly emails you the calendar invite with the Teams link.

      Trouble seeing the scheduler? Open the scheduling page in a new tab. After you book there, come back and press “I’ve booked my call.”

      You’re all set.

      Calendly emails your calendar invite, with the Microsoft Teams link for your call. If none of the times worked, we’ll email you within one business day.

      Reference —

      Thank you. Your details are in.

      Now pick a time for your free 45-minute call with a solution architect. After the call, we quote the written plan. Nothing is charged unless you choose it.

      Reference —
      What you get

      A clear plan before you spend more.

      1

      A real solution architect

      A video call with a person, not a bot, who listens to how you want to use Your Crew.

      2

      Your work, mapped

      How the role is done today: the steps, the tools, the people, and the handoffs.

      3

      A written plan and slide deck

      What the worker does on its own, what waits for your yes, the tools it connects to, setup steps, time, and cost, plus slides for your decision-makers.

      4

      Yours to decide

      Build it with us, build it yourself, or take it to your partners. No obligation.

      Questions

      Good to know.

      What does one crew member cover?

      Everything in that worker’s section of the catalog, not a fixed number of workflows. We plan the whole section and rank where to start. Get found counts as one: marketing and reviews, plus answering every new lead. More than one crew member gets a custom quote.

      Who do you work with?

      Owner-run businesses where we know the work well. We take on work that fits our expertise and our values. If yours isn’t a fit, we’ll tell you plainly, cancel the call if needed, and point you somewhere better if we can.

      What happens after I send this?

      You pick a time for your free 45-minute call right away, and Calendly emails your invite with a Microsoft Teams link. After the call, we quote the written plan. Nothing is charged unless you choose it.

      Do we have to hire Stabil to build it?

      No. The plan is yours. Build it with us, build it yourself, or take the slide deck to your partners.

      Does the plan fee count toward setup?

      Yes. If you have Stabil set up what we plan within 90 days of your call, the full $249 is credited to your setup invoice. The plan is yours either way.

      Not sure where AI fits yet? Browse the small business catalog.