Base scope
The base setup covers one narrow workflow, such as lead intake, follow-up, reporting, onboarding, or handoffs.
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02 Build it
Software Setup
One scoped workflow, set up around the tools you already use, so the work has a clear path.
Starts at $1,500
One-time. Scoped to one narrow workflow. Add-ons are quoted separately.
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Software Setup outcome
One workflow starts working correctly.
One repeated path gets organized with clearer fields, statuses, handoffs, ownership, and automation your team can actually follow.
Quoted add-ons
CRM cleanup, project workspace setup, automation, AI support, reporting dashboards, data cleanup, team rollout, and reliability controls are quoted separately after the base workflow is scoped.
Software and third-party fees
Software subscriptions and other third-party fees stay separate from Sato's setup fee unless a proposal says otherwise.
When the fix is your website
If your website cannot collect or route the right information, improving it is one Build it branch — not the default Build it project. A design or development partner owns the site experience. Sato owns the workflow, records, lead path, and business outcome behind it.
What happens next
Send an inquiry about the workflow you want built. Sato scopes the setup with you before work starts.
Example build paths
Concrete examples of what Sato can organize and build.
The first build is usually one repeated path: one source of truth, clear fields, clear owners, and a next step your team can trust.
Lead tracking
Wix lead form to Notion tracker
A new website lead creates or updates the right Notion record with source, status, owner, next step, and follow-up notes.
- Wix form or webhook
- Notion lead database
- Follow-up status and owner
Operations workspace
Project or PMO board
Repeated work gets an intake path, statuses, templates, owners, and a simple review rhythm.
- Project workspace
- Task templates
- Status and handoff rules
AI support layer
Human-approved AI drafts
AI helps prepare summaries, replies, reports, or research, but a person still reviews and approves the work.
- Prompt and example library
- Review rules
- Approval handoff
What we set up and build
Set up the system. Then build the workflows.
Setting up and building are two different jobs. First we organize the system so it is clear and connected. Then we build the workflows that run on top of it. Software Setup covers both.
Customer Relationship Management (CRM)
Systems we set up
- CRM setup and organization
- Organized lead and customer records
- Pipeline stages and ownership
Workflows we build on that system
- Lead management workflows
- Follow-up and reminder workflows
- Quote and proposal tracking workflows
Project Management Office (PMO)
Systems we set up
- Project workspace organization
- Task boards, statuses, and owners
- Templates for repeated projects
Workflows we build on that system
- Intake and handoff workflows
- Status update and reporting workflows
- Deadline and reminder workflows
AI Tools
Systems we set up
- ChatGPT Business setup
- Claude coworker setup
- Codex setup
- Claude Code setup
Workflows we build on that system
- Drafting and research workflows
- Reporting and summary workflows
- Review-gate workflows, so a person approves the work
Some of this work is so new it has no standard industry name yet — especially the AI setups. Outside software, AI usage, or automation costs may be separate depending on the tools involved. Sato explains the options before setup.
What it fixes
One workflow, tool stack, or process needs a clearer path.
Leads, support requests, onboarding, dashboards, or follow-up need better organization.
The business needs automation or AI support around an organized setup.
What you get
A scoped setup plan for one workflow or tool stack.
Clearer fields, statuses, ownership rules, and handoffs.
Scoped automation, AI support, reporting, or reliability add-ons where they actually help.
Ready to build the fix?
Tell Sato which workflow you want working. Keith reviews it personally and replies the same business day.