Software only
Self-Serve
Not on Harness. Not on Platform.
Implementation
Implementation is the onboarding you buy with the plan you choose.
Harness setup is a separate $525 charge.
01 Harness setup is not a session
You own the Mac. We set up the harness.
On Harness and Platform, the first harness is included with your first agent. The $525 is a one-time setup charge for that first harness. It is not a monthly harness fee, and it is not one of your Implementation hours.
Harness Setup
$525
one-time · about an hour
The agent can answer who you are and who it is, on your machine. One sample deal exists in Bench. Then Implementation starts.
- Price.
- $525 one-time on Harness and Platform.
- Available on.
- Harness and Platform. Not Software. Separate from Implementation hours.
- Shape.
- About an hour on your always-on Mac.
- Finishes.
- The harness is on. A sample deal exists.
- Receipt.
- The agent knows who you are, on your Mac.
- Who it's for.
- Harness and Platform. Software does not buy this.
The Mac itself is a separate buy. Specs live on the hardware page. How the harness grows lives on the harness page.
02 The plans
Software, Harness, and Platform each show different packages.
None of these switches the whole company over. Which ones you can pick depends on Software, Harness, or Platform.
Software and Harness
Single · Guided
Not on Platform.
Software, Harness, and Platform
Intensive
Included on Platform.
Harness and Platform
On-Site
Not on Software. Platform upgrade from Intensive.
Harness and Platform
Harness Setup
Not on Software. Separate from Implementation hours.
Software only
Self-Serve
You set the workspace up yourself.
Software only. Not on Harness. Not on Platform. No specialist hours. If you want a person in the room for CRM, stages, and a real deal, pick a paid plan on Software, or move to Harness.
- 01
Workspace exists.
You create the workspace and go. There is no session on the calendar.
- 02
The eight steps are on you.
CRM, stages, estimates, and a closed deal are not finished for you on this plan.
Price
Free
No specialist hours.
Available on
Software only.
Not on Harness. Not on Platform.
Shape
You do it.
No booked session. No between-call work from us.
Finishes
Workspace exists.
None of the eight steps below.
Receipt
You set it up yourself.
The workspace exists. The eight steps are on you.
Who it's for
Software, going alone.
If you cannot already name your stages, do not pick this as a shortcut.
Software and Harness
Single
Your jobs land. You move one.
One hour. CRM first, estimating second. We do not start the price book on this call. The usual starting point on Harness. Not on Platform.
- 15 min
Connect the CRM.
Jobs land: number, name, address, contact, stage. We say the count out loud against your system.
- 20 min
Map your stages.
Your names, not ours. We bring a draft. You correct it.
- 10 min
You move a deal.
Write access is proven when you move one real job one stage. You are at the keyboard.
- 10 min
What happens next.
Single has no gap after it. If you expect to find things as you go, Guided is the plan with working time between calls.
Price
$525
1 × 1-hour session.
Available on
Software and Harness.
Not on Platform. Platform starts at Intensive.
Shape
One hour with a specialist.
No between-call loop. One session, then you are on your own until you buy more hours.
Finishes
Steps 1–3.
CRM connected, stages in your words, write access proven.
Receipt
You recognize your board.
You moved one real deal one stage yourself.
Who it's for
You can already name your stages from lead to close.
If you are still writing the process, pick Guided or Intensive.
Software and Harness
Guided
One real deal, closed in Bench.
Three one-hour sessions. The hours on the calendar are not the whole package. We work what you send in the gaps. Software and Harness. Not on Platform.
- Call 1
CRM and stages.
Same finish as Single. We do not drift into estimating on this call.
- Call 2
Price book and one estimate.
We load what you actually sell and cut the rest. Good / better / best in your words. One priced estimate on one of your real jobs, and you agree with the number.
- Call 3
Run the deal.
You drive one real job from lead to closed-won. Roles are set before anyone else is invited. Two or three named people, not the whole office.
Price
$1,425
3 × 1-hour sessions. Unused hours carry forward.
Available on
Software and Harness.
Not on Platform. Platform starts at Intensive.
Shape
Three hours, with work in the gaps.
Send a screen recording of what broke. We work it before the next call.
Finishes
Steps 1–8, once.
CRM through one deal closed-won, on your data.
Receipt
One deal closed-won, you at the keyboard.
Two or three named people invited with roles set.
Who it's for
You arrive organized.
Clean CRM, one clear priority. If you are still writing the process, Intensive has the room.
Software, Harness, and Platform
Intensive
Named people running deals. One job made repeatable.
Eight one-hour sessions. Included with Platform. A pick on Software and Harness. The price book is loaded between sessions, so the room stays on the job.
- 01
CRM in. Counts stated.
Read and write on the key, confirmed before anything else. Gaps vs. your system are logged, not chased live.
- 02–03
Stages, sales then production.
Your words, lead through closeout. You test the sales half on live jobs before we build the rest.
- 04–05
Price book, then one deal closed.
A real measurement in. A priced estimate you agree with. One approval number, routed to one named manager. You close one real deal.
- 06–07
Roles, then named people.
Who sees which deals is settled before invites go out. Three to five named people log in and move a real job.
- 08
One recurring job, you driving.
Payroll, documents, a weekly grind — you pick it. You run it with the agent. We watch. You can do it again without us.
Price
$3,625
8 × 1-hour sessions. Unused hours carry forward. Included on Platform.
Available on
Software, Harness, and Platform.
Included on Platform. On-Site is the Platform upgrade.
Shape
Eight hours, with work in the gaps.
Sessions get shorter because diagnosis moves between calls.
Finishes
Steps 1–8, plus roles and one job.
Named people running real deals. One recurring job is now a repeatable process.
Receipt
Named people on real jobs. One job they can rerun.
Not a whole-company switchover.
Who it's for
You want named people and one job made durable.
Pick it on Software or Harness. Platform already includes it.
Harness and Platform
On-Site
The same finish, in your building.
Three days. Up to six hours a day. Decision-makers in the room, so the eight steps happen in one stretch. Harness and Platform. Not on Software.
- Day 1
One real deal, end to end.
CRM, stages, price book, estimate, approval, proposal, closed-won. The people who decide are sitting there.
- Day 2
Roles, then training.
Who sees which deals is set first. Then named people open existing jobs and move them. Office, then production, then management, then sales reps.
- Day 3
One job they can rerun, then a 30-day plan.
Operators run a recurring job with the agent. We leave a written 30-day plan with named owners and dates.
Price
$12,525
3 days on-site, up to 6 hours per day. On Platform, this is the upgrade from Intensive.
Available on
Harness and Platform.
Not on Software. On Platform, Intensive is already included.
Shape
We come to you.
No week of calendar gaps between the eight steps.
Finishes
Intensive’s job, in the building.
One deal closed, named people trained, one recurring job they can run without us.
Receipt
The decision-makers saw it land.
Still not a whole-company switchover on day three.
Who it's for
When the room has to be in the room.
If the decision-makers cannot sit three days, Intensive plus carry-forward is the remote shape.
03 The eight steps
One real deal, lead to closed-won, on your data.
That is what onboarding is. Everything else waits. A plan does not claim a step it cannot finish.
01
CRM connected
Jobs land: number, name, address, contact, stage. Not photos. Not documents.
02
Stages in your words
The board uses your names, or nobody trusts it.
03
Write access proven
The CRM key can move a job, not just read it. You move one.
04
Price book loaded
From your estimator spreadsheets. Not the CRM catalog.
05
Measurement in
Hand the agent a measurement. Get a priced estimate back with the math shown.
06
One approval number
Margin bands, then one number routed to one named manager.
07
Proposal out
The customer sees it. No payment provider needed for this step.
08
Closed-won
You advance the job on your data. That is the receipt.
Which steps are in which package
Catalog · September 2026| Step | Self-Serve | Single | Guided | Intensive | On-Site |
|---|---|---|---|---|---|
| 01 CRM in | — | Yes | Yes | Yes | Yes |
| 02 Stages in your words | — | Yes | Yes | Yes | Yes |
| 03 Write access proven | — | Yes | Yes | Yes | Yes |
| 04 Price book | — | — | Yes | Yes | Yes |
| 05 Priced estimate | — | — | Yes | Yes | Yes |
| 06 Approval number | — | — | Yes | Yes | Yes |
| 07 Proposal out | — | — | Yes | Yes | Yes |
| 08 One deal closed-won | — | — | Yes | Yes | Yes |
| Roles before invites | — | — | Started | Yes | Yes |
| Named people running deals | — | — | 2–3 invited | 3–5 running | In the room |
| One recurring job | — | — | — | Yes | Yes |
Prices: Self-Serve Free · Single $525 · Guided $1,425 · Intensive $3,625 · On-Site $12,525. All one-time. Harness Setup is a separate $525.
04 Before we start
Have these ready. The first hour is not the time to find them.
Implementation sessions start after the harness is on. If a line below is missing, we stop and pick it up on the next booked hour.
- •The always-on Mac, to the hardware page. A MacBook is not that box. 16GB RAM will not hold.
- •A USB microphone. Mac minis and Mac Studios have no microphone.
- •Fluid Voice installed on the always-on Mac before the first Implementation session.
- •A 1Password account. That is the vault the agent uses for every login. Not a different password manager.
- •Your provider plans — Claude, ChatGPT, or Grok — connected at no extra charge. You pay provider subscriptions separately.
- •CRM admin access, and someone who can authorize a key that can read, write, and update.
- •Your estimator spreadsheets. Not the CRM catalog.
- •SOPs and the employee handbook saved on the harness Mac.
- •Power settings: the Mac never sleeps. The monitor can.
05 Between the calls
Guided and Intensive buy the gaps. Single does not.
The hours on the calendar are not the whole package. Between sessions, send what you run into — an email, or a short screen recording of what broke. If you can include a transcript, it gets worked the same day. We open the next call on what changed.
The ask
A screen recording. Not a brand of tool.
Zoom does the job. Do not wait for a perfect write-up. Unstructured is fine. We structure it on our side.
The return
If it is not this job, it still gets a date.
Ideas that are not the eight steps get written down while you watch, with a date we will pick them up. They do not vanish.
06 Questions
The answers that change which plan you pick.
Does harness setup count as an Implementation session?
No. Harness setup is a separate $525 one-time charge on Harness and Platform. That hour does not count against Single, Guided, or Intensive.
What is in Single vs Guided vs Intensive?
Single connects your CRM, maps your stages, and proves you can move a deal. Guided closes one real deal in Bench on your data. Intensive adds named people running deals and one recurring job. On-Site does that work in your building. None of these switches the whole company over.
Do unused hours expire?
No. Unused sessions carry forward.
Do measurements flow in automatically?
No. You hand the agent a measurement. You get a priced estimate back with the math shown.
Can Implementation start before the harness is up?
No. Implementation sessions start after the harness is on your always-on Mac.
Why would I pick Guided over Single?
Single has no gap. One session, then you are on your own. Guided is three hours plus the work between calls. If you expect to find things as you go, that gap is the plan.
Glossary
Words on this page.
- Harness
- The setup on your Mac that lets agents run the work. You own the Mac. We set up the harness. Your people keep working in Bench from the browser.
- Implementation
- The onboarding you buy with the plan you choose. Hours with a specialist to get one real deal closed in Bench on your data.
- Fluid Voice
- Dictation on the Mac so you can talk instead of type. Required on the always-on Mac before the first Implementation session.
- Your AI Plan
- An optional $100 monthly plan for eligible accounts that bought Aurelius before provider connections were included. New harness connections are included. You pay provider subscriptions separately.
Next step
Pick it on the plan.
Software, Harness, and Platform each show the packages that belong on that plan.