Get in touch
A 30-minute discovery call is all it takes. You tell me how your business quotes today — I'll tell you exactly what we'd build and what it would cost.
Most of our clients come in with a version of the same problem: the business is doing well, but it doesn't look like it from the outside. Quoting is manual, the pipeline is invisible, and they can't answer the questions a buyer or successor would ask on day one.
If that sounds familiar, the discovery call is the right first step. It's free, it's 30 minutes, and you'll leave with a clear picture of what W3M would build for your business and what it would cost — before you commit to anything.
Book the call
Fill out the form or email directly. We'll find a time that works for you — typically within a week.
30-minute discovery conversation
Tell me how your business quotes today, what the pain points are, and what success looks like for you. I'll ask the questions that matter.
Intake questionnaire
If there's a fit, you'll receive the full intake questionnaire — the 37 questions that let me scope the exact system for your business.
Fixed scope and price — before any work begins
You know exactly what gets built, what it costs, and when it's done. Then you decide.
Location
Pitt Meadows, BC · Serving trades businesses across Canada
Response time
Within one business day
Fill this out and I'll be in touch within one business day to book a call.
Common questions
Yes — the W3M system is built entirely inside Microsoft 365. You need Microsoft 365 Business (Basic, Standard, or Premium) and at least one Power Automate Premium licence per user who will run the quoting flow. If you're not sure what you have, we'll figure that out on the discovery call.
Typically 4–6 weeks from completed intake questionnaire to live system. More complex quote structures or historical data migration may take slightly longer — we'll give you a realistic timeline in the fixed-scope proposal.
Every system comes with a full maintenance guide — written so that any staff member can diagnose and fix common issues without needing to call us. We also provide 30 days of post-launch support. For ongoing peace of mind, the optional retainer covers quarterly health checks, annual maintenance, and priority response.
That's exactly what the intake questionnaire is for. The system is parameterized — meaning the core components are adapted to your specific quote types, job structure, and data. We don't force your business into a template. The template adapts to your business.
Yes — that's a design requirement, not an aspiration. Every system is handed over with a complete maintenance guide written in plain language, SOPs, a rebuild checklist, and a training session. The guide even includes example prompts for getting AI assistance with common fixes. Your team can run it.
Yes. The entire build is done remotely inside your Microsoft 365 tenant — there's no need for on-site work. We work with trades businesses across Canada.