Question 1

How do I find a trustworthy vendor for this?

Accepted Answer

Ask for references from businesses your size — not general testimonials. Require a 30-day pilot before signing long-term contracts. Get full pricing in writing, including all fees. Ask: what does it cost if this doesn't work? Vendors who can't answer that clearly are a red flag.

Question 2

What should I realistically budget for this?

Accepted Answer

Start with the minimum viable spend to test the concept. Most implementations don't need to cost more than $200–500/month to start. Scale spend only after you have proof it's working. Avoid large upfront investments before seeing it operate in your actual environment.

Question 3

How do I know if it's actually working?

Accepted Answer

Define success before you start: a specific metric (hours saved per week, revenue per lead, fees reduced) with a 90-day target. If you can't measure it, you can't manage it. Any vendor who resists defining metrics upfront is protecting themselves from accountability.

Skip the encrypt/ship walkthrough

01Why this matters

02How to apply

03The closer

04Text PJ — no Calendly, no meeting