Resources & Help Center
How your Workspace actually works.
What happens when you start, what we do for you every month, what stays in your hands, and how to get help. All in one place.
Getting Started
From sign-up to fully running, step by step.
Here is exactly what happens from the day you start.
Start your complimentary 7-day trial
Create your account and get into your Workspace right away. Click through your contacts, calendar, pipeline, and funnels. Nothing is fragile, and nothing you do in the trial breaks the system.
Choose your plan
Pick Baseline or Revenue Engine. Both include the software, a maintained CRM, and done-for-you work every month. There is no contract.
Walk through it with us
Book a live walkthrough and we open the Workspace with you, show you where everything lives, and set your first month of work in motion. Book a walkthrough
We run it every month
From here, a real person on your team keeps your Workspace maintained, writes and sends your email, and checks that your automations and online presence are working. You run your business.
Ask whenever you need something
Need a fix, an update, or a question answered? Send a request through the Contact page and your team responds within 1 to 2 business days. Contact your team
Every Month
What your team does for you each month.
This is the recurring work included in your plan. It happens whether you ask or not.
Your CRM stays maintained
Your Workspace is kept current and working, with the software fee already included in your plan.
Your email gets written and sent
One done-for-you email campaign or a twice-monthly newsletter goes out to your list, so your contacts keep hearing from you.
Your visibility gets checked
An AI visibility snapshot shows how your business appears on Google and AI search tools, and a full digital presence check catches anything wrong, fixed within scope.
Your automations get a health check
We confirm your follow-up sequences are running the way they should, and catch problems before they cost you leads.
Revenue Engine adds more
On Revenue Engine, you also get three done-for-you social content pieces for up to two platforms, a text-message automation check, and a one-page performance report each month.
Who Does What
What we handle, and what stays in your hands.
A managed Workspace works best when everyone knows their part.
Your TIH Team
We handle the system.
- Keeping your Workspace maintained and current
- Writing and sending your monthly email or newsletter
- Checking your automations, visibility, and online presence
- Fixing issues we find, within the scope of your plan
- Responding to your requests within 1 to 2 business days
You
You run the business.
- Serving your clients and closing your sales
- Telling us about offers, events, and news worth sharing
- Following up with the leads your pipeline puts in front of you
- Letting us know when something changes in your business
- Joining your optional quarterly strategy call
Common Topics
Answers, written plainly.
The questions that come up most, answered right here.
Your contacts stay yours
Every contact, lead, and note lives inside your own Workspace. You can export your contacts at any time, and they go with you if you ever leave.
Payments, video calls, and text messages run through trusted providers such as Stripe, PayPal, Square, Zoom, and Twilio, and the data those services need is stored with them.
How your pipeline works
Your pipeline shows every lead and where they stand, from first contact to closed. As a lead moves forward, you move them to the next stage, so you always know who needs a follow-up and when.
How your monthly email happens
Each month your team writes and sends one email campaign or a twice-monthly newsletter to your list. Tell us about anything coming up, such as an offer, event, or announcement, and we build it into that month's email.
What your follow-up automations do
When someone fills out a form or books a call, your automations send the right follow-up on their own, so no lead sits waiting on you. We check them every month to make sure they are still running correctly.
Moving over from another CRM
You can export your contacts from your current CRM and import them yourself. If you would rather we handle the full move, that is available as a separate done-for-you build.
How to get help
Send a request through the Contact page with what you need. A real person on your team responds within 1 to 2 business days. You will never be routed to a bot.
Plans & Billing
Two plans. No contract.
Both plans are billed monthly. You can cancel any time with 30 days' notice, and your data is always yours.
Baseline
Your maintained CRM, a done-for-you email each month, an AI visibility snapshot, a full digital presence check, an automation health check, and one optional strategy call each quarter.
Revenue Engine
Everything in Baseline, plus three social content pieces each month, a text-message automation check, a monthly performance report, faster response, and two optional strategy calls each quarter.
Still have a question
Talk to a real person on your team.
Your Workspace comes with people, not just pages. Reach out and we will handle it.