Client System Consultation – Setup Review & Guidance

This one-on-one session is designed to review your Buyer or Seller Client System setup and help you confidently begin using your purchased system with real clients.

This consultation provides guidance and review only. It does not include system building, customization, integration, or broader business systems consulting.

During this session, we will:

• Review how you’ve set up your Buyer or Seller Client System

• Answer questions about workflows, tasks, and milestones

• Identify setup issues or common mistakes

• Clarify how to use the system in active transactions

You’ll walk away with:

• Clear guidance on using your purchased system

• Suggested adjustments you can implement yourself

• Confidence in your workflow and next steps

• Recommendations for deeper consulting or project-based work, if appropriate

This session is ideal if you’ve purchased a Client System and want expert guidance on setup and usage—without full system implementation.