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Done-For-You Setup

We set up Montaire
for you. You show up
ready to work.

Our agency team handles every technical detail, from platform configuration to custom automations to your full website build. You get a business that runs beautifully from day one.

Choose Your Package Book a Discovery Call
Your Setup Progress Day 2 of 5
Brand & Platform
Brand configured
Logo, colors, fonts applied
Live
Pipeline ready
5-stage CRM configured
Live
Automations & Workflows
Automations live
Welcome sequence running
Live
Booking page live
Calendar sync confirmed
Live
Website
Homepage build
In progress, est. tomorrow
Building
Services + Contact pages
Queued
Queued
78% complete
48 hrs
Average setup time
200+
Businesses launched
100%
Done for you
Included
Ongoing support
Is this for you?

You know what you're great at.
Setting up tech isn't it.

Our setup service is for service providers and solopreneurs who want Montaire working perfectly without spending weeks figuring it out. You bring the vision. We build the system.

You've been Googling "how to set up a CRM" for the third time this week
You bought the subscription but it's been sitting there untouched for two months
You're still chasing signatures over text and sending contracts as PDFs
Your tools don't talk to each other and you're manually filling in the gaps
You're migrating from HoneyBook, Dubsado, or a stack of spreadsheets
You'd rather someone just build it right so you can get back to actual work
Service provider
From a client

"I launched in 48 hours and my clients thought I'd been running this platform for years."

Simone Clarke, Brand Strategist, NYC

Our Packages

Choose your
setup.

Foundation
Foundation
$997
one-time
For the coach or consultant who just needs to stop duct-taping their client process together
  • Full Montaire account configuration
  • Brand setup (logo, colors, fonts applied)
  • 1 booking page + calendar configuration
  • 1 invoice template
  • 1 automation workflow (welcome sequence)
  • CRM pipeline setup (up to 5 stages)
  • Walkthrough training call (60 min)
Timeline: 48 hours
Get Foundation Setup
Most Popular Growth
Growth
$1,997
one-time
For the service provider who's past figuring it out and ready to stop starting from scratch with every new client
  • Everything in Foundation
  • Full website build (up to 5 pages)
  • 2 custom sales funnels
  • Email marketing setup (3 sequences)
  • SMS automation setup
  • Reputation management configuration
  • Client portal configuration
  • 3 automation workflows
  • 90-day email support
Timeline: 5 business days
Get Growth Setup
Studio Launch
Studio Launch
$3,497
one-time
For the premium creative or consultant who wants their business infrastructure to look as good as their work
  • Everything in Growth
  • Full course or community build (1 program)
  • Proposal Builder templates (3 custom proposals)
  • Social scheduling setup + content calendar template
  • Advanced automation suite (up to 8 workflows)
  • Sales pipeline with full automation
  • Custom reporting dashboards
  • 2 strategy calls (before and after)
  • 6 months email and chat support
Timeline: 10 business days
Get Studio Launch
Custom
Enterprise
Let's talk
custom scope
Best for teams, agencies, or complex migrations
  • Full custom scope of work
  • White-label setup
  • Team training sessions
  • Custom integrations (Zapier, webhooks)
  • Ongoing management available
  • Dedicated account manager
Timeline: Custom
Book a Discovery Call
The Process

How it works.

01
You choose your package

Pick the setup that matches where you are and what you need. Not sure? Book a discovery call first.

02
We send you an onboarding form

We gather everything: your branding, your services, your goals. Most clients complete it in under 30 minutes.

03
We build it

Our team configures your entire Montaire workspace to spec. You get updates along the way.

04
You take over

We walk you through everything, hand over the keys, and stay available for questions.

Add-ons

Need more?
Add it.

Extra Automation Workflow
$197 each
Additional Funnel Build
$397 each
Extra Website Pages (per 3)
$297
Course Build (per module tier)
$597
Community Setup
$397
Monthly Maintenance & Updates
$297 / mo
FAQ

Common
questions.

Do I need to already have a Montaire subscription? + −

Yes. Our setup service works on top of an active Montaire subscription. We recommend at least the Pro plan for most packages, and Agency for the Studio Launch package.

What do I need to provide before you start? + −

We'll send you a simple onboarding form asking for your brand assets (logo, colors), your services and pricing, any existing content or copy, and access credentials. Most clients complete it in under 30 minutes.

Can you migrate me from HoneyBook, Dubsado, or another CRM? + −

Yes. We handle migrations from HoneyBook, Dubsado, 17hats, and most other CRMs. Contact us before purchasing to discuss your specific migration needs.

What if I need changes after the setup is complete? + −

Growth and Studio Launch packages include post-delivery support periods. After that, you can purchase add-ons or a Monthly Maintenance retainer.

Do you offer payment plans? + −

Yes. All packages over $1,000 can be split into 2 payments. Contact us before checkout to arrange this.

I'm not very tech-savvy. Will I actually be able to use this after setup? + −

Yes, and honestly, that's exactly who this service is designed for. We don't just set it up and hand you a manual. We build everything around how you actually work, keep the interface as simple as possible, and end every setup with a live walkthrough so you know exactly what to do and where to find it. If you can send an email and book a calendar invite, you can run what we build for you.

Your business is ready when you are.

Ready to launch your business
the right way?

Most clients are fully set up and live within a week. Book a discovery call and we'll tell you exactly what you need.

Choose a Package Book a Discovery Call
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