Client intake
Turn inquiries, forms, documents, and approvals into one reliable handoff.
For owner-led service businesses
One workflow. Fifteen minutes. The first fix is free.
Bring one recurring process you hate. We will identify the first intervention worth examining—without turning the call into a software pitch.
Designed for firms with a team, repetitive delivery work, and enough operating scale for recovered capacity to matter—often $3M–$10M in revenue, but the workflow evidence matters more than the number.
Good starting points
Work that repeats, crosses hands, and touches revenue.
Proposal follow-through
Prepare, send, track, and escalate proposals without rebuilding the process every time.
Delivery reporting
Assemble project truth from the systems your team already updates.
Knowledge retrieval
Find approved precedents, policies, and client context without hunting across folders.
The engagement ladder
Each step earns the next one.
Free workflow review
15 minutes. One bottleneck, one prescribed first move. Stops before the roadmap.
$999 assessment
45-minute diagnostic, 3–7 opportunities, effort-impact scoring, ROI math, and a four-day plan.
Concierge or implementation
$2,500/month guidance for DIY teams, or a $7,000 build when Uptick owns delivery.
Before the call
Score the workflow yourself.
Use the public scorecard to estimate weekly load, annual capacity value, effort, and automation readiness. Your entries stay in your browser.