Build your plan — FreedomBot™

Step 1 of 5

Tell us how the business operates.

This sets a baseline for ownership, rollout, and plan capacity.

Company or operating name Team size

Step 2 of 5

Choose the work that needs structure.

Select at least one goal and one module. A module is an operating area, not a promise of autonomous decision-making.

Primary operating goals

Reduce founder bottlenecks From Starter plan Standardize client delivery From Starter plan Build a consistent sales pipeline From Starter plan Create a planning and review rhythm From Growth plan Improve financial visibility From Scale plan Keep brand and messaging consistent From Growth plan

Modules to configure

Founder Clarity From Starter plan Operations & Workflow From Starter plan Sales & Marketing From Starter plan Client Intake & Delivery From Starter plan Branding & Web From Growth plan Planning & Performance From Growth plan Finance & Accounting From Scale plan Legal Workflow From Scale plan

Step 3 of 5

Account for operating complexity.

These answers raise the recommended tier when the setup needs more coordination or safeguards.

How many existing tools should the setup connect or coordinate?

Which statements apply?

Work crosses multiple teams or contractorsFactor this requirement into the recommendation. Work needs formal approvals or escalationFactor this requirement into the recommendation. The business handles regulated or sensitive workFactor this requirement into the recommendation. The setup needs custom or uncommon integrationsFactor this requirement into the recommendation.

Step 4 of 5

Your recommended starting point.

The browser preview updates as you answer. The server recalculates the recommendation from validated inputs when you submit.

Recommended

Select your requirements

Complete the previous steps to see why a plan fits.

— per month Setup shown after selection

Configuration summary

Team: Not selected
Goals: None selected
Modules: None selected
Integrations: 0

Step 5 of 5

Create your onboarding account.

We use these details to create your private portal and send stage updates. Payment happens next, not on this form.

Full name Work email Phone Optional; only used for SMS when enabled

What happens after submit Your portal opens with the validated plan, modules, and next action. You can review the price before starting Stripe Checkout.