Services · GUIDED LAUNCH PATH
PLANNING GUIDELaunch a service business
Shape a consulting, studio or local service offer, make discovery or estimates easy to book, and organize customer follow-up in Workspace.
FIRST LAUNCH MILESTONEA clear service page and tested booking journey
- Best fit
- Independent specialists or small teams with a clear skill, a defined service area or delivery format, and time to serve a first client.
- Example offer
- A fixed-scope website audit with a written findings and priority-actions report.
- First move
- Ask three likely customers what they need help with, then draft a one-page offer around the most specific recurring problem.
- Plan for
- Professional licensing where required, insurance, work supplies or software, payment processing, and customer acquisition.
Nexus Executive: $197/month after the trial. Card required; renews automatically unless canceled. Usage, optional AI, paid apps, applicable tax and third-party costs are separate. The business path is a guided configuration, not a separate paid bundle.
Guided setup
Set up this business step by step
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STEP 01 / 07
Define the offer
Choose a focused service and set expectations a customer can understand.
Gather these inputs
- Who you serve
- Service outcome and scope
- Delivery area or format
Work through these tasks
- Write a one-sentence offer and name the best-fit customer.
- List included work, exclusions, delivery window and capacity.
- Choose a pricing approach and the questions that need a conversation.
Done when: A draft offer states its audience, outcome, scope, boundaries and pricing approach.
Plan the current step with Archie
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Included launch materials
- Service offer and scope brief
- Reviewed business setup checklist
- Service page and inquiry form
- Inquiry pipeline and discovery booking
- Delivery checklist and tested follow-up recipes
Page sections
- Offer and best-fit customer
- Outcomes, scope and exclusions
- How it works and timeline
- FAQs and boundaries
- Inquiry call to action
Inquiry form fields
- Name
- Company or project
- Service of interest
- Desired timeframe
- Project summary
- Preferred reply method
Customer messages
- Inquiry received: Thanks, [first name]. We’ll review [service] and reply by [response window].
- Meeting booked: Your [meeting type] is set for [date and time]. Bring [preparation item].
- Project update: [milestone] is [status]. Next, [next step] by [date].
Automation recipes
Recipes need configuration and testing before use; they are not installed.
Inquiry receipt and owner task
- Trigger
- A new inquiry is created with a valid reply address.
- Actions
- Create or update one contact and one open opportunity in New.
- Send one receipt only if the selected channel is permitted; create an owner review task.
- After owner review, move the opportunity to Reviewing and record the next action.
- Stop rules
- Send only when the contact has recorded permission for this channel and the message purpose; suppress opted-out, bounced, or do-not-contact records.
- Stop on reply, manual owner takeover, duplicate active journey, or a completed/cancelled request; do not let this recipe replace a separately owned billing or access lifecycle.
- Test
- Submit two identical test inquiries, then an opted-out inquiry; confirm one open opportunity, one receipt at most, a review task, and no message to the opted-out test.
Discovery meeting follow-up
- Trigger
- A discovery meeting is marked completed by its owner.
- Actions
- Wait for the owner to record the agreed next step.
- Send the approved recap or proposal link only when permission and purpose allow.
- Set a single follow-up task with an owner and due date.
- Stop rules
- Send only when the contact has recorded permission for this channel and the message purpose; suppress opted-out, bounced, or do-not-contact records.
- Stop on reply, manual owner takeover, duplicate active journey, or a completed/cancelled request; do not let this recipe replace a separately owned billing or access lifecycle.
- Test
- Complete a sample booking and mark it completed; then cancel another and reply to a third. Confirm only the completed eligible meeting follows up, with cancellation and reply stopping the journey.