Discovery call

Let's scope this together.

Twenty minutes to map what you'd hand over, what it costs, and how the first two weeks go — before any money changes hands. Any plan, any size.

  • 20 minutes
  • Free
  • Custom scope, no pressure

Pick a day that works

What happens next

You'll get a confirmation

Right after you confirm, you'll see a recap with the date, time, and a downloadable calendar file.

We'll come prepared

Your intake notes land in our queue, and the operator you'll actually meet reads them beforehand — so the 20 minutes go on your scope, not on intros.

We agree on a plan

By the end of the call you'll know what tier fits, what onboarding looks like, and whether DeskFlow is the right team for the job.

First month refundable

If the first 30 days aren't working, your first month is refunded — no exit fees, no clawbacks.

Nothing breaks in the handoff

Onboarding runs in parallel with your current process for 10 business days, and it's included.

Flat monthly retainer

No setup fee, no hourly bills. 3-month minimum, then cancel anytime with 30 days' notice.

Know what you need already? Skip the call and start in about 5 minutes →