1. Scope approval
Harborline reviews the Implementation Setup form, confirms feasibility, identifies the first workflow, and discloses required access and outside costs.
Approved clients
A clear path from yes to launch.
Harborline does not begin implementation until the scope is confirmed, the service agreement is signed, the initial payment is complete, and the required role-based account invitations are received.
Five controlled steps
Simple for the client. Safe for both sides.
2. Electronic agreement
The approved signer receives a client-specific Master Service Agreement and Order Form through a secure electronic-signature provider.
3. Secure payment
After signing, the client receives hosted card and PayPal options showing the setup charge, first month, renewal amount, and cancellation terms.
4. Account invitations
After payment, the client receives a system-specific checklist explaining which separate user or manager invitations to send. Harborline never asks for master passwords by email.
5. Build and launch
Harborline configures the approved workflow, drafts messages, obtains approval, tests the system, confirms launch, and starts the first paid management period.
Pricing shown before payment
No surprise checkout.
Founding Client Pilot
$198due before setup
- $99 setup
- $99 first 30 days of management
- $99 next renewal, 30 days after confirmed launch
- $149 per month after the 60-day pilot if continued
Normal Starter Plan
$298due before setup
- $149 setup
- $149 first 30 days of management
- $149 every 30 days after confirmed launch
- Month-to-month
Any approved third-party phone, texting, CRM, registration, or usage cost is shown separately before activation.
Prepare once
What approved clients should have ready
- Legal business name and authorized signer
- Billing email and preferred card or PayPal method
- Administrator who can create role-based invitations
- Assigned employee for human callbacks
- Approval for customer-facing messages