Your Client Hub should fit your workflow.
Your Client Hub may include onboarding, documents, scheduling, communication, payments, referrals, dashboards, integrations or ongoing support. The final scope depends on what your business needs and how the system will be managed after launch.
Complete the Client Hub Blueprint to identify the right modules and build path. I will review your completed plan and send a private quote based on the system you need.
Custom scoped, built around your workflow.
- Onboarding and intake
- Documents and file exchange
- Scheduling and appointments
- Communication and updates
- Payments and status tracking
- Referrals and growth tracking
- Dashboards and reporting
- Integrations with your existing tools
- Transferred into your own workspace
- Managed by HoldThat Systems
- Transferred with optional ongoing support
- Commercial use and licensing considerations
You choose how your system is held after launch.
Managed hosting and ongoing care are available when needed and will be included in your private scope.
- Transferred into your own workspace
- Hosted and managed by HoldThat Systems
- Transferred with optional ongoing support
Before you start.
No. You complete the Blueprint and Builder so the system is designed around your workflow, and I build and launch it for you.
A self-contained section of your Hub — Welcome, FAQ, Bookings, Documents, Payments, Forms, Referrals. Each one is a feature your clients actually use.
Complete the Client Hub Blueprint and Builder. I review your completed plan and send a private quote based on the modules, integrations and build path your system requires.
Either. Managed hosting and ongoing care are available when needed and will be included in your private scope. Your system can also be transferred into your own workspace.
Yes. GEO Foundation — structured data, AI-readable summaries and discoverability signals — is part of every Client Hub build so AI assistants can understand and cite your business.