Tiers & Pricing

What kind of back up do you need right now?

Not every agency needs a full overhaul — and not every team wants the same level of guidance.
Whether you're looking for a one-time audit or a full file system with training tools, there's a tier built for where you're at.

Tier 1: Audit Only - $1200 (Launch Price)

You're not ready to change everything — but you want to know what’s working and what’s missing.
This tier includes a structured file review and a clear, detailed findings report to guide your next steps.

Includes:

Review of up to 12 client or staff files

Comprehensive audit findings report

✘ No system setup

✘ No placeholder documents or sample files

Best for agencies who want a starting point or a second opinion.

Tier 2: System Setup + Audit - $3500 (Launch Price)

You’re ready to build a better system — you just need the structure in place.
This tier includes everything from Tier 1, plus the full Paperwork Without Panic™ file structure and branded placeholders to help you track and correct gaps.

Includes:

Everything in Tier 1

Branded placeholder documents

Master compliance tracker

Drag-and-drop digital folder system

✘ No sample files or training walkthroughs

Best for agencies with strong staff but scattered systems.

Tier 3: Full System + Training Support - $7500 (Launch Price)

You're all in. You want the audit, the structure, the sample files, the training tools, and support getting it started.
This is the full Paperwork Without Panic™ system — built, installed, and ready to use.

Includes:

Everything in Tier 2

Sample files for client, staff, and admin folders

File-by-file training guides

Master tracker

Optional onboarding Zoom to build 1 of each file together

Optional printed full training book