Expert help to build, improve, and manage your AvariHQ system.
Use AvariHQ on your own, build with guidance, or have AvariHQ handle defined implementation work.
On your own
Use AvariHQ on your own.
Self-Guided Launch
Build With You
Build with guidance.
Launch Assist
Done For You
Have AvariHQ handle defined implementation work.
Launch Complete
Managed
Managed, Managed Plus
Launch
Choose how much setup help you want.
Self-Guided Launch
Set up AvariHQ at your own pace.
Self-Guided Launch is the standard path for businesses that prefer to configure their AvariHQ environment independently.
What’s included
- Access to your selected AvariHQ plan
- Self-directed setup of your client operations environment
- Ability to configure your own CRM, workflows, forms, projects, portal, billing, and other plan-supported areas
Scope
No implementation labor is included. If you want hands-on guidance or Done For You setup, choose Launch Assist or Launch Complete.
Included
Launch AssistBuild With You
Configure AvariHQ with expert guidance.
Launch Assist gives you a focused 90-minute session to work through your highest-priority setup questions with AvariHQ guidance.
What’s included
- 90-minute guided setup session
- Review of your current setup and priorities
- Configuration guidance and troubleshooting
- Practical next-step recommendations
- 7 days of session-related follow-up support
Scope
You build it. We guide you.
$299one-time
Launch CompleteDone For You
Have AvariHQ build your core setup for you.
Launch Complete is a defined Done For You implementation that configures the core systems needed to launch your client operations in AvariHQ.
What’s included
- CRM and contact foundation
- Core intake and onboarding
- Primary delivery structure
- Forms and scheduling
- Proposal/eSign and billing setup where applicable
- Projects and tasks
- Client portal foundation
- Core plan-supported automations
- QA and handoff
Scope
Built from a defined implementation framework. Requirements outside the confirmed scope are handled separately.
Starting at$1,500
Build
Have one defined operational system configured for you.
Workflow Build
Turn one business process into a structured AvariHQ workflow.
We design and configure one defined operational workflow from trigger to completion.
What’s included
- Workflow stages and handoffs
- Required forms, statuses, tasks, or checklists
- Basic supporting automation
- End-to-end testing
- One refinement pass
- Handoff guidance
Scope
One workflow. One primary business outcome.
From$500
Automation Build
Automate one defined operational objective.
Automation Build configures a focused automation use case around a clearly defined trigger, action, and desired outcome.
What’s included
- Review of the automation objective
- Trigger and action logic
- Required supporting configuration
- Automation setup
- End-to-end testing
- One refinement pass
- Handoff guidance
Scope
One defined automation objective or use case. Larger automation systems are scoped separately.
From$750
Client Portal Build
Create a more intentional client-facing workspace.
We configure one defined client portal experience around the information, resources, and interactions your clients need.
What’s included
- Portal structure and navigation
- Core client-facing pages
- Relevant resources and information areas
- Alignment with the approved client workflow
- Visual and usability review
- Testing and handoff
Scope
One defined portal build. Additional custom experiences or broader operational work are scoped separately.
From$750
CRM & Pipeline Build
Create a CRM structure your business can actually use.
We configure one defined CRM structure and one primary sales pipeline around the way your business manages relationships and opportunities.
What’s included
- CRM structure review
- Contact and company organization
- Custom-field planning where required
- One primary sales pipeline
- Pipeline stages and movement logic
- Supporting configuration
- Testing and handoff
Scope
One defined CRM structure and one primary sales pipeline. Additional pipelines or advanced requirements are scoped separately.
From$750
Migration
Move defined business data into AvariHQ with a structured migration plan.
Migration helps transfer one defined set of business information from one primary source into the appropriate AvariHQ environment.
What’s included
- Source-data review
- Migration scope confirmation
- Field and destination mapping
- Data preparation guidance
- Migration of the approved dataset
- Post-migration review
Scope
One defined migration project from one primary source. Complex cleanup, multiple systems, or extensive restructuring may require additional scope.
From$500
Full Operations Build
Build a more complete AvariHQ operating environment.
Full Operations Build is for businesses that need a broader implementation spanning multiple connected areas of their client operation.
What’s included
- CRM and pipeline architecture
- Intake and onboarding
- Client portal configuration
- Projects and delivery
- Forms and documents
- Billing workflows
- Automation
- Internal operating structure
- Testing and handoff
Scope
This is an advanced custom-scoped implementation. Final scope and pricing depend on the systems being built.
Starting at$3,500
Optimize
Improve an AvariHQ environment you already use.
System Review
Find the friction before changing the system.
System Review assesses your current AvariHQ environment and identifies the most important opportunities to improve structure, workflow, and usability.
What’s included
- Review of the current environment
- Identification of operational friction
- Configuration observations
- Prioritized recommendations
- AvariHQ Optimization Plan
Scope
System Review is an assessment service. Implementation is not included.
$299
Optimization Sprint
Improve one defined part of your AvariHQ system.
Optimization Sprint focuses on one approved objective and makes targeted improvements to an existing AvariHQ environment.
What’s included
- Objective and current-state review
- Focused configuration changes
- Testing
- One refinement pass
- Handoff of the updated setup
Scope
One approved optimization objective. Larger redesigns or additional work are scoped separately.
$750
Managed
Ongoing monthly support and optimization capacity.
- Unused capacity does not roll over.
- Not unlimited labor.
- Larger work is separately scoped.
Managed
Ongoing AvariHQ support for businesses that want help maintaining and improving their system.
Managed provides a defined monthly capacity for ongoing operational support and optimization.
What’s included
- Up to 2 hours of service capacity per month
- Priority support
- Quarterly System Review
- Ongoing configuration and optimization within available capacity
Scope
Unused capacity does not roll over. Managed is not unlimited labor. Larger work is scoped separately.
$299/month
Managed Plus
More monthly capacity for businesses with more active operational needs.
Managed Plus increases the available monthly support capacity while keeping AvariHQ involved in the ongoing health of your environment.
What’s included
- Up to 4 hours of service capacity per month
- Priority support
- Monthly System Review
- Ongoing configuration and optimization within available capacity
Scope
Unused capacity does not roll over. Managed Plus is not unlimited labor. Larger work is scoped separately.
$599/month
Product support and AvariHQ Services are different.
Services are separately scoped professional assistance with implementation, configuration, optimization, migration, automation and related operational work.
AvariHQ Services are separate from the standard software subscription unless an offer explicitly states otherwise. Self-Guided Launch is included.
Not sure which service fits? Start with the trial.
30 days free. No credit card required. Self-Guided Launch is included.