Goals and constraints
What you are trying to fix or launch, timeline, and who is involved.
Our Process · 01
Start clear.Commit later.
A free conversation to understand your goals, current systems, and where AI, automation, SuiteDash, IT, or web may fit — before you spend on Onboard or Blueprint.
Free
What happens
What we cover.
Enough clarity to recommend a path — not a pitch deck.
Current tools
SuiteDash, Microsoft, web, and anything else in the stack that matters.
Fit check
Whether WrightClick is the right partner — and which door fits first.
Clear next step
Usually Onboard if we proceed — or an honest no if we are not the fit.
Details
Who should book.
Growing teams exploring SuiteDash Sensei work, managed IT and cyber, or a clearer web presence — especially if tools feel messy and priorities are unclear.
Already know you need portals? Still start here so scope stays honest. See SuiteDash, Managed IT, or Web & Brand.
WrightClick path
Four clear stages.
Standard engagement ladder for SuiteDash Sensei work and other WrightClick doors. You are on Free Assessment.
01
Free Assessment
Free
Map your goals, current tools, and where WrightClick fits before you commit.
You are here →02Onboard
$995 USD
Gather access, assets, users, data, and integrations so design starts clean.
View Onboard →03Blueprint
$1,999 USD
Design the architecture, workflows, and plan before build.
View Blueprint →04Build
Scoped
Implement what the Blueprint approved — systems, migrations, and integrations.
View Build →FAQ
Straight answers.
Is the assessment really free?
Yes. It is the front door to the WrightClick path — no Onboard fee until you choose to continue.
How long does it take?
Usually a focused conversation plus a short written next-step note — not a multi-week discovery project.
What happens after?
If it is a fit, you move to Onboard so access, assets, and requirements are gathered cleanly before Blueprint.