Services

Everything technical, covered by one firm.

Six service areas under one contract. Five we run; one we build to spec on the foundation we’ve laid. Tap any for what’s included.

SERVICE CATALOG · 6 OFFERED ALL AVAILABLE 01 Virtual CTO Strategy · direction · vendors ACTIVE 02 Baselines Managed devices · compliance ACTIVE 03 Microsoft licensing Pass-through · no markup ACTIVE 04 CRM & automation PowerApps · custom flows ACTIVE 05 Web & custom builds Sites, apps, integrations ACTIVE 06 Your assistant Ask in plain English · built to spec CUSTOM
01

Virtual CTO

Strategy, direction, and judgment — without the $200k hire. Roadmap, vendor relationships, and the technical calls before they get expensive.

  • Direct Teams access for direction
  • Vendor sourcing & management
  • Quarterly Microsoft Secure Score review
See vCTO tiers
02

Baselines

Our compliance product

Managed laptops deployed in a day with the full Intune build live and audit-evidence ready. Our flagship product, included with vCTO plans or $3,000 standalone.

  • AutoPilot, BitLocker, MFA, conditional access
  • Device compliance + Windows Update
  • Auto-mapped SOC 2 / ISO 27001 / CIS evidence
Visit baselines.cloud
03

Microsoft licensing

M365 and Azure through our partner tenant. ~15% pass-through pricing, no markup, no cut taken on your spend.

  • License-tier audit on takeover
  • Ongoing right-sizing
  • Renewal calendar managed by us
See in pricing matrix
04

CRM & automation

Custom CRM, intake flows, dashboards — built on PowerApps using the Microsoft stack you already own. Yours, not rented.

  • Engagement / case management
  • Document collection + e-sign
  • Real-time dashboards
See rates by tier
05

Web & custom builds

Marketing sites, web apps, integrations. Built by the same firm that runs your stack so everything actually talks to itself.

  • Marketing sites & internal tools
  • M365 / CRM / vendor-API integrations
  • First year of hosting, SSL, backups included
See rates by tier
06

Your assistant

Built to spec

A custom assistant that knows your business and answers in plain English — built on Copilot Studio, scoped and built per customer like any of our other dev work.

  • “Who should I follow up with today?”
  • “What’s the next step to close the Acme contract?”
  • “Which renewals are coming up in the next 30 days?”

Requires a Copilot Studio license and a Microsoft 365 stack we can read from. Foundation work is steps 01–05 above.

See how it works
Feature spotlight · 06

Ask your business in plain English.

It doesn’t just read your email. We wire your assistant into the systems that run your business — CRM, contracts, e-sign, billing, calendar — so when you ask a question it knows the answer, and when you tell it to act it can actually take action across all of them.

What “take action” looks like

  • Read & update CRM — opportunities, contacts, stages, notes
  • Generate contracts from your templates — pricing & terms applied
  • Send for signature via DocuSign / Adobe Sign — track who’s opened it
  • Queue invoices in QuickBooks / Xero — deposit terms, due dates
  • Schedule follow-ups in your calendar — right people, right time
Stack Copilot Studio · Microsoft Graph · Power Automate · custom connectors
Prereq Copilot Studio license · Microsoft 365 environment we can integrate with
Pricing Scoped per build · billed at your tier’s dev rate
Your assistant DEMO
Where are we on the Northwind contract?
Northwind Logistics · $48K
  • Owner Sarah Chen
  • Stage Negotiation · draft v3
  • Blocker Legal redlines sent Tuesday — payment terms (Net 30 vs Net 60)
Apply Net 30, send v4 for signature, close target Friday.
On it — here’s what I did:
  • Generated SOW v4 from template
  • Applied Net 30 payment terms
  • Sent to Sarah via DocuSign
  • Moved CRM opportunity to Out for signature
  • Queued deposit invoice in QuickBooks
  • Added Friday 9am check-in to calendar

Want all of this from one firm?

Run the assessment, we’ll come back with what you’d save and what we’d build first.