Pricing Built Around Your Operation — Not a Package

 Your pricing is based on the systems you need, the size of your operation, and how your workflows are structured. 

No, we price based platform, not seats.
 

We handle full onboarding, including data migration, configuration, training, and go-live support. Costs vary based upon legacy data desired / required and implementation levels.

 Yes. HelmOS is modular, you can add additional systems over time or remove them as you see fit. 

The next step is a discovery call, a simple, no-pressure conversation where we learn about your operation and understand what you actually need.

From there, we guide you through a structured, straightforward process:

1. Discovery Call
We learn about your current set up, workflows, and goals while providing a high-level overview of HelmOS.

2. Demo & Custom Proposal
We build and walk you through a tailored demo based on your operation, along with a clear, customized proposal.

3. Agreement & Data Collection
Once aligned, we finalize the agreement and begin gathering the necessary business data to configure your system.

4. Hardware & Integrations
We identify any hardware requirements and ensure all integrations are properly configured for your environment. 

5. Go Live
We launch your system with hands-on support to ensure everything runs smoothly from day one.

Throughout the entire process, our goal is simple: make the transition seamless while building a system that actually fits how you operate.

Our discovery call is not a sales pitch; it’s a working session focused on understanding your operation so we can build a system that actually fits.

The more we understand upfront, the more precise and valuable your demo and proposal will be. 

What we’ll cover together:

Your Current Operation

We’ll walk through how your business runs day-to-day, from marina operations to service, rentals, or sales, so we can identify what’s working and where gaps exist. 

Your Existing Technology

What systems are you using today? What do you like, what do you not, and where are the inefficiencies? 

Users & Team Structure

How many people will use the system, and what roles will they play? This helps us design workflows that match how your team actually operates.
 

Business Structure

Whether you operate as a single entity or multiple interconnected entities, we’ll map out how your business is structured so billing, reporting, and processing align correctly.
 

Payment Processing & Volume

We’ll review your current processing setup, approximate volume, and explore opportunities to optimize, including strategies such as cash discounting, dual pricing, or surcharging if relevant.
 

Must-Haves vs. Nice-to-Haves

What are the non-negotiables? What would simply make life easier? This helps us prioritize what matters most to you.
 

Key Priorities & Pain Points

We want to understand what’s most important, whether it’s saving time, increasing revenue, improving visibility, or eliminating manual work.
 

How to Prepare (Optional, but Helpful):

To get the most out of the call, it helps to come with a clear picture of:
Your current systems and tools and their associated costs.
Rough number of users
Your operational workflow (a typical day or week)
Any reporting, billing, or processing challenges
What you wish your current system could do
We also encourage you to think bigger than your current setup, not just what you have today, but what you want your operation to look like moving forward.
 

Our Goal

We challenge every operator to truly envision what they want out of their system.
This isn’t about fitting you into software, it’s about building a solution that delivers 100% alignment with how you run your business.

By the end of the call, we’ll have everything we need to design a tailored demo and a pricing structure specific to your operation.