POINTTECH PROS · SERVICE CATALOG

Nine ways we help small businesses.

A practical guide to every service we offer — what each one solves, what you get, and what you should expect to get back. No lock-ins. No jargon. Same team every time.

Your technology, looked after.

Your business depends on technology every day. We provide ongoing care and oversight of the systems, devices, cloud services, networks, and vendors that keep it running—helping prevent problems, handle the ones that arise, and make sure your technology continues to support the business as it changes.

WHAT YOU GET
  • Device and endpoint oversight
  • Microsoft 365 / cloud administration
  • Network and Wi-Fi oversight
  • Updates, patching and maintenance
  • Backup oversight
  • User and identity administration
  • Licensing and vendor coordination
  • Technology lifecycle planning
  • Ongoing troubleshooting and improvement

Protect your business before something goes wrong.

Small businesses are the most targeted victims of cybercrime — not because hackers are sophisticated, but because most have zero protection. One breach can cost you thousands of dollars and your reputation. We put simple, effective protections in place that actually work.

WHAT YOU GET
  • Security audit of your current setup
  • Website security hardening
  • Email security & authentication (SPF/DKIM/DMARC)
  • Phishing & impersonation protection
  • Password & access-control audits + two-factor authentication
  • Secure document portals
  • Backup & recovery planning
  • ADA & privacy compliance basics
  • Monthly security monitoring
  • Staff awareness — the human side of security
SAMPLE DELIVERABLE: HARDENING REPORT
SECURITY BASELINE7 OF 8 DONE
✓Password manager rolled outMON
✓2FA on email + bankTUE
✓Email DMARC + SPF setWED
✓Cloud backups scheduledTHU
·Staff phishing trainingFRI

Make better technology decisions.

Not every technology problem needs another product. We help you understand where you are, identify what actually needs attention, evaluate your options, and build a practical path forward—so technology investments are driven by what creates value for your business.

WHAT YOU GET
  • Current-state technology assessment
  • Needs and opportunity analysis
  • Technology roadmap
  • Software and vendor evaluation
  • Solution selection
  • Architecture and implementation planning
  • Modernization recommendations
  • Budget and priority guidance
  • AI and automation opportunity identification

Executive technology leadership, on call.

Ongoing strategic technology leadership, on retainer. Get executive-level technology leadership without the cost of a full-time hire. We become your on-call technology strategist — guiding your systems, tools, security, and long-term planning so your business grows with the right technology, not just more of it. Backed by 28 years of enterprise technology leadership.

WHAT YOU GET
  • Technology roadmap creation
  • Vendor & software evaluation
  • IT budgeting & planning
  • Leadership & team coaching
  • Infrastructure planning
  • AI adoption roadmap
SAMPLE DELIVERABLE: YOUR ROADMAP
YOUR TECHNOLOGY ROADMAP2026
Q1Cloud & email migrationPlanned
Q2Cybersecurity hardeningPlanned
Q3AI & Copilot rolloutPlanned
Q4Automation & scalingPlanned
COMMON QUESTION

What does a fractional CTO do for a small business?

Executive-level technology leadership on a monthly retainer, without hiring a full-time CTO: a technology roadmap, vendor and software decisions, IT budgeting, security planning and an AI adoption plan. You get a strategist who knows your business, on call.

Better technology for the way your business works.

We implement, replace, connect, and modernize the technology your business operates on—from computers, networks, and cloud platforms to the applications and business systems your team uses every day. The goal isn't more technology. It's technology that fits your business and works the way it should.

WHAT YOU GET
  • Computers, devices and POS systems
  • Networking, Wi-Fi and infrastructure
  • Microsoft 365 and Google Workspace
  • CRM and business applications
  • Scheduling and operational systems
  • Cloud platforms
  • System migrations
  • Systems integration
  • APIs, connectors and data synchronization
  • Office technology buildouts and upgrades
SAMPLE DELIVERABLE: YOUR STACK
CONNECTED STACK6 / 6 LIVE
EmailCONNECTED
CalendarSYNCED
FilesORGANIZED
ChatLIVE
CRM42 CONTACTS
InvoicingAUTO-SEND

A fast, modern website, built to last.

Your website is the foundation of your digital presence — the one place you fully control, where customers learn what you do and how to reach you. We modernize existing websites as often as we build new ones, so yours loads fast, works on every phone, represents your business accurately, and makes getting in touch effortless. Get the foundation right, and everything else has something solid to stand on.

WHAT YOU GET
  • New websites & full modernizations
  • E-commerce & Shopify store setup
  • Copy rewrite & content refresh
  • Technical SEO cleanup
  • ADA accessibility fixes
  • Fast, mobile-first performance
  • Domains, hosting, integrations & migration
  • A CMS you can update yourself, with analytics
  • Monthly update & maintenance plans
SAMPLE DELIVERABLE: A NEW SITE
Heritage HVACBook now
Heating & cooling done right. Same-day.
Serving Putnam County since 2012 · Licensed & insured

Get found, trusted, and chosen online.

Customers check Google, Facebook, and your website before they ever call — and whatever they find across those touchpoints is where trust is won or lost. Your reviews, your spot on the map, your social profiles: we keep every one of them accurate, active, and consistent, so the business customers find is the one you want them to see. If you sell online, that extends to how your products show up and sell.

WHAT YOU GET
  • Google Business Profile setup & optimization
  • Review strategy — get more, respond well
  • Social profiles (Facebook, Instagram, LinkedIn)
  • Business listings & local SEO
  • Consistent brand across every channel
  • Shopify merchandising & product organization
SAMPLE DELIVERABLE: THIS WEEK
THIS WEEK · YOUR PRESENCE4 WINS
Google
NEW 5-STAR REVIEW"Fast, honest, fair." — Maria G.
REPLIED
Search
"PLUMBER NEAR ME"You showed up on page one
RANKED #2
Social
INSTAGRAM MESSAGECustomer asking about hours
REPLIED
Maps
DIRECTIONS REQUESTSomeone's on their way in
TRACKED

Stop doing manually what should run itself.

Workflow Automation uses technology to reduce the human effort required to run a business. Most small business owners spend hours each week on tasks a computer could handle automatically — appointment reminders, follow-ups, data entry, invoicing. We map your workflow, find the friction, and build the automations that free you up to run your business.

WHAT YOU GET
  • Workflow mapping session (no tech knowledge needed)
  • Automation design and implementation
  • Integrations between your existing tools
  • Testing and go-live support
  • Clear how-it-works guide — no tech-speak
SAMPLE DELIVERABLE: A REAL FLOW
BOOKING → REMINDER → INVOICELIVE
WHEN · TRIGGERCustomer books online
THEN · 24H BEFORESMS + email reminder
RESULT · AUTO-SENTInvoice + receipt

Put AI to work where it actually creates value.

AI can do much more than save a few minutes on routine tasks—but only when it solves the right problem. We help you understand where AI fits, identify opportunities that matter, choose the right tools, and put them into practical use with your team.

WHAT YOU GET
  • AI audit: where are your biggest time drains?
  • Tool recommendations matched to your workflow
  • Setup, training, and hands-on guidance
  • Prompt templates so you get results fast
  • Ongoing Q&A — we don't disappear
SAMPLE DELIVERABLE: PROMPT LIBRARY
YOUR PROMPT LIBRARY12 TEMPLATES
EMAILReply to inquiry, friendly tone×34
QUOTEDraft estimate from notes×18
RECAPMeeting summary + actions×11
SOCIALWeekly post from photo×7
PRICING

Flat fees. No surprises.

We quote every project upfront so you know exactly what you're paying before we start. No hourly billing, no lock-ins — one fixed price per project, or one flat monthly fee for ongoing care. Three ways to engage:

Free Consultation

START HERE · NO COMMITMENT

20 minutes. We listen to your challenges and tell you honestly what we can do — and what's not worth doing. Phone, video, or in-person.

Free/ 20 MIN

Project-Based Work

MOST ENGAGEMENTS · RECOMMENDED

Most services are quoted as fixed-price projects. You approve the scope and cost before we begin. One project, one price, one person.

Flat fee/ APPROVED UPFRONT

Custom & First of Its Kind

NEW IDEAS · PRICED BEFORE YOU COMMIT

For projects that don't fit into a standard service. We'll spend 90 minutes understanding the challenge, perform up to a week of hands-on analysis, and deliver a written plan with a fixed-price proposal for the next step. The plan is yours to keep, whether you hire us or not. If you move forward, the $495 is credited toward your project.

$495CREDITED TOWARD YOUR PROJECT
COMMON QUESTION

How does pricing work?

No hourly billing and no lock-ins. Every project is quoted upfront at a fixed price you approve before work starts; ongoing care such as Technology Stewardship and Fractional CTO runs on a flat monthly fee. The first 20-minute consultation is free.

All pricing exclusive of tax.
NO PRESSURE. NO PITCH. JUST A CONVERSATION.

Not sure which one you actually need? Talk to us.