RunMap finds where work gets stuck between your tools and your team, fixes it inside the systems you already own, and shows you the hours you got back.
Start with a free 5-minute Systems Check. Fixed-price Tune-Ups from $1,750, done in about three weeks.
Vendor-neutral. No commissions. Results measured before and after.
Not every business has all six. The Systems Check finds the ones that apply to yours.
Client and customer requests land in email, texts, web forms and voicemail, and nobody owns the inbox.
Pricing, approvals and “where is this at?” all wait on the owner or one office manager.
Client details are retyped from the CRM into planning, scheduling and invoicing tools, and errors creep in.
A CRM module, a client portal or a Copilot licence is paid for, but everyone uses it differently, or not at all.
Weekly numbers get rebuilt in a spreadsheet instead of coming straight from the systems you already have.
The stack keeps growing, but the handoffs underneath never get fixed, so each new tool adds work.
That’s why we map how work really moves first, then fix what’s broken, and keep checking it after.
See how work actually flows: which tools, which people, where it stalls.
Fix the process and settings inside the tools you already pay for.
Keep it working as your team, clients and tools change.
We never promise savings we haven’t measured.
Tell us your tools and the problem in your own words. You get a short report written around your setup, with first steps you can take this week.
One problem, fixed live. A 90-minute screen-share in your own tools, recorded so your team can rewatch it.
About three weeks. We map one core workflow, fix what slows it down inside the tools you already own, and show you the result.
Founding price $1,250 for our first 3 clients, in exchange for a case study.
Book a 30-minute call Start a Tune-UpKeep the fixes working. A monthly check, one change a month, and a one-page scorecard.
Bigger work, such as a new integration or a move between systems, is quoted before it starts, typically $750–$3,000. A Tune-Up starts with a 50% deposit. Monthly plans can be cancelled.
Your report starts with what you told us, in your words. Every product feature we recommend links to the vendor’s own documentation, and anything that depends on your setup is flagged for us to check with you on the call.
New software only comes up when your current stack can’t do the job. We’re vendor-neutral, take no commissions and are not paid by tool vendors.
We never ask for passwords. For hands-on work you add us as a user and remove us when we’re done. The free check needs no access at all; the privacy policy explains how your answers are handled.
Free report first, then a fixed price before any work starts. Each Tune-Up begins by agreeing the numbers to track, and ends with a day-30 review against them.
Fictional firm, real formatSee a sample report →
RunMap finds where work gets stuck between your tools and your team, fixes it inside the systems you already own, and shows you the hours you got back. We do not sell software, take no commissions and are not paid by tool vendors.
Owner-led firms of 2 to 20 people. Our first focus is independent financial advisory firms running on tools like Redtail or Wealthbox, eMoney, Orion and Microsoft 365 or Google Workspace. We also work with other professional-service firms, and with service businesses running on tools like Jobber and QuickBooks.
A short report written around the tools you name: what we heard in your words, 3–5 first steps using features you already pay for (each linked to the vendor’s documentation), and what a Systems Tune-Up would cover. Anything that depends on how your tools are set up is flagged for us to check with you on the call.
A fixed-price project of about three weeks. We map one core workflow with your team, fix the top 3–5 problems inside the tools you already own, and train the team. Before we start we agree the numbers to measure, such as hours a week spent re-typing, and we review them with you at day 30. A 50% deposit starts the work.
The Systems Check is free. A Fix Session is $250 for 90 minutes on one problem. A Systems Tune-Up is $1,750 for teams of 2–9 or $2,750 for teams of 10–20; our first 3 clients pay a founding price of $1,250 in exchange for a case study. Care is $350 a month and Care Plus is $750 a month, and both can be cancelled. Larger projects are quoted before they start, typically $750–$3,000.
Not for the Systems Check, which works from your answers. We never ask for passwords. For hands-on work you add us as a user and remove us when we’re done, with only the access the job needs.
Your compliance owner signs off before we change anything that touches client records or client communications, and we only set things up in tools that keep the records your rules require. We are not compliance consultants and do not give investment, legal or regulatory advice.
Rarely. We start with the tools you already own. New software is only suggested when your current stack genuinely cannot do the job, and we are not paid by any vendor.
Yes. RunMap works with clients remotely, wherever you are. Fix Sessions and Tune-Up work happen over screen-share.
An automated drafting tool writes it from your tools and problem description, using RunMap’s library of documented product features; anything it can’t back with that library is marked as depending on your setup, and we check it with you on the call. Your name and email are not sent to it. If the tool is unavailable, the report is built directly from the library. The privacy policy names the provider.
Tell us which tools you use and what keeps going wrong. You get a short report built around your tools, and we only bring up a Tune-Up if it fits.