Implementation services
Implementation done by an Experto, in Experto
A specialist from our team sets up your account with you: the lists, the subaccounts and your team's workflow. Everyone starts out knowing where everything is.
- Before building a single list, we learn how your team works today
- The spreadsheets and tasks you already have become lists, with no retyping
- Your team learns by using its own account, not a demo
An Experto from our team
Sets it all up with you
How it works
The way your team works, in four steps
- 1
A discovery call
We learn how work flows today: who asks, who does it and where things get lost.
- 2
Your account, built with you
Subaccounts, lists and connected lists shaped around your workflow. The tasks you already have are pasted in all at once.
- 3
Your team on board
Invites for your team and for people outside it, and everyone with the app on their computer and iPhone.
- 4
Adjustments as you go
Once your team is using it, we adjust whatever it takes for your routine to fit Experto.
What you get
Your account, the way your team needs it
Each feature comes in only if it makes sense for your routine.
Subaccounts
One for each client, project, store or department, with the names you already use.
Connected lists
Complete a task in one list and it moves to the next: Design, Approval, Publishing.
Pull and Push
Your team learns to pull in what they'll work on, with no one handing out tasks.
Guests
Clients and partners approving inside the workflow, without taking up a seat.
Organizer
The team's week in columns, so managers can follow along without chasing anyone.
AI and automations
Experto MCP, webhooks and email input switched on wherever they make sense.
Frequently asked questions
How much does it cost?
It depends on the size of your team and on what needs to be set up. After the first call, we'll send you a proposal.
Do I need an Experto account first?
No. If you don't have one yet, the account is created along with the service. It's free forever for up to 2 members, with every feature.
Does it work for my industry?
Yes. Agencies, accounting firms, franchises, construction, property management, companies with several departments, or your own case, even if it's not on this list.
What if I'd rather start on my own?
Go for it! The free account has every feature, and the service is still here if your team needs help later.
Get started with an Experto by your side
Tell us how your team works today and we'll show you how it looks in Experto.