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BIZER SERVICES

Real people, doing the work with you

Bizer makes software for small businesses. We also roll up our sleeves. Our team researches your market, tests your idea with real customers, sets up your systems and puts AI to work in your business, using whatever tools fit the job. You don’t need a Bizer account to work with us.

Schedule a free business assessment
See everything we do
HOW IT STARTS

Every engagement starts with a free business assessment

Before we propose anything, we find out where your business really stands. The assessment is free, and you keep the results whether or not you hire us.

Your VALO Score

We take the VALO assessment with you: where you stand on Viability, Acquisition, Leadership and Operations, and whether you’re in Start, Build, Grow or Exit.

Your pain points

We name what’s holding the business back, in your words, ranked by what each one costs you.

A proposal

What we’d do about it, what you’d get, how long it takes, and a price set for your business. Nothing starts until you agree.

Schedule a free business assessment
WHY US

We use the tools that fit your business

We build Bizer, so we use it when it’s the right tool: our market data, our team chat, our AI that remembers your business. When something else fits better, like the software you already pay for, we’ll tell you and set that up instead.

Every service ends in something you keep: a report, a canvas, a plan, a working system. Your accounts stay yours. Ads run on your own ad account, tools run on your own logins, and we never hold your money.

We don’t give legal or tax advice. Where a decision needs an attorney or a CPA, we’ll say so and help you find one.

EVERYTHING WE DO

If it’s part of running a small business, we can help with it

Here is the full list, grouped by where you are. Not sure which one you need? That’s what the free assessment is for.

START A BUSINESS

For someone with an idea, before the money is spent.

  • Business idea analysis. Looks hard at the idea: customer, problem, competition, rough economics, biggest risks. You get a written analysis and a go, narrow or rethink.
  • Market research. Sizes the local market, scans competitors and prices, reads what their customers complain about. You get a research report and a readout call.
  • Customer discovery interviews. Writes the questions, finds the people, runs or coaches the interviews, pulls out what they really want. You get interview notes and a one-page summary of what customers want.
  • Business Model Canvas workshop. Runs a working session on the nine blocks, then ranks what’s least certain. You get the finished canvas and a ranked list of assumptions.
  • Business model test campaign. Designs a small real test with a pass mark set first, builds the page and the ad, talks to whoever responds. You get a readout against the pass mark.
  • Pre-sale test. Helps the founder take deposits or pre-orders before opening, set up so it can be refunded cleanly. You get a pre-sale offer, page and the count of who paid.
  • First ten customers plan. Names who the first customers are and where to find them, then works the list with the founder. You get a named list and a plan to reach each one.
  • Name and one-line pitch. Works out a name that’s available and a sentence that says what the business does. You get a checked name and a pitch.
  • Business plan. Writes the plan with the founder, in the sections a lender expects. You get a business plan document.
  • Pricing and break-even. Works out what to charge, what a customer is worth, and how many sales cover the bills. You get a pricing sheet and a break-even number.
  • Business setup walkthrough. Walks the founder through choosing a structure, registering, the EIN, licenses, insurance and a bank account. You get a checklist done step by step, with where to file.
  • Louisiana business setup. The same walkthrough with Louisiana’s parishes, sales tax and local steps. You get a Louisiana-specific checklist.
  • Funding and grant search. Finds lenders and grants that fit and gets the paperwork ready to apply. You get a shortlist with where and how to apply.
  • 28-day startup coaching. Meets the founder through the first 28 days of setting up, one step at a time. You get a business set up on paper and ready to sell.
KNOW WHERE YOU STAND

For an open business that wants an honest read and a direction.

  • Business assessment. Runs the VALO assessment with the owner and explains each pillar. You get a score, the focus area and what to fix first.
  • Goals and roadmap. Turns the owner’s goals into a dated plan they can follow. You get a one-page roadmap.
  • Root cause analysis. Digs into one recurring problem until the real cause is found. You get the cause, the evidence and the fix.
  • Plan versus reality review. Compares the plan to what actually happened and resets it. You get an updated plan.
  • AI implementation analysis. Maps how the work really gets done and sorts each task into AI now, AI helps, keep human. You get a prioritized plan with tools, rough costs and risks.
RUN THE BUSINESS

For owners buried in the day to day.

  • AI workflow implementation. Sets up the chosen workflows, tests them on real work, documents and trains. You get working workflows, a runbook each, and support after.
  • Team collaboration system. Picks the tools with the team, sets them up, writes the house rules, trains everyone. You get a system the team uses and the rules on one page.
  • Email and inbox system. Sorts the inbox, sets up drafts and follow-ups, and a way to keep it at zero. You get an inbox with a bottom and the habit to keep it.
  • Calendar and scheduling. Sets up the calendar, booking requests and reminders. You get a calendar that runs the week.
  • Phone and text answering. Sets up the business number to answer calls and texts when nobody can. You get calls and texts answered, messages logged.
  • Customer list and pipeline. Puts every customer and lead in one place with stages and follow-ups. You get a working customer list and pipeline.
  • Procedures and SOPs. Writes down how the business does things so anyone can do it the same way. You get a set of written procedures.
  • Custom tools. Builds a simple app for how the business works: job log, intake form, checklist, tracker. You get a working tool and how to use it.
  • Business knowledge base. Gathers the prices, policies, people and history into one place an AI can answer from. You get a knowledge base, kept current.
  • Teaching AI how you work. Writes the instructions an AI assistant follows for the business’s own tasks. You get written AI skills for the business.
  • Google Workspace or Microsoft 365 setup. Sets up email, calendar, files and sharing for the team. You get accounts, shared drives and permissions set up.
  • Hiring and team basics. Helps with contractor or employee, first hires, roles and an org chart. You get a hiring checklist and an org chart.
MONEY

For owners who want to know their numbers and get paid on time.

  • Bookkeeping setup. Sets up the books, categories and receipt capture. You get books that stay current.
  • Budget and cash flow plan. Builds a budget and a cash flow forecast from the real numbers. You get a budget, a forecast and a weekly numbers read.
  • Tax readiness. Sets aside money for taxes, tracks quarterly payments and builds the tax-time checklist. You get a set-aside plan and a ready folder for the CPA.
  • Quotes and invoicing system. Sets up quotes from a price list, invoices, reminders and follow-ups. You get quotes and invoices going out the same day.
  • Getting paid. Sets up a way for customers to pay on the business’s own account. You get a working way to take payments.
  • Fraud watch. Sets up alerts for odd charges and payments. You get alerts and a short what-to-do list.
  • Dashboards and reporting. Builds the few numbers the owner checks every week and where to see them. You get a dashboard and a weekly report.
SALES

For owners who need more of the right customers to say yes.

  • Sales process. Writes the steps from first contact to paid, and the follow-ups between. You get a written sales process.
  • Sales coaching. Practices handling objections, closing and sales calls with the owner. You get scripts and practice sessions.
  • Referral program. Sets up how happy customers send new ones, and how they’re thanked. You get a referral program running.
MARKETING AND BRAND

For owners who want to be found and remembered.

  • Logo and brand. Designs a logo and a simple brand: colors, fonts, how it’s used. You get logo files and a one-page brand guide.
  • Business cards and print. Designs cards, flyers, signs and other print. You get print-ready files.
  • Website. Builds the site, finds the domain and sets up the pages. You get a live website.
  • Website content and speed. Writes the pages, fixes what slows the site, adds local search markup. You get better pages and a faster site.
  • Getting found on Google. Sets up Search Console, picks keywords, tracks rank and keeps publishing. You get tracked rankings and a publishing plan.
  • Reviews program. Sets up how and when happy customers are asked for a review. You get a review request routine.
  • Online profiles. Claims and fills in the business’s Bizer Profile and other listings. You get complete, consistent listings.
  • Marketing plan and calendar. Picks the channels, the budget and the calendar, then runs the first push. You get a marketing plan and calendar.
  • Content writing. Writes posts, emails and articles in the owner’s voice. You get content on a schedule.
  • Ads management. Builds, runs and reports on Facebook and Instagram ads. You get ads running and a report on what they cost and brought in.
  • Landing pages and message tests. Builds a page per angle and tests which message brings leads. You get pages and a readout of cost per lead.
  • Analytics setup. Sets up Google Analytics and a sign-up or checkout funnel. You get analytics that answer the owner’s questions.
TRAINING

For owners and teams who want to do it themselves.

  • AI training for your team. A hands-on workshop on using AI for the team’s own work. You get a workshop and a cheat sheet.
  • Bizer setup and training. For businesses that choose the Bizer app: connects it and sets up the first workflows. You get bizer running on the client’s account.
FAQ

Questions about Bizer Services

What happens in the free business assessment?

We go through the VALO assessment with you, about how your business runs today, and work out your score and your biggest pain points. Then we send a proposal. There’s no charge and no obligation.

How much do your services cost?

It depends on what your business needs, so every price is set in your proposal after the assessment. You’ll see it before anything starts.

Do I have to use the Bizer app?

No. You’re hiring people. If the Bizer app is the right tool for part of the job, we’ll explain why. If it isn’t, we won’t push it.

Do you work outside Louisiana?

Yes. We’re based in Houma, Louisiana, and work by video with businesses anywhere in the US.

Find out where your business stands. It’s free.

Book a time for your free business assessment and we’ll take it from there.

Schedule a free business assessment