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Platform Setup Package

Stand up a fully configured, working tool stack in days, handed over with documentation and a trained team.

Pro simple Service Offers

What it adds

The builder consults your configuration checklists, past setup records, and handover documents to define a one-time offer that takes a buyer from empty account to operational system, including integrations, settings, and team training. It converts by removing the setup paralysis that keeps purchased tools unused, promising a working configuration rather than access to features.

What your builder is told to do

8

The actual instructions, in order.
  1. 1

    Inspect the configuration checklists and past setup records in the source files, and enumerate every configuration area covered: account structure, settings, integrations, permissions and roles, templates or automations, and data import.

  2. 2

    State the promise as a defined end state — the system configured and in daily use by the buyer's team — with the number of working days from kickoff to handover.

  3. 3

    Publish the configuration checklist by area, with each area listing what specifically gets configured. The visible count of configuration items is what justifies paying rather than doing it internally.

  4. 4

    Define the ownership model clearly: the setup happens on the buyer's own account with their own licensing, and the buyer retains full administrative control at handover.

  5. 5

    Describe the data import and integration work separately from base configuration, with the buyer-supplied inputs each requires and the format expected.

  6. 6

    Specify the handover: an admin walkthrough, written documentation of decisions and configuration rationale, and a defined short support window for post-handover questions with a stated end.

  7. 7

    Apply responsive rules: on mobile show configuration areas as an accordion with per-area item counts and a sticky kickoff-scheduling action; on tablet show the checklist beside the required-inputs list; on desktop render a configuration map with areas as grouped panels and the setup timeline as a horizontal track above them.

  8. 8

    Close with one action — schedule kickoff — and state which buyer inputs and licenses must exist before kickoff can happen.

Edge cases it handles

5

The things an agent skips when you only say "build a platform setup package".
  • The buyer has not purchased platform licenses yet — state licensing as a prerequisite and clarify it is not included in the fee.
  • Existing data is messy or in an unsupported format — define whether transformation is included, excluded, or quoted separately.
  • The buyer's process does not fit the platform's model — describe the process-decision step and who makes those calls.
  • Requested integrations are unsupported by the platform — state the discovery step and the documented alternatives approach.
  • The buyer's team does not adopt the system after handover — describe the training scope and point to the enablement path rather than promising adoption.

Definition of done

7

Your builder is required to check every one of these before reporting the work finished.
  • Every configuration area is listed with the specific items configured beneath it.
  • Days from kickoff to handover are stated and grounded in past setup records.
  • Account ownership and administrative control at handover are explicit.
  • Buyer-supplied inputs, licensing prerequisites, and required formats are listed before kickoff.
  • The post-handover support window is bounded with a stated end.
  • Mobile accordion, tablet checklist-plus-inputs, and desktop configuration-map layouts are all implemented.
  • The builder reports which source files defined the configuration areas and timeline, and lists unresolved assumptions.

Related offer files

How it works

  1. 1

    Copy the link

    Grab the Markdown blueprint URL for this offer type.

  2. 2

    Give it to your builder

    Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.

  3. 3

    It maps, then builds

    Your agent reads the blueprint first, then builds the offer into your app around the product, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the offer file and tell it exactly which source docs and stack to use.