Builder step
Choose the package shape first
The first decision should narrow the commercial shape of the offer so later scope and pricing choices stay coherent.
Service builder progress
Step 1 of 3Launch-ready one-time package
Use this when the practice wants a narrow starter service that is easy to explain and easy to close.
Recurring support package
Use this when the service is designed to support monthly records, review cycles, or recurring client retention.
Cleanup or recovery package
Use this when the client needs a correction pass, backlog reset, or contained recovery scope.
Readiness checks
coverage
The first builder view now carries standard and needs-attention conditions with the stepper and radio-card treatment.