FBO Gold & Platinum
A managed back office for business owners.
The people, systems, and day-to-day support behind your next move.
Gold Managed back office
Platinum Delegated back office
01 The back office
Every message, schedule change, invoice, and follow-up asks for your attention. FBO brings those moving parts into a managed back office, with a scope built around your business.
Calls, customer messages, inboxes, and email.
Scheduling, rescheduling, forms, permits, inspections, and suppliers.
Estimates, invoices, payments, payroll, and account administration.
CRM, lead management, customer follow-up, and reviews.
Your website, local search, SEO, advertising, and lead flow.
Strategy, workflows, automation, reporting, and operational optimization.
The level of handling depends on your package and the scope of your engagement.
02 Choose your relationship
The same core disciplines. Two levels of delegation. Choose the operating relationship that fits the role you want to play.
Support for the day-to-day.
You stay in the approval loop.
Selected back-office functions are managed, with low routine owner involvement. You remain part of routine approvals.
Routine owner involvement Low
Contact us about GoldA deeper handover.
Less routine involvement.
Computer-based administration transfers wherever operationally feasible, keeping routine owner involvement minimal.
Routine owner involvement Minimal
Contact us about Platinum| Operating capability | Gold | Platinum |
|---|---|---|
| Strategy & planning | Included | Included |
| Website, SEO & advertising | Included | Included |
| CRM & lead management | Managed | Proactively managed |
| Customer communication | Responsive support | Dedicated handling |
| Automation & workflows | Core workflows | Advanced workflows |
| Reporting | Monthly | Ongoing |
| Account administration | Managed | Fully managed |
| Vendor & supplier coordination | As required | Extensive |
| Operational optimization | Scheduled reviews | Continuous |
| Routine owner involvement | Low | Minimal |
03 Investment
Management fees scale with annual revenue and the level of support you choose.
| Annual revenue | GoldManagement fee | PlatinumManagement fee |
|---|---|---|
| $500,000 and up | 4% | 6% |
| $250,000 – $499,999 | 6% | 9% |
| $0 – $249,999 | 8% | 12% |
Your business. Your scope. Talk with us about the right package for your business.
Contact us about pricing04 How it works
A six-step approach that connects the everyday work to the bigger picture.
Goals, gaps, and current systems.
Systems, campaigns, and automations.
Day-to-day operations kept moving.
Test, refine, and improve.
Clear results and next actions.
Scale what works.
Your next move
Tell us what runs through you today, what you want to keep, and what you’re ready to hand over. Let’s talk about the right back-office relationship for your business.
Contact us about FBO Gold & Platinum · KISStech managed back office