Build trust before the consultation
We organize services, biographies, credentials, locations, and approved notices so clients understand whom to contact and why.
Legal, accounting, finance, and insurance
We handle the presence, marketing, and administrative follow-up around your professional services.
Dale Works brings together your firm's website, biographies, services, and materials; runs marketing within the rules you approve; and provides remote support for general questions, consultations, appointments, CRM, and administrative follow-up. Your professionals retain all advice, evaluation, representation, and regulated decisions.
Regulated professional servicesEnglish and SpanishRemote administrative support
We support businesses and professionals across:
How we help
We solve the business and administrative work around every inquiry
We do not replace professional judgment. We help the firm explain its services clearly, reach permitted audiences, and handle each general inquiry through a defined process.
Promote the right services within your rules
We create firm-reviewed content, pages, and campaigns to generate inquiries for the services you want to grow.
Turn each general inquiry into a clear next step
We handle approved channels, schedule consultations, update the CRM, and keep reminders, notes, and administrative files organized.
Build processes that protect professional time
Learn how to organize the offer, initial customer service, responsibilities, numbers, and growth without mixing administrative tasks with professional decisions.
Firms and services
Solutions for different professional services
We work with firms, agencies, and professionals that need to present services and handle inquiries with clear boundaries.
Ways to work with Dale Works
Choose one focused service or combine the support your firm needs
We build a professional, credible presence
We build the website, organize services and biographies, and prepare the identity and materials included in your package.
From $999 USDSee packages →We run marketing to generate appropriate inquiries
We produce approved content, manage profiles, pages, and permitted campaigns, and measure which sources generate relevant inquiries.
From $950 USD/moSee marketing →We handle general inquiries, appointments, and follow-up
A bilingual remote coordinator works within approved scripts and boundaries to respond, schedule, update systems, and keep administrative follow-up current.
From $2,500 USD/moSee remote support →Build a successful business
Learn how to present the firm, structure services and pricing, organize initial customer service, assign work, and review the business numbers.
Options from $59 USDSee options →Professional presence
We help prospective clients understand the firm before requesting a consultation
We organize services, professionals, locations, markets, credentials, and approved notices so each visitor can identify whether the firm may handle their need and how to request a consultation, without turning the website into professional advice.
- Responsive website with services, about, contact, markets, and basic analytics
- Professional email, signature, QR code, and profiles with consistent information
- Biographies, credentials, affiliations, and experience supplied and approved by the firm
- Cases, testimonials, or results displayed only when permitted and approved
- Logo, visual system, presentation, and materials when included
- Bilingual website in the applicable package
Packages from$999 USD
Compare the three professional packages →
Marketing for professional services
We place approved services in front of relevant audiences without losing control of the message
We define with the firm which services, audiences, claims, and notices may be used; produce content and pages; manage approved campaigns; and review inquiry quality. We execute marketing within those rules without promising matters, clients, or outcomes.
- Planning, copy, design, editing, and publishing of approved content
- Google Business Profile when appropriate, social media, and service or market pages
- Paid campaigns, landing pages, forms, and tracking based on the plan and applicable limits
- Biographies, credentials, services, and claims reviewed and approved by the firm
- Review of sources, responses, approvals, and follow-up opportunities
- Advertising spend and external costs paid separately
Monthly service from$950 USD/mo
See marketing plans →Remote support
Protect professional time by delegating initial communication and organization
We assign a bilingual remote coordinator, prepare scripts, limited access, and escalation rules, and supervise quality. They can manage general questions, appointments, CRM, and administrative files; advice, evaluation, representation, and decisions remain with authorized professionals.
- Answer calls, messages, email, forms, and general questions
- Schedule consultations, confirmations, reminders, and administrative follow-up
- Update CRM, notes, tasks, contacts, and file organization
- Prepare administrative documents using firm-approved information
- Apply approved rules for privacy, access, and escalation
- Coordinate with Dale Works specialists within approved hours and scope
Monthly support from$2,500 USD/mo
See remote support plans →
Information to get started
What we review to recommend the best place to start
Your firm and market
Services, professionals, locations, markets, permitted clients, capacity, and current goal.
Your current materials and access
Website, logo, profiles, biographies, credentials, approved claims, tools, and authorized access.
Your boundaries and needs
Applicable rules, inquiry volume, communication you want to organize, language, and scope of interest.
The firm supplies and approves services, biographies, credentials, claims, notices, rules, and access. Confidential or regulated information must use only client-approved tools and permissions.
FAQ
Clear answers before you choose a service
Can you reuse our website, biographies, and materials?
Yes, when they have sufficient quality, permission for use, and approval. We review what can be preserved and what should be reorganized within the purchased scope.
How are licenses, credentials, cases, or results displayed?
Only with information supplied and approved by the firm and when publication is permitted. We do not invent or verify qualifications, outcomes, or professional compliance.
What is included in the bilingual website?
Pages included in the applicable package are prepared in English and Spanish with navigation, calls to action, forms, and alternative text.
Does marketing automatically comply with every professional rule?
No. The firm must supply its boundaries, notices, and approvals and review final content. Dale Works applies approved rules within scope but does not provide legal or compliance advice.
Do you guarantee clients, matters, approvals, or outcomes?
No. Results depend on the market, reputation, offer, budget, capacity, approvals, and the firm’s follow-up.
What can the remote coordinator do?
They can answer general questions, schedule consultations, update CRM, organize notes, tasks, and files, prepare administrative documents with approved data, and follow up.
Can the remote coordinator give advice or decide about a matter, account, or claim?
No. All advice, evaluation, strategy, decisions, representation, and professional work remain with the firm and its licensed professionals.
How is sensitive information protected?
We define limited access, approved channels, and escalation rules. Confidential or regulated information must not be shared through unauthorized tools.
Which costs are paid separately?
Domain, hosting, printing, shipping, applications, advertising, phone service, messages, and other external services are paid separately.
What payments or commitments apply?
Professional packages are one-time purchases. Marketing is monthly. Remote support has a two-month initial commitment. The course is purchased according to the selected format.
Next step
Keep your firm’s presence, permitted marketing, and administrative follow-up moving
Dale Works can organize your website and materials, run marketing within your rules, keep inquiries and appointments moving, and support the firm’s business and administrative organization.
Would you rather learn how to run this side of the business?Define an offer customers understandCustomers, services, packages, and what each option includes. Set prices using real numbersCosts, margin, prices, payments, and cash flow. Build a sales and service processResponse, follow-up, customer care, work steps, and clear priorities.
Learn how to make better decisions about your offer, pricing, customers, follow-up, and organization.
The 14 modules explain how to turn your expertise into a clear offer, set pricing, present the business, find opportunities, respond, follow up, and organize the work. The course does not do the work for you; it teaches you how to understand and apply it.
It is for you if you want to learn before delegating, better understand the work you purchase, or run your business with more control.It does not teach your trade or replace legal, tax, accounting, or professional help.
Business fundamentals that apply across industriesApplicable to businesses of all kinds, regardless of industry