— FAQs —
Frequently Asked Questions
Answers to the questions founders ask most before, during, and after their 120-day build organized by process, services, industries, pricing, and fit.
How the 120-Day Process Works
What exactly is the 120-day process?
It's a four-phase build: Foundation & Legal (Days 1–30), Systems & Branding (Days 31–60), Marketing & Sales Tools (Days 61–90), and Launch & Cash Flow (Days 91–120). Every engagement follows the same phase structure, which is what makes a 120-day timeline realistic instead of a guess.
Do I need to know exactly what I want before I start?
No. Defining your offer and positioning is part of Phase 1. Many clients start with just an idea, and the early weeks of the build are where that idea becomes a concrete plan.
What if my business needs more than 120 days?
Some builds especially those involving complex licensing or multiple entities take longer. We'll flag this during your Strategy Call up front, so there are no surprises once the build is underway.
What do I need to provide during the build?
Mainly your expertise, your vision, and a few hours a week, plus timely answers during scheduled check-ins and feedback on drafts, brand direction, and copy. We handle the documents, systems, and software configuration.
What happens after Day 120?
You keep every system, document, and tool we build. Many clients continue on with ongoing coaching, community, and support through the Resource Library and, depending on package, group coaching or the mastermind community.
What if I need to pause the build partway through?
Let your point of contact know and we'll adjust your timeline, your 120 days picks back up where you left off.
Is there a guarantee?
We guarantee the roadmap: if a deliverable isn't completed within its scoped phase for a reason on our end, we keep working until it is, at no additional cost.
Services & What's Included
What categories of work does The Otto Firm actually build?
Ten core categories: Business Strategy, Business Infrastructure, Branding, Technology & CRM, Operations & SOPs, Marketing & Lead Generation, Sales Systems, Financial Infrastructure, Documents & Contracts, and Training & Coaching. Together they cover legal setup, systems, brand, client-facing documents, and ongoing support.
What's included in the legal and business infrastructure work?
Entity formation and state registration (LLC, S-Corp, or the structure that fits your goals), EIN application and business bank account setup, a licensing and permit checklist for your industry and location, registered agent and compliance calendar, and business address/mail handling if needed.
What technology and CRM setup is included?
Client portal setup, CRM configuration for your pipeline, business email and domain setup, e-signature workflows for contracts, integrations between your portal, CRM, calendar, and payment tools, plus a recorded walkthrough so your team knows how to use everything.
What documents and contracts do you build?
Engagement letters tailored to your service model, client intake forms, service contracts and statements of work, proposal templates, and e-signature setup so everything is signed, stored, and searchable.
Do you help with branding and marketing?
Yes! Logo design and full brand guidelines, business card and email signature design, social templates, a brand voice guide, a marketing plan mapped to your audience and budget, and an advertising strategy for the channels most likely to convert.
What financial and bookkeeping setup is included?
Bookkeeping software setup and a chart of accounts built for your business type, invoicing and payment processing configuration, expense tracking rules, a simple financial dashboard, and guidance on what to track monthly, quarterly, and at tax time.
Do you help with sales, not just marketing?
Yes. We build a defined sales pipeline, proposal and quote templates, call scripts and objection-handling guides, automated follow-up sequences, and a pipeline dashboard so leads move to signed clients instead of going cold.
What ongoing training and coaching is included?
Hands-on training on every system we set up, regular group coaching calls, access to a private mastermind community, and accountability check-ins tied to your 120-day roadmap and beyond.
Industries We Build For
What industries does The Otto Firm specialize in?
We build most often for Accounting & Tax professionals, Consultants & Advisory Firms, Real Estate professionals and investors, Professional Services firms (law, financial planning, medical/healthcare), Marketing & Creative Agencies, E-Commerce businesses, and Home Services & Trades.
My industry isn't listed, can you still help?
Very likely, yes. The same ten service categories apply to almost any service- or product-based business, restaurants, fitness studios, nonprofits, subscription boxes, and more. We scope the build around how your specific business makes money.
Why does the build differ by industry?
A pricing strategy that works for a real estate agent won't work for a bookkeeper, and a CRM built for a home services crew won't work for a consulting firm. We build the strategy, systems, and documents specific to how your industry actually operates, so what we hand you fits from day one.
Do you work with licensed professions like law, medicine, or financial planning?
Yes. Professional services firms carry a higher bar for compliance and client trust, so we build entity structure, licensing, client agreements, and secure client management to that standard from the start.
Can you help with sales-tax and multi-state setup for e-commerce?
Yes — entity formation and sales tax setup across the states you sell in is part of the e-commerce build, alongside bookkeeping that accounts for inventory and cost of goods sold.
Pricing & Packages
What packages do you offer?
Three levels: Starter (business formation, core client documents, bookkeeping setup, and Resource Library access), Growth (everything in Starter plus CRM/portal, branding and marketing plan, and business strategy docs), and Full Turnkey (everything in Growth plus a pitch deck, full marketing and advertising strategy, mastermind community, and a dedicated point of contact through Day 120 and beyond).
Why isn't pricing listed on the website?
Because every package is scoped to your specific business rather than a one-size-fits-all bundle, we finalize investment and timeline during your free Strategy Call. You'll leave that call with a clear price and no obligation to move forward.
What if I already have some of this in place, do I still pay full price?
No. We start with an audit of what you already have and build the roadmap around it, so you only pay for what you actually need.
Who The Otto Firm Works With
Do I need business experience to work with you?
No. We work with idea-stage entrepreneurs who don't yet have an entity, systems, or a first client, and we build the whole foundation from zero.
I'm already making money informally, can you help me formalize it?
Yes. This is a common starting point: we formalize what's already working and build the systems to scale it properly.
Do you work with coaches, consultants, and agencies specifically?
Yes. These businesses run on trust, contracts, and repeatable delivery, so we build the CRM, intake process, and client documents that make you look and operate like an established firm.
I'm leaving a stable job to start this business, is that a fit?
Yes. For career changers and professionals, we provide a turnkey path into ownership, with the structure and support that replaces what a steady paycheck used to provide.
Do you work with businesses outside the US?
Our process is built around US business formation and compliance. If you're outside the US, book a call and we'll let you know what we can and can't support.
How The Otto Firm Is Different
How is this different from hiring a lawyer, a designer, and a bookkeeper separately?
Normally you'd coordinate four or five vendors on four or five timelines. With The Otto Firm you get one team, one timeline, and one point of contact, and everything we build is designed to work together from day one.
What do I get access to after the build, day to day?
Every document, template, and system we build lives in your Client Portal, organized, searchable, and available whenever you need it. You can track your 120-day progress, download deliverables, and message your point of contact there.
How do I get started?
Book a free Strategy Call. It's a 30-minute working session covering where your business is today, which package and deliverables fit your situation, and a straight answer on timeline and investment no pressure to decide on the spot. We'll ask you to complete a short 5-minute intake questionnaire beforehand so the call is built around real answers.
1501 Biscayne Blvd Ste 501, Miami Florida 33132
Call: (561) 984-9945
Email: [email protected]
Site: theottofirm.com
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