How it works
The four steps below are the same for every client. The point is that by the time you are paying me, you and your family already trust the process and know what you are buying.
1. Free phone consultation — 30 minutes
You tell me what's prompting the call. We talk about the senior, the home, the internet, and who the decision-makers are. I ask the questions you'd expect a careful person to ask before showing up at someone's house.
By the end of the call I do one of three things:
- Recommend an in-home assessment ($99).
- Recommend a one-hour visit ($75) for a small, defined fix.
- Recommend someone else if you'd be better served by a different kind of help.
I send a written summary to your email within 24 hours, even if you didn't book. The summary is the receipt — useful for forwarding to a sibling who wasn't on the call.
2. In-home assessment — $99
I come to the home for about an hour. The fee is fully credited toward any package booked within 30 days.
I bring a small demo kit — an Echo Show, a smart plug, a smart bulb — so the senior can see and touch the technology, not just hear about it.
The senior leads the tour. I run a 50-point safety and technology survey: doors, hallways, lighting, bathroom path, kitchen, smoke detectors, internet strength, existing devices. I'm looking for the two or three highest-value additions for this home, not a long shopping list.
Then we sit at the table and I ask the senior — directly, before the family — what they want to be easier. I ask the family the same thing. Where the answers don't line up, I take notes. The proposal addresses both.
I leave a brochure, a printed FAQ, and a clear next step. No same-day pressure to decide.
3. Written proposal — within 48 hours
A two-page proposal arrives by email and printed copy:
Page 1 — what we'll do. Goal in one sentence. Scope by room, in plain language. Itemized hardware list. Total. Schedule.
Page 2 — terms. Payment, what's included, what isn't, the "what I don't do" list, cancellation, warranty, two signature lines (senior, and adult child if financially responsible).
You read it, you talk to whoever you need to talk to, and you tell me yes, no, or "let's adjust." If yes, you sign and pay a 50% deposit. The hardware is ordered; the install date is locked.
4. Install and training
I show up on time, in a Senior IT of Dallas-Ft Worth polo. I bring insurance, bond, and background-check papers in case anyone wants to see them.
A typical install takes a half day to a full day depending on the package. I work room by room, explaining each device before installing it. The senior is part of every step they want to be part of.
Before I leave, the senior demonstrates the one thing they wanted most, unassisted. Calling their daughter by voice. Locking the front door from the kitchen. Seeing who's at the door without getting up. If they can't do it on their own, the install isn't done.
I leave a printed "what we set up" sheet. I send the same to the designated family contact by email.
Follow-up
Each package includes a window of follow-up support — a 30-day call for Hello, Alexa, 30 days remote support for Safe and Connected, 60 days for Aging in Place Complete. Most "I forgot how to..." questions hit in week 2.
After that, you can stay on the Always On monthly plan ($39/mo) or just call me hourly when you need something. No obligation either way.
How long does the whole thing take?
Typical timeline from first phone call to working system:
| Step | Time |
|---|---|
| Phone consultation | Day 1 |
| In-home assessment scheduled | Within 1 week |
| Proposal in your inbox | 48 hours after the visit |
| Install scheduled | Within 1–2 weeks of signed proposal |
| Working system | 2–3 weeks total |
If something is urgent — a recent fall, a parent locked out, a family member arriving from out of town — say so on the first call and we'll work the schedule.
What you'll need ready when we start
Not a lot.
- The senior's Amazon account (we'll create one if there isn't one)
- The Wi-Fi password (or the router itself; we'll fetch it)
- A name and phone number for the family member you want as primary contact
- A clear answer on cameras: where they're OK, where they aren't (we never put them in bedrooms or bathrooms regardless)
That's it. I'll bring everything else.