For business

Make your digital customer journey easier to complete.

Patient, brand-aligned technology onboarding for customers who need a little more help before they can confidently use your services.

Schedule a business consultationSee the programs

Close the readiness gap

Your service may be simple. The setup around it may not be.

A customer can be ready to say yes and still get stuck on the technology required to move forward.

Hey, Justin helps customers prepare their own devices, understand the workflow, and practice the essential steps - reducing avoidable delays without asking your team to become personal tech support.

Example: financial planning

Help an older client arrive ready for the advisor relationship.

A financial-planning firm can sponsor a client-readiness package before onboarding or an important review. Hey, Justin can help the client install and practice Zoom, understand the firm’s approved e-signature steps, scan and send documents from a phone, recognize official communications, and learn where to contact the firm for account-specific support.

The boundary stays clear: Justin does not view credentials, interpret financial information, execute transactions, sign documents, or act as the client.

Business programs

Practical adoption support, delivered under a clear scope.

01

Customer Technology Onboarding

A guided one-to-one or small-group setup for the exact tools customers need to begin.

  • Install and test Zoom or your approved app
  • Practice e-signature workflows
  • Scan and send documents from a phone
  • Access your portal and notifications
  • Receive a branded step-by-step guide
02

Digital Service Adoption Workshop

A live, patient workshop that prepares a customer cohort before enrollment, orientation, or an important service milestone.

  • 60-90 minute remote or DFW session
  • Q&A at a beginner-friendly pace
  • Practice using sample, non-sensitive content
  • Optional recording and handout
  • Post-session readiness summary
03

White-Glove Readiness Support

A referral or retainer program for customers who need individual preparation outside your staff’s normal workflow.

  • Dedicated booking path
  • Defined eligible tasks and escalation rules
  • Customer consent and approved-contact controls
  • Aggregated, non-sensitive activity reporting
  • Monthly capacity options

What this supports

Less friction before the real service begins.

Fewer stalled customers

Help customers complete the basic digital steps that stand between interest and action.

Less repetitive support

Give staff a trusted place to refer out-of-scope setup questions.

A more inclusive experience

Offer an additional path for customers who need a slower pace or more practice.

Clearer boundaries

Document what is taught, what is excluded, and when a customer returns to your team.

Built around your workflow

From discovery to a repeatable program.

  1. 1

    Map the customer journey

    Identify the digital steps where customers most often pause, abandon, or call for help.

  2. 2

    Define the safe support scope

    Create scripts, approved tools, privacy boundaries, escalation rules, and a consistent handoff.

  3. 3

    Pilot and improve

    Start with a workshop or limited referral program, then adjust using completion and feedback trends.

Business-safe boundaries

Coaching, not delegated account control.

  • No collection or storage of passwords, authentication codes, payment data, or regulated records
  • No signing agreements or accepting terms on a customer’s behalf
  • No impersonation, proxy access, or account recovery without appropriate authorization
  • No promises about a customer’s eligibility, approval, or outcome with the hiring business

Start with one workflow

Where do your customers get stuck?

Bring one recurring point of friction. We’ll determine whether a workshop, onboarding package, or referral program is the right fit.

Schedule a business consultationBusiness programs are custom-scoped and quoted after discovery.