Phase 2 Solo Setup

Business Setup Stack Builder

A guided “choose your stack” flow to reduce decision fatigue. Pick your segment and get a minimum viable stack plus “upgrade later” options across banking, bookkeeping, invoicing, contracts, scheduling, CRM, and analytics.

BuildersAdvisorsAgenciesSMBs

Segment-aware • Minimum viable + upgrade later • Exportable

Pick a stack you’ll actually maintain

This tool recommends a “good enough” setup for Week 1 plus optional upgrades for when you have more volume. The goal is fewer decisions and faster setup - without locking you into heavyweight tools too early.

Your segment
Builders
Build with leverage as a team of one.

Choose your segment

We’ll tailor recommendations based on how you sell and deliver.

Saved

Generate

Click generate to produce a printable, shareable stack (minimum viable + upgrade later).

Export is available after generation.

How to use this tool

1. Choose your segment

Your segment changes the defaults. Builders optimize for speed and simplicity; advisors optimize for professional services; agencies optimize for scope control; SMBs optimize for reliability and local workflows.

2. Generate your stack

You’ll get two versions for each category: a minimum viable “Week 1” setup and an upgrade path for when volume and complexity increase.

3. Export and act

Print / Save as PDF for a clean reference, or download HTML to share with a partner, client, or bookkeeper. Then pick 1–2 categories to set up today and ignore the rest until you need it.

Use this, then read that

After you pick your stack, use these guides to set it up quickly.

Setup Resources

Get stack templates + setup checklists

Sponsored by Human Team. Tool picks, setup checklists, and week-one playbooks to get your business foundations right. No spam.