For active DFY Implementation clients

Submit Your Implementation Request

Tell us what you need built or changed inside your Msuite account, with a Loom video walking through it. The more complete your request, the faster our team can get started.

How it works

How DFY Works

01

Submit your request

Use the form on this page, with a Loom video walking through what you need. One request per submission. Requests only count when submitted through this form.

02

We open a Slack thread

Your request is posted in your private DFY Slack channel as its own thread. Jared Martinez (DFY Implementation) asks any questions there.

03

We build it

Once every question is answered, your request is marked Ready for Build and our team completes the work directly in your account.

04

Review and approve

Jared posts the done note in the thread and you get an email receipt when it is complete. Review the work and request revisions there.

No calls or meetings. Everything for each request stays in its own thread in your private DFY Slack channel, so nothing gets lost.

After you submit

What Happens Next

  1. Right away

    Your request is received and posted in your private DFY Slack channel as its own thread.

  2. Within 24 to 48 business hours

    Jared Martinez (DFY Implementation) posts our first response in the thread, including any questions we have.

  3. In the thread

    Answer questions, share files, and send any missing details. Once everything is answered, the request moves to Ready for Build and the turnaround clock starts.

  4. During the build

    Jared posts updates in the same thread.

  5. When complete

    Jared posts the done note in the thread and you receive an email receipt.

Service timelines

Typical Turnaround

First response
24 to 48
business hours
Small requests
1 to 2
business days
Medium requests
3 to 5
business days
Large requests
5 to 10+
business days

Turnaround starts only once all questions are answered and the request is Ready for Build. We do not commit to specific dates, and same-day turnaround is not offered.

Before you submit

Make Your Request Easy to Build

Record a Loom video walking through what you need (required on every request)
Be specific about the outcome you want
Include the trigger, steps, and logic (for workflows)
Provide all copy, emails, and text exactly as you want it used
Name the exact pipeline, form, calendar, tag, or field involved
Submit one request per form

Big or strategy-heavy request?

Those go to a paid consult with Bailey, so we can plan the approach first.

Book a paid consult
Do's and Don'ts

What DFY Covers

This sets clear expectations for what is included and excluded in the DFY (Done-For-You) service, to prevent scope creep and keep delivery sustainable and high quality.

Disclaimer

Anything not explicitly listed as Included is out of scope unless approved in writing.

Submission

Only requests submitted through this request form are considered valid and will be processed.

Included at a glance

  • A2P compliance setup
  • Native Msuite tools
  • Implementing provided content
  • Queue-based execution
  • Structural layout matching (migrations)
  • Workflows
  • Pipelines
  • Forms
  • Calendars
  • Tags and fields
  • Memberships
  • AI agent setup
  • Notifications

Not included at a glance

  • Custom website or funnel design, replication, rebuilds, rebranding, custom CSS
  • Email and SMS deliverability fixes
  • Asset creation (branding, content, graphic work, video edits, animation)
  • Real-time or same-day work
  • Reverse-engineering
  • Copywriting and brand discovery
  • Zapier and external integrations
01

External work and snapshots

Not included
  • Fixing or modifying work created by previous third-party contractors
  • Troubleshooting snapshots or workflows without proper documentation
  • Reverse-engineering undocumented systems
What we do
  • Implement external work only if proper documentation is provided
  • Treat undocumented external work as a new build
02

Design beyond scope

Not included (websites and funnels)
  • Custom website or funnel design
  • Replication
  • Rebuilds
  • Rebranding without client-provided assets
  • Custom CSS
  • Brand discovery (voice, positioning, messaging, visual direction)
Not included (asset creation)
  • Branding and content creation
  • Rebranding
  • Graphic work
  • Video editing
  • Animation
  • Copywriting
What we do
  • Build a clean framework using native Msuite capabilities
  • Apply provided branding within platform limitations
03

Third-party integrations

Not included
  • Zapier, Make, or Pabbly integrations
  • Custom webhooks or API connections
  • External platform integrations
  • Payment processor troubleshooting (Stripe, PayPal, etc.)

Conditional exception: Some third-party integrations may be approved if reviewed and confirmed by the team to be low risk and not require frequent maintenance. Approval is not guaranteed.

What we do
  • Native Msuite integrations only
  • Trigger and tag preparation for third-party tools (connection handled by the client or vendor)
04

Email and SMS deliverability and compliance

Not included
  • Deliverability troubleshooting
  • Email warming or inbox placement fixes
  • Spam or carrier dispute resolution
  • Domain reputation repair
What we do
  • Platform-level setup guidance
  • A2P registration handling
  • Required fields and configuration setup
  • Direction to official provider documentation
05

Copywriting and content creation

Not included
  • Writing copy from scratch
  • Persuasive or conversion-focused editing
  • Multiple rewrites
  • Tone or voice discovery
What we do
  • Implement client-provided copy
  • Minor formatting or basic grammar fixes only
06

AI agent training and prompt creation

Not included
  • Designing AI logic from zero
  • Teaching AI business decisions
  • Unlimited prompt rewrites
  • Performance or conversion guarantees
What we do
  • Implement AI using client-provided scripts, FAQs, and defined flows
  • Configure tags, handoffs, and booking logic
07

Platform migrations (Weebly, Wix, WordPress to Msuite)

Important: Migration does not mean exact replication.

Not included
  • Pixel-perfect matching
  • Replicating custom scripts, widgets, embedded apps, or animations
  • Rebuilding features not supported by Msuite
  • Performance guarantees compared to the original platform
What we do
  • Manual recreation using native Msuite elements
  • Best-effort structural layout matching
  • Copy and image transfer if accessible or provided
  • Mobile responsiveness using Msuite's standard

Migration disclaimer: Pages are recreated using native Msuite functionality. Exact visual or functional replication is not guaranteed. Unsupported features will be excluded or replaced with the closest available alternative.

08

Communication and availability

Not included
  • On-demand or real-time work
  • Same-day delivery guarantees
  • Work outside the queue
What we do
  • Queue-based execution
  • SLA-based timelines
  • Clear status updates and review checkpoints

Client responsibility

Clients are responsible for providing complete and accurate details, responding to feedback within SLA timelines, and approving work per review phase. Tasks with no response after 3 business days may be paused and re-queued.

Service acceptance

By submitting a request, you acknowledge and agree to the SLA timelines, revision limits, queue-based workflow, and these Do's and Don'ts.

Request form

Submit a Request

Include a Loom video walking through what you need. Requests only count when submitted through this form.

FAQ

Common Questions

Planning something big? Book a paid consult with Bailey