StakWise
StakWise is a bootstrapped, founder-led Done-For-You business automation service that builds and manages custom Zapier-based workflows primarily for insurance agencies and other SMBs, operated by Texas LLC RemoteTSO under founder Casey Nelson. Revenue is generated through one-time setup fees ($100-$5,000) and monthly subscriptions ($300-$550/mo).
- Company typePrivate
- Founded-
- Headquarters—
- Headcount1–10
- GTM typeB2B
- OfferingServices
What StakWise does
StakWise is a Done-For-You business automation service that designs, builds, and manages custom workflow automations connecting clients' existing software tools. Operated by RemoteTSO, LLC (a Texas LLC doing business as StakWise) and led by founder Casey Nelson, the company targets insurance agencies as its primary vertical and small-to-medium businesses as a secondary horizontal segment, addressing the pain point that most businesses use less than 25% of their CRM and pay for multiple disconnected tools.
The core technology stack is workflow automation orchestrated primarily through Zapier, with deep integration into AgencyZoom (CRM), Calendly (scheduling), Stripe (payments), and ancillary tools for ringless voicemail, automatic texting, custom deeplinks, and dynamic QR codes. StakWise builds repeatable sequences — for example, a web quote request triggers an email, a ringless voicemail, and CRM/AMS data entry — and provides real-time reporting dashboards that quantify time saved per workflow. The company holds no patents, discloses no proprietary AI/ML models, and offers no public API; its differentiation rests on implementation expertise and vertical domain knowledge rather than on proprietary technology.
StakWise generates revenue through a mix of one-time setup fees (CRM packages $2,500-$5,000; Zapier setups from $1,000; Calendly $100; Inbound Lead $150) and recurring monthly subscriptions (Automated Workflow Management $300/mo, Bi-Weekly Consulting $400/mo, Consulting & Management Package $550/mo), supplemented by à la carte hourly services ($150-$200/hr). Go-to-market is sales-led via direct website, Calendly-scheduled consultations, and email, with self-serve buy-now CTAs and a no-contract, cancel-anytime policy. Distribution is single-country/domestic, the company is bootstrapped with no disclosed funding or institutional investors, and there is one published customer testimonial (Beaux Pilgrim, Agency Owner).
StakWise firmographics
Firmographics- Name
- StakWise
- Legal name
- RemoteTSO, LLC
- Website
- https://stakwise.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- StakWise is a bootstrapped, founder-led Done-For-You business automation service that builds and manages custom Zapier-based workflows primarily for insurance agencies and other SMBs, operated by Texas LLC RemoteTSO under founder Casey Nelson. Revenue is generated through one-time setup fees ($100-$5,000) and monthly subscriptions ($300-$550/mo).
- Ownership category
- akta.pro rank
StakWise industry classification
Industry- Product category
- Business Process Automation Services
- NAICS
- Management Consulting Services (54161), Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- CRM Implementation & Customization Services (BPAEAGAC)
- akta.pro secondary industries
- CRM Strategy & Consulting (BPAFAFAA), Workflow Automation for IT & Ops (Runbooks, Job Scheduling) (HDAEAHAH)
Keywords
StakWise business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- CRM Setup Services: One-time fees for setting up CRM systems (AgencyZoom) with tiered packages ranging from essential sales foundation to ultimate ecosystem. These are one-time project-based fees.
- Zapier/Zap Setup Services: One-time fees for setting up Zapier automations, starting at $1,000 with pricing varying based on scope of zaps.
- Monthly Support - Consulting & Management: Recurring monthly subscriptions for ongoing automation management and consulting services. Bi-Weekly Consulting at $400/mo, Automated Workflow Management at $300/mo, Consulting & Management Package at $550/mo.
- À la Carte Services: Hourly-based consulting ($200/hr) and workflow servicing ($150/hr) for ad-hoc needs.
- Small Project Services: One-time setup fees for specific tasks: Calendly setup ($100), Inbound Lead Setup ($150), plus workflow, deeplinks, and QR code creation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | CRM - Essential Sales Foundation |
| One time/ perpetual license | Pay-as-you-go | CRM - Strategic Growth |
| One time/ perpetual license | Pay-as-you-go | CRM - Ultimate Ecosystem |
| Unit Pricing | Pay-as-you-go | Zapier Setup |
| Subscription | Monthly | Bi-Weekly Consulting |
| Subscription | Monthly | Automated Workflow Management |
| Subscription | Monthly | Consulting & Management Package |
| Unit Pricing | Pay-as-you-go | Workflow Servicing |
| Unit Pricing | Pay-as-you-go | Consulting |
| Unit Pricing | Pay-as-you-go | Calendly Setup |
| One time/ perpetual license | Pay-as-you-go | Inbound Lead Setup |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
StakWise product offering
Product offeringCore offering
StakWise is a done-for-you business automation services firm that designs, builds, and manages custom workflow automations for clients' existing software stacks (CRMs, scheduling, communication, and lead tools). The company primarily serves insurance agencies, specializing in AgencyZoom CRM integration via Zapier, and offers setup packages, recurring consulting/management, and hourly services.
Product overview
StakWise is a Done-For-You business automation service that creates custom workflow automations using clients' existing software tools. The core offering consists of monthly support packages (Bi-Weekly Consulting at $400/mo, Automated Workflow Management at $300/mo, and Consulting & Management Package at $550/mo) which provide ongoing automation assistance. These are complemented by one-time setup services including CRM Setup packages for AgencyZoom (Essential $2,500, Strategic Growth $3,500, Ultimate Ecosystem $5,000), Zapier Setup (starting at $1,000), Inbound Lead Setup ($150), and Calendly Setup ($100). À la carte hourly services for Workflow Servicing ($150/hr) and Consulting ($200/hr) are also available. The company positions itself as a full-service automation manager that builds, monitors, and maintains workflows so clients can focus on their core business.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Example workflow saves 20 minutes per lead by automatically contacting prospects via email, ringless voicemail, and saving their information to AMS and CRM instantly
- +2 more outcomes
Companies that use StakWise
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
StakWise technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature5 records
StakWise partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AgencyZoomcoreAgencyZoom is a CRM platform for insurance agencies. StakWise offers setup packages for AgencyZoom (Essential $2,500, Strategic $3,500, Ultimate $5,000), positioning themselves as the 'AgencyZoom whisperer' for insurance agencies needing help with CRM setup and optimization.
- ZapiercoreZapier is an automation/integration platform that connects different applications. StakWise offers Zapier setup services starting at $1,000 and uses Zapier as a core component of their automation solutions for connecting business applications.
Scale indicators2 records
Recent moves1 record
Expansion highlights4 records
StakWise competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
StakWise social profiles
Digital presenceStakWise financial estimates
Financial estimateRevenue estimate
Valuation estimate
StakWise leadership team
Management profileNumber of profiles
Profiles1 record
StakWise funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
StakWise M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about StakWise
What does StakWise do?
StakWise is a done-for-you business automation services firm that designs, builds, and manages custom workflow automations for clients' existing software stacks (CRMs, scheduling, communication, and lead tools). The company primarily serves insurance agencies, specializing in AgencyZoom CRM integration via Zapier, and offers setup packages, recurring consulting/management, and hourly services.
Is StakWise a public or private company?
StakWise is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was StakWise founded?
StakWise was founded in -1. It employs 1 to 10 people.
How does StakWise make money?
Five revenue lines are on record. CRM Setup Services are the primary driver. The others are zapier/Zap Setup Services, monthly Support - Consulting & Management, À la Carte Services and small Project Services.
Does StakWise have an API?
No public API is recorded for StakWise.
What industry is StakWise in?
StakWise's product category is Business Process Automation Services. Its primary akta.pro industry code is BPAEAGAC, CRM Implementation & Customization Services, with a secondary code of BPAFAFAA, CRM Strategy & Consulting. Its NAICS code is 54161 and its SIC code is 8742.