One-time engagement
CRM Quick Start
$5,000
Approximately 30 hours · Typically 4–6 weeks
Let's get to the bottom of what's not working.
We'll understand your priorities, investigate the underlying issues, and implement agreed-upon improvements that make the biggest difference.
- Discovery and prioritization
- Investigation across reporting, data, workflows, and integrations
- Hands-on work on agreed priority fixes
- Review of progress and clear next steps
We'll agree on the specific scope before work begins. Larger projects are quoted separately.
Discuss Quick StartMonthly partnership
Ongoing CRM Support
$2,500 / month
Up to 15 hours monthly · Month-to-month
Keep things working. And keep making them better.
We'll help with day-to-day issues, reporting, workflows, and improvements—looking beyond quick fixes when a better long-term solution is needed.
- Troubleshooting and CRM requests
- Reporting, data, and workflow improvements
- Investigation of recurring issues
- Shared priorities and recommendations
Available on its own—no Quick Start required. Initial orientation uses monthly capacity; larger projects are scoped separately.
Discuss Monthly Support