Pricing
Structured Pricing Based on Your Path Forward
Our pricing is intentionally shaped for small businesses, structured, approachable, and designed to support owners who need practical guidance without unnecessary complexity.
Your pricing is organized around the stage of your business and the type of support you need. Instead of hourly rates or vague estimates, each stage reflects the work involved, the tools you receive, and the transformation you experience. Every client begins with Discovery a required starting point that ensures your information, workflows, and goals are understood before any work begins.
This keeps your experience predictable, easy to understand, and aligned with how self‑guided business owners prefer to work.
How It Works
Your pricing follows a structured, step‑by‑step process designed for small business owners who want professional guidance without unnecessary complexity. Each stage builds on the last, so you always know what’s happening and why.
1. Discovery — Required Starting Point
Every client begins here. We review your current workflows, identify challenges, and outline what’s needed to move forward. This ensures your project starts with accuracy and direction.
2. Organization
We organize your information into a usable structure. You’ll see how your processes connect and where improvements will make the biggest impact.
3. Preparation
We prepare your business for CRM migration or modernization. This includes mapping, cleanup, and readiness checks so your data transitions smoothly.
4. Implementation Support
We guide you through setup and alignment, helping you understand how your new system works and how to maintain it confidently.
5. Self-Guided Tools
For owners who prefer working independently, we offer structured tools and guides that support your progress at your own pace.
Stage 1: Discovery
A required stage.
$750
Every client begins with Discovery, a required starting point that ensures your information, workflows, and goals are understood before any work begins.
Discovery is your foundational assessment, the part where we understand your business, your workflows, your information, and your goals.
You receive:
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a structured review of your current operations
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identification of gaps and challenges
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a guided outline of what you need
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a recommended starting point
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direction for your next steps
This stage ensures we begin with accuracy, not assumptions.
Stage 2: Organization
$350 – $750
This stage is for clients who need their information organized into a usable format.
You receive:
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workflow organization
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process structure
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business information alignment
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system layout recommendations
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tools that help you stay consistent
This stage turns scattered information into a structured foundation.
Stage 3: Preparation
$500 – $1,200
This stage is for clients preparing for CRM migration or system modernization.
You receive:
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field mapping support
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data cleanup guidance
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pre-migration requirements
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readiness checks
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step-by-step preparation instructions
This stage prevents mistakes, delays, and rework by ensuring everything is ready before implementation.
Stage 4: Implementation Support
$300 – $1,000
This stage is for clients who need guidance during the transition into a new system.
You receive:
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support during setup
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workflow alignment guidance
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assistance with tool configuration
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review of system behavior
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recommendations for long‑term structure
This stage helps you move into your new system smoothly and confidently.
Self‑Guided Tools & Systems
For owners who prefer working independently, we offer structured tools and guides that support your progress at your own pace.
$27 – $47
For clients who prefer structured tools they can use at their own pace, we offer:
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workflow systems
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preparation guides
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field mapping tools
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data cleanup guides
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glossaries
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instructional templates
These tools provide direction without requiring full consulting support.
What Influences Pricing
Your final investment depends on:
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the number of processes involved
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the condition of your data
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the complexity of your workflows
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the number of tools or platforms
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the level of support you prefer
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the stage you’re entering
You always receive a clear explanation before any work begins.
What's Included
Every stage includes:
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structured guidance
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clear communication
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defined deliverables
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predictable steps
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support tailored to your business
You always know what you’re receiving.
What's Not Included
To keep expectations aligned, the following items are not part of standard pricing:
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full CRM implementation or platform setup
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custom software development
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system integrations
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ongoing monthly systems management
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data entry or administrative processing
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cleanup or restructuring of new information uncovered during the work that falls outside the original scope
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building or maintaining tools you already use (unless added as a separate service)
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support for platforms outside the agreed project focus
If you need additional support, we can discuss options separately.
Your investment reflects the stage your business is entering structured, supportive, and designed to help you move forward with confidence.