Pricing · Fixed Scope · No Surprises

Your Client Experience,
Beautifully Priced.

Three packages. One flat price each. No hourly meter running in the background while you wonder what the final invoice will look like. Pick the one that matches where your CRM is right now, and I'll take it from there.

No discovery call required. Fill out the intake, get a fixed quote and a plan back in writing.

Systems built in 17hats My specialty HoneyBook Dubsado

The Packages

From Overwhelmed to Organized

Whether your CRM is half built, held together with tape, or still just a login you never used, there's a package for that.

Already have a CRM

The Quick Fix

You set it up yourself, it sort of works, and you avoid opening it. Let's fix the parts that are costing you.

$1,200 flat rate · one payment

  • Written audit of your current setup (what's working, what's leaking leads)
  • Pipeline and lead stages cleaned up and relabeled so they make sense
  • Your inquiry-to-booked workflow rebuilt and automated
  • Forms, emails, and templates refreshed to match your brand
  • Loom walkthrough of every change

Typical turnaround: 1 to 2 weeks

Let's Fix Your Workflow
Starting fresh or switching

Built From Scratch

New to CRMs, moving platforms, or running more than one service line. This is the deep build.

$3,800+ scoped $3,800 to $4,500 after intake

  • Everything in The Full System
  • Platform recommendation if you haven't picked one yet
  • Client journey mapping for each service you offer
  • Migration of your contacts, projects, and templates
  • Multiple workflows and pipelines as needed
  • Post-launch support while you settle in

Typical turnaround: 4 to 6 weeks

Get Your Scoped Quote

Not sure which one you are? That's literally what the intake is for. Take the 2-minute intake and I'll tell you.

Quick Gut Check

Which One Sounds Like You?

"I have a CRM. I just don't trust it."

Leads slip through, automations misfire, and you still follow up by memory. That's The Quick Fix .

"My client process lives in my inbox and three tabs I'm scared to close."

You need the whole thing built and running. That's The Full System .

"I'm switching platforms, or I've never had one at all."

Fresh start, migration, or multiple offers to map out. That's Built From Scratch .

Beyond the Build

Strategy Before. Support After.

Your business keeps changing, and your CRM should keep up. These work on their own or alongside any package.

Consulting

CRM Consulting

Strategy and an expert second opinion

  • Platform comparison and recommendation
  • CRM audit and optimization review
  • Client journey mapping
  • Migration planning
  • Custom written action plan
Per session rate shared after intake
Book a Strategy Session
Management

CRM Management

Ongoing monthly support retainer

  • Monthly system check-in
  • Workflow updates and additions
  • New packages or services configured
  • Automation tweaks
  • Priority async support
  • Monthly recommendations
Monthly quoted to your setup
Inquire About Management

How It Works

No Endless Calls. Just Progress.

Everything runs async, so it fits around your schedule instead of eating it.

01

2-Minute Intake

Tell me about your business, your current setup, and what's driving you up the wall. No call needed.

02

Fixed Quote & Plan

You get a written plan with your package, price, and timeline. You know the number before anything starts.

03

Build & Configure

I build, test, and refine every pipeline, form, and automation while you keep running your business.

04

Handoff & Support

Loom walkthroughs you can rewatch anytime, plus support while you get comfortable driving it.

3D
Design · Develop · Deliver
Design
A system that looks and sounds like your brand, not a default template.
Develop
Workflows that keep moving even when you step away.
Deliver
A client experience that makes it easier to buy from you.

Every Package Includes

The Stuff You Shouldn't Have to Ask For

  • A fixed price agreed in writing before work begins
  • Branding applied across forms, emails, and client-facing pages
  • Testing before handoff, so your clients aren't the beta testers
  • Recorded Loom training you keep forever (no rewind fees, Blockbuster)
  • Async communication that respects your calendar

FAQ

Pricing Questions, Answered

Do I have to get on a call before I can work with you?

Nope. The 2-minute intake replaces the discovery call. You'll get a written plan and fixed quote back, and we can keep it async from start to finish. If you'd rather talk it through, a strategy session is available.

Which CRM platforms do you work with?

17hats is the platform my business specializes in setting up, and it's what I recommend for most service businesses. I also build in HoneyBook and Dubsado when they're the right fit for how you work.

Why fixed pricing instead of hourly?

Because nobody likes watching a meter run. You know exactly what you're paying before anything starts, and I'm motivated to build it right, not slow.

How is Built From Scratch priced?

It lands between $3,800 and $4,500 depending on how many service lines, workflows, and migration pieces are involved. Your intake tells me what I need to give you an exact number.

Do I need to have a CRM already?

Not at all. If you don't have one yet, Built From Scratch includes a platform recommendation, setup, and training so you're confident from day one.

What happens after my system is built?

You get Loom walkthroughs of everything and support while you settle in. If you want someone keeping an eye on it long term, CRM Management covers ongoing updates and tweaks.

Ready to Stop Losing Leads?

Two minutes on the intake gets you a clear plan and a fixed price. No pressure, no sales pitch, just clarity on what your business needs.

Every system is reviewed by Georgie, unofficial head of quality control.