Three ways to work together. Foundation first.
We don’t sell retainers without a Sprint first. We don’t bury pricing behind a discovery call.
- Embedded Partner$10,000/mo
- Growth Retainer$4,000/mo
- Foundation Sprint$5,000 flat
Start with the situation, not the service.
Nobody owns the CRM. It runs itself, badly.
FOUNDATION SPRINTThe team stops updating it after every busy season.
GROWTH RETAINERThe pipeline numbers don't match what the reps are saying.
FOUNDATION SPRINTWe're adding people but the system doesn't scale with us.
GROWTH RETAINERWe've tried to fix it twice. It didn't stick.
EMBEDDED PARTNERWe need someone to just run it so we don't have to think about it.
EMBEDDED PARTNERNot sure? Start with the Foundation Sprint. It always comes first.
Three tiers. Same operator. Different depth.
Each tier exists because we kept seeing the same shape of need. Pricing and scope are on the page so you can decide before talking to us.
Embedded Partner
We need someone owning this like an internal hire.
- ~30–40 hours/month dedicated time
- In your standups, pipeline reviews, leadership meetings
- Direct relationships with your team, not just the buyer
- Quarterly strategic reviews
- Owning outcomes, not just deliverables
For 30+ person companies where CRM ownership is a full role and you'd rather rent senior fractional leadership than hire it.
Growth Retainer
We know what's broken. We need someone to own it.
Most teams are already spending this. It's just spread across three people's Tuesday afternoons.
- ~15 hours/month dedicated time
- Monthly working sessions with your team
- Implementation of priorities from your Foundation Sprint
- New workflows, reporting, integrations as your business changes
- Async access for questions, troubleshooting, quick fixes
- A shared Notion workspace where everything we build lives
Best for 10–50 person companies with HubSpot at the center of go-to-market and no one inside who owns the CRM full-time.
Foundation Sprint
We don't know what's broken yet.
- Full CRM portal audit
- Stakeholder interviews with the people who actually use the system
- Written CRM Health Report, findings ranked by impact
- 90-day action plan
- Working session with leadership to align on next steps
Always Phase 1. Continue into a Growth Retainer within 30 days and your first month is on us.
A CRM is not a project. It’s a system you live in.
You can clean it once and walk away. Most teams do. Then it drifts, because the thing that made it drift the first time, no owner, is still true. The Sprint fixes the system. The retainer keeps it the kind of thing you trust on a Thursday when the board asks for a number.
You’re not buying maintenance. You’re buying never having to think about it again.
Start with a Sprint. Continue with a Retainer.
Foundation is always the first step. The Retainer is where some teams go next, once the system is worth maintaining. Here is what each one does.
| criteria | PHASE 1 · START HEREFoundation Sprint$5,000 flat · 3 to 4 weeks | → THEN, IF IT FITSGrowth Retainer$4,000/mo · six-month minimum |
|---|---|---|
| TIME & COMMITMENT | ||
| How long it runs | Three to four weeks, one time. | Ongoing, six-month minimum to start. |
| Your time in it | A few scoped sessions, then we hand it back. | Around 15 hours a month, on us to run. |
| WHAT WE DO | ||
| The job | Diagnose the whole system and name what to fix. | Own the system and keep improving it. |
| Your CRM portal | Full audit, written up in a Health Report. | Watched and tuned continuously. |
| Stakeholder interviews | Yes, scoped to the Sprint. | Ongoing, as the work calls for it. |
| Workflows & automation | Mapped, with a build plan you can act on. | Built and maintained by us. |
| Reporting & dashboards | Assessed, with the gaps named. | Built, then adjusted as the business changes. |
| Team training | A closing working session with leadership. | Ongoing, as new things go live. |
| WORKING TOGETHER & WHAT YOU KEEP | ||
| Between sessions | Scoped to the working sessions. | Reachable over Slack and email. |
| Shared Notion workspace | Health Report and action plan, delivered to keep. | A living workspace that documents itself as we build. |
| What you walk away with | A clear answer to "what should we do next?" | A working system, and someone who owns it. |
Every engagement starts with a Foundation Sprint. Continue into a Retainer within 30 days and your first month is on us.
Foundation Sprint
$5,000 flat · 3 to 4 weeks- How long it runs
- Three to four weeks, one time.
- Your time in it
- A few scoped sessions, then we hand it back.
- The job
- Diagnose the whole system and name what to fix.
- Your CRM portal
- Full audit, written up in a Health Report.
- Stakeholder interviews
- Yes, scoped to the Sprint.
- Workflows & automation
- Mapped, with a build plan you can act on.
- Reporting & dashboards
- Assessed, with the gaps named.
- Team training
- A closing working session with leadership.
- Between sessions
- Scoped to the working sessions.
- Shared Notion workspace
- Health Report and action plan, delivered to keep.
- What you walk away with
- A clear answer to "what should we do next?"
Growth Retainer
$4,000/mo · six-month minimum- How long it runs
- Ongoing, six-month minimum to start.
- Your time in it
- Around 15 hours a month, on us to run.
- The job
- Own the system and keep improving it.
- Your CRM portal
- Watched and tuned continuously.
- Stakeholder interviews
- Ongoing, as the work calls for it.
- Workflows & automation
- Built and maintained by us.
- Reporting & dashboards
- Built, then adjusted as the business changes.
- Team training
- Ongoing, as new things go live.
- Between sessions
- Reachable over Slack and email.
- Shared Notion workspace
- A living workspace that documents itself as we build.
- What you walk away with
- A working system, and someone who owns it.
Every engagement starts with a Foundation Sprint. Continue into a Retainer within 30 days and your first month is on us.
The questions clients actually ask.
Eight things we get asked before signing. Quiet answers, no fluff.

Foundation Sprint, Growth Retainer, and Embedded Partner aren't for everyone. Worth saying out loud.
We're not the right fit if:
- You need a one-time fix and don't want an ongoing relationship.
- You're under 10 people and your revenue motion isn't real yet.
- You want an agency with a team of specialists.
- You're looking for the cheapest option.
Let’s talk it through. We’ll tell you which tier fits.
30-minute call. No pitch.


