Services

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.

Where do you fit?

Start with the situation, not the service.

Nobody owns the CRM. It runs itself, badly.

FOUNDATION SPRINT

The team stops updating it after every busy season.

GROWTH RETAINER

The pipeline numbers don't match what the reps are saying.

FOUNDATION SPRINT

We're adding people but the system doesn't scale with us.

GROWTH RETAINER

We've tried to fix it twice. It didn't stick.

EMBEDDED PARTNER

We need someone to just run it so we don't have to think about it.

EMBEDDED PARTNER

Not sure? Start with the Foundation Sprint. It always comes first.

Pick a starting point

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.

FRACTIONAL LEADERSHIP

Embedded Partner

We need someone owning this like an internal hire.

$10,000/monthAnnual commitment
What’s included
  • ~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.

WHERE MOST TEAMS LAND
ONGOING ENGAGEMENT

Growth Retainer

We know what's broken. We need someone to own it.

$4,000/monthSix-month minimum

Most teams are already spending this. It's just spread across three people's Tuesday afternoons.

What’s included
  • ~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.

PHASE 1 ALWAYS

Foundation Sprint

We don't know what's broken yet.

$5,000 flat3–4 weeks
What’s included
  • 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.

Retainer logic

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.

Compare

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.

PHASE 1 · START HERE

Foundation Sprint

$5,000 flat · 3 to 4 weeks
TIME & COMMITMENT
How long it runs
Three to four weeks, one time.
Your time in it
A few scoped sessions, then we hand it back.
WHAT WE DO
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.
WORKING TOGETHER & WHAT YOU KEEP
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?"
→ THEN, IF IT FITS

Growth Retainer

$4,000/mo · six-month minimum
TIME & COMMITMENT
How long it runs
Ongoing, six-month minimum to start.
Your time in it
Around 15 hours a month, on us to run.
WHAT WE DO
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.
WORKING TOGETHER & WHAT YOU KEEP
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.

Common questions

The questions clients actually ask.

Eight things we get asked before signing. Quiet answers, no fluff.

Honest

Foundation Sprint, Growth Retainer, and Embedded Partner aren't for everyone. Worth saying out loud.

We're not the right fit if:

not-for-us.txt
  • 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.
Not sure which fits?

Let’s talk it through. We’ll tell you which tier fits.

30-minute call. No pitch.