One time or monthly for growing teams needing both systems and people infrastructure.
Includes:
Full CRM buildout & lead nurture workflows
CRM maintenance and management
10 hours data entry
Employee role refinement + accountability charts (up to 10 employees)
Org structure mapping & growth recommendations
Client onboarding/offboarding automation
Branded invoice template(s) + SOP reference notes
Bi-weekly support calls (2x/month, 1 hour each)
Best for: small businesses ready to scale without chaos.
One time or monthly for growing teams needing both systems and people infrastructure.
Includes:
Full CRM buildout & lead nurture workflows
CRM maintenance and management
10 hours data entry
Employee role refinement + accountability charts (up to 10 employees)
Org structure mapping & growth recommendations
Client onboarding/offboarding automation
Branded invoice template(s) + SOP reference notes
Bi-weekly support calls (2x/month, 1 hour each)
Best for: small businesses ready to scale without chaos.
