CRM Services Designed to Accelerate Growth
Every engagement is designed with two outcomes in mind. First, the problem resolved — or a clear, prioritized path to resolution defined. Second, a client team that understands how the diagnosis was reached, what the resolution is, and the reasoning that connects the two. That understanding is what prevents the same problem from returning in a different form, and it is the foundation on which broader systems capability builds over time, not a promise that a single engagement will cover everything, but a commitment that your team will leave each engagement meaningfully further forward than when it started.
Discovery Call — No charge
$0.00
A 30-minute call where you describe your situation and we establish together whether I can help and how. The purpose is mutual, I need to understand whether this is the right kind of problem for my practice, and you need to understand whether I am the right advisor to resolve it. Most clients have a clear picture of next steps after one call. A second Discovery Call is available if more context is needed.
Problem Solver Call
$2,500
For clients with a specific, contained CRM system question. Part 1 is a one-hour intake call where you present the problem and I ask the clarifying questions needed to fully understand it. I then take up to 48 business hours to think it through properly. If the answer is clear, I deliver it in a follow-up call and the engagement is complete. If the problem turns out to be more complex than the format allows, requiring deeper investigation, client team time, or access to system data, I'll tell you that directly, explain what a fuller engagement would involve, and give you the clearest possible picture of the path forward.
The goal is a useful outcome, not the consumption of a fixed number of hours. That outcome may be a resolution, a diagnosis that points clearly toward one, or an honest assessment that the question cannot be answered responsibly without more structured investigation. All three provide value. An immediate reaction that turns out to be wrong does not.
CRM System Diagnostic
From: $6,000
For clients who need to understand what their CRM environment is actually doing in production before committing to change. Where the Problem Solver Call addresses a specific contained question, the Diagnostic takes a broader view, establishing where the system has diverged from operational reality, what the structural problems are, and what needs to change and why.
Scoped after the Discovery Call. We agree what needs to be investigated, we agree an estimate of the hours required, and you pre-purchase those hours before we begin. The scope is driven by what the problem actually requires. A focused investigation may need only a few hours; a complex environment with multiple interconnected problems may need significantly more. The Discovery Call is where we establish which one you have.
Sessions are structured and purposeful, your team brings the data, we work through it together, and the investigation follows where the evidence leads. Work your team can do independently happens between sessions, not during them.
The Diagnostic ends with your team having a clear, shared, prioritized picture of what the system is actually doing and what needs to change. Like the Problem Solver Call, the goal is a useful outcome rather than the consumption of a fixed number of hours. In most cases the Diagnostic produces a resolution or a well-defined path to one. Where the investigation surfaces something that requires a different scope or approach, I'll tell you that directly and explain what the right next step looks like.
There is a maximum number of hours available per client per month, structured to ensure the preparation quality that makes sessions useful. This is discussed and agreed as part of the engagement setup.
No subscription commitment is required. For clients who proceed to ongoing advisory work, the Diagnostic forms the foundation. For clients who don't, the diagnostic picture stands on its own as a planning document your team can act on when ready.
Subscriptions
From: $1,500.00
Clients who want ongoing advisory support enter the subscription at the tier that matches the intensity of the work ahead. Tiers flex up and down as the engagement evolves, always agreed in advance, never reactive.
The subscription is the ongoing advisory relationship. It is billed monthly on a calendar basis. The tier defines the maximum session hours available each month, not a minimum, and not a fixed schedule. Within the tier the client uses the hours in the format that best serves the work at any given point.
Intensive — 16 hours per month, $12,000
For active diagnostic and design phases where the work is moving quickly and my input is needed frequently. Maximum 8 hours of sessions in any one week.
Governance: fortnightly sponsor call (weekly during the first billing cycle while the engagement is being established).
Standard — 8 hours per month, $6,000
For the steady working phase where the diagnostic is complete and the team is progressing through design and repair work at a regular pace. Maximum 4 hours of sessions in any one week.
Governance: fortnightly sponsor call (weekly during the first billing cycle).
Light — 4 hours per month, $3,000
For go-live support, UAT, deployment, and the tail end of an engagement where I may need to be present but the work is largely in the client team's hands. Maximum 2 hours of sessions in any one week.
Governance: monthly call
Retained Advisory — 2 hours per month, $1,500
For quiet periods where the client wants me available and maintaining continuity but does not need regular structured sessions. Minimum session block 30 minutes. No weekly cap.
Governance: monthly call.
Additional Hour Block - 10 hours, $6,500
Active subscribers can purchase blocks of 10 additional hours. Perfect for intensive sprints, on-site work, or peak periods.