Systems Audit & Strategy
1 Week Program
$2,000
Start here if you're unsure what to fix or build.
What’s Included:
Stakeholder interviews
Workflow mapping
System blueprint and tool stack audit
Automation opportunities identified
Clear implementation roadmap
Strategy session with recommendations
ClickUp CRM System Build
2-4 Week Program
$3,500
Best for teams using ClickUp.
What’s Included:
Leads, contacts, and opportunities tracking
SOP Documentation & Team Trainings (up to 2 sessions)
Pipeline setup
Custom automations & third party integrations
Dashboards + reporting (revenue, conversion, pipeline health)
Integration with core tools (forms, calendars, etc.)
HubSpot CRM System Build
10-12 Week Program
$12,000
Best for teams serious about sales growth & automation.
What’s Included:
Full CRM architecture (contacts, companies, deals)
SOP Documentation & Team Trainings (up to 4 sessions)
Pipeline design (sales + lifecycle stages) & automation
Email integration + tracking
Automation workflows (lead routing, follow-ups, nurturing)
Dashboards + reporting (revenue, conversion, pipeline health)
Integration with core tools (forms, calendars, etc.)
Work Management System Build
6-8 Week Program
$7,000
Start here if you're unsure what to fix or build.
What’s Included:
Workspace architecture + setup
SOP Documentation & Team Trainings (up to 3 sessions)
Workflow buildout (up to 6 core workflows)
Project templates (up to 10)
Automation setup (up to 15 rules)
Dashboards + reporting
Key integrations
ClickUp CRM System Build
2-4 Week Program
$3,500
Best for teams using ClickUp.
What’s Included:
Leads, contacts, and opportunities tracking
SOP Documentation & Team Trainings (up to 2 sessions)
Pipeline setup
Custom automations & third party integrations
Dashboards + reporting (revenue, conversion, pipeline health)
Integration with core tools (forms, calendars, etc.)
HubSpot CRM System Build
10-12 Week Program
$12,000
Best for teams serious about sales growth & automation.
What’s Included:
Full CRM architecture (contacts, companies, deals)
SOP Documentation & Team Trainings (up to 4 sessions)
Pipeline design (sales + lifecycle stages) & automation
Email integration + tracking
Automation workflows (lead routing, follow-ups, nurturing)
Dashboards + reporting (revenue, conversion, pipeline health)
Integration with core tools (forms, calendars, etc.)
Work Management System Build
6-8 Week Program
$7,000
Start here if you're unsure what to fix or build.
What’s Included:
Workspace architecture + setup
SOP Documentation & Team Trainings (up to 3 sessions)
Workflow buildout (up to 6 core workflows)
Project templates (up to 10)
Automation setup (up to 15 rules)
Dashboards + reporting
Key integrations
Systems Audit & Strategy
1 Week Program
$2,000
Start here if you're unsure what to fix or build.
What’s Included:
Stakeholder interviews
Workflow mapping
System blueprint and tool stack audit
Automation opportunities identified
Clear implementation roadmap
Strategy session with recommendations
Systems Audit & Strategy
1 Week Program
$2,000
Start here if you're unsure what to fix or build.
What’s Included:
Stakeholder interviews
Workflow mapping
System blueprint and tool stack audit
Automation opportunities identified
Clear implementation roadmap
Strategy session with recommendations
Work Management System Build
6-8 Week Program
$7,000
Start here if you're unsure what to fix or build.
What’s Included:
Workspace architecture + setup
SOPs & Team Trainings (up to 3 sessions)
Workflow buildout (up to 6 workflows)
Project templates (up to 10)
Automation setup (up to 15 rules)
Dashboards + reporting
Key integrations
ClickUp CRM System Build
2-4 Week Program
$3,500
Best for teams using ClickUp.
What’s Included:
Leads, contacts, opportunities tracking
SOPs & Team Trainings (up to 2 sessions)
Pipeline setup
Automations & 3rd party integrations
Dashboards + Reporting
Integration with core tools
HubSpot CRM System Build
10-12 Week Program
$12,000
Best for sales growth & automation.
What’s Included:
Full CRM architecture
SOPs & Team Trainings (up to 4 sessions)
Pipeline design
Automation workflows
Dashboards + Reporting
Integration with core tools
Enhance Your Workflows Today
Unlock the potential of your business with our tool buildout services
Enhance Your Workflows Today
Unlock the potential of your business with our tool buildout services
Enhance Your Workflows Today
Unlock the potential of your business with our tool buildout services