Scope First, Payment Second: The exact deliverables, timeline, and requirements for your project are confirmed in a written agreement, invoice, or proposal before you are asked to pay. You will know exactly what you are purchasing before any charge is made.

Most Common Starting Point

One-Time

CRM & Automation Setup

$997

One-time setup fee

CRM account setup and configuration
Pipeline and lead management
Lead follow-up workflow(s)
Appointment scheduling setup
Email and/or SMS automation configuration
Reporting and dashboard setup
Scope confirmed in writing before work begins
Delivery begins after onboarding requirements received

Request Setup

Payment processed securely. Scope confirmed before charge.

Optional Monthly

Software, Automation & Support Retainer

Custom

Monthly — optional, billed separately from setup

Monthly pricing is based on the client's required software, support level, number of users, integrations, and agreed scope. A custom monthly rate is confirmed in a written agreement before recurring billing begins.

Ongoing workflow optimization and adjustments
Platform monitoring and maintenance support
Email/ticket-based support for system questions
New automation or workflow additions (within scope)
Periodic system review and improvement
Cancel with written notice — see Cancellation Policy

Inquire About Retainer

How Billing Works

Service Type	Billing Frequency	Amount	When Charged
CRM & Automation Setup	One-time	$997	Before implementation begins, after scope is confirmed
Monthly Software & Support Retainer	Monthly recurring (optional)	Custom — confirmed in agreement	Per agreed billing cycle; billed separately from setup

Setup fees and recurring monthly services are billed separately. No recurring billing begins without a separate written agreement and confirmed monthly rate.

What Happens After Payment?

After payment and completion of the required onboarding steps, we will contact the client using the information provided to begin the agreed implementation process. Most initial setup projects begin within 2 business days after onboarding requirements are received. Delivery timing varies based on project scope, client responsiveness, third-party platform access, and requested integrations.

Payment Confirmed

You receive a payment receipt. Payment processing is handled securely by our payment processor.

Onboarding Requirements Collected

We send an onboarding questionnaire to collect the business information, platform access, branding materials, and approvals needed to begin.

Implementation Begins

Once all required onboarding information is received and verified, implementation begins within the agreed timeframe.

Delivery and Walkthrough

We deliver the configured system and walk you through how it works so you can use it effectively from day one.

Before You Purchase

Please review the following policies, which apply to all purchases:

📄

Terms of Service

Service terms, client responsibilities, scope of work, and liability.

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Refund Policy

How refund requests are reviewed, submitted, and processed.

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Cancellation Policy

How to cancel optional monthly services and what to expect.

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Contact & Support

Reach us for billing, support, or service questions.

No Outcome Guarantees: No specific results, leads, appointments, calls, sales, or revenue amounts are guaranteed. Results depend on each client's business, offer, market conditions, and how consistently the systems are used. The $997 setup fee covers the configuration and delivery of the agreed CRM and automation system, not any particular business outcome.

Pricing