Pricing made for where you're at.
No long-term contracts. Let's make sure we're a fit.
Foundation Plan
Best for: Getting out of chaos mode and building repeatable systems
$500/month
One-time $250 setup fee
Includes:
- ✓
Free Workflow Review
- ✓
Free 3 Month Plan Overview
- ✓
Data Transfer/Consolidation
- ✓
“Home Base” or CRM Creation
- ✓
Client Directory
- ✓
Scheduling Calendar
- ✓
Lead Funnel Creation
- ✓
Request Form Generation
- ✓
Quote Template Generation
- ✓
Price List Generation
- ✓
Invoice Creation
- ✓
Payment Tracking and Reporting
- ✓
Mobile App and Software Training
Momentum Plan
Best for: Getting paid faster, closing more quotes, and managing leads
$1,250/month
One-time $750 setup fee
Includes:
- ✓
Foundation Plan, PLUS:
- ✓
Customer Service Support
- Professional phone and texting system
- Dedicated Business Line
- Shared Coverage
- Clean Handoffs
- ✓
Part Time Admin Support
- 10 hours/month
- Lead Management
- Quote Follow Ups
- Invoice Follow Ups
- AR Follow Ups
- Expense tracking
- Additional hours at $40/mo
Scaling Plan
Best for: Higher volume teams that have outgrown their current systems
Starting at $3,250/month
**Pricing dependent on team size
One-time $1,250 setup fee
Includes:
- ✓
Momentum Plan, PLUS:
- ✓
Full Time Admin Support
- Minimum 32 hours/mo
- Email, text, call response
- Lead management
- Quote follow ups
- Invoice follow ups
- AR tracking
- Weekly report creation
- Expense logging
- ✓
Email and Customer Communication Centralization
- Emails, web inquiries, texts, calls can be put in one spot
- ✓
Centralized Team Communication
- Texts, Whatsapp, Emails, Social Media, etc, routed to one source of truth
Need something custom? Some teams need a unique mix (multiple entities, special coverage hours, complex workflows, etc). Book a sanity check and we'll scope it.
Optional add-ons
Compare plans
| Feature | Foundation Plan | Momentum PlanMost Popular | Scaling Plan |
|---|---|---|---|
| Monthly Price | $500/mo | $1,250/mo | From $3,250/mo (team-size dependent) |
| Setup Fee | $250 | $750 | $1,250 |
| Contract Length | 3 Months | 3 Months | 6 Months |
| Sanity check + workflow review | ✓ | ✓ | ✓ |
| 90-day plan overview | ✓ | ✓ | ✓ |
| "Home base" system setup | ✓ | ✓ | ✓ |
| Lead capture + follow-up system | ✓ (manual) | ✓ (follow-up support) | ✓ (full coverage + response) |
| Quote + invoice templates + price list | ✓ | ✓ | ✓ |
| AR follow-up + tracking | - | ✓ | ✓ (weekly report included) |
| Phone + texting system | - | ✓ (business line + partial coverage) | ✓ (business line + full coverage) |
| Admin support hours | - | 10 hrs/mo | 32+ hrs/mo |
| Comms centralization (email/text/calls/DMs) | - | ✓ Partial (assigned handoffs) | ✓ (full centralization) |
| Cancellation | 30 days notice | 30 days notice | 30 days notice |
| Who owns the systems | You do | You do | You do |
Not sure which fits? Book a 20-min Sanity Check
We'll help you choose the right model for your business goals and workflow.