Services and prices

Every price here is where a defined scope starts. Larger or custom work is quoted before we begin, with scope, price and timeline in writing.

Our suggested path, and how to skip it

This is the route we suggest for most businesses, but it’s a suggestion, not a requirement. Jump in at any step, and stop whenever you have what you need. Nothing here requires the next step.

Talk it through

Free discovery call

Thirty minutes by phone or video, and you leave knowing what to fix first. A good place to start if you’re not sure what you need.

Free

Get a diagnosis

Systems audit

A written report with your biggest gaps costed in dollars. Worth it when you want facts before you spend on a fix.

from $325

Build or fix it

Build or project

A defined scope, built in your own accounts. Already know what you need? Skip straight here with a short email.

from $595

Keep it running

Ongoing support

We keep it working as your business changes. Add it now or later, and we confirm the scope on a call.

from $450 a month

How it works, whichever way you start

  1. Tell us what you need, by a call or a short email.
  2. We send a quote with the scope, price and timeline in writing.
  3. You approve it, and we send a simple agreement and a secure payment link.
  4. We build or deliver it in your own accounts, and you keep everything.

For a defined service such as phone setup, all of this can happen by email.

Systems audit

A paid diagnosis you can act on yourself, hand to your team, or hand to anyone you hire. The audit fee is credited toward a build you start within 30 days. Estimates are fine, and we never ask for passwords.

Systems SnapshotA fast, low-cost read on where you’re losing money.$325

Included in the starting price

  • A 1-page report: six-area scorecard, your top three gaps costed in dollars, and a recommended next step.
  • Delivered in 3 days.
  • An optional 60-minute review call.
  • One round of follow-up questions by message within 7 days.

Best for

  • Owners who want a quick, affordable read before deciding what to fix.
Full Systems AuditThe full picture and a plan you can hand to anyone.$650

Included in the starting price

  • A 3-page report: a map of how your jobs move, every gap costed in dollars, and a ranked plan with owners and timeframes.
  • Delivered in 5 days.
  • An optional 90-minute review call.
  • One round of follow-up questions by message within 7 days.

Best for

  • Owners who want the full picture and a plan they can hand to their team or to anyone they hire.
Audit + Pricing ReviewThe full audit plus a look at pricing, margin, time and spend.$1,150

Included in the starting price

  • Everything in the Full Systems Audit.
  • A 4-page pricing and margin review by job type, with a local price check against named competitors.
  • A time and spend review covering callbacks, drive time, tools, lead sources, vehicles and equipment.
  • Delivered in 7 days, with an optional 120-minute review call and one round of follow-up questions within 7 days.

Best for

  • Owners who suspect pricing, tools or lead spend are leaking margin.

Our samples use a fictional business and published benchmarks. A real report uses your numbers and our own research, and where it helps, we review your systems with view-only access.

Builds

Each starting price covers the basics listed under “Included.” Most projects are quoted to fit your business, and anything beyond the starting scope is an add-on or a larger scope, quoted before we begin. Everything is built in your own accounts and is yours to keep. Starting prices assume the platforms we work in most (Airtable, Jotform, Zapier, Quo and Squarespace); other platforms are quoted. Software, domain and platform fees are billed separately by the vendors.

CRM & automationEvery lead and job in one place, with automatic follow-up.from $2,000

Included in the starting price

  • A CRM base with contacts, jobs or deals, and follow-up statuses.
  • One intake form connected to it.
  • Up to three automations, such as a new-lead alert, a follow-up reminder and a status message.
  • Up to three users, a 60-minute training session, and 14 days of fixes.

Add-ons and larger scope (quoted)

  • Migrating more than 500 records.
  • Custom integrations or dashboards.
  • Additional forms, users, locations or automations.
Website buildA site built to turn visitors into calls.from $1,800Full-service from $3,000

Starter site, from $1,800 includes

  • 3 to 4 pages. You supply the copy, images and branding.
  • A mobile-ready build, basic search settings and one form.
  • A 60-minute training session and 14 days of fixes.

Full-service site, from $3,000 includes

  • Up to 6 pages, with copy and styling handled by us.
  • Forms connected to your CRM and search fields set up.
  • Your Business Profile linked to the site.

Add-ons and larger scope (quoted)

  • Additional pages beyond the starting scope.
  • Booking, CRM integrations, calculators or quote tools.
  • Online stores and member areas.
  • A full search program, a logo or brand refresh, or photography.
  • Moving an existing site, multi-location pages or a blog.

You pay for your domain, platform subscription and any stock photos directly.

Email campaigns & lead generationVerified local contacts and campaigns running in your own accounts.from $2,250$1,750 with a CRM build

Included in the starting price

  • A targeting worksheet and 45-minute call to define who you’re reaching, by industry, job title, area and size.
  • Your sending domain, DNS records and up to three mailboxes, set up in your accounts.
  • One list of up to 500 verified contacts, and a 3-step email sequence.
  • Replies routed to you, one training session, and monitoring through the 14 to 28 day warmup.

Add-ons

  • More verified lists: $450 per 500, $800 per 1,000, $1,400 per 2,000.
  • An extra domain with three mailboxes: $750.
  • A 1-hour planning session: $250.
  • Campaign care: $395 a month. With 250 fresh verified contacts: $650 a month.

Add-ons and larger scope (quoted)

  • More than three domains.
  • Multi-step nurture flows.
  • Running campaigns long term in our own account.

Good to know

  • Sending software (about $97 a month), mailboxes and domains are billed to you by the vendors at cost, and shown on your quote.
  • We build the system and get it running with you. Results depend on your offer, your list and your follow-up, so we don’t promise them.
  • You approve all message content before anything is sent.
Payment processingGet paid without chasing invoices.from $650

Included in the starting price

  • A processor account in your own name, such as Stripe or Square.
  • Invoice and payment links, with automatic receipts and reminders.
  • One connection into your CRM or intake form, and a test transaction.
  • A 30-minute training session.

Add-ons and larger scope (quoted)

  • Recurring billing.
  • In-person card terminals or multiple locations.
  • Accounting software connections.

The processor decides approval timing, which is outside our control.

Phone setupMissed calls turn into text-backs.from $595

Included in the starting price

  • A business number in your own account.
  • Call routing and voicemail, plus your business hours.
  • Missed-call text-back, with carrier text registration submitted for you.
  • Test calls and a 30-minute training session.

Add-ons and larger scope (quoted)

  • Multiple lines or a phone menu.
  • Moving an existing number.
  • An AI voice agent.

Carriers decide how long text registration takes, which is outside our control.

Strategy projects

The judgment behind the systems. Each starting price covers the basics listed under “Included,” and larger or broader questions are quoted before we begin.

Pricing & margin designKnow which jobs make money and what to charge next time.from $1,500

Included in the starting price

  • Work out what each job actually costs you.
  • Set prices and margins that cover it with room to spare.
  • Show you which work makes money, which doesn’t, and what to charge instead of guessing from competitors.

Add-ons and larger scope (quoted)

  • Many job types, services or locations.
  • Large price lists, or contract and rebate pricing.
Sales & revenue forecastingSee slow months before they arrive.from $1,350

Included in the starting price

  • Build a forecast from your real sales history and pipeline.
  • Give you numbers you can plan hiring, purchases and cash around.
  • Spot a slow stretch before it arrives.

Add-ons and larger scope (quoted)

  • Several revenue lines or locations.
  • Cash-flow modeling or scenario planning.
Market researchA clear answer to one specific question.from $1,250

Included in the starting price

  • Look at your local market, competitors and customers to answer one question: where to expand, what to offer, who to target, or how to price against others.
  • Give you clear findings and a recommendation you can act on.

Add-ons and larger scope (quoted)

  • Several questions or several markets.
  • Surveys or customer interviews.
Vendor negotiationBetter rates. You pay a share only on verified savings.from $1,000plus 20% of verified savings

Included in the starting price

  • Review what you pay suppliers, software and service providers.
  • Negotiate better rates and terms on your behalf.
  • Our share is 20% of verified first-year savings: what you paid before, minus what you pay after, over 12 months, confirmed from invoices or the new contract against a baseline we agree in writing first.

Add-ons and larger scope (quoted)

  • Many vendors, or long multi-year contracts.

Ongoing support: Managed Systems

Your business keeps changing around a system that was built right. Managed Systems keeps it in step, for as long as you want us in the loop. Plans run month to month, and a longer term saves you money.

Essential

$450 a month

6 months: $414 a month, 8% off.
12 months: $383 a month, 15% off. That saves $804 a year.

  • About 3 hours a month.
  • Monitoring and small changes.
  • Email support with a 2-business-day response.

Plus

$895 a month

6 months: $823 a month, 8% off.
12 months: $761 a month, 15% off. That saves $1,608 a year.

  • About 6 hours a month.
  • A monthly 30-minute call and a short report.
  • Next-business-day response.

Priority

$1,495 a month

6 months: $1,375 a month, 8% off.
12 months: $1,271 a month, 15% off. That saves $2,688 a year.

  • About 10 hours a month.
  • Same-day response, plus an emergency line with a 4-hour response from 7am to 9pm (up to 2 a month).
  • A quarterly review and a quarterly in-person visit in the Upstate.

Outbound campaign care

Campaign careMonitoring, deliverability checks and sequence tweaks for the campaigns we built with you.$3956 months $363, 12 months $336
Campaign care with fresh contactsAdds 250 new verified contacts every month.$6506 months $598, 12 months $553

Unused hours don’t roll over, and extra hours are $125. A longer term’s discount applies for the full term, and your agreement spells out the details. Systems that we host or operate for you are quoted separately and itemized on your invoice.

By quote

Some work doesn’t fit a starting price, because the right scope depends on your business. Here’s what we quote, and why. You get the scope, price and timeline in writing before work starts, and the price stays fixed unless the scope changes.

Larger CRMs and data migrationThe work scales with your data and your team, so we size it after looking at both.
Custom integrations and dashboardsEvery combination of tools is different, so we scope the connections before we price them.
Online stores, member areas, quote toolsEach feature adds build and testing time.
Larger outbound programsVolume drives the infrastructure, list work and monitoring.
AI advisory and implementationWe start with where AI pays for itself in your business, then scope what to build and test.
SOP documentation and client trainingDocumentation and training are priced by the hours and the people involved.
Hiring and team structureRoles, pay structure and hiring process depend on your size and growth plan.
Territory and expansion strategyDepends on how many markets you’re weighing and what data exists.
Loyalty and referral program designThe design depends on your customers, margins and how people find you.
Trade show and event strategyScope follows the number of events, your goals and your booth or team.
Customer service and ticketing setupIt depends on volume, channels and who handles requests today.
Vendor sourcing and vettingScope follows how many categories and suppliers you need compared.
Go-to-market productionLaunches vary by offer, audience and channels, so we scope each one.
Dashboard and reporting retainerDepends on your data sources and how often you want the numbers.
Business formation and launch supportWe help with the business side of launching: plans, pricing and systems. Legal and tax filings stay with your attorney and CPA.
Hosted or operated systemsWhen we run a system for you, it’s priced separately and itemized on your invoice.

Questions

Do I have to buy an audit first?
No. An audit is one way in, and many clients skip it. If you know what you need, a short email is enough to start a quote.
What does “from” mean?
It’s the price for the defined starting scope listed on each service. If your project is larger, we quote it before we begin, and the price stays fixed unless the scope changes.
Do the prices include software?
No. Software, domain and platform fees are billed by the vendors, and we show them on your quote so there are no surprises. We build in your own accounts.
Which platforms do you work in?
Most often Airtable, Jotform, Zapier, Quo and Squarespace, and starting prices assume those. We can build on other platforms, and we quote that work.
Who owns what you build?
You do. Everything is built in your own accounts, so you can keep it, change it or hand it to someone else.
Do you meet in person?
Discovery calls are by phone or video. For paid work in the Upstate, we’re glad to meet in person for consultations, build meetings and ongoing support.
How does payment work?
After we agree on scope, we send a written quote, then a simple agreement and a secure payment link. The details are in your quote.
What does the audit credit mean?
The audit fee is credited toward a build you start within 30 days of your report.
Can you promise results?
We build solid systems and plans and walk you through using them. Results depend on your business and follow-through, so we don’t make guarantees.

Not sure which one you need?

Start with a free call, or send a short email about what you’re trying to fix. No pitch, and no step is required.