Pick your starting point
Every package below is a defined project with a clear deliverable — no vague hourly arrangements, no scope creep. Not sure which fits? Book a free discovery call and we’ll tell you honestly, including when the answer is “start smaller.”
OrganizeMyCRM.com
For businesses whose CRM has become a place where leads go to disappear.
A focused sprint that turns your existing CRM back into a system you trust. We audit what’s there, clean up what’s broken, and hand you back a pipeline that reflects reality.
- Full audit of contacts, pipeline stages, fields, and automations
- Duplicate merge and dead-data cleanup
- Pipeline rebuilt to match how you actually sell
- Lead source consolidation and required-field setup
- A dashboard of the numbers you actually need, plus a walkthrough call
from $497
One-time project
Typical timeline: 2–3 weeks
Automation Build-Out
For businesses where follow-ups, reminders, and hand-offs depend on someone remembering.
We design and build the automations that catch dropped balls: instant lead responses, appointment reminders, quote follow-ups, review requests, and onboarding flows — in the tools you already own.
- Workflow mapping session to find the highest-value automations
- Up to five automations designed, built, and tested
- Lead response, reminder, follow-up, review, and onboarding flows
- Plain-English documentation for every automation
- 30 days of post-launch adjustments included
from $650
One-time project
Typical timeline: 3–4 weeks
SOP Library Starter
For owners who are the only person who knows how anything works.
We pull your core processes out of your head and into a clean, organized library of step-by-step procedures — so you can hire, delegate, and take a real vacation.
- Process inventory to identify your ten highest-value SOPs
- Ten SOPs written from walkthroughs and screen recordings
- Edge cases and escalation paths documented, not just happy paths
- Library organized inside the tool your team already uses
- Owner and review-date system so the library stays current
from $450
One-time project
Typical timeline: 3–4 weeks
The Daily Hour
An operations pro in your business every single day — for less than the cost of one dropped lead a month.
Most support arrangements batch your business into a weekly visit. Requests pile up, small problems wait five days to become big ones, and Friday is spent untangling what Monday could have prevented.
The Daily Hour works the way your business actually runs: daily.
Every business day, you get one dedicated hour of experienced operations support. Not a task queue. Not a “we’ll get to it.” A standing daily appointment where your systems get touched, your loose ends get caught, and the things that eat your evening get handled before lunch.
What a Daily Hour looks like:
- Your inbox and calendar triaged before your day gets loud
- Yesterday’s leads followed up, today’s pipeline checked, nothing sitting cold
- CRM kept clean as it happens — not cleaned up in quarterly rescue missions
- Automations tuned, project boards updated, balls un-dropped
- One monthly review call to set priorities for the month ahead
Because the rhythm is daily, problems get caught at the one-day size. A lead that came in overnight gets a response in the morning, not next Tuesday. That’s the entire premise: consistency beats catch-up.
From $950/month · roughly 22 hours of hands-on support · month-to-month after the first 90 days, no long-term lock-in.
You’ve hired for tasks before. This is hiring for rhythm — the steady, daily heartbeat of someone who knows your systems and shows up every morning to keep them running.
Book a free discovery call and tell us what your mornings look like. We’ll tell you what they could look like.
Tech Stack Setup & Migration
For businesses switching platforms — or drowning in tools that don’t talk to each other.
Whether you’re moving CRMs, consolidating a sprawl of subscriptions, or setting up a new platform properly from day one, we handle the planning, the data, and the connections.
- Stack audit: every tool, its cost, its overlap, its seams
- Platform selection guidance based on your process, not the hype
- Data cleaned before migration, not after
- Integrations connected and tested end to end
- Team training and SOPs for the new setup
Custom quote
Scoped after discovery call
Timeline varies by scope
Not sure where to start?
If leads are slipping through cracks…
Start with the OrganizeMyCRM.com. Clean data is the foundation everything else builds on — automations pointed at a messy CRM just automate the mess.
If your team drops the ball on follow-ups…
The Automation Build-Out removes memory from the equation. Pairs naturally with a CRM cleanup if your data needs work first.
If everything depends on you personally…
The SOP Library Starter gets your processes out of your head — the prerequisite for hiring, delegating, or selling the business someday.
If you want it handled, ongoing…
The Daily Hour gives you a standing operations partner. Most retainer clients start with a project sprint first, so we learn your business before we run it.
If your tools don’t talk to each other…
The Tech Stack Setup & Migration untangles the sprawl — auditing what you pay for, cutting the overlap, and connecting the rest. Moving to a new platform? We clean your data before it migrates, not after.
FAQs
What platforms do you work in?
GoHighLevel, HubSpot, Pipedrive, HoneyBook, HouseCall Pro, ClickUp, Kajabi, Google Workspace, Calendly, Zapier, and more. If your tool isn’t listed, ask — the principles transfer, and we learn fast.
Do the “from” prices mean my price will be higher?
The starting price covers the scope described above for a typical small business. Larger databases, more team members, or additional automations can increase it — but you’ll get a fixed quote after the discovery call, before anything begins. No surprises mid-project.
How do you handle access to our systems?
Every engagement starts with a signed agreement including confidentiality terms. We work from our own named user accounts with scoped permissions — never shared logins — and access removal is a standing step in our offboarding checklist.
Can I combine packages?
Absolutely, and it’s often the right call — a CRM cleanup followed by an automation build is our most common pairing. Combined projects are quoted together, usually at better value than booking separately.
What if I just need a few hours of help?
Reach out anyway. Some needs fit a small hourly block rather than a package, and if what you need is a quick fix we can point you to, we’ll tell you that on the discovery call for free.
Start with a conversation, not a contract
The discovery call is free, takes about 30 minutes, and ends with an honest recommendation — even if that recommendation is a DIY fix or a smaller starting point than you expected.