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Consulting & Retainer Pricing

Implementation Package Pricing

Platform Audit Pricing

Consulting Prices

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Bucket of Task Hours
Managed Services
Features
for Bucket of Task Hours
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
👇 scroll down to see more tiers
Features
for Managed Services Retainers
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
Bucket10
Bucket of Hours
$1,300one-time
  • Best Fit
    For organizations who need technical support or help with a handful of tactical tasks.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    10 hours
  • Tier Hourly Rate
    $130
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Contact to get started!
Managed10
Managed Services Retainer
$1,050per month
  • Best Fit
    For organizations who need basic help with CRM and marketing automation, or website updates. Enough to be useful to get you set on the right path by fixing things and using best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    10 hours per month
  • Tier Hourly Rate
    $105
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    90 days
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    ✅
  • Platform Health Audit
    ✅
  • Performance Review
    ✅
  • Billing Terms
    Net 30
Contact to get started!
Bucket20
Bucket of Hours
$2,500one-time
  • Best Fit
    For organizations who need on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    20 hours
  • Tier Hourly Rate
    $125
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Contact to get started!
Managed20
Managed Services Retainer
$2,000per month
  • Best Fit
    For organizations who want to go beyond the basics by implementing a more in-depth setup for Lead Management, website optimization, and growth, all built on the foundation of best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    20 hours per month
  • Tier Hourly Rate
    $100
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    90 days
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    ✅
  • Platform Health Audit
    ✅
  • Performance Review
    ✅
  • Billing Terms
    Net 30
Contact to get started!
Bucket30
Bucket of Hours
$3,600one-time
  • Best Fit
    For organizations who need occasional on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    30 hours
  • Tier Hourly Rate
    $120
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Contact to get started!
Managed30
Managed Services Retainer
$2,850per month
  • Best Fit
    For organizations needing strategy and processes for scaling CRM and marketing automation with RevOps for more robust alignment between Marketing and Sales with end-to-end, lead-to-cash functionality.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    30 hours per month
  • Tier Hourly Rate
    $95
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    90 days
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    ✅
  • Platform Health Audit
    ✅
  • Performance Review
    ✅
  • Billing Terms
    Net 30
Contact to get started!
Bucket40
Bucket of Hours
$4,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    40 hours
  • Hours Included
    $115
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Managed40
Managed Services Retainer
$3,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    40 hours per month
  • Hours Included
    $90
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
    ✅
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    ✅
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Bucket50
Bucket of Hours
$5,500one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    50 hours
  • Hours Included
    $110
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Managed50
Managed Services Retainer
$4,250per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    50 hours per month
  • Hours Included
    $85
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
    ✅
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    ✅
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Bucket60
Bucket of Hours
$6,300one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    60 hours
  • Hours Included
    $105
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Managed60
Managed Services Retainer
$4,800per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    60 hours per month
  • Hours Included
    $80
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
    ✅
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    ✅
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Bucket80
Bucket of Hours
$7,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    80 hours
  • Hours Included
    $95
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!
Managed80
Managed Services Retainer
$5,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    80 hours per month
  • Hours Included
    $70
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
    ✅
  • Dedicated Certified Consultant
    ✅
  • Consultant Availability
    ✅
  • Status Meetings
    ✅
  • Request Response
    ✅
  • Platform Administration
    ✅
  • Working Sessions
    ✅
  • Project Management
    ✅
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Contact to get started!

Platform Implementation Packages

Choose a pre-defined package below or go custom

Choose one of our pre-configured packages below, each comprised from a pre-defined punch list of items, or let us work with you to build the perfect custom implementation package designed to fit your needs, timeline, and budget.

QUICKSTART

  • Designed for organizations who need to get started with basic marketing automation and/or CRM set up simply and quickly. Not a fully comprehensive set up, but enough to make your platform useful out of the gate and to get you set on the right path using best practices.
  • Starting from $4,000
Get Started

GROWTH

Approximate Duration: 60 Days

  • Our most popular implementation package, designed for organizations who need to get started with marketing automation and CRM working together and who want to go beyond the basics by implementing a more indepth setup for Lead Management and growth, all built on the foundation of best practices.

  • Starting from $5,500
Get Started

SCALE

Approximate Duration: 90 Days

  • Designed for organizations wishing to make the most of their investment by using strategy and proven processes for scaling their organization with marketing automation and CRM, aligning marketing and sales processes (known as RevOps). The first phase focuses on implementation and platform fundamentals, then transitions into more robust functionality including Lead Management, Automations/Workflows, and Analytics.

  • Starting from $12,000
Get Started
Start the discussion

Platform Audit Pricing

We provide two levels of audits

Basic—$1000

Basic is great for smaller companies or if you're looking for higher level best practices. We allocate 5 hours for discovery, documentation and to go over our findings and recommendations.

Extensive—$1800

Extensive audits allow for a deeper dive into usage and setting options. We allocate 12 hours to provide you with additional insight and custom documentation, which we review in our findings meeting.

Request Your Audit

Get Started or Request Custom Estimate

Contact us to get started. Don’t see what you are looking for? Ask us for a custom quote.