Starter Partnership
Driven by curiosity and built on purpose, the Starter Partnership
$3,500/month | 6-month commitment | 20 hours of automation expertise per month
Who This Is For
You're running a business doing $2M to $10M in revenue. Things are working, but you can feel the friction. Your team is spending too much time on manual tasks. Your CRM is either underutilized or a mess. You know there's a better way to operate—you just don't have the bandwidth to figure it out yourself.
The Starter Partnership is designed for companies ready to build a real foundation. Not a quick fix that falls apart in 90 days. A system you can actually grow on.
What You Get
20 Hours of Dedicated Expertise Per Month
This isn't a help desk. You get focused, strategic time with our team every month—applied to the work that moves your business forward.
Bi-Weekly Strategy Sessions
Every other week, we meet to review progress, align on priorities, and plan what's next. You'll always know where things stand and what's coming.
Dedicated Business Technical Analyst
You won't be passed around. One person owns your account, learns your business, and makes sure nothing falls through the cracks.
Expert Implementation Team
Your analyst is backed by specialists who build and deploy your automations—CRM configuration, workflow development, integrations, and more.
Weekly Progress Reporting
Every week, you'll receive a clear update on what's been accomplished. No wondering what you're paying for.
Continuous Optimization
As your business evolves, we refine what's been built. Automation isn't set-it-and-forget-it—it gets better over time.
What We Typically Deliver
Every engagement is different, but here's what Starter clients commonly accomplish within the first six months:
CRM Implementation or Optimization Whether you're setting up a CRM for the first time or cleaning up one that's become a liability, we get it structured, organized, and usable.
2-3 Workflow Automations Per Month We identify the manual processes eating up your team's time and automate them—lead routing, task creation, follow-up reminders, status updates, notifications, and more.
Contact Data Enhancement Messy data leads to bad decisions. We clean, enrich, and organize your contact records so you can actually trust what's in your system.
Sales Sequence Setup Automated email sequences that nurture leads based on customer type, deal stage, or behavior—without your sales team remembering to hit send.
Basic Dashboard Implementation A clear view of the numbers that matter. Pipeline health, activity metrics, project status—visible at a glance instead of buried in spreadsheets.
The Six-Month Commitment
We require six months because real transformation takes time.
Months 1-2: Foundation. We're auditing your systems, cleaning data, and building the infrastructure that everything else depends on.
Months 3-4: Acceleration. This is where automation starts compounding. Workflows are live, your team is adapting, and you're seeing measurable time savings.
Months 5-6: Optimization and scale. We refine what's working, expand into adjacent processes, and make sure everything is stable and documented.
Quick hits don't last. This timeline delivers results that stick.
What This Looks Like in Practice
A general contractor came to us with a CRM full of 20,000 contacts they couldn't trust. By month two, we'd cleaned the database and segmented contacts by type. By month four, automated email sequences were running for different customer segments—residential clients, commercial prospects, subcontractors. By month six, their sales team was spending zero time on manual follow-up and closing deals faster because they were focused on real opportunities instead of bad data.
That's the Starter Partnership in action.
Real Impact
15-20 hours per week of manual work eliminated
400%+ ROI within the first six months
A foundation built for scale—not a band-aid that breaks
After Six Months
Once the initial commitment is complete, you have options:
Continue month-to-month at the same rate
Scale up to the Growth Partnership for faster progress
Pause if you've achieved your goals
No long-term lock-in. If we've done our job, you'll want to keep going.is is where bold thinking meets thoughtful execution. Let’s create something meaningful together.