

Pick the fix that matches your chaos level.
From a fast mini-cleanup to a full scratch setup, every engagement delivers organized lead statuses, a working follow-up system, and professional email templates.
/ Three Service Tiers
Scope matched to your situation.
Mini Cleanup
Full Cleanup
Monthly Maintenance
Ongoing lead organization, status updates, and consistent email communications. For investors who need backend consistency without a full-time hire.
Lead deduplication, status labeling, and a basic follow-up sequence. Best for investors with one messy CRM and a few dozen active contacts.
Full data audit, deal pipeline rebuild, follow-up templates, and email update sequences. Right for investors scattered across multiple platforms.


You hand over the chaos. We return a system.
Step 1 — Intake: You share your CRM access, spreadsheets, or notes. We audit what exists, flag duplicates, and map your deal stages.
Step 2 — Build: We clean the data, organize lead statuses, and configure follow-up sequences. No calls required during this phase.
Step 3 — Handoff: You receive a fully organized CRM, a walkthrough doc, and email templates ready to send — typically within five business days.
Know which tier fits? See the exact numbers.
Flat fees, clear scope, no retainer traps. Pick your tier and start this month.
