

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.
$295 Flat
$750 - $1500
$295 - $495/ month
Mini Cleanup
Full Cleanup
Monthly Maintenance
We keep your CRM organized and consistent so it doesn’t fall back into chaos as new leads come in.
A focused cleanup of your most critical CRM data — including duplicates, basic pipeline cleanup, and light organization so your system is usable again.
Full CRM system rebuild— all contacts, deal stages, lead statuses, and a complete follow-up system rebuilt for your deal flow. Most investors start here.


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.
