How We Work Together
ongoing advisory support or Project-based engagements, structured around what your team actually needs.
For companies that need a fractional RevOps partner without the overhead of a full-time hire, we provide ongoing monthly support across system optimization, reporting, and workflow maintenance. This model works best once your core infrastructure is built and you need consistent strategic guidance as your business evolves. Engagements are structured around a recurring cadence, so you always have an expert available as new priorities emerge.
Advisory Retainer
Starting tier: $3,000/month, including $1200 setup fee
Growth tier: $4,500/month, including $2000 setup fee
Commitment: 6-month minimum
Every retainer begins with a discovery call to confirm scope and the right tier for your team.
For scoped initiatives with clear deliverables, we work within a defined timeline and budget, typically running four to twelve weeks depending on complexity. This model fits CRM implementations, data migrations, and scoring builds where the outcome and endpoint are well-defined from the start. You get focused execution on a specific problem, with a clear beginning, middle, and end.
Project-Based Support
Smaller projects: $6,000 to $10,000, running 4 to 6 weeks; fits single scoring models, pipeline redesigns, or smaller migrations
Larger projects: $12,000 to $20,000, running 8 to 12 weeks; fits full CRM implementations, dual scoring models, or multi-phase migrations
Commitment: 6-month minimum
Final scope and price confirmed after discovery and is based on number of systems involved, data volume, and complexity of scoring or pipeline logic
"The best time to invest in RevOps was when you started the company. The second best time is today."
— Charlie Cowan, Revenue Acceleration Expert & Author, via Revenue.io