For the Infrastructure Setup, we typically begin within 5 business days of signing. Growth Engine and Fractional Partner engagements start with a discovery call and audit — plan for 2 weeks from contract to active work.
No. We handle platform selection as part of every engagement. If you already have a CRM, we audit it first and either optimize what's there or migrate you to a better fit. We work with HubSpot, Salesforce, Pipedrive, and several others.
Our Revenue Infrastructure Audit is completely free. You get a written findings report and a prioritized roadmap for what to fix first — no cost, no commitment.
Pricing & billing
The Infrastructure Starter plan includes free setup — no setup fee. Growth Engine and Enterprise are month-to-month with no setup fees either. You just pay the monthly rate.
Yes. All plans are month-to-month. Cancel anytime with 30 days notice — no long-term contracts required.
Yes. Annual billing on Growth Engine saves you the equivalent of one month — effectively 11 months for the price of 12. Contact us to set this up.
Scope & deliverables
It means we act as your VP of Sales or Chief Revenue Officer — attending leadership meetings, owning the revenue strategy, guiding hiring decisions, and reporting to your board or investors. We are embedded in your business, not advising from the outside.
For setup engagements, we need access to one internal owner (usually a founder or sales lead) and the team members who will use the CRM. For Growth Engine and Fractional Partner, we work directly with your leadership team on a regular cadence.
We work across 16+ industries including professional services, SaaS, real estate, healthcare, construction, financial services, and more. Our systems are built to the specifics of your sales motion — not a generic template.
Still not sure which plan fits? Start with a free audit — you'll get a clear picture of what your infrastructure needs with zero cost or commitment.