Three ways to work together.
We don’t sell retainers without a Sprint first. We don’t bury pricing behind a discovery call.
- Embedded Partner$10,000/mo
- Growth Retainer$4,000/mo
- Foundation Sprint$5,000 flat
Three tiers. Same operator. Different depth.
Each tier exists because we kept seeing the same shape of need. Pricing and scope are on the page so you can decide before talking to us.
Embedded Partner
We need someone owning this like an internal hire.
- ~30–40 hours/month dedicated time
- In your standups, pipeline reviews, leadership meetings
- Direct relationships with your team, not just the buyer
- Quarterly strategic reviews
- Owning outcomes, not just deliverables
For 30+ person companies where CRM ownership is a full role and you'd rather rent senior fractional leadership than hire it.
Growth Retainer
We know what's broken. We need someone to own it.
Most teams are already spending this. It's just spread across three people's Tuesday afternoons.
- ~15 hours/month dedicated time
- Monthly working sessions with your team
- Implementation of priorities from your Foundation Sprint
- New workflows, reporting, integrations as your business changes
- Async access for questions, troubleshooting, quick fixes
- A shared Notion workspace where everything we build lives
Best for 10–50 person companies with HubSpot at the center of go-to-market and no one inside who owns the CRM full-time.
Foundation Sprint
We don't know what's broken yet.
- Full CRM portal audit
- Stakeholder interviews with the people who actually use the system
- Written CRM Health Report, findings ranked by impact
- 90-day action plan
- Working session with leadership to align on next steps
Always Phase 1. If you continue with a Growth Retainer or Embedded Partner in the next 30 days, the Foundation Sprint cost is credited against your first month.
A CRM is not a project. It’s a system you live in.
You can clean it once and walk away. Most teams do. Then it drifts, because the thing that made it drift the first time, no owner, is still true. The Sprint fixes the system. The retainer keeps it the kind of thing you trust on a Thursday when the board asks for a number.
You’re not buying maintenance. You’re buying never having to think about it again.
Foundation Sprint vs. Growth Retainer
If you're deciding between starting points, here's the side-by-side.
| criteria | phase 1Foundation Sprint | ongoingGrowth Retainer |
|---|---|---|
| Engagement length | 3–4 weeks | Six-month minimum, then ongoing |
| Time investment | One-time | ~15 hours/month |
| What we're focused on | Diagnosing the system | Owning and improving the system |
| CRM portal audit | Full audit, written report | Continuous |
| Stakeholder interviews | Yes, scoped to the Sprint | As needed during the engagement |
| Workflow and automation | Documented in the action plan | Built and maintained |
| Reporting and dashboards | Diagnosed in the report | Built and adjusted as your business changes |
| Team training | Closing working session with leadership | Ongoing as new things are built |
| Async access between sessions | No | Slack and email |
| Shared Notion workspace | Health Report and action plan delivered | Living workspace where everything we build documents itself |
| What you walk away with | A clear answer to “what should we do next?” | A working system and someone who owns it |
Foundation Sprint
Best for diagnosing what's broken.
- Engagement length
- 3–4 weeks
- Time investment
- One-time
- What we're focused on
- Diagnosing the system
- CRM portal audit
- Full audit, written report
- Stakeholder interviews
- Yes, scoped to the Sprint
- Workflow and automation
- Documented in the action plan
- Reporting and dashboards
- Diagnosed in the report
- Team training
- Closing working session with leadership
- Async access between sessions
- No
- Shared Notion workspace
- Health Report and action plan delivered
- What you walk away with
- A clear answer to “what should we do next?”
Growth Retainer
Best for ongoing ownership.
- Engagement length
- Six-month minimum, then ongoing
- Time investment
- ~15 hours/month
- What we're focused on
- Owning and improving the system
- CRM portal audit
- Continuous
- Stakeholder interviews
- As needed during the engagement
- Workflow and automation
- Built and maintained
- Reporting and dashboards
- Built and adjusted as your business changes
- Team training
- Ongoing as new things are built
- Async access between sessions
- Slack and email
- Shared Notion workspace
- Living workspace where everything we build documents itself
- What you walk away with
- A working system and someone who owns it
The questions clients actually ask.
Eight things we get asked before signing. Quiet answers, no fluff.
Foundation Sprint, Growth Retainer, and Embedded Partner aren't for everyone. Worth saying out loud.
We're not the right fit if:
- You need a one-time fix and don't want an ongoing relationship.
- You're under 10 people and your revenue motion isn't real yet.
- You want an agency with a team of specialists.
- You're looking for the cheapest option.
Let’s talk it through. We’ll tell you which tier fits.
30-minute call. No pitch.