An idea of what our pricing and methodology looks like:

Proposal Overview

Thank you for considering our consulting services. This proposal outlines our approach to supporting your sales, marketing, and revenue operations through a dedicated, fractional engagement designed to optimize your platform, processes, and strategies.

Our goal is to closely collaborate with your team to understand, analyze, and enhance your current customer acquisition and engagement processes. This includes:

• Conducting comprehensive discovery with your existing staff
• Mapping the current customer journey from lead sourcing to conversion
• Evaluating existing automation and engagement workflows
• Identifying bottlenecks and inefficiencies
• Exploring opportunities for AI integration to accelerate and optimize key stages of the customer journey
• Recommendations for streamlining processes to accelerate lead-to-customer conversion
• Enhancing your ability to reach and engage customers effectively and in real-time

The initial $10,000 down payment covers approximately 80 hours of dedicated discovery and analysis, including:

• Stakeholder Interviews: Engaging with key team members across sales, marketing, customer success, and other relevant departments
• Process Mapping: Documenting current lead sourcing, data ingestion, CRM workflows, and automation tools
• Customer Journey Review: Analyzing how leads are generated, nurtured, and converted into customers
• Technology and AI Assessment: Reviewing existing platforms, tools, and integrations used in sales, marketing, and customer engagement. This includes investigating how AI is currently being utilized and identifying opportunities where AI can add value—such as:
  • Automating lead sourcing, especially B2B direct outbound efforts
  • Scraping or gathering vital lead scoring information at various customer journey points
  • Automating data enrichment and segmentation
  • Enhancing personalization and targeting through AI-driven insights
• Bottleneck Identification: Pinpointing delays, redundancies, or gaps in the current processes that hinder growth and responsiveness
• Initial Recommendations: Developing a high-level plan for process improvements, platform enhancements, and AI integration strategies

Following the discovery phase, the engagement continues with a monthly retainer of $6,000, which provides:

• Up to 40 hours monthly of hands-on consulting support
• Implementation of process improvements
• Platform configuration and optimization
• Strategy sessions to align sales, marketing, and revenue operations
• AI implementation support where applicable
• Training and knowledge transfer to your team
• Continuous assessment of progress and adjustments as needed

We look forward to partnering with you to accelerate your growth and operational efficiency. Upon acceptance, we will initiate the discovery phase outlined above.

Please let us know if you'd like any modifications or further details.