PHASE 4 — REVIEW

Structural Oversight

For businesses that do not need ongoing structural involvement, but do want periodic review so drift is caught early. I step back in at a defined cadence, review the structure against reality, identify misalignment, and make minor corrections where appropriate.

Model Cadence Price
Per review Monthly or Quarterly $2,500

What You Receive Per Review

  • CRM health check
  • Workflow drift analysis
  • Pipeline review
  • Reporting accuracy check
  • Ownership clarity check
  • Minor system adjustments within the existing structure
  • Written summary with recommendations

Not Included

  • Building new systems
  • Significant restructuring
  • Major workflow redesign
  • Changes touching multiple systems at once

• Prices in USD. Final checkout amount is subject to current market exchange rates and provider fees.

• Pricing ranges apply to micro to small businesses (fewer than 50 employees). Engagements above this scale are scoped individually during discovery.

Anything beyond minor corrections is scoped separately.

Payment is due prior to each scheduled review. Work begins once payment is received and cleared.