Pricing & Packages

Simple, transparent pricing designed around outcomes—not hourly billing.
Every engagement starts with clarity and focuses on solving real problems in your practice.

1. Business Discussion (Entry Point)

Flat Fee: $500

A focused session to identify where AI can make an immediate impact.
Includes:

  • Review of your workflow, tools, and pain points

  • Identification of 2–3 high-impact opportunities

  • Clear, practical recommendations

Credited toward future work if we continue together.

2. Fixed-Fee Project Tiers

Quick Wins (Small)

Investment: $750 – $1,500

Solve one focused problem and create immediate time savings.

Examples:

  • Turn client meetings into follow-up emails + CRM updates

  • Clean up and simplify CRM structure

  • Create email or communication templates

Outcome: Immediate efficiency and clarity.

Workflow Build (Medium)

Investment: $2,000 – $4,000

Build a complete, repeatable workflow.
Examples:

  • Client communication system

  • Marketing content engine

  • CRM + follow-up workflow

Outcome: A system that runs consistently without extra effort.

Practice System (Large)

Investment: $5,000 – $10,000+

Connect multiple workflows into a scalable system.
Examples:

  • End-to-end advisor workflow

  • Integrated communication + CRM + marketing system

  • Practice-wide efficiency redesign

Outcome: Scalable growth without adding staff.

How Pricing Works

  • Fixed fee based on clearly defined scope

  • No hourly billing

  • No surprises—any changes are discussed in advance

  • Designed for clarity, trust, and measurable results

3. Starter Packages

Meeting-to-Follow-Up System

Investment: ~$1,250

Turn every client meeting into:

  • Clean summary notes

  • Professional follow-up email

  • CRM-ready updates

Outcome: Save hours each week and improve client experience.

Client Communication System

Investment: ~$2,500

Create consistent communication across your client base:

  • Segmented messaging

  • Email templates and workflows

  • Repeatable cadence

    Outcome: Stay top-of-mind without extra effort.

Marketing Engine (Simple & Consistent)

Investment: ~$3,000

Turn your insights into ongoing content:

  • Weekly or monthly content workflow

  • Email + LinkedIn integration

  • Simple system you can maintain

Outcome: Consistent visibility and lead generation.

CRM Cleanup & Workflow Build

Investment: ~$2,500

Fix and simplify your CRM:

  • Clean data structure

  • Define key fields and segmentation

Build follow-up workflows

Outcome: A CRM that actually supports your business.