Tell us about your setup. We'll reach out within 24 hours to confirm your intro call.
We'll reach out within 24 hours to confirm your Audit details.
Audit what's broken. Build it right. Keep it clean. Transparent pricing, no long-term contracts, no offshore handoffs.
Each product builds on the previous. Start with an Audit — it's the only place to begin.
Find where your CRM is burning money
The architecture rebuild your team will actually follow
Requires completed Audit
Your CRM alive, clean, and making money every month
Requires Audit + Build
The fastest path to a CRM that works and stays working
Best value for fast-moving teams
Why this order matters: You can't build a system you don't understand. The Audit gives us — and you — the full picture of what exists, what's broken, and what needs to be rebuilt. The Build is scoped around those findings. Guardian maintains what the Build creates. Skipping steps creates the same problem you're already trying to solve.
The Build is scoped around your Audit findings. We can't build a system we haven't diagnosed — that's exactly how you end up with another broken CRM.
Start with the RevOps Audit ($1,499) — delivered in 5 days, and it includes everything we need to scope your Build accurately.
Guardian maintains a system that's been properly built. We can't monitor and optimize something that hasn't been architected yet.
The path is Audit → Build → Guardian. Each step compounds on the previous. Start with the Audit and the path forward will be clear.
We map what's broken and what it's costing you — before touching a single line of automation.
We design the data model, pipeline stages, and ownership structure your team will actually follow.
Only then do we build automation on top of a clean system — so it works the first time, every time.
"We close deals but I have no idea what's in the pipeline or why deals die."
"We just hired a sales team but our CRM is a mess — they can't use it."
"Our CRM was great 6 months ago. Now it's outdated and nobody trusts the data."
| Audit | Build | Guardian | Full | |
|---|---|---|---|---|
| Best for | Diagnosis | Implementation | Maintenance | Everything |
| Delivery time | 5 days | 2–3 weeks | Ongoing | 3–4 weeks |
| CRM diagnosis | ✓ | ✓ | ✓ | ✓ |
| CRM changes made | — | ✓ | ✓ | ✓ |
| Workflow automation | — | ✓ | ✓ | ✓ |
| Monthly governance | — | — | ✓ | ✓ |
| Ongoing support | — | — | ✓ | ✓ |
| Live client portal | — | — | — | ✓ |
| Commitment | One-time | One-time | Monthly | One-time |
| Price | $1,500 | $5,00–7,500 | $2,000/mo | $9,000 |
| 🔒 Requires Audit | 🔒 Requires Build |
No. The Audit and Build are one-time projects with a fixed scope and price. Guardian is month-to-month, cancel anytime with 30 days notice. No retainers, no lock-ins.
Always the Audit. You can't build what you don't understand, and we can't scope a Build without knowing exactly what's broken. The Audit gives us and you a full picture in 5 days. If you already know you want everything, the Full includes the Audit and gets you moving faster.
Yes. We specialize exclusively in HubSpot, not Salesforce, not Pipedrive, not GHL. That focus is what lets us move fast and build right. If you're on another CRM and want to migrate to HubSpot, we can scope that as part of a Build.
Minimal. We need one point of contact for access and approvals, roughly 2 to 3 hours total over 2 to 3 weeks. You don't need to understand HubSpot to work with us. That's the whole point.
That's our most common starting point. Most clients have had HubSpot for 6 to 18 months and it's drifted. The Audit diagnoses exactly what went wrong and the Build fixes it.
Most clients know exactly what they need after day 5.
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