// Everything, itemised
Everything I do, priced one line at a time.
Every part I build, on its own line, with its hours and its number. The most asked-for sixteen are on the pricing page; these are all of them. Same rule everywhere: inside the cap, the number holds.
Excludes VAT, if applicable.Flat, not quoted
Every line is a flat price for its standard scope. The hours are shown so you can see what is inside it; you are never billed by the hour.
Nothing paid for twice
Add any line to your sheet. Every fix after the first comes off $130, and where two lines share work, that comes off as its own line with the reason on it.
Over the cap
If the job is bigger than the line, the extra is written down and agreed before work starts, at the extra-unit price where there is one. Nothing is added afterwards.
01 · 7 lines
Find the leak
| D01 | Find the leakSeven days in your own CRM: the stage deals stall in, the number that proves it, the first three things I’d change.It goes toward the fixes you start inside 30 days. Your sheet shows how much comes off.Cap · One CRM · the last 90 days of deals18 hours · 1 week · on the menu → | $1,550Add to my sheet |
| D02 | CRM AuditYour CRM read against how you actually sell: the fields nobody fills, the stages nobody trusts, the automations that fire on the wrong thing, in the order I’d fix them.It goes toward the CRM fix you start inside 30 days. Your sheet shows how much comes off.Cap · One CRM · one pipeline9 hours · 1 week | $750Add to my sheet |
| D03 | Intake AuditEvery path an enquiry takes into the business, traced to its first reply and timed, and each place where enquiries go unanswered.It goes toward the intake fix you start inside 30 days. Your sheet shows how much comes off.Cap · One enquiry path · the last 90 days12 hours · 1 week | $1,000Add to my sheet |
| D04 | Follow-up AuditYour open deals read for their last touch and their next one, and the stage where follow-up stops happening.It goes toward the follow-up fix you start inside 30 days. Your sheet shows how much comes off.Cap · One pipeline · up to 30 deals sampled7.5 hours · 1 week | $650Add to my sheet |
| D05 | Review my sales callsTen recordings scored against discovery, qualification, objections and the next step, then the three patterns in most of them and what to change first.Cap · Up to 10 recordings10 hours · 1 week · on the menu → | $850Add to my sheet |
| D06 | Reporting & Forecast AuditYour reports checked against their source data and your forecast against what actually closed, with the definitions that disagree written down.It goes toward the reporting fix you start inside 30 days. Your sheet shows how much comes off.Cap · One CRM · up to 10 reports or metrics10 hours · 1 week | $850Add to my sheet |
| D07 | Sales Ops Power HourSixty minutes on one problem, with half an hour of preparation before it. Bring the thing that has bothered you for a month; leave knowing what to do first.Cap · One question · one 60-minute session and a written recap1.5 hours · same day | $130Add to my sheet |
02 · 6 lines
Make the process usable
| P01 | Reset my stagesStages a deal has to earn, with an owner and a next action at each, so nothing sits in “proposal sent” without a date.Cap · One pipeline9 hours · 1 week · on the menu → | $750Add to my sheet |
| P02 | Qualification FrameworkThe questions a deal has to answer before it counts as qualified, and where each answer lives in the CRM.Cap · One sales motion7.5 hours · 1 week | $650Add to my sheet |
| P03 | Discovery & Demo SystemA discovery call structure, a demo that follows what discovery found, and the notes template that carries both into the CRM.Cap · One sales motion · one role12 hours · 1 week | $1,000Add to my sheet |
| P04 | Weekly Pipeline ReviewThe thirty-minute weekly review: the agenda, the view it runs from and the three questions every deal answers, with the first one run live with your team.Cap · One pipeline · one weekly meeting6 hours · 1 week | $500Add to my sheet |
| P05 | Map the processCurrent and future state with decision points, owners and handoffs, signed off before anything is built.Cap · One pipeline13 hours · 1 week · on the menu → | $1,100Add to my sheet |
| P06 | Proposal-to-Signature WorkflowFrom proposal draft to signature: the template, the approval step, e-signature and the stage changes that follow on their own.Cap · One proposal path · one e-signature tool13 hours · 1 week | $1,100Add to my sheet |
03 · 8 lines
Build or repair the CRM
| C01 | Lightweight Pipeline SetupStages, owners, a follow-up cadence and a Monday view, built in Notion or Google Sheets, for a team of one to three that isn’t ready for a CRM.Cap · One pipeline · up to 4 users9 hours · 1 week | $750Add to my sheet |
| C02 | Set up my CRMBuilt from how you actually sell: fields, stages, views and tasks, with your spreadsheet imported and your team trained on it.Built in HubSpot, monday.com or what you already have.Cap · One team · one pipeline40 hours · 2 weeks · on the menu → | $3,400Add to my sheet |
| C03 | CRM Optimisation SprintA working CRM made lighter: fields retired, views rebuilt per role, automations checked, so the team types less and the data gets better.Cap · One CRM · one pipeline · up to 15 changes to fields, views or reports14 hours · 1 week | $1,200Add to my sheet |
| C04 | Clean up my CRMDuplicates merged, stale deals closed out and values standardised, plus the rules and a twenty-minute monthly routine that keep it clean.Cap · One system · up to 2,000 records18 hours · 1 week · on the menu → | $1,550Add to my sheet |
| C05 | CRM MigrationContacts, deals and history mapped, moved to the new system and reconciled, with the old one kept read-only until the numbers match.Record count confirmed on the call.Cap · One source into one CRM · up to 5,000 records · contacts, companies and deals47.5 hours · 3 weeks | from $4,050Add to my sheet |
| C06 | monday.com Sales WorkspaceA sales workspace built in monday.com: boards, stages, automations and dashboards set up for how your team sells.Cap · One team · one sales workflow · up to 4 connected boards35 hours · 2 weeks | $3,000Add to my sheet |
| C07 | CRM SelectionThe CRM chosen for your process, not the other way round: requirements, a shortlist of two or three and demos run against your own deals.Cap · One team's requirements · up to 3 shortlisted CRMs13 hours · 1 week | $1,100Add to my sheet |
| C08 | Get the team back inThe workflow cut down to what the team actually uses, a view for each role, training and an adoption check at day 30.Cap · One team · one pipeline17.5 hours · 1 week · on the menu → | $1,500Add to my sheet |
04 · 7 lines
Capture and move enquiries
| I01 | Fix my intakeOne enquiry path: form, qualification, routing, booking and the first reply, with an owner at every step.A second path (a second office, a second service line) is an add-on at the same rate, agreed in writing before work starts.Cap · One enquiry path · one team32.5 hours · 2 weeks · on the menu → | $2,750Add to my sheet |
| I02 | Fix the form and routingThe right questions, required fields and assignment rules, so every submission lands with a person, not an inbox. Tested end to end.Cap · One form · one destination8.5 hours · 1 week · on the menu → | $700Add to my sheet |
| I03 | Booking & No-show FlowBooking links, confirmations, reminders and the no-show follow-up, so a booked call happens or gets rebooked without anyone chasing.Cap · One booking path · one calendar tool8.5 hours · 1 week | $700Add to my sheet |
| I04 | First-response KitThe first reply for every kind of enquiry, in your voice, with the questions that save the second email.Cap · Up to 7 enquiry types7 hours · 1 week | $600Add to my sheet |
| I05 | Intake DashboardOne view of every enquiry: where it came from, who owns it, how long the first reply took and what happened next.Cap · One enquiry path · up to 7 metrics · one view11.5 hours · 1 week | $1,000Add to my sheet |
| I06 | Fix our handoffWhat delivery needs before it starts and who owns the client after the yes, with the trigger, checklist and tracking that hand it over.Cap · One handoff between two teams16 hours · 1 week · on the menu → | $1,350Add to my sheet |
| I07 | Client Onboarding WorkflowFrom signed to started: the welcome, the information you need, the kickoff and the delivery tasks that start on their own, tracked to the first milestone.Cap · One service line · one onboarding path25 hours · 2 weeks | $2,150Add to my sheet |
05 · 5 lines
Keep conversations alive
| F01 | Fix my follow-upStage-by-stage timing, seven templates, tasks that fire on their own and one view of what’s overdue.Cap · One pipeline · 7 templates16 hours · 1 week · on the menu → | $1,350Add to my sheet |
| F02 | Sales Messaging KitThe emails, call openers and LinkedIn messages your team sends most, written once in your voice and stored where the team works.Cap · Up to 10 templates14 hours · 1 week | $1,200Add to my sheet |
| F03 | Chase the proposalThree touches from proposal sent to signed, lost or deferred, each with a reason to reply, and the rule for when a deal drops a stage.Cap · One proposal path · 3 touches8.5 hours · 1 week · on the menu → | $700Add to my sheet |
| F06 | Outbound Operating SystemThe target-list criteria, the sequences, the daily activity view and the reply handling, for a team starting or restarting outbound.Cap · One outbound motion · up to 3 segments · one sequencing tool36 hours · 2 weeks | $3,050Add to my sheet |
| F07 | Wake up the databaseOld leads sorted by where they stopped, with a campaign back to each group, and a review rhythm for the clients you already have.Cap · One database · one campaign to old leads and one review cadence for existing clients19.5 hours · 1 week · on the menu → | $1,650Add to my sheet |
06 · 5 lines
Make performance visible
| R01 | Build my dashboardFive defined metrics, source data checked, one screen you can read on a Monday without asking anyone.Cap · 5 metrics · one management view17.5 hours · 1 week · on the menu → | $1,500Add to my sheet |
| R02 | Team ScorecardsActivity and conversion by rep on one view, built for coaching rather than policing.Cap · Up to 2 roles · up to 6 measures each11.5 hours · 1 week | $1,000Add to my sheet |
| R03 | Forecast SetupA forecast built from what each deal can prove at its stage, not how the rep feels about it, with the weekly routine that keeps it honest.Cap · One pipeline · one forecast view14 hours · 1 week | $1,200Add to my sheet |
| R04 | Source & Conversion ReportingWhich sources bring deals that close, traced from first touch to won, so the budget follows the ones that pay.Cap · Up to 8 lead sources · one funnel view13 hours · 1 week | $1,100Add to my sheet |
| R05 | Reporting RepairExisting reports fixed where they break: the definitions, the filters and the source data underneath them.Cap · Up to 5 reports12.5 hours · 1 week | $1,050Add to my sheet |
07 · 7 lines
Document and enable the team
| E01 | Sales SOP PackWhat happens at each stage, who does it and what done looks like, written for the person who was not in the room.Cap · One pipeline · up to 10 SOPs22 hours · 2 weeks | $1,850Add to my sheet |
| E02 | Build our playbookOne role’s process, call guidance, templates and system instructions, written for week one.Cap · One role25 hours · 2 weeks · on the menu → | $2,150Add to my sheet |
| E03 | Rep Onboarding PathThe next hire’s first two weeks laid out: what they learn, what they shadow, what they run and how you know it worked.Cap · One role · the first 30 days25 hours · 2 weeks | $2,150Add to my sheet |
| E04 | Hiring Scorecard & Interview KitThe scorecard for the next sales hire, interview questions mapped to it and a role-play brief, so two interviewers score the same candidate the same way.Cap · One role13 hours · 1 week | $1,100Add to my sheet |
| E05 | Call Coaching SprintFour weeks of call reviews with your team: recordings scored, one skill worked on each week and the scorecard left behind.Cap · One team · up to 10 recordings · 3 coaching sessions17.5 hours · 1 week | $1,500Add to my sheet |
| E06 | CRM/Process TrainingTraining on a system that already exists: what changed, why the fields went quiet and how the team uses it from Monday, practised live.Cap · One team · two sessions8 hours · 1 week | $700Add to my sheet |
| E07 | Sales Knowledge HubOne place for the playbook, templates, pricing and product answers, organised so a rep finds the answer before asking.Cap · One platform · up to 30 documents17.5 hours · 1 week | $1,500Add to my sheet |
08 · 5 lines
Automate and connect the work
| A01 | Automate the alertsLead routing, handover triggers and stale-deal alerts, with the exceptions tested.Native CRM workflows, Zapier and similar.Cap · One pipeline · tools I support20 hours · 1 week · on the menu → | $1,700Add to my sheet |
| A03 | Handoff & Stale-deal AlertsThe trigger that moves a won deal to delivery, and the alert that fires when a deal goes quiet.Cap · One pipeline · up to 4 alert rules · tools I support10.5 hours · 1 week | $900Add to my sheet |
| A04 | AI Sales Prep WorkflowA workflow that pulls a prospect’s record, recent activity and public context into a one-page brief before each call.Cap · One role · one prep card · one AI tool17.5 hours · 1 week | $1,500Add to my sheet |
| A05 | AI Meeting-to-Follow-up WorkflowCall notes turned into a CRM update and a draft follow-up email, checked by the rep before it goes.Cap · One meeting type · one note-taker · one CRM21 hours · 2 weeks | $1,800Sold by hand |
| A06 | Integration Requirements & UATThe written requirements for an integration someone else builds, and the testing that proves it does what the sales team needs.Cap · One integration between two systems · up to 20 test cases17.5 hours · 1 week | $1,500Add to my sheet |
09 · 2 lines
Ongoing and adjacent
| B03 | Keep it runningOnce something is live: the weekly pipeline review, the reporting kept true, the CRM kept clean, each new hire onboarded into the process. Three months minimum, then month to month.20 hours a month · monthly | $1,700 / moAfter a build |
| B04 | Non-sales Workflow BuildA workflow outside sales (operations, finance, recruitment) mapped and built the same way: owners, triggers and a view of what is stuck.Cap · One workflow · one team · one platform35 hours · 2 weeks | $3,000Scoped on a call |
10 · 5 lines
Answer engines
| AA | Answer AuditAdded to Find the leak: a documented prompt set run three times across three answer engines, reported as a range with the raw log and dates, plus the technical readiness check.It goes toward the answer-engine fix you start inside 30 days. Your sheet shows how much comes off.Cap · One domain · up to 25 prompts · 3 runs across 3 answer engines14.5 hours · 2 weeks | $1,250Add to my sheet |
| A1 | Crawler accessThe AI crawlers the Audit found blocked, let in: the robots file, the firewall’s bot rules, and pages that only show their text once a browser has run them.Cap · One domain · the blocks the Answer Audit found6 hours · 1 week | $500Add to my sheet |
| A2 | Answer-first pagesUp to ten existing pages rewritten so the answer sits in the first paragraph, the headings are the questions buyers ask, and the last-updated date is visible.Cap · Up to 10 existing pages11 hours · 1 week | $950Add to my sheet |
| A3 | One consistent entityYour business described the same way everywhere an engine looks: one name and one line on what you do, matching on the site, LinkedIn, Google Business Profile and the directories.Cap · One business · site, LinkedIn, Google Business Profile and up to 5 directories8 hours · 1 week | $700Add to my sheet |
| A4 | Answer pagesThree new pages, each titled with a question from the Audit that no page of yours answers yet, and answered in the first paragraph.Cap · 3 new pages · one domain13 hours · 1 week | $1,100Add to my sheet |
11 · 7 lines
Extra units
Each line here is one more unit of a fix that is already capped: a second role, another 2,000 records, ten more recordings. They are priced the same way as everything else, and agreed before work starts rather than added to an invoice afterwards. Each one goes on the sheet with the fix it extends.
| X01 | Extra role · playbookOne more role through the same playbook: its process, its call guidance, its templates and its system instructions.Cap · One additional role10 hours · with Build our playbook | $850Add to my sheet |
| X02 | Extra 2,000 records · CRM cleanupAnother 2,000 records through the same cleanup: duplicates merged, stale deals closed out, values standardised.Cap · One additional 2,000 records6 hours · with Clean up my CRM | $500Add to my sheet |
| X03 | Extra 10 recordings · call reviewTen more recordings scored the same way, so a second seller’s calls get read too, not just the first’s.Cap · One additional 10 recordings6 hours · with Review my sales calls | $500Add to my sheet |
| X04 | Extra 5 metrics · dashboardFive more defined metrics on the same dashboard, their source data checked like the first five.Cap · One additional 5 metrics6 hours · with Build my dashboard | $500Add to my sheet |
| X05 | Extra handoffOne more handoff between two teams, with its own trigger, checklist and tracking.Cap · One additional handoff between two teams8 hours · with Fix our handoff | $700Add to my sheet |
| X06 | Extra form and destinationOne more form and one more person it lands with, with its own questions, required fields and assignment rules, tested end to end.Cap · One additional form and destination4 hours · with Fix the form and routing | $340Add to my sheet |
| X07 | Extra CRM or 12-month window · Find the leakA second CRM read the same seven days, or the same one read back twelve months instead of ninety days.It goes toward the fixes you start inside 30 days, the same as Find the leak. Your sheet shows how much comes off.Cap · One additional CRM, or the window extended from 90 days to 12 months8 hours · with Find the leak | $700Add to my sheet |
12 · Do it yourself
The files, without me.
The same templates I use. If the sheets alone fix it, that is the intended ending.
| K | The Build KitImportable CRM files for HubSpot and monday.com: the pipeline, the fields, the views and the first automations, ready to load on a Saturday. The files, not the time.Once, not monthly · /templates/ | $79 |
| — | Sales Process Template PackOne workbook, eight tabs, and a seventeen-page guide: designing stages, reading the dashboard, calibrating the score, and the thirty-minute weekly review.Free · /templates/ | Free |
| — | CRM Setup ChecklistOne workbook, eight tabs, and a sixteen-page guide: choosing your system, the decisions to make before you log in, importing, POPIA, go-live, and what to do when adoption slips.Free · /templates/ | Free |
| — | Industry packsOne per industry page, for a first name and email: the advisers’ first-meeting pack, the recruiters’ offer-out cadence, the KYC-at-demo pack for SaaS and payments, the engagement-letter cadence for law firms, the first-24-hours sequence for education providers.Free · /industries/ | Free |
12 · Not on this page, on purpose
What I don’t do.
Run your sales teamTargets, coaching, managing people day to day. That is a sales manager. I build the system your team runs, and the system a sales manager is hired into.
Find you leadsIf fewer than five new enquiries arrive a month, the problem is demand, not process, and I am the wrong first call. The leak check will say so for free.
CRM admin ticketsA person on call for field changes and user resets is a different, cheaper service. Keep it running is a set of routines with a named output each, not a queue.
Tooling without processA CRM set up with the stages left alone will not hold, and I would rather say so here than thirty days after handover.
A longer version of the free filesThere is no locked half. The paid kit is a different thing, and the free packs are complete.
A number that changes on the callThe call confirms the cause. If it finds a different one, the fix is swapped at its listed price; it can’t raise one.
13 · If you are sending this to someone
The one-line version, and who it is for.
“Tick the problems on her pricing page and every one has a flat price. She finds the stage deals stall in, builds the process, the CRM, the follow-up and the reporting, and trains the team until they run it without her.”
That is the whole thing. If it is useful to say more: founder-led B2B service businesses, four to fifty people, monday.com or HubSpot, and a guarantee tied to whether the team is running it thirty days after handover.
A good fit sounds like
- Leads are coming in and deals are going quiet after the proposal.
- There is a CRM the team half-uses, or the budget for one.
- The founder is still the sales function and the next hire is coming.
- Someone on their side will own the system after I leave.
Send them the pricing page or the Leak Cost Check. If it is none of these, I will tell them so on the call, and it will be short.
Seen the lines? Build your sheet.
Tick the problems, watch it add up, and hold the price for 14 days before we speak.