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Choose the Consultation Package That Fits Your Needs

Whether you want a simple clarity call or a deeper strategy-focused session with reports and follow-up, choose the package that supports your business goals.

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How the Consultation Process Works

To ensure every session delivers real clarity and measurable value, we follow a simple, structured process.

Submit a Consultation 
Request

You will begin by completing a short request form that gives us insight into your business, your current systems, and the challenges you are facing.
This allows us to review your needs in advance and confirm that this consultation is the right fit.

Schedule Your 
Session

Once your request is approved, you will be invited to select a consultation time that works best for you.
Each session is intentionally prepared to ensure the conversation is focused and productive.

Confirm and Secure Your Session

After scheduling, you will receive an invoice based on the consultation package that best aligns with your needs.

Payment is required within two business days to secure your session.


This process ensures your session is focused, relevant, and aligned with your business goals.

Clarity Consultation 
Call

This session is designed to give you focused clarity and direction around your CRM and email systems.

If you are feeling stuck, overwhelmed by options, or unsure what to prioritize next, this is the right starting point. We review your consultation request in advance so the conversation is intentional, not exploratory.

What You Get

  • One hour live consultation focused on your specific challenges
  • Review of your consultation request before the call
  • Clear answers to your CRM and email marketing questions
  • Practical next steps you can act on immediately
  • A short post session summary highlighting key recommendations

Best for

Business owners who want expert direction, clarity, and confidence before making system decisions.

$179

Consultation and Strategy Report

This package goes beyond the conversation and delivers a documented strategy you can reference and implement.

In addition to the live consultation, you receive a personalized strategy report that clearly outlines what is working, what needs improvement, and how to move forward with the right tools and structure for your business.

What You Get

  • One hour live consultation tailored to your business and goals
  • Review of your consultation request before the call
  • A detailed written strategy report after the session
  • Clear recommendations for CRM, email, and supporting tools
  • A prioritized roadmap outlining your next steps
  • One follow up clarification response after reviewing your report

Best for
 Business owners who want structured guidance, written clarity, and a clear plan they can implement with confidence.

$299

Complete Consultation Package

This is the most comprehensive option for business owners who want depth, clarity, and refined direction.

You receive the consultation, a full strategy report, and a follow up session to review progress, refine decisions, and finalize your action plan. This package ensures you are not left guessing after the call.

  • What You Get
  • One hour live consultation with advance review of your request
  • A comprehensive personalized strategy report
  • Clear recommendations based on your business stage and goals
  • A follow up one hour review session within three business days
  • Strategy refinement and answers to new questions
  • A clear execution path for implementation or next services

Best for
Business owners who want guided decision making, deeper clarity, and confidence in how to move forward.

$399

FeaturesClarity CallStrategy ReportComplete Package
One hour live consultation
Review of your form submission
Clear answers to your CRM and email questions
Action steps you can start using immediately
Detailed strategy report after the call
Recommendations for tools and systems
Next step roadmap you can implement
Personalized recommendations based on your goals
Follow up one hour call within three days

Ready to Get a System That Supports Your Growth?

Let us help you remove confusion and create a structure that actually works for your business.

Request Your Consultation

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