All CRM retainer packages are custom‑built based on your business requirements, workflow complexity, and the specific outcomes you want to achieve. Because each package requires dedicated planning, resource allocation, and immediate project initiation, all sales are final and non‑refundable once payment is made.

We provide a complimentary consultation before purchase so you can make an informed decision with full clarity. Once payment is received, your project begins immediately, and your package is reserved exclusively for you for the duration of the billing cycle.

Monthly Retainer Package Offerings:

- Foundations – For businesses needing essential CRM setup and core workflows

- Intermediate – For businesses requiring more advanced automation, integrations, and multi‑step workflows

- Advanced – For businesses with complex CRM architecture, multi‑system integrations, and high‑volume workflow requirements

Each package is based on scope, complexity, and deliverables, not hours. You are purchasing a monthly CRM engagement that includes:

- Requirements gathering

- Research and solution design

- CRM buildout

- Workflow and automation development

- Testing and refinement

- Training and support

- Monthly progress reviews (based on package level)

This structure ensures predictable outcomes, consistent progress, and a clear understanding of what will be delivered each month.

Cancellation Policy

You may cancel your retainer package at any time. Cancellations take effect at the end of your current billing cycle.

Important notes:

- Your package remains active until the end of the month you have already paid for.

- Work continues through the end of the billing cycle.

- Your subscription will not renew for the following month.

- To avoid being billed for another cycle, notify Brandon Drake as soon as you decide to discontinue your package.

We aim to make your transition smooth and respectful of your time and business needs.

Project Flow, Timelines & Expectations

We believe in transparency, realistic timelines, and open communication. CRM work can vary in complexity, and occasionally tasks may take longer than anticipated due to:

- Platform limitations

- Technical constraints

- Third‑party system behavior

- Additional requirements discovered during the build

- Delays in client feedback or asset submission

If a task requires more time than originally estimated, it may shift the timeline of other items in your package. In these cases:

- Any incomplete items will be carried into the next billing cycle

- Prioritization will be reviewed collaboratively

- You will receive updates on progress and timeline adjustments

Our priority is quality, accuracy, and long‑term stability. We do not rush builds, as cutting corners in CRM architecture creates long‑term issues. Doing it right the first time always pays off.

Client Responsibilities

To ensure smooth progress, clients are responsible for:

- Providing timely responses (within 24–72 hours)

- Attending scheduled meetings

- Supplying required assets (copy, workflows, links, etc.)

- Reviewing requirements documents and providing feedback

- Communicating changes or new ideas promptly

If communication stops for more than 14 days without notice, the project may be paused until expectations are re‑established.

What’s Included in Your Retainer Package

Your monthly retainer includes:

- Requirements gathering (email, phone, or web conference)

- CRM setup and configuration on the platform best suited to your needs

- Workflow, pipeline, and automation development

- Research and solution recommendations

- Testing and refinement

- Training and support via email, phone, web conference, or screen‑recorded videos

- Access to your personalized training video library

- Monthly meeting allowance based on package level (Foundations, Intermediate, Advanced)