Service Package Details

CRM & Ticketing System Selection

Basic Package - $5,000

The Basic package provides a structured approach to selecting the right CRM or ticketing system by identifying your organization’s needs and presenting tailored recommendations.

📌 What’s Included:

  • Organizational Needs Assessment – A deep dive into your current workflows, challenges, and goals to determine the key features your CRM or ticketing system must have.

  • Market Research on Available Systems – A detailed report outlining options that align with your needs, ensuring you make an informed decision.

  • Vendor Comparison Matrix – A side-by-side analysis of top CRM/ticketing systems, breaking down features, pricing, integrations, and scalability.

💡 Process:
We start by conducting a comprehensive assessment of your operational needs. Based on this, I research and analyze the best available CRM/ticketing solutions, presenting you with a comparison matrix that outlines the pros and cons of each system.

Standard Package - $7,000

Building on the Basic package, this option includes hands-on coordination with vendors to help you experience systems before making a final decision.

📌 What’s Included (Everything in Basic +)

  • Vendor Introduction & Demo Coordination – I will reach out to vendors on your behalf, schedule live demos, and help guide discussions to ensure they address your specific needs.

💡 Process:
After conducting market research, I arrange personalized vendor demos so you can see the systems in action, ask questions, and gain clarity before making a decision.

Premium Package - $10,000

The Premium package is a full-service offering, ensuring not only system selection but also contract negotiation support to help you secure the best deal.

📌 What’s Included (Everything in Standard +)

  • Vendor Negotiation Support – Assistance in negotiating contracts, pricing, and terms to ensure you get the best value for your investment.

💡 Process:
Once you’ve chosen your preferred system, I will help review pricing structures, contract terms, and potential discounts, working to secure favorable conditions for your organization.

Implementation Support

Basic Package - $10,000

Ideal for organizations needing structured support to set up and configure their new CRM/ticketing system.

📌 What’s Included:

  • Project Management for Implementation – Overseeing the transition to ensure a smooth rollout.

  • Data Migration Strategy – Guidance on how to clean, prepare, and transfer your existing data into the new system.

  • System Configuration & Customization – Ensuring the CRM/ticketing platform is set up to match your organization’s specific needs.

💡 Process:
I work with your team to create a project plan, organize data migration, and customize system settings to optimize functionality.

Standard Package - $17,500

This package includes hands-on support during the go-live process to address any technical issues or last-minute adjustments.

📌 What’s Included (Everything in Basic +)

  • Go-Live Support & Troubleshooting – Real-time assistance during system launch to quickly resolve issues and ensure adoption.

💡 Process:
Beyond just implementation, I help with testing, troubleshooting, and fine-tuning the system in the crucial early days after launch.

Premium Package - $25,000

For organizations needing in-depth, onsite support, this package ensures a fully managed transition.

📌 What’s Included (Everything in Standard +)

  • Full Onsite Implementation Support – I will work directly with your team in person to oversee setup, training, and initial operations.

💡 Process:
I will be onsite to ensure hands-on training, facilitate a smooth transition, and provide immediate solutions to any challenges.

Staff Training Solutions

Basic Package - $3,500

A self-paced learning approach with customized materials to train your team on their new CRM/ticketing system.

📌 What’s Included:

  • Custom Training Materials – Step-by-step guides tailored to your organization’s specific CRM/ticketing workflows.

💡 Process:
You’ll receive training documentation designed to help staff understand the system at their own pace.

Standard Package - $5,500

This package provides interactive, live training sessions to ensure staff can confidently use the system.

📌 What’s Included (Everything in Basic +)

  • Live Virtual or In-Person Workshop Sessions – Hands-on training workshops with real-time Q&A.

💡 Process:
I will lead live training sessions customized to your team’s roles and responsibilities within the system.

Premium Package - $8,500

A Train-the-Trainer approach that empowers key staff members to become internal trainers for long-term sustainability.

📌 What’s Included (Everything in Standard +)

  • Train-the-Trainer Program – Equipping designated team members with the skills and resources to train others in your organization.

💡 Process:
I work with select staff to build their expertise, so they can confidently train new hires or future team members.

Interim CRM & Ticketing Management

Remote - $3,500/month

Ongoing remote system management and support for organizations in transition.

📌 What’s Included:

  • System Maintenance & Optimization

  • Staff Support & Troubleshooting

  • Regular Check-Ins & Issue Resolution

💡 Process:
I provide remote support to ensure your CRM/ticketing system stays efficient and error-free.

Hybrid - $5,500/month

A blended approach with both remote and in-person support.

📌 What’s Included (Everything in Remote +)

  • Monthly In-Person Site Visits – Dedicated time onsite to support staff and resolve issues.

💡 Process:
I manage the system remotely but visit your organization for hands-on assistance as needed.

Onsite - $7,500/month

For organizations requiring full-time, in-person support to manage their CRM/ticketing system.

📌 What’s Included (Everything in Hybrid +)

  • Onsite Training & Hands-On System Support – Ongoing, direct engagement with staff and system management.

💡 Process:
I am onsite as a temporary team member, ensuring smooth daily operations and direct staff support.