Your CRM, automations and SOPs, set up and working in about 3 to 4 weeks.
A fixed-price setup of your CRM, workflow automations, AI-assisted steps and SOPs, on one primary platform: the CRM you already use. Clear limits on every tier, so you know the price, the timeline and exactly what you'll have at the end.
Not sure yet? Start with a free Ops Assessment.
Two tiers. Fixed prices.
| Essentials$3,500 | Plus$5,500 | |
|---|---|---|
| What you get | One core client flow running end to end: new lead to booked call to onboarded client | Sales and delivery connected: lead to client to delivery check-ins, with one view of the pipeline |
| Kickoff | 45-min kickoff + signed Goals & Scope | 60-min kickoff + signed Goals & Scope |
| Pipelines | 1 (up to 6 stages) | Up to 2 |
| Automations | Up to 2 | Up to 4 |
| Forms and calendars | 1 intake form + 1 calendar | Up to 2 forms + 1 calendar |
| Integrations | Native integrations only | Up to 2 (max 1 Zapier or Make) |
| AI-assisted steps | 1 | Up to 2 |
| SOPs (short Loom + 1-page doc) | Up to 2 | Up to 4 |
| Data import | 1 CSV of your contacts, cleaned by you | 1 CSV of your contacts, cleaned by you |
| Reporting | Not included | 1 pipeline dashboard |
| Training | 1 x 45 min, recorded | 1 x 90 min, recorded |
| Revisions | 2 rounds, batched | 2 rounds, batched |
| Support after handoff | 7 days by email | 14 days by email |
| Timeline | About 3 weeks from kickoff | About 4 weeks from kickoff |
Pipelines, forms and calendars start from Fusion's tested templates, then get set up for how your business actually runs. That's how the price stays fixed.
Run an accounting, tax or bookkeeping firm? See the Practice Systems Setup.
Five steps. No guesswork.
Fit call
A short call to confirm a Setup is the right size for what you need. If it isn't, I'll tell you.
Goals & Scope, signed
Your goals, 2-3 measurable success criteria, what's in and out of scope against your tier, the timeline, and one decision-maker on your side. Nothing gets built until we both sign it.
Build
I build and test, and record each SOP as a short Loom while I go.
Handoff
I show you each success criterion working, then we run your recorded training session.
Support
7 or 14 days of email support, depending on your tier. After that, the Care Plan or the Retainer if you want ongoing help.
What happens if you need more
- Each added workflow is $497. You get a written quote first, and no extra work starts until you approve it.
- If the extras add up, moving to Plus or a custom Buildout usually makes more sense. I'll tell you when it does.
- Small changes after handoff can roll into the Ops Care Plan ($297/mo).
Payment
Invoiced once we both sign your Goals & Scope: 50% at signing, 50% at the Build Review.
Already did a Sprint?
Your full $697 is credited toward a Setup booked within 30 days of your Sprint.
Want to start smaller? Apply for a Quick-Win Sprint ($697).
What I'll need from you
- Admin access and your existing docs within 3 business days of kickoff
- One named decision-maker
- Feedback within 2 business days
- Your contact list cleaned and exported to one CSV
- Your software subscriptions stay in your name and on your card
- You (and your team, where it applies) at kickoff and training
The timeline moves day for day with any delays on your side. After 7 days without a response, you'll get a written pause notice. If we still haven't heard from you 7 days after that, the project may be closed.
Practice Systems Setup, $3,500
For small accounting, tax and bookkeeping firms.
Your intake, engagement and document collection set up in one system, plus an AI policy your staff have read and signed. About 3 weeks from kickoff.
- 45-min kickoff + signed Goals & Scope
- 1 pipeline from an accounting-firm template
- Up to 2 automations: client intake and document-request reminders
- 1 intake form + 1 calendar, native integrations only
- The AI Policy Kit (Full) tailored to your firm: firm name, your approved-tools register, and your client disclosure wording (1 round)
- Up to 2 SOPs, including AI acceptable use from the kit
- 1 CSV import (cleaned by you)
- 1 x 45-min staff session, recorded
- 2 batched revision rounds, 7 days email support
Why the AI policy is part of it.
IRS Publication 4557 says that, according to the FTC Safeguards Rule, tax return preparers must create and enact security plans to protect client data, and IRS Publication 5708 walks tax and accounting practices through creating a Written Information Security Plan (WISP). The FTC Safeguards Rule applies to many tax preparers and other financial institutions; check whether and how it applies to your firm. Once staff are using AI tools with client data, your written rules should say how. Ask your attorney, CPA, or compliance advisor what your firm's plan needs to cover.
Not ready for a full setup?
AI Policy Rollout, $697
For kit buyers. Your kit tailored to the firm, the tools register set up, one staff training, and sign-off tracking. The price you paid for the AI Policy Kit is credited toward the Rollout, and the full $697 is credited toward a Practice Systems Setup booked within 30 days.
Questions, answered.
Do I need an Audit first?
No. Every Setup has its own scoping step built in: the signed Goals & Scope. The Ops Audit (from $1,497) is there if you'd like a full written roadmap before deciding. The full Audit fee is credited toward a Setup booked within 60 days.
Do you guarantee results?
I don't offer guarantees. What you get instead is a signed Goals & Scope with 2-3 measurable success criteria, agreed before any build work starts. At handoff, I show you each one working.
Which platform do you build on?
One primary platform per Setup: GoHighLevel, or the CRM you already use.
What if I need more than my tier includes?
Each added workflow is $497, quoted in writing before any work starts. If you need a lot more, Plus or a custom Buildout is usually the better fit.
How do revisions work?
Each Setup includes 2 revision rounds. You batch your feedback into each round, so changes get handled together instead of one at a time.
When can we start?
I take on a limited number of Setups at a time so each one gets proper attention. Start dates are scheduled, and I'll give you yours on the fit call.
What happens after handoff?
You get 7 or 14 days of email support, depending on your tier. After that, the Ops Care Plan ($297/mo) covers monitoring, fixes and small changes, and the OBM Retainer ($1,500-$3,000/mo) is there if you want ongoing management.
I did a Quick-Win Sprint. Does it count?
Yes. Your full $697 is credited toward a Setup booked within 30 days.
Ready to stop being the system?
Book a 30-minute fit call and we'll work out which Setup fits, or whether something smaller makes more sense.
Not sure which fits? Book a free 45-minute Ops Assessment.
