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Buyer’s guide

Is this the right fit?

A slipping forecast, or a decision about buying an AI SDR, has exposed CRM data nobody trusts.

Consult: $2,000 for 5 hours. Build: $45,000 minimum over 3 months, from $15,000 a month.

Ask about a Consult block → See the example Ask about Build

Send a short enquiry, then choose a time to talk or wait for our reply. We agree the scope and price before paid work begins. Sending this form does not book or buy a service.

Who it is for

CROs, VPs of sales and RevOps leads at small and mid-size B2B companies who answer for the forecast.

Who it is not for

If you need more pipeline this month from an outsourced SDR team, or a full CRM implementation, those are different services. If your CRM has no consistent use yet, start with stage rules before agents.

What a Consult block can work toward

$2,000 $400 an hour · 5-hour blocks

A $2,000 block (five hours) can work toward written stage rules, a first forecast-risk review on your own pipeline, or one agent lane spec with its quality bar and handoff person. We agree which at the start; a block does not guarantee forecast accuracy.

What to bring

  • Your current stage definitions, even informal ones
  • A CRM export or a shared screen of open pipeline, with customer names masked if you prefer
  • The numbers from your last two forecast calls and what moved
  • Any AI SDR or sales tool you are evaluating
  • Who administers the CRM

When Build makes sense

$45,000 minimum · $15,000 a month · 3-month term

Build makes sense when the routines need to run every week, such as lead routing, deduplication, deal flags and agent lanes, and that work is worth more than the $45,000 three-month minimum ($15,000 a month for up to 5 processes).

Build levels. Each level has a three-month minimum term.
Level Price At once Three-month minimum Adds
Build $15,000 a month Up to 5 business processes at once $45,000 The base level.
Build Plus $25,000 a month Up to 10 business processes at once $75,000 Adds processes that talk to your customers live or touch health, payment or student records, same-day requests, and 2 of your people trained as champions.
Build Program $50,000 a month Up to 20 business processes at once, across departments $150,000 Adds a named person on call around the clock as your backup, one shared platform piece at a time, and an MSA, a DPA, insurance and a security review.

Agents that talk to prospects or customers live are listed in Build Plus ($25,000 a month, $75,000 minimum), as are processes touching payment records. Agents that research and draft for a person’s review match the base Build description. An MSA, a DPA, insurance and a security review are listed in Build Program; ask, and we confirm the scope in writing.

New software products and replacing a core system are quoted separately. Our shared 24/7 rotation covers only the systems we build with you, with response terms in writing.

Before choosing Build

Make the price earn its place.

The total cost of today’s work is not the amount a system will save. Count only the time, errors or delays you have a credible plan to remove.

Start with your baseline.
How often does the work happen, who does it, and what would count as a better result? Use your own records.
Include what remains.
Add the fee, software, your team’s setup time, and the human review and maintenance you will still need.
Compare the simpler route.
Could an existing tool, a process change or a hire do the job better? If conservative assumptions do not justify Build, keep the simpler route.

For work judged by quality, service or risk, agree how you will evaluate those outcomes too. A saving or improvement is something to measure, not a promise this page can make.

Taking it to whoever holds the budget

Send your CEO or CFO the sample review, the Consult price ($2,000 for five hours), and the baseline you will use to judge any AI SDR: accepted meetings, conversion by stage and cost per qualified opportunity.

Other ways to solve this

An outsourced SDR agency

Choose it when

Choose one when you need meetings next month and have no capacity to build.

How we differ

We help your own team build routines and agent lanes you keep, judged against your baseline.

A RevOps consultant or CRM partner

Choose it when

Choose one for a CRM migration, a large implementation or ongoing administration.

How we differ

We focus on forecast hygiene and agent lanes built with your RevOps team, then hand them over.

Need to think it through first?

The free Of One exercise helps you map a decision and its open questions. Work through it in your browser, without an email gate or AI. Sending your answers for help is optional.

Try the free decision exercise →

Tell us about your work.

Ask about a Consult block → Ask about Build

Send a short enquiry, then choose a time to talk or wait for our reply. We agree the scope and price before paid work begins. Sending this form does not book or buy a service.