Module 00 / StatementSan Francisco · 3 to 150 seats
CRM setup for sales teams that have outgrown the spreadsheet
We design the pipeline, migrate the records, wire the automation and train the reps inside the CRM you already pay for. A small studio on Mission Street working with sales teams across the United States. CRM setup starts at a $2,400 fixed base plus $90 to $140 per seat, and that band is on this page before you ever call us.
Fig. 01 / Pipeline, 7 columns
A stage is a fact about the buyer, not a mood of the rep.
Stage sheet, rule 01
Six services, each with a price band before the first call
- 01PipelineCRM setup and pipeline designStage sheet signed first. Then stages, deal fields, record types and permissions built exactly to it.From $2,400 + $90–$140 / seat
- 02DataData migration and cleanupField map approved line by line. Duplicates merged before import, never after.$150–$250 / 10,000 records, min $900
- 03RulesWorkflow automationLead routing, task sequences, a stale-deal alert at 14 days. Each rule written down with its owner.$450–$900 / workflow
- 04APIIntegrations and APIEmail, calendar, telephony, web forms, billing and webhooks, with retries and an error log.$800–$1,600 / connected system
- 05ForecastForecasting and dashboardsWeighted or category forecast, with each metric's definition printed on the dashboard itself.$600–$1,100 / dashboard
- 06PeopleTeam onboarding and admin retainer90-minute sessions, 12 people at most. The retainer covers 10 admin hours a month.$480 / session · $1,150 / month
From one migration: 38,000 contacts in, 21,400 out.
Most CRMs we get called in to fix are not broken software
They are pipelines with eleven stages nobody can tell apart. A deal form with 40 required fields, so reps type "n/a" into 31 of them. A forecast that adds every "maybe" at full value and then surprises the VP on the last Friday of the quarter.
None of that is solved by buying a different CRM. It is solved by deciding, in writing, what each stage means. We write a stage definition sheet with one entry rule and one exit rule per stage, each checkable by a rep in under ten seconds. Your sales lead signs it. Only then does anyone open the settings screen.
Then we cut. Stages merge until each one describes something the buyer did. Fields go if nobody reads them. The close date becomes mandatory at Proposal and nowhere before, because a close date on a first call is a guess and guesses poison the forecast.
We work in the CRM you already pay for. When a team has none, we recommend one and take no commission from any vendor, so the recommendation is the one we would make with our own money.
Five weeks to launch for a typical team, then a 30-day fix window
This is the calendar for a CRM implementation of about 20 seats with one pipeline. Bigger teams add a week per 25 seats. Every three integrations add one more.
- Week 0A 45-minute scoping call. You show us the CRM as it stands, we ask about seat count, record volume and which systems it has to talk to. The written quote follows within two business days.
- Weeks 1–2We draft the stage definition sheet with your sales lead and audit the data: field fill rates, duplicate counts, orphaned owners. Nothing is configured yet.
- Weeks 2–4Build starts the day the sheet is signed. Stages, fields, routing, integrations and dashboards, tested against the sheet rule by rule.
- Week 5Rep training in 90-minute sessions of up to 12 people, plus the admin guide handed to whoever owns the system on your side.
- Weeks 5–9The fix window. Anything we configured that does not behave as the stage sheet says gets fixed at no charge.
Nothing gets configured before the stage sheet is signed.
Every argument about the CRM is cheaper on paper. Moving a stage in the sheet takes a minute. Moving it after 400 deals are sitting in it takes a migration.
Fixed scope, and the band is public before you call.
The rates on this page are the rates in the quote. If the scoping call shows the job is bigger than the band, you hear that in writing before any work starts, not in an invoice.
One more thing we hold to: duplicate records are merged before import or they are not imported. "Clean it up later" is how a 21,400-contact database ends up at 38,000.
If a field is required and nobody reads it, we delete the field.
Stage sheet, rule 04
What buyers ask before the scoping call
Short answers. The long ones are on the process page and in the fix-window terms.
Do we have to switch CRMs?
No. We work inside the CRM you already pay for. If you have none, we recommend one based on seat count, the systems it has to connect to and what your admin can realistically maintain. We resell no licences and take no commission, so there is nothing in it for us either way.
Is the estimate what we will pay?
The estimate is a band, not a quote. We quote after a 45-minute scoping call, in writing, with every line tied to a rate on this site. Most quotes land inside the band. When one does not, it is usually record volume: a "10,000-contact" database that turns out to hold 60,000 rows across three exports.
What happens if something breaks after launch?
For 30 days after launch we fix, at no charge, anything we configured that does not behave as written in the signed stage sheet. After that, fixes run through the admin retainer at $1,150 a month for 10 hours, or as a new fixed-scope job.
Who is this not for?
Teams that need marketing automation, ERP work or a custom app built on top of the CRM. Those are different trades and we would do them badly. We also turn down projects that start with buying or scraping a lead list, and dashboards for numbers nobody plans to act on.
We are not in San Francisco. Does that matter?
No. The studio is at 415 Mission Street, but scoping, build reviews and training run over video for teams anywhere in the United States. Sessions are scheduled in Pacific business hours, with early slots for East Coast teams.
Book a scoping call
Tell us which CRM, how many seats and what is broken. We reply within one business day, Pacific time, with two call slots and a rough band.
SAN FRANCISCO, CA 94105
United States
Business hours, Pacific time. Messages sent after hours are answered the next business morning.