One engagement, three stages

Each offer below exists because the one before it earns it. Diagnose, build, then protect the build — in that order.

01

Diagnose

A paid strategy intensive turns your assessment into a decision-ready 90-day plan.

02

Build

A connected CRM system goes live around the one or two processes moving your revenue.

03

Protect

Monthly monitoring and hands-on adjustments keep the system accurate as your business moves.

Services

Choose where you are in the process

Three offers, shown in the order clients actually move through them. Corporate workshops and one-off requests are quoted separately, by request.

01

SMART Growth Blueprint™

Paid strategy & prioritization

$1,500 one time

Best for owners who finished the free Business Growth Clarity Assessment and want a real diagnosis before committing to a build.

Pre-session review of your assessment & existing roadmap
90-minute strategy intensive, you + 1 team member
Full review of offer, journey, follow-up, ops, CRM, AI readiness
Prioritized bottleneck analysis with two recommendations
Written 90-day Blueprint with milestones & owners
30-minute decision & next-step follow-up session

Delivered in 7–10 business days

Book the Blueprint

Most Committed

02

SMART Systems Build™

Custom implementation

$6,500–$15,000 scoped after Blueprint

Best for businesses with a proven offer whose lead, sales, or client journey needs to run without manual chasing.

CRM pipeline architecture & ownership rules
Forms, surveys & intake assets for your journey
Automations, follow-up sequences & booking calendar
One practical AI component built into the workflow
Dashboard / reporting view
Testing, training, SOPs & stabilization period

6–12 weeks · 50% to begin, balance before launch

Get a Build Quote

03

SMART Optimization Care™

Post-launch monitoring

$1,500/month, autopay

Reserved for completed Systems Build clients — keeps the system accurate without reopening the original build.

Monthly system & conversion review
60-minute strategy & optimization meeting
Monitoring of agreed workflows & error alerts
Minor edits to fields, messages, triggers & routing
Monthly prioritized recommendations report
Up to 3 hrs technical/strategic time per month

Ongoing · 3-month minimum

Ask About Care

→ $750 of your Blueprint fee credits toward a Build started within 21 days. Build scope & price are set once, after your Blueprint session — never quoted blind. Care is available only once a Systems Build is complete. ←

Why the order matters

We don't sell a system before we understand the business it has to run.

Most CRM projects fail because the build starts before the strategy does. LSI separates diagnosis from execution, so what gets built is sized to what your business actually needs — not a template.

1
Nothing is hard-coded — your Build price is set from the Blueprint, not a fixed tier.
2
Closed Won only happens on a signed agreement and first payment — never a verbal yes.
3
Optimization Care is gated to finished builds, so it never gets sold standalone.

AssessmentFree

SMART Growth Blueprint$1,500

SMART Systems Build$6.5K–$15K

SMART Optimization CareBuild clients only

Corporate workshops & add-onsCustom quote