What's Included in Your Plan
Not every section of these docs will apply to your engagement. Here's a reference for what's included at each level. For specific pricing and terms, refer to your proposal or service agreement.
Projects
The Blueprint
A full-picture review of your website, SEO, CRM, and automation. You walk away knowing exactly what's working, where opportunities are being lost, and what to fix first.
Includes:
- Full systems review (website, SEO, CRM, automation, competitive snapshot)
- Prioritized findings with clear next steps
- Kickoff and findings delivery calls
- Blueprint cost credits toward a future project (terms in your proposal)
Website Build
A custom website built around your business, your buyers, and what sets you apart. Every build starts with a full Blueprint.
Includes:
- Full Blueprint
- Kickoff call
- Original design and copywriting on every page
- SEO foundation (schema, metadata, keyword architecture)
- Forms and opt-ins routed to your CRM with lead notifications
- Mobile-optimized and responsive
- Deployed live on your domain
- Delivery walkthrough
- Two rounds of revisions
- Loom progress updates throughout the build
CRM Build
Your CRM and pipeline built around how your business operates, so leads are tracked, follow-up is automatic, and your pipeline is visible at a glance. Every build starts with a full Blueprint.
Includes:
- Full Blueprint
- Kickoff call to map your sales process
- Pipeline architecture designed around how you close
- Automated follow-up sequences
- Speed-to-lead automation
- Contact intake forms connected to pipeline
- Internal notifications and task triggers
- Calendar and booking integration
- Dashboard with pipeline visibility
- Training walkthrough at delivery
- Two rounds of revisions
Full System Architecture
Website, CRM, automation, and SEO designed and built as one connected system. Every build starts with a full Blueprint.
Includes:
- Everything in a Website Build and CRM Build, plus:
- Full audit and deep dive
- Architecture blueprint (reviewed and approved before anything is built)
- Lead magnet creation and delivery
- Opt-in and funnel pages
- Full SEO implementation
- Content strategy and publishing roadmap
- All systems integrated end to end
- Delivery walkthrough and training
- Post-delivery check-in call
Monthly Plans
After a build goes live, a monthly plan keeps everything monitored, updated, and improving. The specific plan included with your engagement is outlined in your proposal.
| Maintain | Grow | Operate | Custom | |
|---|---|---|---|---|
| Hosting and uptime | ✓ | ✓ | ✓ | ✓ |
| CRM access | ✓ | ✓ | ✓ | ✓ |
| SEO blog posts | — | ✓ | ✓ | ✓ |
| AEO (AI search optimization) | — | ✓ | Full | Full |
| Strategy calls | — | Monthly | Bi-weekly | Weekly |
| Performance reports | — | Monthly | Monthly | Monthly |
| Async support | 48-hour | 24-hour | Same-day | Priority |
| Dedicated account management | — | — | — | ✓ |
Standalone hosting and standalone CRM access are also available for clients who don't need a full monthly plan. Reach out for details.
Add-ons
Additional work is available on any plan. Common add-ons include site edits, additional blog posts, landing pages, and training sessions. Reach out to scope and quote anything beyond your current plan.
Which docs sections apply to you?
| Section | Blueprint | Website Build | CRM Build | Full System | Monthly Plan |
|---|---|---|---|---|---|
| Getting Started | ✓ | ✓ | ✓ | ✓ | — |
| Your Website | — | ✓ | — | ✓ | ✓ |
| Your CRM | — | — | ✓ | ✓ | ✓ |
| Working Together | ✓ | ✓ | ✓ | ✓ | ✓ |