THE FRAMEWORK, IN FULL
The assessment above scores ten questions across four pillars. Every question is worth 0 to 3 points, for a maximum of 30. Process and People carry three questions each (9 points apiece); Technology and Data carry two each (6 points apiece). The full framework is published below, so you can score yourself by hand.
WHERE YOUR SCORE POINTS
There are no mystery engagements at the end of this. Whatever you score, the recommendation is one of the three things below, at the price published on the packages pages.
CRITICAL GAPS
$7,000 FIXED, 3 TO 4 WEEKS
One pipeline with clear stage progression, core objects and required fields, two automations, a starter dashboard kit and live training. Salesforce runs 1.3x, Pipedrive 0.75x.
See CRM implementation pricing →FOUNDATIONAL GAPS OR FUNCTIONAL
$13,000 FIXED, 4 TO 6 WEEKS
Custom properties, advanced stages with entry and exit criteria, five to seven automations, data migration and one sales engagement integration. Forecasting optional.
See the three build tiers →ANY SCORE, ONGOING
$2,500 TO $10,000 A MONTH
Ten, thirty or fifty senior hours a month, pointed at whatever RevOps work matters most. Unused hours roll into the next month, up to one month's worth.
See the retainer tiers →
