Rates

Fees follow the size of the open list, not a software seat.

Prices below are starting points for one region in Georgia. A quote after intake can move up when opportunity counts, overlay complexity, or on-site travel outside the north metro rise. Nothing here is a subscription or a payment checkout.

Work Starting fee What moves the quote
Regional pipeline forecast review From $2,400 Open opportunities above forty; more than one overlay; walkthrough outside a two-hour drive from Cumming
Period-close performance briefing From $1,150 Two periods read together; multi-entity close files
Territory coverage walk From $980 Account lists above two hundred names; multi-county clusters
Forecast calibration session $1,650 half day Groups above twelve; a second half day if the commit rule is still unsettled

What the fee includes

Preparation from a local export, the written artifact named on the relevant review page, and the meeting time stated there. Printing for the walkthrough is included when we meet in Cumming. Client-site rooms are the client’s to provide.

What the fee does not include

CRM licenses, paid data lists, overnight lodging, or any financial product. Deposits, if requested for a reserved walkthrough date, are described in the refund policy.

How to proceed

Use the office phone or email on the contact page. There is no intake form on this site. Mention the review you want, the region name you already use, and a rough count of open opportunities.