01
CRM selection + migration
From spreadsheet chaos or a half-used HubSpot to a CRM your sales team actually opens.
Systems Implementation
The right CRM, ERP, and BI — implemented without the war stories.
What a Virtual Systems Implementation Specialist actually does for you.
CRM transplants, accounting-system surgery, BI tool resurrection, integration ER, adoption acceleration. We bring the systems that actually get used.
What you get
Six concrete deliverables for the Systems Implementation seat.
02
ERP + accounting systems
Xero, Sage, NetSuite implementations done with the migration plan and the rollback plan.
03
BI + dashboards
Power BI, Looker, Metabase deployments tied to a real KPI tree. Decisions, not aesthetics.
04
System integrations
Zapier, Make, native APIs — the plumbing that stops manual data shuffling.
05
Adoption + change
The system is only as good as it's used. Training, champions, feedback loops, the boring discipline.
06
Vendor evaluation + procurement
RFPs, demos, contract review. We help you pick well and negotiate harder.
Pick your tier.
Same specialist, three depths of engagement. Move up or down month-to-month.
Foundation
Get the basics done right.
$4,500/ month
Monthly cadence
- Core deliverables for the seat
- 1 monthly check-in (60 min)
- Email support during business hours
- Documented hand-off pack
Growth Accelerator
Add depth where you need it.
$6,750/ month
Weekly cadence
- Foundation everything, plus
- Weekly working sessions (60 min)
- Quarterly business review
- Priority email + Slack response
Enterprise
A near-full-time MVP for your boardroom.
$11,250/ month
Dedicated time
- Growth everything, plus
- Dedicated weekly time block
- Board-level engagement
- Direct stakeholder access
Every package includes
- 1 × free consultation
- Month-to-month — no annual lock-ins
- Scale up, down, or pause anytime
- Direct line to a real, named professional
- Quarterly reviews to check fit and scope
Frequently asked
Ready to add an MVP to your team?
Book the free consultation. No pressure, no jargon, no hard sell — just a real conversation about whether we're the right fit.
Book my consultation