Pricing & Engagements

Revenue systems built around your operation, with clear starting prices.

Choose one defined installation, ongoing system care, or a longer-term optimization partnership. Every engagement is scoped around your calls, estimates, CRM, follow-up, and booked jobs.

Pricing is in USD. These are published starting prices, not an instant checkout or guaranteed fixed bid.

Work together

Three ways to improve your revenue workflow

Start with one system. Add support when your business benefits from continued monitoring or improvement.

One-time project

System Installation

$1,500starting at

Fix a defined revenue leak without replacing everything your team already uses.

  • One scoped workflow: missed-call recovery, estimate follow-up, CRM handoff, or similar
  • Configuration and integration of the agreed tools
  • Testing, staff handoff, and operating documentation
  • Baseline KPIs to measure adoption and conversion

A written project quote defines integrations, revisions, and delivery. Complex builds cost more.

Discuss an installation

Monthly support

Revenue Systems Care

$399per month

Keep an installed revenue system dependable and visible after the initial handoff.

  • Monitoring and troubleshooting for supported workflows
  • Monthly KPI and operational health review
  • Up to two hours of minor workflow adjustments per month
  • Prioritized recommendations for future improvements

Requires a supported installed system. New builds, major changes, and third-party software fees are separate.

Discuss monthly care

90-day engagement

Revenue Systems Partnership

$999per month, starting at

Work through pipeline bottlenecks over time, with decisions backed by operating metrics.

  • Monthly revenue funnel and pipeline review
  • One prioritized conversion or follow-up improvement per month, within scope
  • CRM workflow and reporting recommendations
  • A 90-day action plan with measurable operating KPIs

Three-month initial engagement. New software development and initial installations are scoped separately.

Discuss a partnership

SERC Labs

Buy a tool or commission an implementation

Not every tool requires a monthly retainer. The price depends on whether you need a self-contained file, a configured workflow, or an application built for your business.

Downloadable templates

$99–$499

One-time pricing for eligible standalone spreadsheet or template products. Availability and exact price vary by tool.

Configured systems

From $1,500

Install a clearly scoped CRM, follow-up, or conversion workflow into your existing operation.

Custom applications

From $2,500

Bespoke dashboards, integrations, or AI-assisted workflows; complex work and hosted access receive a tailored quote.

Start with the right diagnostic

Initial conversation

Free · 15 minutes

A brief fit review to identify the system, outcome, and next step. No written audit included.

Written audit

$299 · one-time

A separately scoped review of the lead-to-job workflow, prioritized leakage points, and a recommended first fix. Credited toward an agreed installation.

Strategy consultation

$150 · 60 minutes

Focused working session on CRM, pipeline, or process choices. Deliverables beyond the session are quoted separately.

No payment is collected on this page. Paid services are confirmed in writing before scheduling or delivery.

Pricing questions

Can I purchase a tool without ongoing consulting?

Yes, when a self-contained downloadable tool is available. Custom integrations and installed systems are quoted separately. The listed monthly plans are optional unless your agreed scope requires hosting or ongoing services.

Do these prices include software subscriptions?

No. CRM licenses, phone or messaging providers, API usage, hosting, and other third-party charges are identified during scoping and billed separately unless your written agreement says otherwise.

What happens before I pay?

Start with a no-cost 15-minute fit conversation. We will identify the outcome, existing tools, and likely scope. A written quote or service agreement comes before any paid work. A detailed written audit, if needed, is separately priced.

What is included in monthly support?

Monthly care covers the agreed supported workflows and limited adjustments. It does not include unlimited custom development. An optimization partnership adds regular funnel reviews and a defined improvement backlog.

Can you guarantee more revenue?

No. Revenue depends on lead quality, contact rate, appointment rate, close rate, average deal value, and your team's adoption. We establish baseline metrics and measure operational changes rather than promising specific sales outcomes.

Find the first multiplier to improve

Revenue = Leads × Contact Rate × Appointment Rate × Close Rate × Average Deal Value. Start with the part of the workflow that is limiting booked jobs.

Discuss your revenue system