Starter — $500 / 5,000 Credits

The Starter plan is for teams that have a specific, well-defined problem and want expert help solving it — without entering a long engagement or purchasing a large credit bundle they may not use.

At $500 for 5,000 credits, it is an accessible starting point for most B2B teams. It is enough to complete a meaningful piece of work, see how the credit model operates in practice, and decide whether a larger ongoing program makes sense.

What 5,000 Credits Gets You

Credits are consumed when work is delivered and accepted — never before. Here is what 5,000 credits covers based on the Service Credit Guide:

| Deliverable | Credits Used | Credits Remaining | |---|---|---| | Requirement Discovery Session | 100 | 4,900 | | Strategic Advisory Session | 100 | 4,800 | | Adoption Training Session | 200 | 4,600 | | CRM Health Assessment | 750 | 3,850 | | Email Campaign Setup | 400 | 3,450 | | Lead Routing Setup | 400 | 3,050 | | Deliverability Assessment | 500 | 2,550 | | CRM Dashboard | 500 | 2,050 | | Landing Page Creation | 600 | 1,450 |

A single 5,000-credit bundle is enough to complete a CRM health assessment, one advisory session, a deliverability audit, and a dashboard build — leaving credits remaining for follow-up work.

Best-Fit Use Cases

CRM health assessment — You have a CRM that is not performing as expected. Data quality is inconsistent, adoption is low, or reports are unreliable. A health assessment identifies the specific issues and produces a prioritized action plan.

Advisory sessions — You face a specific strategic decision: which platform to implement, how to structure your marketing automation, or how to fix a broken process. An advisory session gives you focused expert input without committing to a managed service.

Small CRM enhancements — You need a specific configuration change: a new workflow, a custom report, a lead routing rule, or a lifecycle stage update. These are defined, scoped, and delivered as discrete work items.

Email campaign setup — You need a single campaign built end-to-end: copy, template, audience segment, tracking, and send configuration.

How the Credit Model Works

1. Purchase your 5,000-credit bundle
2. Book a Requirement Discovery Session to define scope and receive a quotation
3. Approve the quote — you know exactly what you are getting and what it costs
4. Work is delivered and reviewed against agreed acceptance criteria
5. Credits are deducted only after you confirm acceptance

What Happens When Credits Run Low

Credits do not expire. If you complete a project and have credits remaining, they stay in your account for future requests. If a project requires more credits than your current balance, we will quote the additional amount before proceeding — you are never charged more than you approved.

When your Starter balance runs low, you can top up with another Starter bundle or upgrade to Growth or Scale for better value per credit.

Is Starter Right for You?

Starter is a strong fit if:

• You have one or two well-defined deliverables in mind
• You want to evaluate the credit model before committing to a larger program
• You need occasional expert help rather than continuous delivery
• Your budget for this engagement is $500–$1,000

If you need ongoing support across multiple service areas, Growth or Scale will deliver significantly better value per credit and support a longer program of work.