Everything that's included, in full.
Fixed prices in US dollars. Here's exactly what you get, what's not included, and how we work.
One-time setup
Gather package
- Your leads from 1 inbox (last 12 months) and up to 2 files: spreadsheets or a CRM export
- Up to 500 contacts, one row per person: duplicates merged, names and companies tidied
- Each contact labelled hot, warm, past client or cold, with a one-line note on your last conversation
- Missing or bounced emails flagged for you to check
- We only work with contacts you already have. We don't look up missing details, and we don't add new people to your list
- One clean spreadsheet, ready to import into any CRM
- Your "Top 20 to contact this week" list
- 30-minute handover call
Build package
- Everything in the Gather package, for up to 1,000 contacts in total. That 1,000 includes everyone from your inbox, your files and your LinkedIn messages from the last 6 months
- Free HubSpot CRM set up for your business, in your company's own account
- Each contact saved under their company in HubSpot, so you can see everyone you know at a business in one place
- One pipeline built around how you sell, with your live opportunities added (up to 25)
- Ready-made lists: Hot, Past clients, Follow up this week
- Your email connected, so new conversations are tracked from now on
- Your own booking link for calls
- A handover guide with a 15-minute weekly routine
- A data hygiene playbook: simple rules to keep your HubSpot clean
- 60-minute training session, recorded
- 30 days of email support, replies within 1 working day
Gather or Build, side by side
| Gather package | Build package | |
|---|---|---|
| Price | $450, one-time | $1,500, one-time |
| Timeline | 5 working days | 15 working days |
| Where we gather from | 1 inbox (last 12 months) and up to 2 files | The same, plus your LinkedIn messages from the last 6 months |
| Contacts | Up to 500 | Up to 1,000 in total |
| What you get | One clean spreadsheet | A free HubSpot CRM, set up and ready to use |
| Labels and Top 20 list | ||
| Pipeline and live deals | Up to 25 deals | |
| Email connected and booking link | ||
| Training and support | 30-minute handover call | 60-minute recorded training and 30 days of email support |
| Data hygiene playbook | ||
| Works with your current CRM | Any CRM, you upload the file | HubSpot only |
Monthly, after setup (optional)
Monthly plans are optional and run in the HubSpot we set up, so they start after the Build package. Nothing starts until you sign up. Stop any time by email, and we finish the month you've paid for.
Keep Tidy plan
- New leads added within 2 working days, up to 50 a month. Send them by email or through a simple form
- Monthly clean-up: duplicates merged, gaps filled from your own emails, stages updated
- Your "who to contact this month" list, on the first Monday of every month
- Up to 2 hours a month of changes, like a new list or a pipeline tweak
Keep Moving plan
- Everything in the Keep Tidy plan
- Up to 5 follow-up email templates, written with you and approved by you
- Up to 60 follow-up emails a month, sent from your inbox using those templates
- Warm replies passed to you within 1 working day. We never quote or negotiate for you
- A Friday report: sent, replied, booked, gone quiet
Limits and what's not included
Free HubSpot limits
The Build package uses HubSpot's free plan, which allows up to 1,000 contacts, 2 users and 1 sales pipeline, and the booking page carries HubSpot's branding. If you outgrow it, HubSpot's paid plans upgrade the same account, so nothing is rebuilt.
Not included in either package
Automations, marketing emails, website forms, connecting other apps, finding new contacts or details, or moving old activity history from another CRM.
Work we won't take on
We only handle ordinary business contacts. We don't handle payment or bank details, ID numbers, health information or children's data, and we don't work with bought or scraped lists or with industries HubSpot doesn't allow, such as gambling or crypto. The full list is in our client agreement.
Your data and AI
Your contacts are checked and cleaned by a real person. We never upload your data to Claude or any other AI tool.
Timelines, payment and corrections
How timelines work
Working days count our working time only. Time spent waiting on files, access or answers from you isn't counted.
Corrections
Each package includes one round of corrections if you ask within 7 days of handover.
Paying
- Gather package: paid in full before we start
- Build package: 50% to book your start, 50% before the handover call
- Monthly plans: each month in advance
Cancelling
- Before your start date: refunded, minus $50 for booking and preparation
- Monthly plans: stop any time by email, and we finish the month you've paid for
Your accounts stay in your control
We sign a mutual confidentiality agreement before we see anything.
We never ask for your password. You add us as a user in your email, the same way you'd add a new team member, and you can remove us any time.
When the work ends, we ask you to remove our access, check it's done, and delete our working copies within 7 days of handover.
Not sure which one fits?
We'll look at where your leads are hiding and tell you honestly whether this is worth it for you.