Buyers are routinely advised to ask a consultant what they would do in the first thirty days, because a good one can describe a diagnostic approach without immediately selling a large implementation.
Week one is inventory with nothing changed: object model, field usage, stage definitions, duplicate rates, routing, and the attribution chain, ending in a written findings summary. Week two is the working session and the plan. Weeks three and four are the build, in a sandbox, with you reviewing before anything reaches production. You should ask every consultant this question, and be suspicious of anyone who answers with a proposal instead of a process.
Last updated September 2026
Published prices. The diagnostic is free. Retainer $2,000 a month for up to 15 hours a week, Kaypo included.
Object model, field usage, stage definitions and whether they carry exit criteria, duplicate rates, routing logic, the attribution chain, and what reporting exists versus what is trusted.
Scored and ranked by what each issue is costing you, with a prioritized fix list and effort estimates. Yours to keep regardless of what happens next.
Two hours with whoever knows how you actually sell. This is where stage definitions get decided, and it is the only part we cannot do without you.
A one page scope and a start date. If the right answer is that you do not need us, this is where we say so.
In a sandbox. Data, objects, stages, routing, handoffs, and reporting, with you reviewing at checkpoints rather than at the end.
Production changes in an agreed window with a rollback plan, then documentation, a recorded walkthrough, and live training with the team who will use it.
Want the first week without committing to the rest?
That is exactly what the free diagnostic is. One week, written findings ranked by cost, and no obligation to continue.
It is a good test, so we have answered it in public rather than saving it for a call. If another firm cannot answer it as specifically, that is useful information.
No gated pricing and no call required to see a number. If you want to talk it through, the first one is free and takes thirty minutes.
Let's chat See pricing
What it covers and what it costs
What we built and what it changed
What a week of reading an existing system turns up, the order a rebuild has to happen in, and what has to hold as you grow.
Everything below is free and needs no call.
What they would do in the first thirty days, what will be shipped by week two, where documentation will live, whether your team can modify the automations afterwards, and whether they take commissions from software vendors.
The diagnostic portion, yes. Free audits are sales instruments and tend to find problems the firm is best positioned to sell against. Paying a small fee changes the incentive.
Access in week one, two hours for the working session, and one person who can approve a stage definition without a committee.
Then we say so and you keep the document. It happens, and it is better for both sides than a project nobody needed.
Where this sits, and what it costs to fix.
Related reading, all of it free.
Read-only access to your systems, and a written report you keep either way.
Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.
We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.
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