What to get out of the old engagement before it ends.
Documentation, admin credentials in your own accounts, a written description of what was built and why, and a list of anything unfinished. If the provider built in their own tenancy, that conversation is harder and should happen before you give notice.
Every engagement starts with a free systems diagnostic: read-only access across the CRM, tech stack, attribution and reporting, and a written report with every gap ranked by what it costs a year. You keep the report either way.
After that the retainer is $2,000 a month for up to fifteen hours a week, with Kaypo deal scoring included at no extra cost, and anything outside the usual scope is agreed with you first.
| Route | Typical cost | What you are buying |
|---|---|---|
| Free diagnostic | $0 | Written report, yours to keep |
| Sapwood retainer | $2,000 a month | Up to 15 hrs/wk, Kaypo included |
| Kaypo on its own | $99 a month | Deal scoring without the retainer |
The diagnostic is free. The retainer is $2,000 a month for up to 15 hours a week with Kaypo deal scoring included. Anything outside the usual scope is agreed with you first, at no separate rate.
Yes. Read-only access, a written report with every gap ranked by what it costs a year, and it is yours whether or not you continue.
One operator. HubSpot Revenue Operations certified, fifteen years across go-to-market and revenue operations. The person who reads your CRM is the person who rebuilds it.
No. Sapwood is not a reseller and is paid by no vendor.
Leave an email and I will reply myself, usually the same day. No sequence, no newsletter, and no calendar link unless you ask for one.
Would rather just book time? Here is the calendar.
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