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Practice Efficiency Review
$2,500 one-time
- Structured intake form (Practice Brief)
- 1-hour kickoff call (Zoom, recorded)
- Full CRM and operations analysis
- Prioritized Insight Report with dashboard recommendations
- 30-minute Report Review call
- Data issues flagged before any build begins
Monthly Retainer
Practice Enhancer
$3,000–$4,000 /mo
- CRM configuration and field setup
- Workflow design and implementation
- Dashboard and reporting builds
- Integration setup and troubleshooting
- Data cleanup (if scoped)
- Work through priorities month by month, no fixed deliverable promises
Monthly Retainer
Operations Partner
$4,000–$6,000 /mo
Pricing based on firm size and scope
- Everything in Practice Enhancer
- Automation design and implementation
- Broader tech stack integrations
- Staffing and process design
- Full practice operations review
- Strategic operations advisory
Data Cleanup
$250–$350/hr or flat fee per scope
If your Practice Efficiency Review surfaces data issues: incomplete records, inconsistent fields, years of uncleaned data. Cleanup is scoped and priced separately before any build begins. It is never bundled into a retainer.
Straightforward cleanup is priced as a flat project. Complex or large-scale cleanup (10+ years of data, migration history) is billed hourly. You'll always know the cost before work starts.
How an Engagement Typically Flows
1
Practice Efficiency Review
Assessment, Insight Report, kickoff and review calls
›
2
Data Cleanup
Only if flagged in the Insight Report. Scoped separately.
Choose Your Engagement
3
Practice Enhancer
Monthly retainer. Work through priorities month by month.
or
4
Operations Partner
When you're ready to build an operation that runs itself.
Steps 2, 3, and 4 are optional. The Insight Report is a complete deliverable on its own.