SmartiPlans for business

SmartiStart
$1,975.00
Every month

Perfect for small teams or early-stage businesses looking for foundational support with CRM setup, light process optimization, or strategic planning. One-Time Fixed Fee : $1,200 What it Covers: CRM/system audit, strategic roadmap, kickoff materials


✓ Up to 10 hours of consulting
✓ Salesforce/DYN365 setup & audit
✓ Lead pipeline structure
✓ One strategic roadmap session

Popular

SmartiMaster
$6,000.00
Every month

Elevate your org with strategy, systems, and structure. Best for executive leaders and scaling orgs needing deep change: revenue operations leadership, automation, strategic modeling, and advisory support. One-Time Fixed Fee: $3,500 What it Covers: Leadership sessions, systems mapping, advanced workflow design & integration planning


✓ 40+ consulting hours
✓ Fractional Sales Ops leadership
✓ Board-ready reporting & KPI tracking
✓ CRM + CPQ + Finance workflow alignment
✓ VIP access for rush support
SmartiScale
$3,800.00
Every month

Built to streamline, grow, and lead. This package is for growing companies who need mid-level transformation — CRM integrations, sales reporting, and team enablement included. One-Time Fixed Fee: $2,000 What it Covers: Stakeholder alignment, GTM discovery, ops walkthrough


✓ Up to 25 consulting hours
✓ Custom dashboards & reporting
✓ Salesforce + other tool integration
✓ Lead scoring & segmentation model
✓ Ongoing optimization plan