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Packages: A Simplified Approach
We offer solutions and pricing that respects your growth and where you are today. Business growth shouldn't have to cost you an arm and a leg. Ask about our payment plans.
We offer solutions and pricing that respects your growth and where you are today. Business growth shouldn't have to cost you an arm and a leg.
Ask about our payment plans.
For:
Solo Professional
Personal OS
Organize your day-to-day business life
starting price
Your organized system for managing meetings, emails, tasks, notes, passwords, contacts, and files.
Calendar, Meetings and Booking Setup
Task and Reminder Setup
Business Email organization and Setup
Password Manager Setup across devices
Contact / CRM organization
File and Folder Organization
Notes and Knowledge System
Training and Handoff Session
Sales Ready
Turn leads into paying clients
starting price
Get a structured way to collect leads, nurture prospects, manage opportunities, send contracts, invoice clients, and get paid.
1 CRM or Platform Tool setup
1 Sales Pipeline Setup
Up to 2 Lead capture forms
Contact tagging
Add-on: Discounted custom one-paged website
Lead-source tracking
Up to 3 sales automations
Up to 5 email templates
Up to 2 booking links
1 Proposal or Contract Template
1 invoice and payment process
Training and Hand Off Session
Client Success
Manage paying clients with consistency
starting price
Your repeatable system for onboarding clients, collecting information, managing work, communicating clearly, and collecting reviews.
1 client onboarding workflow
Up to 5 intake forms
Up to 3 project templates
Client Portal Buildout
1 Ticketing system setup
Up to 5 Client Communication templates
Client File and Document Structure
Payment and Subscription management processes
Review request automations
Training and Hand Off Session
For:
Solo Professional
Personal OS
Organize your day-to-day business life
starting price
Your organized system for managing meetings, emails, tasks, notes, passwords, contacts, and files.
Calendar, Meetings and Booking Setup
Task and Reminder Setup
Business Email organization and Setup
Password Manager Setup across devices
Contact / CRM organization
File and Folder Organization
Notes and Knowledge System
Training and Handoff Session
Sales Ready
Turn leads into paying clients
starting price
Get a structured way to collect leads, nurture prospects, manage opportunities, send contracts, invoice clients, and get paid.
1 CRM or Platform Tool setup
1 Sales Pipeline Setup
Up to 2 Lead capture forms
Contact tagging
Add-on: Discounted custom one-paged website
Up to 3 sales automations
Up to 5 email templates
Up to 2 booking links
1 Proposal or Contract Template
1 invoice and payment process
Training and Hand Off Session
Client Success
Turn leads into paying clients
starting price
Get a structured way to collect leads, nurture prospects, manage opportunities, send contracts, invoice clients, and get paid.
1 client onboarding workflow
Up to 5 intake forms
Up to 3 project templates
Client Portal Buildout
Up to 5 Client Communication templates
Client File and Document Structure
Review request automations
1 Proposal or Contract Template
1 invoice and payment process
Training and Hand Off Session
For:
Solo Professional
Personal OS
Organize your day-to-day business life
starting price
Your organized system for managing meetings, emails, tasks, notes, passwords, contacts, and files.
Calendar, Meetings and Booking Setup
Task and Reminder Setup
Business Email organization and Setup
Password Manager Setup across devices
Contact / CRM organization
File and Folder Organization
Notes and Knowledge System
Training and Handoff Session
Sales Ready
Turn leads into paying clients
starting price
Get a structured way to collect leads, nurture prospects, manage opportunities, send contracts, invoice clients, and get paid.
1 CRM or Platform Tool setup
1 Sales Pipeline Setup
Up to 2 Lead capture forms
Contact tagging
Add-on: Discounted custom one-paged website
Up to 3 sales automations
Up to 5 email templates
Up to 2 booking links
1 Proposal or Contract Template
1 invoice and payment process
Training and Hand Off Session
Client Success
Turn leads into paying clients
starting price
Get a structured way to collect leads, nurture prospects, manage opportunities, send contracts, invoice clients, and get paid.
1 client onboarding workflow
Up to 5 intake forms
Up to 3 project templates
Client Portal Buildout
Up to 5 Client Communication templates
Client File and Document Structure
Review request automations
1 Proposal or Contract Template
1 invoice and payment process
Training and Hand Off Session
Frequently Asked Questions
Have more questions? Feel free to use the chat window.
Do you offer payment plans?
Yes, absolutely. Bring it up in our discover call and we'll find something that works for you.
What kind of businesses do you usually work with?
What’s the difference between setup work and ongoing support?
What happens during the discovery process?
Do I need to already have a CRM or specific software?
What if setup takes longer than one month?
What’s included in the monthly support package?
What types of work are handled as separate projects?
Am I locked into a long-term contract?
Can you work alongside our existing team or vendors?
What kind of results should I expect?
How do you handle increasing your prices?
Frequently Asked Questions
Have more questions? Feel free to use the chat window.
Do you offer payment plans?
Yes, absolutely. Bring it up in our discover call and we'll find something that works for you.
What kind of businesses do you usually work with?
What’s the difference between setup work and ongoing support?
What happens during the discovery process?
Do I need to already have a CRM or specific software?
What if setup takes longer than one month?
What’s included in the monthly support package?
What types of work are handled as separate projects?
Am I locked into a long-term contract?
Can you work alongside our existing team or vendors?
What kind of results should I expect?
How do you handle increasing your prices?
Frequently Asked Questions
Have more questions? Feel free to use the chat window.
Do you offer payment plans?
Yes, absolutely. Bring it up in our discover call and we'll find something that works for you.
What kind of businesses do you usually work with?
What’s the difference between setup work and ongoing support?
What happens during the discovery process?
Do I need to already have a CRM or specific software?
What if setup takes longer than one month?
What’s included in the monthly support package?
What types of work are handled as separate projects?
Am I locked into a long-term contract?
Can you work alongside our existing team or vendors?
What kind of results should I expect?
How do you handle increasing your prices?
Our Pricing Philosophy
Our Pricing Philosophy
You don’t need another bill.
What you really need are results. Our goal is to understand precisely what is preventing progress and then going to work on just that. Some leaders like yourself only need us for a season or for a specific problem. Other leaders require us for ongoing support where we completely takeover a section of your workload and provide day to day ownership of your systems.
Whichever path you need right now, is for you to choose based on what we agree to be your needs. There’s never any obligation to stay on a monthly plan, feel free to cancel anytime or pause based on what your operations needs right now. At Pocket Office our goal isn’t to keep you paying, it is to build systems that promote ease of growth.