ProfitForgeCRM Consulting

Services

Every price, right on the page.

There are two lines of work, and every product has a fixed price. Small businesses can start with a Single Fix or a Systems Checkup, and growing teams can start with a Portal Audit. Anyone can buy anything.

Before I suggest anything new, I'll look at what you're already paying for. If a free plan covers what you need, you can trust me to tell you. If an upgrade makes sense, I'll show you the real first-year cost before you commit to anything. And no software company pays me for a recommendation.

For small businesses

Owner-led businesses of 2 to 25 people

For businesses where nobody owns the systems yet. Fixed-price work you pay for once.

Single Fix

$350

One-time, paid upfront

One specific problem in your CRM, Shopify data, or automations, fixed and explained in a recorded walkthrough.

  • About two hours of hands-on work
  • Done within 5 business days
  • If it turns out to be bigger, I'll stop and quote you before doing more
  • Full refund if I can't fix it
Send me the problem
Start here

Systems Checkup

$750

One-time, paid upfront

I review your CRM and the software around it, then tell you what's worth keeping and what you can cut.

  • The dollar impact of each recommendation
  • A 90-day priority plan
  • A live walkthrough or a recording, your choice
  • Delivered within 7 business days of getting access
  • Full price credited toward a Setup Project booked within 30 days
Start with a Checkup

Setup Project

From $2,000

Fixed price per statement of work, 50% upfront

Your CRM set up or rebuilt on the right tool, with documentation your team can actually use.

  • Most projects land between $2,000 and $4,000
  • Pipelines, properties, forms, imports and cleanup, automations, and a dashboard
  • Documentation and a training recording
  • 30 days of email support after handoff
Tell me what you need
For past Setup Project clients

Monthly Support

$600/month

Billed monthly in advance

Ongoing help after a Setup Project, for teams with a steady stream of small changes.

  • Up to 5 hours a month
  • One request in progress at a time
  • A first response within two business days
  • Unused hours don't roll over
  • Cancel any time before the next billing date

For growing teams

Companies of 25 to 100 people

For teams whose HubSpot admin left, or whose CRM turned into someone's side job.

Start here

Portal Audit

$1,500

One-time, paid upfront

A written audit of your HubSpot portal and its integrations, with fixes ranked by value and a phased plan to get there.

  • A 60-minute walkthrough
  • Delivered within 10 business days of getting access
  • Full price credited toward a Build Project booked within 30 days
Start with an Audit

Build Project

From $5,000

Fixed price per statement of work

A defined build, whether that's portal architecture, a Shopify integration, workflow automation, reporting, or a cleanup and migration.

  • Most projects land between $5,000 and $10,000, and bigger work gets phased
  • Documentation and a training recording
  • 30 days of email support after handoff
  • 50% upfront, or 40/30/30 on projects over $8,000
Tell me about the build

Fractional Admin

$2,500/month

Billed monthly in advance

A part-time HubSpot admin for teams that lost theirs or never had one.

  • Up to 20 hours a month
  • A 30-minute call every two weeks, with everything else handled async
  • A monthly hours report
  • Three months to start, then 30 days' notice to stop
Ask about availability

What I work on

Two kinds of business

Shopify stores

Customer data and order sync, abandoned cart and post-purchase automation, wholesale pipelines, and attribution that shows which channels bring in revenue.

Businesses that sell through quotes or contracts

A pipeline that matches how you sell, forms that create records, follow-up automation, and a report you'll actually open.

How payment works

One-off work is paid upfront through a payment link, so you never need a call to buy. Projects start with 50% upfront, or 40% on projects over $8,000, and retainers bill monthly in advance. If a project's out of reach, I'll point you to a smaller product that still helps.

What I don't do

I don't take on content calendars, ad management, social media, design, or website builds. If that's what you need, I'll tell you in my first reply and point you to someone who does.

Questions

Before you write

Do I need HubSpot?

Often, no. Plenty of small businesses do fine on HubSpot's free plan or a simpler CRM. I'll tell you which one fits and when you'd outgrow it.

Do you work with larger companies?

Yes. I work with growing companies of up to about 100 people, either as a part-time HubSpot admin or on a defined build. The rule's the same at any size: I recommend what fits, and if HubSpot Professional is the right call, I'll say so.

Do you earn commissions on the software you recommend?

No. I'm not a paid partner or affiliate of any software company, and if that ever changes, I'll tell you before I recommend anything.

What if I can't afford a Setup Project?

Start with a Single Fix or a Systems Checkup. Both are fixed price, and the Checkup counts toward a Setup Project if you book one within 30 days.

Do you work with compliance-sensitive products?

Yes. I've worked with e-commerce brands that run into email and ad platform restrictions, and I plan around them from day one.

How do you handle scope changes?

In writing. If something falls outside what we agreed on, I'll tell you what it costs and how much time it adds, and nothing extra starts until you say yes.

Do I have to sign up for a retainer?

No. Most of my work is fixed-price one-offs and projects. Monthly Support is only for past project clients, and Fractional Admin starts with a three-month commitment.

Start with the smallest step that helps.

A Systems Checkup or a Portal Audit shows you what to fix first and what you can stop paying for. You'll hear back within two business days.