Why this page exists
Plans are not hours. They are operating scopes.
Inbox Prestige runs operations through defined workflows, ownership rules, and weekly visibility. This page explains how scope is set so expectations stay clean as volume grows.
What You’re Actually Buying
Not tasks or headcount — a controlled operating layer.
- A defined operations layer with clear scope and ownership
- SOP-led execution with routing rules and priority lanes
- Escalations and approvals handled through enforced paths
- Daily cadence for execution, with boundaries that prevent scope creep
- Weekly visibility covering progress, risks, and next actions
How Scope Works
Scope is confirmed before work starts — and protected throughout delivery.
- Plans are scoped by systems (Inbox, Helpdesk, CRM, Workspace)
- Volume is scoped by channels and daily conversations
- Control is enforced through routing rules, ownership, and escalation paths
- Work runs on a daily cadence with weekly visibility for decisions
- When limits are reached, scope is reconfirmed or expanded — nothing runs silently
No unlimited work. No hidden expectations.
CORE PLANS
Starter — $899/mo
A controlled support layer for one primary channel—daily execution + weekly visibility.
We run inbound support through defined categories, priority rules, and clear ownership. Work is tracked until closure and surfaced in a weekly snapshot.
Standard — $1,499/mo
Consistent support delivery across two channels, with light workflow governance.
We run daily support with priority rules, ownership, and consistent standards across channels. Light SOP and change control keeps execution predictable.
Growth — $2,499/mo
Support + CRM hygiene with weekly pipeline control and leadership visibility.
We run support plus pipeline hygiene as one operating system. Routing rules and next-step enforcement keep the CRM decision-ready, while weekly reporting keeps leaders aligned.
Ops Core+ — $3,499/mo
me ops delivery with stronger controls and wider core scope.
We run day-to-day execution across support and CRM with stronger SOP discipline and weekly controls review. Exceptions are flagged early and tracked with owners.
ENTERPRISE PLANS
Advanced — $4,999/mo (starting)
Enterprise control layer: governance + quality + priority paths
We add enterprise controls on top of core delivery: QA, priority enforcement, coaching loops, and governance rules. Exceptions are reviewed on a cadence with clear ownership.
Premium — $7,999/mo (starting)
Reliability + knowledge layer for scale across tools and teams.
We run enterprise delivery with reliability oversight for automations/integrations and scoped knowledge base work—so systems stay stable and support load reduces over time.
Enterprise Ops Pod — $11,999/mo (starting / custom)
Dedicated pod with service targets, accountability, and leadership visibility.
A dedicated ops pod runs your scoped workflows end-to-end with defined coverage and service targets. Delivery is managed through SOPs, controls, and weekly leadership review.
Revenue Ops Governance Plans
Baseline — $1,499/mo
A controlled governance layer for one pipeline—follow-up control + weekly visibility.
Governance — $2,499/mo
Workflow governance across pipeline stages—handoffs, approvals, exceptions, and visibility.
We run Revenue Ops as a governed system: routing and ownership logic, stage definitions, approval paths, and exception handling. CRM drift is corrected with hygiene rules and QA checks, backed by a weekly control loop (done/open/blocked/needs approval).
Enterprise Governance — $4,999/mo (starting)
Enterprise control layer for scale—reliability, priority paths, and leadership visibility.
We add enterprise controls on top of core governance: escalation rules, approvals queue discipline, exception review, auditability, and reliability oversight across workflows. Execution runs through SOP controls and a weekly leadership review cadence.
Revenue Pipeline & Oversight
Revenue Pipeline Operations — $4,500/mo
Governed outbound execution that books decision-ready meetings directly into your CRM.
Fractional Revenue Oversight — $6,000/mo
Revenue governance that installs structure and maintains weekly control over pipeline health and visibility.
CORE PLANS
Starter — $899/mo
A controlled support layer for one primary channel—daily execution + weekly visibility.
We run inbound support through defined categories, priority rules, and clear ownership. Work is tracked until closure and surfaced in a weekly snapshot.
At a glance
- Cadence: Daily execution + weekly review
- Control: Priority routing + ownership
- Visibility: Weekly snapshot (done / open / risks / approvals / next)
- Delivery model: AI-assisted, human-run
Best for
- Early-stage teams with steady inbound volume
- Founders who need follow-ups handled consistently
- One channel with simple routing
What’s included
- Support Operations (Inbox + Tickets)
- Weekly Visibility & Reporting
- Approved response templates (within limits)
Deliverables
- Daily queue review + follow-up tracking
- Priority-based routing (P1/P2/P3)
- Weekly ops report (standard format)
What’s not included
- CRM & pipeline operations
- Workflow/SOP buildout beyond basics
- 24/7 or weekend coverage
- Unlimited volume or unlimited requests
- Tool migrations or custom builds
Inputs we need from you
- Access to inbox/helpdesk (least-privilege)
- Support categories + priority definitions
- Brand tone + escalation owner
Scope & boundaries
- Systems: 1 inbox OR 1 helpdesk
- Channels: 1
- Volume: up to 60 conversations/day
- Templates: up to 20 active
Anything beyond this requires add-on capacity or plan upgrade.
Standard — $1,499/mo
Consistent support delivery across two channels, with light workflow governance.
We run daily support with priority rules, ownership, and consistent standards across channels. Light SOP and change control keeps execution predictable.
At a glance
- Cadence: Daily execution + weekly review
- Control: Priority routing + approval gates (where needed)
- Visibility: Weekly snapshot + exception list
- Delivery model: AI-assisted, human-run
Best for
- Teams using email + one additional channel
- Businesses needing consistent quality at higher volume
- Teams that want basic SOP discipline
What’s included
- Support Operations
- Ops System (Workflows, SOPs & Automation Oversight — light)
- Weekly Visibility & Reporting
Deliverables
- Daily support execution + follow-up tracking
- Basic SOPs for key paths (intake, escalation, approvals)
- Weekly report + exceptions (blocked/at-risk items)
What’s not included
- CRM & pipeline operations (Growth+)
- Integrations reliability monitoring
- Knowledge base ownership
- Unlimited SOP/template creation
- Custom engineering or large migrations
Inputs we need from you
- Tool access + owners
- Categories/priorities + escalation owner
- Approval rules + brand tone
Scope & boundaries
- Systems: 1 inbox/helpdesk
- Channels: up to 2
- Volume: up to 120 conversations/day
- Templates: up to 40 active
- SOPs maintained: up to 6
Beyond this = add-on capacity or upgrade.
Growth — $2,499/mo
Support + CRM hygiene with weekly pipeline control and leadership visibility.
We run support plus pipeline hygiene as one operating system. Routing rules and next-step enforcement keep the CRM decision-ready, while weekly reporting keeps leaders aligned.
At a glance
- Cadence: Daily execution + weekly hygiene
- Control: Ownership + stage rules + escalation paths
- Visibility: Weekly support + pipeline snapshot
- Delivery model: AI-assisted, human-run
Best for
- Teams where support and pipeline both matter
- Sales teams with stale deals and weak follow-through
- Leaders wanting reliable weekly visibility
What’s included
- Support Operations
- Ops System (Workflows, SOPs & Automation Oversight)
- CRM & Pipeline Operations
- Weekly Visibility & Reporting
Deliverables
- Daily support execution + follow-ups
- Weekly pipeline hygiene + stuck-items list
- Exceptions list (missing fields, stalled stages)
- Weekly leadership report (support + pipeline)
What’s not included
- Knowledge base ownership (add-on/enterprise)
- Integrations reliability program (enterprise)
- Multi-CRM management
- Sales strategy / outreach campaigns
- Full CRM rebuilds or migrations
Inputs we need from you
- Helpdesk/inbox access + CRM access
- Stage definitions + required fields
- Routing/ownership rules + approval owner
Scope & boundaries
- Systems: 1 helpdesk/inbox + 1 CRM
- Channels: up to 2
- Volume: up to 200 conversations/day
- Templates: up to 60 active
- CRM: 1 pipeline (scoped rules)
Beyond this = re-scope/upgrade.
Ops Core+ — $3,499/mo
Higher volume ops delivery with stronger controls and wider core scope.
We run day-to-day execution across support and CRM with stronger SOP discipline and weekly controls review. Exceptions are flagged early and tracked with owners.
At a glance
- Cadence: Daily execution + weekly controls review
- Control: SOPs + approval gates + exception tracking
- Visibility: Expanded weekly leadership snapshot
- Delivery model: AI-assisted, human-run
Best for
- Higher volume teams needing tighter operational control
- Teams with 3 channels and multiple handoffs
- Leaders who want predictable weekly governance
What’s included
- Support Operations
- Ops System
- CRM & Pipeline Operations
- Weekly Visibility & Reporting (expanded)
Deliverables
- Daily execution across scoped channels
- Weekly controls review (exceptions + approvals)
- SOP/template change log
- Weekly leadership report with priorities + risks
What’s not included
- Dedicated pod and custom coverage (Enterprise Pod)
- Systems reliability monitoring (Premium/Enterprise)
- Knowledge base ownership (Premium/Add-on)
- Large migrations or tool replacements
- Unlimited scope changes
Inputs we need from you
- Tools access + owners
- Priority definitions + escalation owner
- Approval rules + weekly stakeholder
Scope & boundaries
- Systems: 1 helpdesk/inbox + 1 CRM
- Channels: up to 3
- Volume: up to 300 conversations/day
- Templates: up to 80 active
- SOPs maintained: up to 12
Beyond this = re-scope/upgrade.
ENTERPRISE PLANS
Advanced — $4,999/mo (starting)
Enterprise control layer: governance + quality + priority paths
We add enterprise controls on top of core delivery: QA, priority enforcement, coaching loops, and governance rules. Exceptions are reviewed on a cadence with clear ownership.
At a glance
- Cadence: Daily control + weekly governance
- Control: QA + priority paths + rule enforcement
- Visibility: Weekly exception reporting + leadership snapshot
- Delivery model: AI-assisted, human-run
Best for
- High-volume support teams
- Teams needing consistent quality at scale
- Operations with messy handoffs
What’s included
- Ops Core+ (scoped)
- Revenue Ops Governance
- Support Command Center (Quality + Priority + Coaching)
Deliverables
- QA scorecard + coaching notes
- Weekly governance exceptions report
- Priority enforcement + escalation logs
- Weekly leadership report
What’s not included
- Systems reliability monitoring (Premium)
- Knowledge base ownership (Premium/Add-on)
- Dedicated pod (Enterprise Pod)
- 24/7 coverage unless contracted
- Custom engineering or big migrations
Inputs we need from you
- QA criteria + priority definitions
- Ownership model + approval owner
- Stakeholders for weekly review
Scope & boundaries
Starting scope is set in the scope review (tools/channels/volume). Higher volume or additional systems require re-scope.
Premium — $7,999/mo (starting)
Reliability + knowledge layer for scale across tools and teams.
We run enterprise delivery with reliability oversight for automations/integrations and scoped knowledge base work—so systems stay stable and support load reduces over time.
At a glance
- Cadence: Daily execution + weekly reliability review
- Control: Change control + monitoring + hygiene
- Visibility: Reliability log + leadership snapshot
- Delivery model: AI-assisted, human-run
Best for
- Multi-tool operations with automation dependency
- Teams needing stable reporting and fewer failures
- Companies ready to build self-serve content
What’s included
- Everything in Advanced (scoped)
- Systems Reliability (Automations + Integrations + Data Hygiene)
- Knowledge Base & Self-Serve (scoped cadence)
Deliverables
- Reliability issue log + weekly summary
- Hygiene standards (fields/tags)
- Monthly KB updates (scoped)
- Weekly leadership report
What’s not included
- Dedicated pod (Enterprise Pod)
- Unlimited integrations beyond scope
- Full documentation overhaul in one sprint
- Tool migrations and major rebuilds
- Custom engineering
Inputs we need from you
- Critical flows list + owners
- Approval gates for changes
- Source-of-truth for KB content
Scope & boundaries
Starting scope set in scope review (channels/volume/flows). Additional systems require re-scope.
Enterprise Ops Pod — $11,999/mo (starting / custom)
Dedicated pod with service targets, accountability, and leadership visibility.
A dedicated ops pod runs your scoped workflows end-to-end with defined coverage and service targets. Delivery is managed through SOPs, controls, and weekly leadership review.
At a glance
- Cadence: Daily execution + weekly leadership review
- Control: Service targets + SLA tracking + change management
- Visibility: Combined ops reporting + targets tracking
- Delivery model: Dedicated pod + governance
Best for
- High-volume teams needing high reliability
- Multi-system operations with tight controls
- Leaders who want a managed ops function
What’s included
- Dedicated ops pod across scoped modules
- Service targets (priority windows + SLA tracking)
- Governance + change control + reporting
Deliverables
- Daily execution across scoped modules
- SLA/targets tracking
- Weekly leadership report + exception log
- Change log for approved updates
What’s not included
- Unlimited scope changes (re-scope required)
- Work outside agreed systems/channels
- 24/7 coverage unless contracted
- Large migrations without separate project scope
Inputs we need from you
- Full access (least privilege) + stakeholders
- Targets + escalation paths
- Approval owners
Scope & boundaries
Custom scoping required based on tools, channels, daily volume, coverage, and targets.
Revenue Ops Governance Plans
Baseline — $1,499/mo
A controlled governance layer for one pipeline—follow-up control + weekly visibility.
We install ownership rules, follow-up discipline, and CRM hygiene standards so revenue execution stays reviewable. Work is tracked through defined status rules and surfaced in a weekly visibility snapshot.
At a Glance
• Cadence: Weekly control review with ongoing follow-up enforcement
• Control: Defined stage ownership + next-action discipline
• Visibility: Pipeline snapshot (Done / Open / Blocked / At Risk)
• Execution Model: Rule-based workflows, human-led governance
This establishes control where execution previously relied on memory.
Best For
- Single revenue pipeline
- 1–3 contributors
- CRM inconsistency
- Follow-up leakage
- Early-stage revenue structure
Channels Covered
- Primary CRM (1 instance)
- Email-based follow-ups
- Form-based inbound
- Basic sales inbox
Not multi-team routing.
What’s Included
Governance Architecture
- Stage definitions + entry/exit rules
- Ownership mapping
- Next-action enforcement
Follow-Up Control
- Follow-up timing rules
- Stalled deal detection
- Missed follow-up recovery logic
CRM Hygiene
- Required fields
- Activity logging standards
- Weekly hygiene review
Visibility
- Weekly snapshot:
- Closed
- Open
- Blocked
- Needs Approval
- At Risk
Deliverables
- Governance rule map (documented)
- Workflow configuration inside CRM
- Weekly visibility report
- Hygiene correction log
Inputs We Need From You
- CRM access
- Pipeline structure
- Revenue roles and responsibilities
- Approximate deal volume
- Approval authority clarification
What’s Not Included
- Cross-team workflow governance
- Escalation hierarchy
- Automation monitoring
- SLA enforcement
- Multi-pipeline management
Scope & Boundaries
- 1 pipeline
- 1 CRM instance
- Up to moderate volume
- Weekly cadence only
Governance — $2,499/mo
Workflow governance across pipeline stages—handoffs, approvals, exceptions, and visibility.
We run Revenue Ops as a governed system: routing and ownership logic, stage definitions, approval paths, and exception handling. CRM drift is corrected with hygiene rules and QA checks, backed by a weekly control loop (done/open/blocked/needs approval).
At a Glance
• Cadence: Structured weekly control loop + cross-stage enforcement
• Control: Ownership rules + approval triggers + escalation paths
• Visibility: Pipeline + exceptions + approval queue snapshot
• Execution Model: Workflow-governed execution with reviewable automation
This ensures handoffs, approvals, and routing operate predictably across teams.
Best For
- 2–6 contributors
- Multiple inbound sources
- Cross-team friction
- Approval bottlenecks
- Pipeline instability
Channels Covered
- CRM (1 instance)
- Forms
- Sales inbox
- Support-to-sales handoff
- Internal approvals via Slack/Email
What’s Included
Workflow Governance
- Routing logic
- Handoff checkpoints
- Exception pathways
Approval Discipline
- Approval triggers
- Escalation paths
- Approval queue visibility
CRM Integrity
- QA checks
- Stage discipline monitoring
- Drift detection
Governed Automation
- Follow-up triggers (reviewable)
- Routing assists
- Exception alerts
- Escalation flags
Weekly Control Loop
- Done / Open / Blocked / Needs Approval
- Escalation summary
- Exception report
Deliverables
- Governance architecture document
- Workflow configuration
- Automation rule mapping
- Weekly governance review
- Monthly stability summary
Inputs We Need From You
- CRM + inbox access
- Approval structure
- Escalation hierarchy
- Team role clarity
- Historical leakage examples
What’s Not Included
- Enterprise-wide reliability oversight
- Dedicated ops pod
- SLA compliance frameworks
- Cross-CRM architecture
- Lead generation
Scope & Boundaries
- Single CRM
- Moderate to high volume
- Multiple contributors
- Weekly cadence
Enterprise Governance — $4,999/mo (starting)
Enterprise control layer for scale—reliability, priority paths, and leadership visibility.
We add enterprise controls on top of core governance: escalation rules, approvals queue discipline, exception review, auditability, and reliability oversight across workflows. Execution runs through SOP controls and a weekly leadership review cadence.
At a Glance
• Cadence: Executive control cadence with governance oversight
• Control: Escalation hierarchy + priority paths + multi-level approvals
• Visibility: Cross-pipeline command view + risk exposure tracking
• Execution Model: Enterprise governance stack with reliability monitoring
This transforms revenue operations into a governed infrastructure, not an activity stream.
Best For
- Multi-team revenue environments
- High deal volume
- Complex approval chains
- Executive oversight requirements
- Compliance-sensitive workflows
Channels Covered
- CRM (single or multi pipeline)
- Forms
- Sales inbox
- Support-to-sales routing
- Internal approvals
- Escalation workflows
- Multi-channel workflow monitoring
What’s Included
Enterprise Governance Stack
- Escalation hierarchy
- Priority path enforcement
- Multi-level approvals
- Exception governance framework
- Audit trail discipline
Reliability Oversight
- Automation monitoring
- Integration oversight
- Failure detection loops
- Stability reviews
Executive Visibility
- Cross-pipeline visibility
- Escalation heat mapping
- Risk exposure tracking
- Weekly executive control review
Deliverables
- Enterprise governance blueprint
- Escalation matrix
- Automation audit log
- Executive visibility dashboard
- Weekly executive review
Inputs We Need From You
- Full tool stack access
- Approval authority clarity
- Escalation thresholds
- Compliance expectations
- Leadership involvement
What’s Not Included
- Sales management
- Lead generation
- Ad-hoc operational requests
- Undefined expansion
- Unlimited channel additions
Scope & Boundaries
- Complex workflows
- High volume
- Multi-role environment
- Executive-level reporting cadence
Revenue Pipeline & Oversight
Revenue Pipeline Operations — $4,500/mo
Governed outbound execution that books decision-ready meetings directly into your CRM.
We run outbound daily with targeting rules, qualification control, and CRM enforcement. Replies are triaged, meetings are booked, and pipeline stays clean with weekly visibility.
What’s Included
- ICP & targeting governance: industry/role filters, inclusion/exclusion rules
- Prospect list development: verified lead list built to targeting rules
- Outbound execution: email + LinkedIn outreach operated within defined volume
- Reply triage & qualification control: accept/reject criteria, same-day handling
- Meeting booking: calendar scheduling with required pre-call context
- CRM enforcement: stage updates, structured notes, ownership + next steps
- Weekly performance snapshot: activity, replies, meetings, blockers, decisions required
Operating Cadence
- Daily: outreach execution + reply handling + booking + CRM updates
- Weekly: performance snapshot + optimization actions + approvals required
Reporting (Weekly Snapshot)
- Contacts reached / attempts
- Reply breakdown (positive / neutral / negative)
- Meetings booked + show-rate tracking
- Top objections & messaging notes
- Pipeline quality notes (fit, intent, readiness)
- Blockers + approvals required (copy, targeting, offer)
What Counts as a “Qualified Meeting”
A meeting is qualified when the prospect:
- matches the approved ICP/role criteria, and
- confirms interest in discussing your offer (not “info only”), and
- agrees to a scheduled time with required context captured in CRM.
What We Need From You
- Your offer + target customer definition (or we’ll build the first version together)
- Access to CRM + calendar + outreach channel (client-owned accounts)
- Approval on initial targeting rules + first message set
- A clear handoff owner for booked meetings (sales/closer)
Not Included
- Closing / sales calls / proposals
- Paid ads, SEO, or inbound content
- Cold calling (unless separately scoped)
- Unbounded list purchases or targeting outside approved rules
Fractional Revenue Oversight — $6,000/mo
Revenue governance that installs structure and maintains weekly control over pipeline health and visibility.
We define ICP + funnel architecture, enforce CRM standards, and run weekly governance reviews to eliminate leakage, improve handoffs, and keep reporting decision-ready.
What’s Included
- Revenue system architecture: ICP → funnel → stages → handoffs mapped and enforced
- Pipeline stage design: entry/exit criteria, required fields, owner rules
- CRM enforcement standards: next-step discipline, SLA expectations, hygiene checks
- Workflow standardization: lead-to-meeting-to-close motion documented (SOP-level)
- Visibility & forecasting: decision-ready reporting structure + forecasting notes
- Weekly governance reviews: blockers, leakage, priorities, approvals, actions
- Performance control: pipeline health checks, velocity signals, conversion leakage
Operating Cadence
- Weekly governance review: pipeline health, risks, priorities, approvals, next actions
- Weekly enforcement checks: stale deals, missing next steps, ownership gaps
- Monthly system refinement: stage rules, reporting, handoffs, process updates
Reporting (Decision-Ready Visibility)
- Pipeline health summary (movement, stagnation, leakage points)
- Stage conversion notes + quality flags
- Ownership & next-step compliance
- Forecast notes (what’s real vs inflated)
- “Decisions required” list (what needs your approval)
- Action plan (what we enforce next week)
What Success Looks Like
- Clean pipeline movement with enforced next steps
- Clear ownership of every lead/deal
- Fewer “stale” deals and less leakage between stages
- Reporting that leadership can make decisions from (no vanity metrics)
What We Need From You
- Access to CRM + current pipeline view
- Sales process inputs (current stages, handoffs, team roles)
- A weekly decision owner (founder/GM/head of sales) for approvals
- Willingness to enforce standards (we define and monitor—your team follows)
Not Included
- Outbound execution / meeting booking (handled under Revenue Pipeline Operations)
- Full-time sales management or hiring
- Paid ads / SEO / content operations
- Legal/compliance policies beyond CRM/process enforcement
ADD-ONS
Extended Coverage Window
Best for: Peak hours, launches, or time-sensitive weeks
Includes: Additional coverage hours added to your existing workflow
Not included: 24/7 coverage unless contracted
Typical use: Short-term expansion
Additional Channel
Best for: Adding one more inbound lane (e.g., Instagram DMs, WhatsApp, Live Chat)
Includes: Routing rules + templates for the added channel
Not included: Unlimited volume increase
Additional System
Best for: Adding one system (extra inbox/helpdesk/CRM/workspace)
Includes: Access setup + routing + workflow alignment
Not included: Large migrations
Workflow Pack (SOP Updates)
Best for: New workflows, new categories, or process changes
Includes: SOP updates + template updates + change log
Not included: Custom engineering
Research Done-For-You (Operational)
Best for: Vendor/tool research, process comparisons, SOP drafting inputs
Includes: A structured brief: options, trade-offs, recommendation, next steps
Not included: Long strategy projects or market research reports
Priority Launch Support (Short-term)
Best for: Launch weeks and high-volume periods
Includes: Temporary higher cadence + tighter escalation monitoring
Not included: Permanent SLA changes (that requires Enterprise scope)
Knowledge Base Setup & Maintenance
(Add-on for Core · Included in Enterprise)
What it is
A governed knowledge system that documents answers and standards so support stays consistent and repeat work drops.
Best for
Teams with recurring questions, growing volume, or messy handoffs.
Included
- KB structure + categories
- Article templates (how-to, policy, troubleshooting)
- Starter articles based on top queries
- Review + approval rules + simple change log
- Ongoing updates aligned with workflows/SOPs
Scope (Core add-on)
- Up to 6–8 articles/month maintained
- Single language (multi-language = re-scope)
- Runs inside your existing KB/helpdesk
Not included
Large content projects, SEO programs, custom engineering, unlimited articles.
Upgrade note
If KB becomes ongoing and cross-team critical, we recommend moving to Enterprise for tighter governance.
Compare Core Plans
| Starter $899/mo | Standard $1,499/mo | Growth $2,499/mo | Ops Core+ $3,499/mo | |
| Best for | Single-channel support control | 2-channel support + light workflows | Support + CRM/pipeline hygiene | Higher-volume ops + stronger controls |
| Systems | 1 inbox or 1 helpdesk | 1 inbox/helpdesk | Helpdesk/inbox + 1 CRM | Helpdesk/inbox + 1 CRM |
| Channels | 1 | Up to 2 | Up to 2 | Up to 3 |
| Volume cap | Up to 60/day | Up to 120/day | Up to 200/day | Up to 300/day |
| Weekly visibility | Ops snapshot | Ops snapshot + exceptions | Ops + pipeline snapshot | Leadership snapshot + controls notes |
Compare Enterprise Plans
| Advanced $4,999 (starting) | Premium $7,999 (starting) | Enterprise Ops Pod $11,999 (starting/custom) | |
| Best for | Governance + QA + priority enforcement | Reliability + knowledge cadence | Dedicated pod + targets/SLA tracking |
| Control layer | QA + coaching + governance | Change control + monitoring + hygiene | SLA/targets + change management |
| Weekly visibility | Exceptions + leadership snapshot | Reliability log + leadership snapshot | Targets/SLA + leadership review |
| Includes | Ops Core+ (scoped) + Revenue Ops Governance + Command Center | Advanced + Systems Reliability + Knowledge Base cadence | Dedicated pod across scoped modules + reporting cadence |
| Scope handling | Defined in scope review | Scoped + reliability/KB lanes | Custom by tools/volume/coverage/targets |
Revenue Ops Governance Plans
| Baseline — $1,499/mo | Governance — $2,499/mo | Enterprise Governance — $4,999/mo | |
|---|---|---|---|
| Best for | Single pipeline + follow-up control | Cross-stage governance + approvals | Multi-team revenue + executive oversight |
| Control layer | Stage ownership + next-step enforcement | Routing + approvals + escalation paths | Escalation hierarchy + priority paths + audit discipline |
| Cadence | Weekly governance review | Weekly control loop + exception review | Executive control cadence + reliability oversight |
| Channels covered | 1 CRM + email follow-ups + form inbound | CRM + email + forms + support-to-sales handoffs | CRM (multi-pipeline) + email + handoffs + internal approvals + escalation workflows |
| Workflow governance | Stage rules only | Cross-stage + handoff checkpoints | Enterprise workflow architecture |
| Approval discipline | Basic approval flagging | Structured approval triggers | Multi-level approval hierarchy |
| CRM integrity | Required fields + hygiene check | QA monitoring + drift detection | Governance-grade audit structure |
| Automation | None (rule-based manual governance) | Governed triggers + alerts | Governed automation + reliability monitoring |
| Visibility | Pipeline snapshot | Pipeline + exceptions + approval queue | Command-level cross-pipeline visibility |
| Reliability oversight | — | — | Automation + integration monitoring |
| Executive reporting | Weekly snapshot | Weekly control summary | Weekly executive review + risk exposure tracking |
| Scope handling | 1 pipeline | Single CRM, multi-stage | Multi-pipeline, scaled structure |
| Delivery model | Human-led governance | Workflow-governed + reviewable automation | Enterprise governance stack |
What every engagement includes
Every engagement runs on the same operating principles.
- Clear ownership from intake to closure
- Priority lanes for urgent and sensitive items
- Escalation paths (what needs approval vs what can be closed)
- Weekly visibility (moved / open / risks / approvals / next priorities)
- Access handled with least-privilege standards
- Change control for workflows and templates (review → apply → log)
How execution actually runs
Daily execution, weekly control.
- Work is triaged and routed daily within agreed scope
- Ownership is enforced until closure
- Open loops are tracked explicitly (waiting / follow-up / blocked)
- Risks and exceptions are flagged early with recommended next steps
- Weekly reports surface decisions and priorities — not activity noise
This keeps operations predictable, stable, and scalable.
What is not included by default
Clear boundaries protect quality and reliability.
- 24/7 coverage (unless explicitly contracted)
- Unlimited requests or undefined scope
- Custom software development or engineering
- Large migrations without a scoped project
- Ad-hoc work outside agreed systems, channels, and workflows
When scope typically expands
You’ll usually need expanded scope when:
- Daily volume consistently exceeds limits
- Additional systems or channels are added
- QA, governance, or leadership reporting becomes required
- Escalations and handoffs increase in risk
- You want a dedicated pod and contracted service targets
At that point, scope is reviewed and adjusted intentionally.
Onboarding & setup
Operations do not start without baseline controls.
Onboarding includes:
- Access setup and permission boundaries
- Workflow and routing baseline
- Reporting format definition
- Escalation and approval rules
- Final scope confirmation
A one-time onboarding fee applies based on scope.
Security & access standards
Enterprise-grade access handling.
- Role-based access (least privilege)
- Password managers supported (1Password / Bitwarden)
- NDA available on request
- Change and handoff traceability
Not every operation is a fit — and that’s intentional.
Before anything starts, we confirm system fit, volume realism, ownership clarity, and decision cadence.
What counts as a conversation?
A conversation is one inbound thread from a customer or lead on an included channel (email, chat, or DM). Multiple replies in the same thread count as one conversation until it’s resolved or closed.
What’s included in a plan vs an add-on?
Plans include capabilities (what we do): daily execution, workflows, ownership, and weekly visibility.
Add-ons only increase capacity (volume, channels, systems, or hours). New capabilities require a plan upgrade.
Do you offer unlimited requests or coverage?
No. All plans have defined limits to keep delivery reliable and predictable. Unlimited models reduce quality and accountability.
What are your working hours and response windows?
Coverage windows are defined during onboarding. Service targets are aims, not guarantees, and depend on volume, channels, and tool access. Enterprise plans can include extended or custom coverage.
Is there a one-time setup or onboarding fee?
Yes, for plans that require workflow and governance setup. Core 2 and above include a one-time onboarding fee. Enterprise uses a separate onboarding/assessment instead of a standard setup fee.
What happens if we exceed our plan limits?
If usage exceeds limits, we’ll recommend an add-on or a plan upgrade. We don’t silently throttle or reduce quality—scope changes are agreed upfront.
Can I upgrade or downgrade my plan?
You can upgrade at any time. Downgrades take effect at the next billing cycle, provided usage fits the lower plan’s limits.
What tools do you work with?
We operate inside your existing tools, including Gmail/Outlook, Zendesk/Freshdesk/Help Scout, HubSpot/Pipedrive, Notion, Slack, and Google Drive. Tool compatibility is confirmed during onboarding.
How long does onboarding take?
Most Core plans are onboarded within 5–10 business days, depending on access and complexity. Enterprise timelines are confirmed during the fit check.
How do you handle security and access?
We follow least-privilege access, support password managers (1Password/Bitwarden), and can sign NDAs. Access and handoff rules are defined during onboarding.Z
How is pricing structured?
Pricing is based on scope, volume, and selected operations modules
Do you offer fixed plans?
Core plans are structured; enterprise plans are customized.
Are tools included in pricing?
No. We operate inside your existing tools.
Are contracts required?
Terms depend on the selected plan and scope.