What Package Works for You?
Your business needs systems that work — not tools you’re constantly fighting with.
CPVP helps you set up, organize, and maintain your CRM, social media presence, and website so everything connects, runs smoothly, and supports your goals.
Clear structure. Practical support. No overwhelm.
CPVP Overview
I work with small businesses on monthly retainers with clearly defined scopes, designed to keep support predictable and affordable.
Retainer Structure & Time Allocation
- Services are provided on a monthly retainer basis
- Each package includes a maximum number of service hours per month
- Time is tracked in 15-minute increments
- Unused hours do not roll over (Hours are reset on the monthly billing anniversary date.)
If the monthly hour limit is reached before the end of a billing cycle, services will pause until the next billing period unless additional hours are approved in writing and billed separately, subject to availability.
Service Provider Meeting Hours:
- Monday and Tuesday: 10:00 AM – 12:00 PM Mountain Time
- Friday: 6:00 PM – 8:00 PM Mountain Time
Availability and response occur during these hours unless otherwise agreed in writing.
Meetings, calls, and texts are included only if expressly stated in the selected Package Schedule; otherwise, communication is via email only (fastest response medium).
Service Provider Normal Working Hours:
My working days/hours are flexible due to personal responsibilities, but the normal time frame is usually Monday - Friday, 6:00 PM MTN -11:00 PM MTN except Statutory Holidays.
Response Time Targets (during business hours):
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Package 1: work begins within 2 business days
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Package 2: work begins within 1 business day
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Package 3: priority / same day, where reasonably possible
Client Agrees To
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Provide timely access to required systems, platforms, and tools
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Supply complete and accurate content, credentials, assets, and approvals
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Respond to requests for clarification or approval within a reasonable timeframe
- Acknowledge that delays in Client response may impact timelines
Service Provider is not responsible for delays or impacts caused by Client inaction, incomplete information, or restricted access.
Payment Terms
- Applicable provincial taxes (GST, HST, and/or PST) are exclusive of monthly amounts and based on the province of the client.
- Out-of-Country (Canada) taxes are out of scope and are client's responsibility.
- A monthly retainer (prepayment) is due each month prior to continuing services.
- Fees are non-refundable once a billing cycle begins.
- Payable via e-transfer, direct deposit, or Stripe (processing fee is paid by client).
Term & Termination
After the Contract is signed, either Party may terminate with 30 days’ written notice via email.
Upon termination:
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No refunds are issued for unused time
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Client remains responsible for access credentials and data
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Service Provider has no obligation to provide ongoing support after termination
The Contract provides further information regarding both party's rights, intellectual property, etc.
Packages
FOUNDATION SUPPORT
Up to 4.5 hours per month- For business owners who want things to simply work — without needing growth or new builds.
Included
- CRM cleanup, emails, newsletters, and basic fixes (forms, tags, light workflow corrections)
- Social media scheduling (content provided)
- Light website maintenance
- Light troubleshooting and guidance
- Email Contact Only
Excluded
- Strategy or planning
- Campaigns or launches
- Copywriting or SEO
- New builds, funnels, or pages
- Custom design or graphics
- Emergency, rush, or after-hours work
OPTIMIZATION & CONSISTENCY
Up to 8 hours per month- For businesses ready to improve systems, reduce friction, and build consistency.
Included
- Everything Included in Foundation Support Plus
- CRM setup, refinement, and optimization
- Automation improvements and workflow support
- Light funnel edits (existing only)
- Social media scheduling (content provided)
- Website edits (image swaps, formatting fixes, form embeds, and minor enhancements)
- Email and One 30-minute monthly meeting
Excluded
- Rebrands or redesigns
- Ad management
- Copywriting or custom graphics
- Deep SEO
- New Builds
- Emergency, rush, or after-hours work
GROWTH SYSTEMS & EXECUTION
Up to 12 hours per monthFor growth phases, launches, and hands-on execution — without managing every detail yourself.
Included
- Everything Included in Optimization & Consistency Plus
- Advanced CRM & automation
- Campaign setup (email/SMS/launches)
- Social scheduling & repurposing
- Website campaign or launch pages using existing branding tools
- Copy collaboration and refinement
- CRM and Website Integrations
- Ongoing site improvements aligned with business needs
- Custom graphics
- Monthly planning and execution support
- Priority communication and flexible task switching within monthly hours
Excluded
- Full custom design or brand development
- Large platform or content migrations
- Enterprise-level SEO
- Ongoing blog writing
- Unlimited Revisions
- Emergency, rush, or after-hours work
Who This is Not For
These packages may not be the right fit if you are looking for:
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Unlimited access or on-demand support
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Emergency or last-minute turnaround is a standard expectation
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Full creative direction, branding, or copywriting included by default
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“Just one more quick thing,” requests without regard to scope
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Someone to replace internal decision-making or leadership
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Deep SEO, ad management, or content creation as part of a retainer
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Constant pivots without prioritization
Clear boundaries enable better work, communication, and outcomes — for everyone.
The Quiz takes about 5 minutes and provides answers to your needs, allowing for preparation, thereby reducing meeting time.
It will also assist you in determining if we are a good fit.