CRM Lead — 8 hrsFocus management, execution control, task prioritisation, work on team discipline, and performance indicators.
Business Analyst — 14 hrsFunnel analysis, loss diagnostics, growth hypotheses, process description and optimisation, and requirements definition.
Technical Support — 22 hrsFast operational support for the team, data quality control, error resolution, and support for day-to-day work.
Configuration and Integrations — 16 hrsAutomation, process refinement, integrations, and scaling of the current CRM setup.
Total: 60 hours per monthHour redistribution rules- major integration or substantial process redesign: +6–10 hrs to Configuration and Integrations, deducted proportionally from Analytics and CRM Lead time
- increase in incidents, data errors, or team workload: +4–6 hrs to Technical Support, deducted from Configuration and Integrations
- drop in conversion or growth in rejections at a stage: +4–6 hrs to Analytics for diagnostics, hypotheses, copy, and scenarios; +3–4 hrs to CRM Lead for control, coaching, and execution correction
- low discipline, missed deadlines, or task chaos: +4–6 hrs to CRM Lead, deducted from Configuration
- sharp growth in inbound volume or sales scaling: +4–6 hrs to Configuration and Integrations for processing speed and routing, plus +3–4 hrs to Technical Support
Interaction format- weekly call: 45–60 minutes
- focus definition, metric review, priority adjustment
- response to requests: during the business day
- urgent issues: up to 20 minutes
- work beyond the plan and non-standard integrations: by separate agreement
Requirements- a designated point of contact
- compliance with internal rules and agreements inside your team
- access to all systems and communication channels
- a sufficient and stable lead flow to support growth
Who this plan is forFor businesses that are already growing, or ready to grow, and want to restore order faster, scale processes, and strengthen sales without losing control.