1. The Precision Plan
- 1-month commitment with a 30-day grace period
- Eight (8) document template revisions with custom fields monthly
- Bi-annual CRM audit for meticulous refinement
- Quarterly 1-hour training session via Zoom for you or your team
2. The Advancement Plan
- All features of the Precision Plan
- The 60-day notice period for a seamless transition
- Qualification: Prior S&A’s CRM Design Services engagement
- Unlimited custom field and document template revisions
- Quarterly CRM performance assessment with optimization as needed
- Three 1-hour training sessions via Zoom with Casita each quarter (OR
- One 3-hour in-person training session (location-dependent) per quarter)
- Two 1-hour consultation calls per quarter for audit enhancements