Services & Pricing

Perfect for large or defined initiatives where you need specialized expertise and deliverables tailored to your business.

Examples include:

• CRM Migration & Optimization – Complete buildouts or migrations (e.g., Pebble → Follow Up Boss), restructuring pipelines, automations, and workflows so your CRM works exactly the way your team needs.

• Marketing Audit – A deep-dive analysis of your campaigns, systems, and reporting to highlight strengths, pinpoint gaps, and uncover new opportunities.

• Lead & Buyer Analysis – In-depth reviews of pipeline performance, lead quality, and buyer behavior with actionable insights to improve results.

• Systems & Process Audit – Comprehensive evaluations of how your data, automations, and tools are performing, with prioritized recommendations.

• Custom Automations & AI Tools – Bespoke scripts, workflows, and bots designed to reduce repetitive tasks and streamline operations.

• Platform Research – Evaluating and comparing software tools or platforms used by investors, with recommendations on the best fit for client needs.

• Market Research – Compiling and analyzing data on market trends, growth rates, and other indicators to help clients understand potential areas for investment or marketing focus. (We provide insights and data, not definitive directives on where to invest.)

Pricing: Project-based work is billed hourly at $150/hour, with a scoped estimate of hours provided before we begin. Ballpark estimates for typical projects:

• CRM Migration: 60–120 hours

• Marketing Audit: 5–15 hours

• Lead & Buyer Analysis: 15–25 hours

• Custom Automation Development: 20–40 hours

These ranges are very rough estimates. Every engagement is different, and formal quotes are created case-by-case based on your exact requirements.

Best for one-off or unpredictable projects that require targeted expertise. $150/hour, invoiced with payment due 10 days after invoice date.

With hourly consulting, you get high-impact support exactly when and where you need it.

Ideal for ongoing partnerships where Terra Data becomes part of your team. Retainers cover ≈ 40 hours/month of consulting (8–10 hours/week), prepaid monthly at $4,500.

Retainer services typically include:

• Data preparation and list management performed directly inside your accounts, ensuring campaign-ready accuracy.

• Continuous CRM optimization, restructuring, and oversight to keep your systems aligned with evolving business needs.

• Campaign design and scheduling support — we help you plan cadences, pacing, and structure so your outbound efforts run smoothly. (Note: while we don’t execute outbound campaigns, we help ensure your systems and data are set up for success.)

• KPI dashboards and trackers that bring clarity to your data.

• Marketing finance monitoring to track budgets, spending, and performance.

• Ongoing development and maintenance of automations & AI tools that eliminate repetitive tasks.

• Participation in client meetings, providing advisory support in strategy, acquisitions, or leadership sessions.

• Regular reporting and process oversight to keep operations consistent and accountable.

Occasional overages are absorbed. If consistent overages occur, we’ll have a conversation on a case-by-case basis, which may result in an adjustment to the retainer cost.

• All skip tracing and property record exports are performed inside client-owned accounts so you retain control and visibility.

• Deliverables may include: strategy docs, dashboards, trackers, campaign-ready lists, workflows, and automations.

• Communication happens in a private Slack channel, email, or video calls as needed.