← CONSULTING KIT

MONETIZATION BLUEPRINT

THE MONEY MAP · RECONCILED

THE PROMISE

"I connect the systems you already pay for into a reliable workflow in 3 weeks — fixed scope, fixed price, documented handoff."

Sell certainty, not tools. The client is not buying n8n, Zapier, Python, webhooks, or AI. They're buying a business process that works, is visible when it fails, has a named owner, and doesn't depend on you forever.

THE OFFER LADDER

OfferPriceWhat it does
Integration Diagnostic$750Paid discovery — system audit, workflow map, risk list, field map, build-ready plan. Credited toward the sprint if they start within 14 days.
Core Integration Sprint$3,900The primary offer — one workflow, up to two systems, 3 weeks, tested, documented, handed off.
Complexity Add-Ons$750–$2,500Each: extra system, extra workflow, backfill, approval step, dashboard, custom logic.
Launch Support$500–$1,00014–30 days post-launch: monitoring, in-scope bug fixes, weekly review.
Care Plans$750 / $1,250 / $1,900/moEssential / Reliable Operations / Integration Partner. Named protections, not vague "maintenance."
Integration Retainer$1,900/moOngoing needs: priority delivery, monthly capacity, roadmap, SLA.

PAYMENT — JIM ONLY

Every offer is a JIM catalog item. No Stripe, no invoices into the void — JIM is fast and JIM is the rail.

THE 50/40/10 SPLIT (sprint)

StageAmountTrigger
Booking deposit$1,950Paid via JIM before discovery begins
Build milestone$1,560Paid via JIM after scope sign-off + environment validation
Handoff$390Paid via JIM before final production handoff

RULES

THE FUNNEL

1 · LEAD MAGNET

"The Integration Failure Checklist: 21 Ways CRM, Payments & Operations Automations Break." One useful asset — collects emails, starts conversations.

2 · TRIAGE CALL (20 min)

Don't solve live. Confirm one painful, specific, valuable workflow. Ask: what manual work happens weekly? What breaks when data is late? Which two systems must talk? What does one missed record cost?

3 · PAID DIAGNOSTIC ($750)

"Before I quote implementation, I validate access, API capability, data mapping, risks, and acceptance criteria. You get a build-ready plan whether or not we proceed." Credited toward the sprint within 14 days.

4 · SPRINT PROPOSAL (24 hours)

One page: outcome, systems, workflow, in/out of scope, assumptions, client responsibilities, timeline, acceptance criteria, fixed price, change-order rules, payment terms.

ADD-ON MENU

Add-onPrice
Additional system$750–$1,500
Additional workflow$1,000–$2,500
Additional entity / data object$500–$1,000
Bidirectional sync$2,000–$5,000+
Historical backfill$750–$2,500
Data cleanup / remediation$750–$3,000+
Custom dashboard$750–$2,000
Human approval workflow$500–$1,500
Self-hosted n8n deployment$1,500–$3,500 + care plan

Never price two-way sync casually — conflict rules, source-of-truth decisions, reconciliation, extra testing.

CLIENT ACQUISITION

PICK 2–3 VERTICALS

SPEAK THEIR WORKFLOW, NOT YOUR TOOLS

"I fix the Shopify → HubSpot → QuickBooks handoff so paid orders, customers, and accounting stop being manually reconciled." — never "I build automations."

WEEKLY TARGETS

ActivityTarget
Targeted outreach50
Personalized audit videos10
Referral-partner conversations5
Diagnostic calls3–5
Paid diagnostics sold1–2
Sprint closes1/month to start

REFERRAL PARTNERS

Web designers, CRM consultants, fractional COOs, bookkeepers, media agencies, e-commerce devs, HubSpot implementers, MSPs, virtual CFOs. Trigger line: "Send me clients who say: we copy data between systems / our leads fall through cracks / our accounting is always behind / our automations keep breaking." 10% referral fee after client payment, or reciprocal.

90-DAY PLAN

DAYS 1–14 · PACKAGE

DAYS 15–45 · VALIDATE

DAYS 46–90 · SYSTEMIZE

METRICS (weekly)

MetricTarget
Discovery → diagnostic20–40%
Diagnostic → sprint40–70%
Avg project value$3,900+
Delivery hours / sprint≤ 20
Care-plan attachment20–40%
SELL CERTAINTY, NOT TOOLS · JIM IS THE RAIL · THE GENERAL'S RULE
ARCHON-IX · CLOUD & DEVOPS CONSULTING