Pricing & Billing

Structured pricing for consulting, automation, CRM, and digital growth services

Transparent service ranges, structured project milestones, setup fees, monthly retainers, and clear billing practices for business consulting, digital growth, CRM setup, and workflow automation services.
Every project is reviewed based on business needs, scope, timeline, required tools, integrations,
deliverables, and ongoing support requirements. Final pricing is confirmed through
a written proposal, invoice, statement of work, or approved project scope.

Pricing Built Around Real Business Needs

Cognivance Automation Corp provides structured business consulting, digital growth, CRM setup, workflow automation, lead generation, and process improvement services. Our pricing is based on the level of planning, setup, implementation, customization, integrations, and support required for each client. Some services are billed as one-time setup projects, while others
may be billed through milestone payments, monthly retainers,
or ongoing support plans.

Service Packages & Project Ranges

Final pricing depends on project scope, timeline, integrations, deliverables, required tools, and ongoing support needs. Each invoice is tied to a defined service, milestone, or approved project scope.

Business Discovery & Requirements Assessment

Includes business review, workflow analysis, digital growth assessment, CRM or automation planning, project requirements, and a written summary of recommendations or next steps.

Typical Range
$350 - $1,500

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Digital Growth Strategy & Marketing Systems Setup

Includes digital marketing strategy, lead capture planning, campaign structure, website or funnel review, customer follow-up planning, and marketing operations setup.

Typical Range
$950 - $3,500

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CRM Setup & Lead Management Systems

Includes CRM configuration, contact organization, pipeline setup, lead tracking, client follow-up structure, forms, notifications, and basic workflow setup.

Typical Range
$1,200 - $4,500

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Workflow & Process Automation

Includes automation planning, task flow setup, internal process organization, customer follow-up automation, operational workflows, reminders, and system connections.

Typical Range
$1,500 - $5,000

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Website, Funnel & Lead Capture Systems

Includes landing pages, lead capture forms, funnel structure, service pages, consultation request flows, CRM connection, and basic conversion optimization.

Typical Range
$1,500 - $5,000

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Custom Business Automation & Integration Projects

Includes custom workflows, platform integrations, reporting systems, operational tools, advanced automation, dashboards, or business systems tailored to the client’s needs.

Typical Range
$2,500 - $7,500+

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Monthly Consulting, Support & Optimization

Includes ongoing consulting, system monitoring, workflow adjustments, campaign support, CRM optimization, performance review, reporting, and business process improvements.

Typical Range
$950 - $3,500/Mo

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All prices are estimates and may vary based on project scope, required tools, number of integrations, urgency, revision needs, ongoing support, and implementation complexity.

How We Bill

Cognivance Automation Corp bills clients through structured invoices, project milestones, setup fees,
consulting fees, and monthly service packages. Each payment is connected to a defined
scope of work, service package, project phase, or approved deliverable.

Consulting Fees

Consulting, discovery, audits, assessments, strategy sessions, business reviews, workflow analysis, CRM planning, marketing reviews, and automation planning may be billed as separate professional service fees.

Setup Fees

Setup fees may apply for CRM configuration, funnel setup, lead capture systems, automation workflows, platform integrations, website improvements, reporting tools, or implementation services.

Milestone Payments

Larger projects may be divided into structured milestones. Each milestone is connected to a specific phase of work, such as discovery, planning, setup, implementation, testing, delivery, or support.

Monthly Retainers

Ongoing services may be billed monthly for consulting, digital growth support, CRM optimization, workflow improvements, marketing operations, support, and system maintenance.

Payment Before Work Begins

Work may begin after the required payment, deposit, setup fee, milestone payment, or retainer has been received, unless otherwise stated in writing.

Milestone Payments

Structured milestones help organize larger projects into clear phases, deliverables, and approval points.

For larger consulting, automation, CRM, digital growth, or implementation projects, Cognivance may divide the work into multiple project milestones. This allows clients to understand what is being delivered at each stage and helps keep the project organized from start to finish.

Common milestone phases may include:

1. Business discovery and requirements assessment 2. Strategy, workflow, and project planning 3. CRM, funnel, or automation setup 4. Platform integration or system configuration 5. Review, testing, revisions, and documentation 6. Final delivery, support, or ongoing optimization

Each milestone may be invoiced separately and must be paid according to the approved proposal, invoice, agreement, or statement of work.

Monthly Retainers

Ongoing support is available for clients who need continuous improvement, monitoring, consulting, or digital growth support.

Some clients require ongoing assistance after the initial setup or implementation phase. Monthly retainers are designed for businesses that need continued consulting, CRM support, workflow optimization, marketing operations, reporting, automation adjustments, or business process improvement.

Monthly retainers may include:

- CRM updates and optimization - Workflow adjustments - Lead follow-up improvements - Digital growth consultation - Marketing operations support - Website or funnel improvements - Reporting and performance review - Ongoing business process consulting - Support for approved tools and systems

Monthly retainers are billed in advance unless otherwise agreed in writing.

Setup Fees

Setup fees cover the planning, configuration, preparation, and implementation work required to build or improve business systems.

Setup fees may apply when a project requires initial planning, account configuration, platform setup, system connection, workflow creation, CRM organization, website or funnel preparation, reporting setup, or automation implementation.

Setup fees may apply to:

- CRM setup - Lead capture systems - Website or funnel setup - Workflow automation - Marketing operations setup - Platform integrations - Reporting dashboards - Customer follow-up systems - Internal process organization

Setup fees are generally non-refundable once planning, preparation, configuration, or implementation work has started.

What Affects Pricing

Final pricing depends on the amount of work, complexity, timeline, and support required.

Every business has different needs. Pricing may vary depending on the scope of work, number of systems involved, level of customization, required integrations, timeline, communication needs, revisions, ongoing support, and complexity of the project.

Pricing may be affected by:

- Project size and complexity - Number of platforms or tools involved - CRM or automation requirements - Website or funnel needs - Marketing strategy requirements - Number of workflows or integrations - Urgency or expedited delivery - Required documentation - Revision rounds - Ongoing support needs - Monthly service requirements

A final price is always confirmed before work begins through an approved invoice, proposal, agreement, or written project confirmation.

Payment Methods

Clients may pay using approved payment methods made available by Cognivance Automation Corp.

Cognivance Automation Corp may accept payments through approved methods such as credit card, debit card, ACH bank transfer, wire transfer, Zelle, digital invoice, payment link, or other approved payment methods, depending on availability and project type.

For higher-value invoices, ACH or bank transfer may be recommended when available. Payment method availability may vary depending on the client, project, invoice amount, and approved processing options.

Refund & Scope Notes

Payments are connected to professional time, planning, preparation, strategy, setup, and implementation work.

Because Cognivance provides professional consulting, planning, strategy, configuration, setup, automation, CRM, digital growth, and implementation services, payments may become non-refundable once work has started, been scheduled, delivered, partially completed, or assigned to a project phase.

Any work outside the approved scope may require a separate quote, invoice, change order, or written approval. This may include additional revisions, extra integrations, new workflows, additional content creation, expanded marketing services, or additional support not included in the original scope.

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Example Billing Scenarios

The examples below show how projects may be structured depending on scope and service type.

Business Discovery Project A client may pay a one-time discovery fee for business review, workflow analysis, CRM assessment, marketing review, and a written summary of recommendations.

CRM & Lead Management Setup A client may pay a setup fee for CRM configuration, lead pipeline setup, forms, notifications, follow-up structure, and basic automation.

Digital Growth & Automation Project A client may pay through multiple milestones for strategy, funnel setup, CRM connection, lead capture, customer follow-up automation, and reporting.

Ongoing Monthly Support A client may pay a monthly retainer for ongoing consulting, optimization, CRM support, workflow updates, marketing operations, and performance review.

Ready to Review Your Project?

Tell us about your business needs, digital growth goals, workflow challenges, CRM requirements, or automation opportunities. We will review your request and recommend the right service structure, pricing range, and billing approach.

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