CORE Concierge Packages

The CORE Concierge system is your personal command center for automation, design, and business support within the ProAdvisorCoach ecosystem.

Here, you can scale your systems and strategy through our Silver, Gold, and Platinum tiers. Each level builds upon the last, adding deeper automation, enhanced branding, and hands-on Concierge partnership.

Silver — $250 / month

$250

First month includes a one-time setup fee of $175 (total $425).

I’ll upgrade your systems, maintain your MindScan™ funnel, and provide focused ProAdvisorDrivers support.

Up to 1 monthly 1-on-1 planning & strategy meeting (30 minutes)
MindScan™ client funnel template setup (landing page + 3-email sequence; no adjustments outside the initial template setup/personal information). Includes setup of a CRM calendar link for booking if you don’t already have one.
Silver ProAdvisorDrivers (PAD) Support Package:
- Up to 1 client V-MAP per month (non-transferable)
- Up to 30 line items per V-MAP
- Does not include Coach Huddle setup
Up to 2 support emails per month (PAD / V-MAP / CRM questions only — no implementation work by email), answered within 3 business days. Silver package business days: Monday–Wednesday.

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Gold — $500 / month

$500

First month includes a one-time setup fee of $350 (total $850).

I’ll own your core funnels, deepen automation, and keep your PAC systems running clean.

Up to 2 monthly 1-on-1 planning & strategy meetings (30 minutes each)
2 expanded client funnels (up to 5 emails each) built or rebuilt, plus light monthly tuning.
MindScan™ funnel expansion (up to 2 additional CUSTOM emails, calendar integration, and up to one modification to the original template).
Advanced tagging, scoring & calendar integration for your active funnels and follow-up.
Up to 2 additional workflows (nurture, referrals, cross logic).
Gold ProAdvisorDrivers (PAD) Support Package:
- Up to 2 client V-MAPs per month (non-transferable)
- Up to 30 line items per V-MAP
- 1 Coach Huddle setup per quarter (up to 75 line items)
Up to 3 support emails per month (PAD / V-MAP / CRM questions only — no implementation work by email), answered within 3 business days. Gold package business days: Monday–Thursday.

Schedule GAP Analysis

Platinum — $1,000 / month

$1,000

First month includes a one-time setup fee of $600 (total $1,600).

I’ll be your full CRM partner — every key funnel and automation inside your PAC systems handled for you.

Up to 4 monthly 1-on-1 planning & strategy meetings (30 minutes each)
4 priority funnels built & maintained (up to 7 emails each, with A/B testing, split paths, and basic multi-offer routing).
Complete MindScan™ funnel ownership (multi-segment sequences up to 10–12 emails, dynamic branching, retargeting options, and ongoing copy refresh within your monthly hours).
Up to 4 advanced workflows across pipelines (retention, referrals, operations, or cross-pipeline logic).
Custom ROI dashboard plus biweekly reviews so you can see what’s working and where to tune.
Platinum ProAdvisorDrivers (PAD) Support Package:
- Up to 3 client V-MAPs per month (non-transferable)
- Up to 50 line items per V-MAP
- Up to 2 Coach Huddle setups per quarter (up to 100 line items each)
Up to 4 support emails per month (PAD / V-MAP / CRM questions only — no implementation work by email), answered within 2 business days. Platinum package business days: Monday–Friday.

Schedule GAP Analysis

Need something outside your monthly package?

Sometimes you just need one specific CRM project handled – a new funnel, a workflow rebuilt, or a cleanup on tags and pipelines – without changing your package.

Other times, you need deep ProAdvisorDrivers™ (PAD) work – a complex V-MAP or a Coach Huddle build – that doesn’t fit neatly inside the monthly limits.

Use the A La Carte menu below to request focused, project-based work for both CRM builds and PAD/V-MAP projects.

CRM & PAD À la carte Services

Project-based pricing for one-off CRM builds and ProAdvisorDrivers™ work.

Use this menu when you need a specific project handled outside your Silver, Gold, or Platinum package.

Strategy & Planning (CRM)

Additional 30-minute planning & strategy session + action notes – $100 per session.
Mini CRM audit & quick fixes (tags, triggers, basic cleanup on one area) – $225 per project.

Funnels & Sequences (CRM)

New client funnel build (landing page, form, tags, simple routing, up to 3 emails) – $450 per funnel.
MindScan™ funnel enhancements (add up to 3 emails, refine tags/routing, update automations) – $275 per enhancement cycle.
Copy / layout refresh for an existing funnel (up to 5 emails plus page tweaks) – $325 per funnel.

Automations & Workflows (CRM)

New nurture, referral, or operations workflow (single clear path, up to 12 steps) – $275 per workflow.
Advanced routing & logic (split paths, conditions, cross-pipeline triggers) – $350 per logic build.
Workflow troubleshooting & rebuild (diagnose why something isn’t firing, repair and re-test) – $225 per incident.

Setup, Cleanup & Integrations (CRM)

Email domain, LC-Email, LC-Phone & sender profile setup – $275 per account.
Calendar + booking flow setup (GHL calendar, availability, confirmations, tags) – $250 per calendar.
Pipeline & task system build or re-build (one pipeline, stages, task rules, basic notifications) – $275 per pipeline.
Tag, list, and custom field cleanup (merge, archive, re-organize) – $300 per cleanup project.
Custom coach landing page template (personal PAC-branded landing page built from the coach template, linking out to ProAdvisorCoach.com with your MindScan™ and calendar pre-wired across the main site) – $250 one-time setup + $100/month maintenance (set-and-forget; no ongoing copy/design edits included).

Reporting & Optimization (CRM)

Custom ROI / performance dashboard build (key metrics for one offer or funnel) – $375 per dashboard.
Quarterly “tune-up” session (review metrics, adjust automations for one core funnel) – $275 per session.

ProAdvisorDrivers™ (PAD) – V-MAP & Huddles

Client V-MAP creation (up to 50 line items) – $150 per V-MAP.
Line items 51–100: add $2 per line item.
Line items 101–150: add $1.50 per line item.
Line items 151–250: add $1.00 per line item.
Above 250 line items or highly complex V-MAPs – custom quote.
COACH Huddle setup & build-out – custom quote, case by case.

Advanced Growth Systems – ProAdvisorCoach Sourcing

Automated ProAdvisorCoach sourcing & selection system (end-to-end funnel, screening forms, scoring, and automations to help you build your team automatically) – custom quote. Use the button below to start the conversation.

Pricing above covers typical project scopes. Larger or more complex builds can be quoted as a custom project.

Want a personal PAC coach landing page or an automated ProAdvisorCoach sourcing engine? Use the buttons below to inquire.

Request CRM A La Carte Request PAD A La Carte Request Coach Landing Page Inquire About Coach Sourcing Automation