Right Tool Right Move
Most people pick software based on a demo and a gut feeling.
This is what it looks like when someone actually does the work first.
Systems Research, Selection & Implementation
You need a new tool, a CRM, an all-in-one platform, a marketing system, or something in between, and you want someone who actually knows how to run this process handling it end to end: requirements through go-live.
Who This Is For: Operationally mature founders at a tech stack inflection point. If you're already signed with a vendor or mid-migration, this isn't the right fit; RTRM is for the decision before that one gets made. Having a tool in mind already is fine. Having no idea at all is fine too.
Investment: Starting at $3,500 for the research and decision phases (Discovery, Vendor Research, Decision & Recommendation). Implementation, if you want it, is separate: $100/hour for solo operators, $150/hour for multi-location or multi-team.
Term: One-time engagement, 6–10 weeks for Phases 1–3. No ongoing commitment.
How It Works
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We audit your current setup and build a detailed requirements table: must-haves, nice-to-haves, dealbreakers. We refine it together until it's ready to put in front of vendors.
~2 to 3 weeks
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I identify candidates, run up to five demos, manage all vendor communications, and pressure test every option against your actual requirements. You stay informed, not burdened.
~3 to 6 weeks
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Full findings, walked through, reasoning explained. You make the final call, backed by real data, not a gut check. You'll also get a Phase 4 implementation estimate here, a valid off-ramp if you'd rather handle implementation yourself.
~1 week
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Full go-live, including migration off your existing tool if that's in scope.
$100/hour for solo operators, $150/hour for multi-location or multi-team.
(estimated in phase III)
Every engagement produces a clear paper trail.
You always know what was researched,
what was decided, and most importantly why.
The Work, On the Record
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Built during Phase 1. Every must-have, nice-to-have, and dealbreaker documented and refined together. The foundation everything else is built on.
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Delivered at Phase 3. Full findings across all evaluated vendors — how each performed against your requirements, what stood out, what didn't.
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Delivered at Phase 3. Sky's recommendation with full reasoning. The decision is yours... this is the data behind it.
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Delivered at Phase 3. Hour estimate for go-live so you know exactly what to expect before committing to Phase 4.
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Delivered at close of Phase 4. Documents what was built, how it was configured, and what you need to know to run it going forward.
Already Booked a Discovery Session?
If you sign into Right Tool Right Move within 14 days of a Discovery Session, half the session fee credits toward Phases 1–3.
