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Choose the session that best fits your needs, select a convenient time, and we'll take care of the rest.

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Service

Business Strategy & Consulting
Business Strategy & Consulting
60 minutes $150.00

Technology is only one part of building a successful business. During this session we'll discuss your broader business goals, operational challenges, customer experience, automation opportunities, and growth strategy. Whether you're evaluating systems, planning expansion, or improving internal processes, you'll receive practical recommendations and a clear action plan tailored to your organization.

Schedule Workspace Setup
Schedule Workspace Setup
60 minutes Free

Get your CrossMerg workspace configured the right way from the start. We’ll review your goals, tailor key settings, walk through important workflows, and help your team feel ready to use CrossMerg with confidence.

Website Discovery Call
30 minutes Free

Let’s talk about your business, your vision for a new site, and what you’re hoping to achieve.

Book a Live Product Tour
Book a Live Product Tour
30 minutes Free

Explore CrossMerg through a guided walkthrough. See how the CRM, client portal, automation, invoicing, and collaboration tools fit together, and get answers to your questions before choosing the right next step.

Sales & Onboarding
Sales & Onboarding
30 minutes Free

Whether you're exploring CrossMerg for the first time or preparing to launch your new workspace, this session is the best place to begin. We'll learn about your business, answer your questions, demonstrate the platform where appropriate, and recommend the best next steps. Depending on your goals, the session may include a live product demonstration, onboarding guidance, workspace planning, CRM consultation, or implementation recommendations. You'll leave with a clear understanding of how CrossMerg can support your business and a practical roadmap for moving forward.

Website Services
Website Services
30 minutes Free

Whether you're planning a brand-new website, redesigning an existing one, or looking to improve performance and lead generation, this session is the right place to start. We'll discuss your goals, review your current website if applicable, and recommend the best strategy for moving forward. Depending on your needs, the conversation may include discovery, website planning, audits, launch preparation, SEO, automation, integrations, or long-term growth recommendations.

Customer Success
Customer Success
60 minutes Free

Designed for existing CrossMerg customers, this session focuses on helping you get the most from your workspace. Whether you need support, workflow improvements, staff training, project reviews, or guidance on new features, we'll work together to improve efficiency and ensure your team continues to succeed with CrossMerg.