Choose the session that best fits your needs, select a convenient time, and we'll take care of the rest.
60 minutes
$150.00
A focused conversation about the business priorities, workflow friction, technology questions, or operating decisions that are making progress harder than it should be. We'll review what's happening now, identify where the greatest practical opportunity exists, and determine a realistic next step.
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.
30 minutes
Free
Let’s talk about your business, your vision for a new site, and what you’re hoping to achieve.
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.
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.
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.
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.
30 minutes
Free
We’ll review how your team currently uses the system, where administration or day-to-day friction is showing up, and what would benefit from clearer ownership, support, or improvement.
30 minutes
Free
We’ll review your current sales and customer processes, the tools and information your team uses today, and where a CRM could create better organization, visibility, and ownership.
30 minutes
Free
We’ll review the environment you have today, the recurring issues or support requests that keep appearing, what your team is already maintaining internally, and where clearer technical ownership could reduce friction.
30 minutes
Free
In this discovery call, we’ll discuss how your clients currently access information, submit requests, share documents, communicate with your team, and track progress. We’ll identify where the experience feels fragmented or manual and explore how a connected client portal could make it simpler for both your clients and your team.
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