How to price lead‑to‑close in your retainer

Your clients want business, not just leads. Here's how to add the whole lead-to-close system to your packages without it costing you money or a hard sell.

Agency guide · Updated November 2026

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The short answer

You set the price. SellableCRM costs you $175 a month per live client. Charge what the result is worth to your client, whether that's $300, $500 or $1,000 a month, and everything above your cost is your margin, every month, with no one to hire.

Three ways to package it

Pick the one that matches how you already sell.

01SimplestBuild it into every packageRaise each retainer and include it as standard.
  • Nothing extra for the client to decide
  • Every client gets their leads answered
02Make it your top tierOffer it in a higher package, such as "Growth", next to your current one.
  • Gives clients a clear reason to upgrade
  • Works well if you already sell tiers
03Sell it as an add-onA separate line on the proposal, named for the result, such as "Lead response and booking".
  • Easy to add to existing clients
  • Name it for the result, never "CRM"

What you keep, per client

Your cost stays $175 a month per live client. The price is yours to set.

Example: your margin per client

You charge $300 a monthYou keep $125
You charge $500 a monthYou keep $325
You charge $1,000 a monthYou keep $825
10 clients at $500 a month$3,250 a month
Example figures, before usage (typically $15–30 a month per client). Your prices will differ.

The setup fee

SellableCRM charges $300 one-time setup per client. You have three options:

Pass it on as part of your onboarding fee. Add your own onboarding fee on top. Or absorb it to make saying yes easier.

Usage is itemized per client. Most agencies include it in the retainer rather than billing it line by line.

What your agency gets

More than a line on the invoice.

Margin on every clientWhatever you charge above $175 a month is yours, every month, for every live client.
Bigger retainers, no new hiresOur team does the setup, texting approval and support. You spend about 40 minutes per client.
Proof your work pays offA monthly report under your brand shows leads in, reply time and appointments booked.

How to present it to your client

Your client doesn't want software. They want the leads you send to turn into booked jobs.

Lead with the problem they already feel"How many of last month's leads got a reply within the hour?"
Name the result, not the toolEvery lead answered within a minute, followed up, and booked, under your brand.
Show the proof every monthEach monthly report shows leads in, reply time and appointments booked, under your brand.

Three pricing mistakes to avoid

Selling it as software"A CRM" sounds like a cost and a chore. Sell the booked jobs.
Giving it awayFree work feels optional. A price tells the client it matters.
Charging per textSmall usage bills create questions. Keep one monthly price.
Book a demo Read the white-label CRM guide

A whole team for less than one hire

What it costs each month to run lead-to-close for five clients.

Hire locally ~$5,500/month

One CRM specialist's base salary, at the US average of $66,146 a year.

  • Plus payroll taxes and benefits
  • Plus software to buy and learn
  • Plus your time managing them
Hire contractors or freelancers $10–100/hour

Typical rates in HighLevel job posts. Every build, fix and change is billed time.

  • Plus software you pay for
  • Support stops when the project ends
  • Your clients wait on one person
Lowest cost SellableCRM $875/month

Five live clients at $175 each. Plus $300 one-time setup per client and usage, typically $15–30 a month.

  • A dedicated team, setup and testing
  • Texting approval and support included
  • No hiring, no managing, no training
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Example for five clients. Local hire: PayScale, average US CRM specialist base salary, 2026. Contractors: HighLevel job posts on Upwork, November 2026. Your costs will differ.

Questions agencies ask

How much should an agency charge for lead-to-close?
It's your call. Price it on what it's worth to your client: the jobs it helps them book. SellableCRM costs you $175 a month per live client, so charging $500 leaves you $325 a month for that client and charging $1,000 leaves $825, before usage.
Should I charge my client a setup fee?
You can pass on the $300 one-time setup per client, add your own onboarding fee on top, or absorb it to make the decision easier for the client. All three work; pick the one that fits how you already price onboarding.
Should I bill usage separately?
Usage for texts, calls and email is itemized per client and typically $15–30 a month. Most agencies find it simpler to include it in the retainer price than to bill it line by line.
What if a client pauses for a slow season?
You can pause a client from your hub at any time, and there's no charge from SellableCRM while a client is paused.

Start with one client.

Choose the client with the highest lead volume and the slowest response times. We’ll set everything up under your brand.

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