What you’re agreeing to
Plain terms for the fixed-price audit. If anything here doesn’t fit how you work, tell me before we start and we’ll sort it out.
Amr Magdy CRM Consulting · info@AmrMagdy.com
Who it’s for
Real estate investor, wholesaler and home-buying teams already on Salesforce. On another CRM? See moving to Salesforce instead.
What’s reviewed
Marketing and campaign ROI, speed to lead, acquisitions and follow-up, data health, automations and integrations, and the reports and dashboards you run the business on.
What you get
- A written findings report: every issue, where it is, what it’s likely costing you and how big the fix is.
- A 30 / 60 / 90 roadmap with the fixes in order and rough effort for each.
- A field-by-field spec for a “Monday 5” owner dashboard.
- Up to 3 small, safe fixes made during the audit, each agreed with you first.
- A kick-off call and a recorded findings walkthrough with your team.
What I need from you
- A 45-minute kick-off call.
- A read-only Salesforce login (I send simple steps).
- A yes or no on each quick fix.
- A 60-minute walkthrough call.
Not included
Building fixes beyond the quick fixes (up to 3), data migration and new integrations. Those are scoped separately if you want them.
Fee and payment
$1,500 USD, fixed. Paid through an Upwork contract: 50% to start and 50% when the report is delivered. Upwork holds each payment until you approve it. You need a free Upwork account; I send the contract.
If you hire me for ongoing support within 30 days of the walkthrough, up to the full $1,500 comes off your first three months of fees, an equal amount each month. If you hire me for a build, it comes off that project.
If we continue with ongoing support
- Monthly plans, month to month. Either of us can stop with 30 days’ notice.
- You fund the month’s milestone on Upwork at the start of the month. I start once it is funded and you release it with the monthly report.
- Unused hours carry into the next month, up to half of your plan. After that they expire.
- Anything I estimate above 2 hours gets a short written estimate you approve first. Extra hours are also approved first.
My promise
If the report doesn’t give you at least five specific, fixable issues worth more to you than the fee, say so on the walkthrough call and I’ll refund it in full.
Direct line to me
You get a direct WhatsApp line to me for questions about your org, during the audit and for 30 days after the walkthrough. At handover I’ll ask for a short review on Upwork or LinkedIn. A case study or a quote only if you’re happy to, and I may count your findings, without your name, in totals I publish.
Access and your data
I work from a read-only user and change nothing without your OK. The user only gets edit access while I make the quick fixes you approve. It uses one of your Salesforce licenses; if none is spare, we free one together or do the review on screen shares with whoever runs Salesforce on your side. Your data stays in your org. I don’t copy it out except what the report needs, and I keep it confidential. I’m happy to sign your NDA before I log in. Remove my login any time after the walkthrough.
Urgent findings
If I find something actively losing leads, like an alert that silently stopped, I tell you the same day.
Agreeing
Accepting the Upwork contract means you accept these terms.