Services

Retainer

Managed CRM, ops & technical support

What it is: Monthly accountability for your CRM/ops layer and the infrastructure it sits on: integrations, automation health, schema governance, monitoring, and incident response, plus technical support when something breaks. You get named primary contacts and people who are familiar with your environment, not an anonymous tier-1 rotating queue. Work is directed and warranted by LayerEight Solutions under your MSA/SOW, including when permitted subprocessors assist.

Who it’s for: Firms that need a system of record someone runs, not another login. Typical: small law firms with intake and follow-up, consultancies with pipelines and schedulers, cohort programs where launches expose every broken automation. If you love wiring marketing tools at night, we're probably not the fit. Our clients want one vendor under an MSA.

Outcomes: Fewer broken webhooks and silent failures, faster incident response, and a single point of accountability for operations on the platform we run, vendor coordination, and CRM change control.

Engagement model: Monthly retainer + hourly overage. Most clients choose a named tier; custom and multi-workspace work sits under SOW.

TierFrom (monthly)Includes
Essentials$1,500Platform monitoring, monthly workflow check-in, email support, minor configuration changes
Partner$2,500All Essentials + biweekly working sessions, integration maintenance, data hygiene, priority support
Operator$4,500All Partner + dedicated build capacity (up to 4 hrs/mo toward new workflows), proactive roadmap, SLA-backed response
EnterpriseCustomFractional ops, multi-tenant environments, bespoke integrations, scoped under SOW

How to start: Book a discovery calland we’ll recommend a tier (or a scoped pilot) in 30 minutes.

Project

Projects & SOWs

What it is: Fixed-scope engagements for migrations, integrations, and full system rebuilds. Every project ships under a Statement of Work governed by your Master Services Agreement (MSA).

Who it’s for: Teams migrating off legacy platforms, consolidating vendors, or standing up new environments from scratch (e.g. rebuilding intake + follow-up, replacing brittle automations, or moving to a documented stack before a launch).

What it usually feels like: Discovery (one 30-minute call plus a short async tool review), build in staging, then go-live on a calendar that respects trials and peak season. Many scoped builds land on the order of 4 to 6 weeks for small teams; larger replatforms get explicit milestones in the SOW.

Outcomes: A documented, working system: clear specs for how data and integrations behave, runbooks where they matter, and handoff materials that match what we actually shipped. Not a slide deck.

What working with us feels like: Your data stays yours; project deliverables are spelled out up front. We operate the hosted platform, stand behind what we build, and leave you with documentation you can use, not a mystery box.

How to start: Book a consultand bring the pain points. We’ll scope a SOW within a week.

Platform

SimplicitySuite (platform we run)

What it is: A purpose-built CRM and operations layer (SimplicitySuite) that becomes your canonical system of record for contacts, deals, orders, bookings, and affiliates. Public SimplicitySuite pricing (implementation + platform access) lives on the product site; LayerEight Solutions retainers above cover managed CRM/ops and technical support as separate line items.

Who it’s for:Companies whose “CRM” is really four SaaS tools duct-taped together, with no single source of truth for customer data. If you already use practice management or coaching software, the backbone often sits around it for intake, attribution, and follow-up; adapters write into your model.

Outcomes: External tools like ActiveCampaign, ClickFunnels, and schedulers plug into yourdata model. They’re adapters, not owners. Identity resolution, consent tracking, and attribution land in one place you control.

Engagement model: Typically a SOW implementation, then ongoing SimplicitySuite platform subscription for workspace access. A LayerEight managed-services retainer is optional and separate, not included in Suite pricing, if you want month-to-month CRM/ops coverage. SimplicitySuite is hosted by LayerEight Solutions; your data is portable via data exports, with additional continuity options as set out in product terms or your agreements.

How to start: Book a consult to walk through how the platform maps to your current stack.

Not sure which service fits?

Most clients start with a 30-minute call: we map the stack, recommend implementation vs. retainer (or both), and skip the pitch deck.

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