How it works: Submit your request, we review it and send you a quote based on scope and complexity — before any work begins. You approve the quote, payment is collected, and then we start. If your request falls between tiers, we'll quote the closest match and explain why.
Admin & Data
Spreadsheet / Data Work
Build, clean, format, and organize spreadsheets in Excel, Google Sheets, or CSV.
Simple
$79
Standard
$149
Complex
$299
Simple
Clean up or reformat an existing spreadsheet. Fix broken formulas. Merge two sheets with the same structure. Apply consistent formatting.
Standard
Build a new tracking sheet from scratch. Combine and reconcile multiple files. Add pivot tables, VLOOKUP/XLOOKUP, conditional formatting, or dropdown lists.
Complex
Full dashboard with multiple interconnected sheets, automated calculations, charts, and summaries built from multiple data sources.
Not included
Live database integrations, API connections, macros or VBA scripting, Power BI, Tableau.
Data Entry & Cleanup
Enter, organize, and clean up lists and records in spreadsheets, Airtable, Notion, or any system we can access.
Simple
$79
Standard
$129
Complex
$249
Simple
Enter a provided list of contacts, products, or records into a spreadsheet. Reformat dates, phone numbers, or addresses to a consistent style.
Standard
Deduplicate and clean a full customer or contact list. Standardize fields, fill in missing data from provided sources, merge records.
Complex
Large-scale data migration or import across systems. Cleaning and normalizing data from multiple inconsistent sources.
Not included
Sourcing data not provided. Scraping websites. Building integrations or automations.
Payroll Processing Help
Organize and prepare payroll data so it's ready to run. We prepare the numbers — we do not submit to a processor or issue checks.
—
Standard
$199
Complex
$349
Standard
Full payroll prep for a team — calculate gross pay, deductions summary, and net pay from provided time records. Produce a run-ready summary sheet.
Complex
Multi-period payroll reconciliation. Correcting prior runs. Quarterly summary reports. Tracking PTO, overtime, and adjustments across multiple pay periods.
Not included
Submitting payroll through any processor (ADP, Gusto, Paychex, etc.). Filing payroll taxes. Issuing checks or direct deposits.
Receipt / Expense Organization
Sort, categorize, and summarize receipts and expenses into organized reports from uploaded files or photos.
Simple
$79
Standard
$149
Complex
$249
Simple
Categorize and total a single month of receipts into a clean summary. Match receipts to a provided transaction list.
Standard
Full quarter expense report — categorized by type, totaled by category, formatted for your accountant or bookkeeper. Mileage log formatting included.
Complex
Multi-month reconciliation across multiple accounts or cards. Reimbursement reports for a team. Expense tracking system setup.
Not included
Bookkeeping, tax filing, or accounting software entries unless access is provided.
Invoice & Estimate Follow-Up
Write and send follow-up communications for outstanding invoices, overdue accounts, or pending estimates.
Simple
$79
Standard
$149
Complex
$249
Simple
Draft and send a single round of follow-up emails for outstanding invoices or estimates.
Standard
Full AR aging review — identify overdue accounts, draft tiered follow-ups by age (30/60/90 day), and send.
Complex
Full collections follow-up process — escalating message sequences, final notice templates, and a tracking system for responses.
Not included
Collecting payments, issuing credits, or contacting clients by phone.
Research & Competitive Analysis
Research a topic, competitor, or market and deliver a clear organized summary with sources.
—
Standard
$199
Complex
$349
Standard
Full competitive analysis — 3 to 5 competitors compared across pricing, services, positioning, and online presence. Delivered as a summary document.
Complex
Deep market research report — multiple sources, trend analysis, pricing landscape, opportunity summary, and recommendations. Multi-section document.
Not included
Primary research such as surveys or interviews. Legal or financial advice.
Reporting & Summaries
Turn raw data, notes, or documents into clean readable reports and summaries.
Simple
$79
Standard
$149
Complex
$279
Simple
Summarize a single document, set of meeting notes, or dataset into a clear written summary.
Standard
Weekly or monthly business performance report from provided data. Narrative summary plus key metrics in a clean formatted document.
Complex
Multi-source report pulling from multiple data inputs — narrative, charts, tables, and a recommendations section.
Not included
Sourcing data not provided. Live dashboard builds (see Spreadsheet / Data Work).
Database Build or Cleanup
Build or clean up organized databases in spreadsheets, Airtable, Notion, or basic CRM systems.
—
Standard
$199
Complex
$399
Standard
Full CRM or database setup — custom fields, categories, views, and filters. Import existing data and organize for daily use.
Complex
Large-scale database build with relationships, automation rules, and multiple views. Data import, deduplication, and normalization across sources.
Not included
Enterprise CRM development. Code-based database work. API integrations.
Email & Outreach
Email Management / Outreach
Write, format, and schedule outbound emails. We write the copy and prepare it to send — we do not manage inbox replies.
Simple
$79
Standard
$149
Complex
$279
Simple
Write a single outreach email or response template. Formatted and ready to send.
Standard
Write and schedule a batch of up to 10 outreach emails. Subject line variants, personalization, formatted and ready to send.
Complex
Full outreach campaign — segmented list, personalized sequences, scheduled sends, and follow-up emails.
Not included
Managing inbox replies. List building or lead sourcing. Full email platform setup.
Customer Follow-Up Sequences
Write and set up follow-up sequences for after a job, purchase, or appointment.
—
Standard
$199
Complex
$349
Standard
3-touch post-service sequence — thank you, review request, and referral ask. Written, formatted, and set up in your platform if access is provided.
Complex
Full multi-touch sequence — 5 or more touchpoints, conditional timing, and segmentation by job type or customer category. Platform setup included.
Not included
Building the email platform from scratch. SMS automation without platform access.
Review & Referral Outreach
Write and send outreach to generate reviews and encourage referrals.
Simple
$79
Standard
$149
Complex
$249
Simple
Single review request email or text template with a direct link to your review page.
Standard
2 to 3 touchpoint campaign — initial ask, one follow-up, and a referral prompt. Written and formatted for your platform.
Complex
Full review and referral system — automated sequence, segmented by customer type, with tracking.
Not included
Responding to existing reviews. Removing or flagging negative reviews.
New Customer Welcome Campaigns
Write and set up communications that welcome a new customer after their first purchase or appointment.
—
Standard
$199
Complex
$349
Standard
3-part welcome sequence — introduction, value delivery, and next steps. Written, formatted, and set up in your platform.
Complex
Full onboarding campaign — segmented by customer type, 5 or more touchpoints, with automated triggers and platform setup.
Not included
Building the email platform from scratch. Loyalty program setup.
Seasonal Re-Engagement Campaign
Write and send a campaign to re-engage customers who haven't purchased or booked in a while.
—
Standard
$199
Complex
$349
Standard
2 to 3 email seasonal campaign with an offer or reason to return. Written, formatted, and scheduled.
Complex
Full segmented re-engagement campaign — multiple customer segments, 4 or more touchpoints, with tracking and a follow-up sequence.
Not included
List building. Paid advertising. Incentive fulfillment.
Appointment Confirmation Setup
Write and set up confirmation and reminder messages for appointments or service calls.
—
Standard
$199
Complex
$349
Standard
Confirmation plus day-before and day-of reminders. Written for email or text and set up in your booking or messaging platform.
Complex
Full 5-touch confirmation system — booking confirmation, reminder sequence, reschedule option, and no-show follow-up. Platform setup included.
Not included
Booking platform setup from scratch. Phone call reminders.
Marketing & Social
Social Media Management
Write captions and copy and post to your platforms. We write and schedule — we do not create graphics or photography.
Simple
$99
Standard
$199
Complex
$349
Simple
Write captions and hashtags for 5 posts. Formatted and ready to copy-paste or hand off.
Standard
Full week of content — 7 posts with captions, hashtags, and posting schedule. Posted to your platforms if access is provided.
Complex
Monthly content calendar — 30 days of content across platforms, with themes, captions, hashtags, and a scheduling queue.
Not included
Graphic design, photography, or video editing. Responding to comments or DMs. Paid advertising.
Marketing Campaign Setup
Plan, write, and set up a marketing campaign across email and social. Delivered ready to launch.
—
Standard
$299
Complex
$499
Standard
Multi-channel campaign — email copy, social post copy, and a send schedule. Formatted and set up in your platforms.
Complex
Full campaign strategy — audience segmentation, multi-channel copy, scheduling, tracking setup, and a post-campaign summary template.
Not included
Paid advertising management. Graphic design. Building platforms from scratch.
Creative
Presentation / Deck
Build or reformat presentations in PowerPoint or Google Slides. Clear, professional, on-brand.
Simple
$149
Standard
$299
Complex
$449
Simple
Clean up and reformat an existing presentation under 10 slides. Fix layout, fonts, and flow.
Standard
Build a 10 to 15 slide deck from your outline or notes. Structure, copy, and formatting included.
Complex
Full presentation built from scratch up to 15 slides — structure, copy, data visualization, and design direction.
Overage
Decks over 15 slides are invoiced at $20 per slide over the 15-slide threshold. A 20-slide deck = $449 + $100 = $549. You will be quoted the exact amount before work begins.
Not included
Custom graphic design or illustration. Animation or video.
Marketing Materials
Write and format marketing collateral — flyers, one-pagers, sell sheets, and promotional pieces.
Simple
$99
Standard
$199
Complex
$349
Simple
Single flyer, one-pager, or promotional piece. Copy written and formatted.
Standard
Small set of 2 to 3 coordinated marketing pieces with consistent copy and formatting.
Complex
Full marketing collateral package — 4 or more pieces, coordinated copy and messaging, formatted and ready to print or share.
Not included
Custom graphic design or brand identity. Print production.
Proposal or One-Pager
Write and format business proposals, project scopes, and summary documents.
Simple
$99
Standard
$199
Complex
$349
Simple
Single-page summary or simple proposal from notes or bullet points you provide.
Standard
Full business proposal — executive summary, scope of work, pricing, and terms. Written and formatted.
Complex
Custom multi-section proposal with research, tailored content, competitive positioning, and a designed layout.
Not included
Legal contract drafting. Pricing strategy consultation.
Website
Website Updates & Fixes
Update content, fix issues, and make changes to your website. We work in any CMS or custom code.
—
Standard
$299
Complex
$499
Standard
Content updates, photo swaps, new page or section, form updates, navigation changes. Anything that does not require rebuilding the site structure.
Complex
Multi-page overhaul, new features, third-party tool integration, automation setup, or significant layout changes. Requires platform access.
Not included
Full website redesign or rebuild from scratch. Domain or hosting setup. SEO strategy (basic on-page fixes included at complex tier).
Scope of Work
Compass Business Solutions performs exactly the work described in your approved request. Any work beyond the agreed scope may incur additional fees based on time or complexity. If we identify that your request requires additional work, we will notify you and obtain approval before proceeding. You will never be charged for work you did not approve.