Fit test and engagement options

Find the right starting point before you buy the wrong help.

Y4B uses a short operating profile to recommend hourly consulting, a package, an implementation sprint, or annual shared CTO-style systems ownership. Share contact details first, then the tool returns a focused planning range.

1. What needs the most attention first?
2. How many people rely on these systems?
3. How connected is the software stack today?
4. How should AI fit into the work?
5. How reliable is the data and reporting?
6. What level of visibility is needed?
7. What is driving the timing?
Prefer email? Send the details to hello@y4b.com.

Engagement types

The recommendation is matched to the right level of commitment.

Software solutions that connect operations, data, and growth.

No-cost starting point

Free Exploratory Call

A short fit conversation to identify the business process, software, data, or AI leverage point worth solving first.

Owners and operators who want to test fit before sharing deeper systems access or committing budget.

Includes

  • 15-minute exploratory call
  • Initial fit check
  • Suggested next step
  • Clear go/no-go recommendation

Entry-level consulting option

Hourly Systems Consulting

Flexible senior help for CRM, automation, reporting, AI workflow design, vendor decisions, and technical troubleshooting.

Companies that need a capable technical operator for focused problems, small improvements, or advisory support.

Includes

  • CRM and workflow troubleshooting
  • AI use-case review
  • Automation and integration advice
  • Dashboard/reporting guidance
  • Vendor and tool selection support
  • Practical implementation notes

Packaged entry engagement

Systems Audit / AI Opportunity Map

Fixed-scope review of software, workflows, data, reporting, AI opportunities, and automation risk.

Leadership teams that know the system is slowing them down but need a practical improvement roadmap before committing to a rebuild.

Includes

  • CRM audit
  • Software stack review
  • Workflow map
  • AI opportunity and risk map
  • Automation review
  • Reporting/dashboard review
  • Data quality review
  • Integration risk review
  • 90-day improvement roadmap

Scoped implementation project

Implementation Sprint

Project-based cleanup, rebuilds, automations, dashboards, AI-assisted workflows, integrations, and training.

Companies already using core tools every day, but losing speed because workflows, data, reporting, or roles are messy.

Includes

  • Pipeline redesign
  • Contact/company data cleanup
  • Lifecycle stage setup
  • Sales workflow automation
  • Service workflow automation
  • AI-assisted workflow buildout
  • Permissions and user roles
  • Dashboards and reporting
  • User training and documentation

Annual commitment

Shared CTO / Dedicated Systems Partner

Annual systems ownership for CRM, automation, AI enablement, reporting, integrations, roadmap, vendor coordination, and custom tools.

Growing businesses that need accountable technical leadership and execution without hiring a full internal CTO or systems team.

Includes

  • Weekly or biweekly systems leadership meeting
  • CRM administration and optimization
  • AI enablement roadmap
  • Automation updates
  • Dashboards and reporting
  • User support
  • Integrations
  • Vendor coordination
  • Roadmap ownership
  • Small custom builds
  • Documentation

How recommendations are set

The range is narrower because the tool prices against the likely service model.

The fitness test weighs users, systems, AI readiness, data quality, reporting needs, urgency, and whether the work looks like hourly consulting, a package, implementation, or annual systems leadership.

Contact details are required before the planning range appears, so Y4B can review fit and follow up on the real operating context behind the estimate.

Final pricing is still confirmed after Y4B reviews scope, systems, timeline, and implementation risk.