Starter

$299 per month

Your service order

Ongoing insight and prioritization for one agreed customer opportunity segment.

Choose one customer group to focus on: old estimates, inactive customers, overdue maintenance or another agreed segment supported by your records.
We check up to 200 records a month and give your office a ranked list of who needs a status check, suggested next steps and who should own each task.
We provide two editable email or phone scripts at setup and one revision each month. You may choose scripts for quotes, maintenance, reviews or referrals within that allowance.
We flag common issues when the data supports them, such as old quotes with no next step, and include a reusable office follow-up checklist.
You get one easy monthly scorecard showing records reviewed, actions your team reported and any booked or collected sales you confirmed.
Once a month we review the results together for 30 minutes and identify what the office should improve next.

Usage limits and service conditions

records: Up to 200 distinct records per billing month
locations: 1 business location
segments: 1 active estimate/customer segment
queue: 1 refreshed priority queue per month
templates: 2 editable scripts at setup; 1 revision per month
reporting: 1 monthly activity and outcome scorecard
review: 1 scheduled 30-minute review per month
support: Email support; target reply within 2 business days

Each record is a distinct eligible-or-excluded row in a customer-authorized CRM/estimate export. Rescoring the same record in a later refresh during the same billing month does not count as an additional record.
Monthly allowances reset each billing month and do not roll over. Extra records, locations, segments, integrations or sessions require a separately accepted written quote; no automatic overage charges.
CSV/export-based intake and planning are included. Direct CRM integrations, contact verification, campaign sending, SMS, telephony, paid AI tools and third-party usage charges are not included unless separately agreed.
LiveNestora prepares queues, templates and reporting. The customer or its authorized team executes outreach. No customer contact, automated messaging or recording begins without a separate written authorization and compliance review.
Service activation is targeted within 5 business days after the written order, secure data-transfer arrangements, usable source data and all necessary approvals are complete. A scoped pilot findings handoff is targeted within 5 business days of accepted data.
Outcomes rely on customer-reported activity and sales; we distinguish illustrative pipeline potential from contracted, completed and collected revenue. No appointment, sale or revenue result is guaranteed.
Customer CRM records remain the customer's data, are not placed in prospect-list products and are subject to the agreed access, retention, export and deletion arrangements.
All prices are in USD, before applicable taxes. The pilot is one-time. Subscriptions are month-to-month unless the signed order states otherwise; cancellation before renewal prevents the next charge. An inquiry does not authorize a payment.
These are standard advertised service scopes for new orders. The accepted written order confirms the final records, systems, data-handling terms and deliverables before service or billing begins.

Scope version: October 30, 2026. Terms version: October 21, 2026. Additional privacy, communications and data-processing resources published November 1, 2026. Payment reserves the selected service; secure data-transfer arrangements and onboarding approvals must be completed before work begins. No CRM data is collected on this page. Contact support@livenestora.com before payment for a custom order.

Confidential customer data is never requested at checkout. Before service intake, we confirm authorized use, scope, a secure transfer procedure and an executed data-processing arrangement when applicable. This published proposed DPA is not automatically executed by checkout.

Existing customer? Manage billing and cancellation

I am at least 18 and authorized to purchase for a U.S. business. I accept the service scope above and the Terms of Service and Payment, Cancellation & Refund Policy. I understand that customer CRM records must not be provided until an authorized data-processing arrangement and secure transfer method have been agreed. Read the proposed DPA. I have reviewed the Communications & Consent Policy. I authorize $299 per month until canceled before renewal through Billing or support@livenestora.com.

Need help before paying? Contact LiveNestora support. Please do not send customer CRM records by email.