Growth OS Guided Implementation™ — Done-With-You

Growth OS Implementation, Built With Your Team Not Around It

Growth OS Guided Implementation™ is Soto Growth Systems' Done-With-You growth os implementation: we design the system, run the project, and work side-by-side with your internal owner until your CRM, follow-up, and KPI reporting are running and staff actually use them.

Take the Free Growth Leak Score Book a Growth Strategy Call

Starting at $18,000 setup + $4,500/month, 3-month minimum. Typical first 90 days: $31,500.

Quick answer: Growth OS Implementation at the Guided level is a hands-on, collaborative build of your Soto Growth OS™ — CRM structure, lead capture, follow-up automation, KPI dashboards, and accountability rhythm — delivered over a 90-day core sequence. Soto Growth Systems designs and runs the project; your internal implementation owner and team do the configuration work alongside us, with weekly calls and QA checkpoints. It starts at $18,000 setup plus $4,500 per month, with a 3-month minimum, and typically totals $31,500 in the first 90 days. Complex businesses with multiple locations, pipelines, or CRMs start at $25,000 plus $6,000 per month.

This page covers what "guided" means in practice, exactly what Soto Growth Systems does versus what your team does, the responsibilities your team must carry, the full 90-day sequence, what isn't included, who this is built for, and what it costs.

Where This Fits

One Level in a Three-Level Growth OS Ladder

Soto Growth Systems offers three implementation levels. Guided Implementation is the middle level — more hands-on than self-implementation, less than fully managed. Compare all three on the Implementation Options hub.

Level	Model	Starting Investment	Best For
Growth OS Blueprint™	Self-Implementation	$7,500 one-time	Owners with a capable internal team and time to implement themselves
Growth OS Guided Implementation™ (this page)	Done-With-You	$18,000 + $4,500/mo	Owners who want SGS running the project alongside an internal owner
Growth OS Managed Implementation™	Done-For-You	$35,000 + $8,500/mo	Owners who want SGS to own execution end-to-end

Every level installs the same underlying Soto Growth OS™ across its six pillars. Once your system is live, ongoing operating support is available through a Fractional Growth Operator™. See the full comparison at /implementation-options/.

What "Guided" Means

SGS Runs the Project. Your Team Builds Alongside Us.

Guided Implementation is a Done-With-You model. Soto Growth Systems designs the Growth OS, manages the project plan, leads every working session, and reviews every deliverable for quality. Your internal implementation owner and team perform the configuration steps inside your own CRM, with SGS directing, teaching, and checking the work at each stage.

This is different from Growth OS Blueprint™, where SGS documents the plan and your team implements independently. It is also different from Growth OS Managed Implementation™, where SGS's team performs the technical build directly. Guided sits in between: shared work, SGS-led process, and staff who learn the system by helping build it.

Everything Included

What's Included in Growth OS Guided Implementation™

Guided Implementation includes everything in Growth OS Blueprint™, plus the hands-on project management and installation work needed to turn a design into a working system.

From Growth OS Blueprint™

Assessment review and Growth Leak Report™
Current-state Growth System Map
Future-state Growth OS design
Prioritized solutions sequence
Up to 10 customized SOPs
30/60/90-day roadmap

Added at the Guided Level

Implementation project management
Collaborative CRM configuration
Pipeline and field design
Lead ownership rules
Follow-up, appointment, no-show, proposal, nurture, and reactivation workflows
Team training sessions
KPI and accountability installation
Weekly implementation calls
Implementation QA
Monthly Growth Leak review

Division of Work

What SGS Does vs. What Your Team Does

Guided Implementation only works when both sides show up for their half. This table shows the split explicitly, so there is no ambiguity about who owns each task.

Work	Soto Growth Systems	Your Team
Growth OS design	Designs the full system, sequence, and SOPs	Reviews and approves the design
Project management	Runs the timeline, agendas, and weekly calls	Attends sessions and completes assigned tasks on time
CRM configuration	Directs the configuration, sets structure, checks accuracy	Performs the hands-on configuration inside the CRM with SGS
Workflow build	Designs follow-up, appointment, and nurture workflows	Builds workflows alongside SGS and tests them
Team training	Leads training sessions and materials	Ensures staff attend and practice in the live system
Data and access	Specifies what access and data are needed	Provides system access and accurate information on schedule
Adoption	Installs KPI visibility and accountability structure	Uses the system daily and enforces adoption with staff

Client Responsibilities

What Your Team Must Provide

Guided Implementation is a partnership, not a hands-off purchase. These responsibilities are mandatory, not optional add-ons.

A named internal implementation owner who is available for the full engagement
Timely system access (CRM, phone system, calendar, forms, and any tools in scope)
Team attendance at scheduled working sessions and training
Timely approvals on designs, workflows, and messaging
Completion of assigned tasks between sessions
Ongoing adoption of the system by staff after go-live

The rule: if these responsibilities are not met, the implementation timeline pauses. Scope does not expand to compensate, and the engagement does not proceed on the original schedule until the client side of the work is back on track. This protects the quality of what gets built and keeps the project honest about cause and effect.

The Build Sequence

The 90-Day Guided Implementation Sequence

Guided Implementation follows a fixed three-phase sequence. Each phase builds on the one before it, and each phase has a clear focus so the project never becomes an open-ended list of tasks.

Days 1–30: Foundation

CRM structure, pipeline stages, lead capture setup, lead ownership rules, required fields, and the reporting foundation are built and configured. This phase establishes the structural backbone everything else runs on.
Days 31–60: Follow-Up and Accountability

Response workflows, reminders, no-show recovery, and proposal follow-up are built and tested. Scorecards are introduced, staff training runs, and a weekly operating rhythm is installed so follow-up becomes a habit rather than a hope.
Days 61–90: Optimization and Adoption

SGS reviews actual usage, identifies workflow friction, and verifies dashboard accuracy. Remaining SOPs are finalized, CRM adoption is checked against real activity, owner bottleneck points are addressed, and the operating rhythm is confirmed before the engagement moves into ongoing monthly support.

Boundaries

What Is Not Included

Guided Implementation is scoped to system design, configuration, and installation. It does not include the following unless separately agreed in writing.

Paid advertising or media spend
Website design or rebuild work
Full marketing fulfillment (SEO, content, reputation management)
Sales closing or direct selling on the client's behalf
Legal, accounting, or HR advice
Custom software development
Large-scale data migration or cleanup beyond what the roadmap scopes
Multi-location rollout beyond the location in scope
Hiring, firing, or personnel decisions

Fit

Best Fit and Not a Fit

Best Fit

Owner-led businesses generally $500K–$10M in revenue
A team with capacity to participate weekly, not just approve from a distance
An owner ready to name an internal implementation owner
A business with real sales activity but inconsistent follow-up or CRM discipline
Leadership willing to enforce adoption once the system is live

Not a Fit

Businesses that want SGS to do all the technical work without staff involvement (see Managed Implementation instead)
Businesses that only want a plan to implement on their own timeline (see Growth OS Blueprint™ instead)
Businesses with no capacity to assign an internal owner for 90 days
Businesses expecting guaranteed lead or revenue outcomes

Why It Works This Way

Why Staff Involvement Builds Lasting Capability

When your team configures the CRM, builds the workflows, and works the new pipeline alongside SGS, they learn the system by using it — not by reading about it after the fact. That hands-on repetition is what turns a new process into a habit.

A system installed entirely by an outside team can look complete on launch day and still fail in week three, because no one on staff understands why it works or how to adjust it. Guided Implementation is built specifically to avoid that outcome: staff leave the engagement able to operate, troubleshoot, and extend the system without depending on SGS for every change.

Investment

Growth OS Guided Implementation™ Pricing

STANDARD

$18,000 setup + $4,500/month, 3-month minimum

Typical first 90 days: $31,500 total. Fits a single-location business with one CRM and a standard pipeline.

COMPLEX BUSINESSES

From $25,000 setup + $6,000/month

Applies when there are multiple locations, multiple pipelines, more than one CRM, 15+ team members, many lead sources to integrate, significant data cleanup, custom integrations, or existing automation that must be rebuilt.

All pricing is starting pricing and depends on the complexity factors above. A written scope confirms final investment before work begins.

Guarantee

What Soto Growth Systems Guarantees

Soto Growth Systems guarantees a defined implementation process, documented deliverables, agreed quality checks, and transparent reporting on what has been completed, what remains open, and what the client must do next. Business results depend on market conditions, lead volume, offer quality, team adoption, sales execution, pricing, and other factors outside SGS's control.

FAQ

Growth OS Guided Implementation™ — Frequently Asked Questions

What is Growth OS Guided Implementation™?

It is Soto Growth Systems' Done-With-You growth os implementation. SGS designs the Growth OS, manages the project, and works alongside your internal team to configure the CRM, build workflows, and install KPI visibility and accountability over a 90-day core sequence.

How is Guided Implementation different from Growth OS Blueprint™?

Growth OS Blueprint™ delivers the plan and documentation, and your team implements it independently. Guided Implementation adds hands-on project management, collaborative CRM configuration, workflow building, training, and weekly calls, with SGS actively involved through go-live.

How is Guided Implementation different from Growth OS Managed Implementation™?

In Guided Implementation, your team performs the configuration work alongside SGS. In Managed Implementation, SGS's team performs the technical build directly and owns execution. See Growth OS Managed Implementation™ for the fully Done-For-You option.

What does Growth OS Guided Implementation™ cost?

It starts at $18,000 setup plus $4,500 per month, with a 3-month minimum, typically totaling $31,500 in the first 90 days. Complex businesses with multiple locations, pipelines, or CRMs start at $25,000 plus $6,000 per month.

What does my team need to provide?

An internal implementation owner, timely system access, attendance at working sessions, timely approvals, completion of assigned tasks, and ongoing adoption of the system after go-live.

What happens if my team misses tasks or deadlines?

The implementation timeline pauses. The project does not expand in scope to absorb missed work; it resumes once the client side of the responsibilities is caught up.

How long does the implementation take?

The core sequence runs 90 days across three phases: Foundation (Days 1–30), Follow-Up and Accountability (Days 31–60), and Optimization and Adoption (Days 61–90). The engagement has a 3-month minimum.

What is not included in Guided Implementation?

Paid advertising, website design or rebuilds, full marketing fulfillment, sales closing, legal or HR advice, custom software development, large-scale data migration, multi-location rollout beyond scope, and hiring decisions are not included unless separately scoped.

Do you guarantee more leads or revenue?

No. Soto Growth Systems guarantees a defined process, documented deliverables, and transparent reporting. Business results depend on market conditions, lead volume, offer quality, team adoption, and sales execution, which are outside SGS's control.

What happens after the 90-day sequence ends?

The engagement continues on a monthly basis with implementation QA and a monthly Growth Leak review, or the client can transition to ongoing operating support through a Fractional Growth Operator™.

Is Guided Implementation the right level for my business?

It fits owner-led businesses generally in the $500K–$10M revenue range with a team that can participate weekly and an owner ready to name an internal implementation owner. If you want SGS to perform the technical build directly, see Growth OS Managed Implementation™. If you want to implement independently, see Growth OS Blueprint™.

Which CRM does Guided Implementation use?

Guided Implementation configures the CRM your business already uses or is adopting as part of the engagement. The scope and complexity pricing account for the number of CRMs and systems involved.

Ready to Install a Growth OS With Your Team?

Start with the free Growth Leak Score to see which leaks matter most, or book a call to discuss whether Guided Implementation is the right fit.