Good morning
launch
Pipeline
Every church we're talking to or serving: stage, notes, activity and your next steps for today.
Open Pipeline →Margin HQ
Assessment scoring and reports, the solutions library, survey sync and the business numbers.
Open HQ →Academy
Training, milestones and the Practice church, where you role-play real conversations and get scored.
Open Academy →Client work
Everything you need to deliver each service.
Margin Assessment
Three weeks from kickoff to debrief and a 90-day plan.
HR and compliance
California Compliance Audit and monthly Compliance Care.
Generosity
The Generosity Pathway and quarterly Generosity Care.
Fractional XP
Half Day, Essentials and Core executive pastor support.
Churches
Where every church's notes and files live.
Notes go in the Pipeline
Every church has one record in the Pipeline. Log calls, meetings and emails there the same day, and keep a dated next step on every open church.
- Open the church's record.
- Add what happened on the Activity tab.
- Set the next step and its date.
Files go in the shared drive
Each church gets one folder, named exactly as it is in the Pipeline.
Sales
Finding churches, discovery calls and proposals.
Sales Toolkit
Outreach, discovery call guide, objections and follow-up.
Open → REFERENCEService Guide and Pricing
What every service includes, timelines and terms.
Open → SHARE WITH PASTORSBooking page
The link pastors use to book a free 30-minute conversation.
Open → SHARE WITH PASTORSPublic website
marginchurchpartners.com, with prices pastors can check themselves.
Open →Prices
Flat fees by the church's annual budget. Same as the public website.
| Service | Small church or plant | Under $1.5M | $1.5M–$4M | Over $4M |
|---|---|---|---|---|
| Margin Assessment | $1,000 | $1,500 | $2,500 | $3,500 |
| California Compliance Audit | $1,750 | $2,500 | $3,500 | $5,000 |
| Compliance Care /month | $200 | $300 | $500 | $750 |
| Generosity Pathway 5 monthly payments | $5,000 | $7,500 | $12,000 | $18,000 |
| Generosity Care /quarter | $300 | $500 | $500 | $500 |
| Fractional XP, Half Day /month | $1,500 | $2,250 | $2,250 | $2,250 |
| Fractional XP, Essentials /month | $3,000 | $4,000 | $4,000 | $4,000 |
| Fractional XP, Core /month | $6,500 | $6,500 | $6,500 | $6,500 |
Company
Who we are, how we work and how we look.
Margin at a Glance
Mission, services and how we work, on one page.
Open → STRATEGYBusiness Plan
The shared edition of where Margin is headed.
Open → TEAMJob Descriptions
Every role, what it owns and how it grows.
Open → BRANDBrand Kit
Logos, colors, type and templates.
Open → SETUPEmail Signature
Copy your Margin signature into Gmail.
Open →Nothing matches that. Try "Pipeline", "survey" or "prices".