Monthly Operations Support Retainers
Structured administrative management designed to strengthen internal systems, protect executive time, and support long-term growth.
We partner with service-based businesses ready for operational clarity.
WHO THIS IS FOR
Built for Businesses Ready for Structure
We are a strong fit for:
• Consultants and coaches managing growing client bases
• Healthcare practices requiring workflow consistency
• Service-based businesses overwhelmed by backend execution
• Leadership teams seeking operational stability
We are not designed for one-time task requests or reactive support needs.
We provide administrative and operational support that helps service-based businesses run smoother, respond faster, and scale without chaos. You don’t need more ideas—you need execution, structure, and systems that hold up.
Starter Operations Support
$850 / Month
Foundational administrative support for business owners building structure.
Includes:
• Up to 15 support hours per month
• Email & calendar management
• Client intake coordination
• File organization & task tracking
• 48-hour response time
Best for early-stage businesses needing consistent execution and organization.
Consultation required before onboarding. Retainers begin after approval
Growth Operations Support
$1,500 / Month
Workflow optimization and structured systems for scaling businesses.
Includes:
• Up to 30 support hours per month
• CRM setup & workflow organization
• Client onboarding systems
• Process documentation (SOP development)
• Weekly operational check-in
• 24–48 hour response time
Designed for businesses ready to implement repeatable systems.
Consultation required before onboarding. Retainers begin after approval
Premium Operations Management
$2,500 / Month
Comprehensive operational oversight for established businesses.
Includes:
• Up to 50 support hours per month
• Full administrative management
• Business systems optimization
• Monthly strategy session
• Performance tracking & reporting
• 24-hour priority response
Built for leadership teams focused on revenue and growth while operations are professionally managed.
Consultation required before onboarding. Retainers begin after approval
OUR ENGAGEMENT MODEL
Our Engagement Standards
• Consultation required prior to onboarding
• Monthly retainer billed in advance
• Defined hour caps per package
• Overage billed at $75/hour
• 30-day cancellation notice required
• Client approval before engagement
We maintain structured workflows to protect service quality and execution standards.
OPERATIONAL ENHANCEMENTS (ADD-ONS)
Available to Active Retainer Clients
Available to Active Retainer Clients
Structured Phone Coverage
Starting at $400/month
• Custom call script
• Defined coverage windows
• Call logging & CRM updates
• Escalation protocol
• Weekly call summary
Workflow Optimization Audit
One-Time Investment
• Process mapping
• Bottleneck identification
• Efficiency roadmap
SOP Development Package
Structured documentation of internal processes to support delegation and scalability.
CRM Implementation & Automation Setup
System configuration, automation setup, and team guidance.
Frequently Asked Questions
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Yes. Our Starter and Growth retainers are ideal for solo service-based professionals who are ready to implement structure and consistent backend systems.
We are best suited for business owners who understand the value of operational clarity and long-term workflow organization.
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Yes. Our Growth and Premium retainers are designed to support 2–10 person teams requiring workflow implementation, CRM optimization, and operational documentation.
We help teams move from reactive task handling to structured execution.
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Yes. Our Premium Operations Management retainer is built for established service businesses and leadership teams seeking operational oversight and structured administrative management.
Custom enterprise retainers may be discussed during consultation.
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Our primary model is retainer-based to ensure consistent execution and measurable operational impact. Select audits or system build-outs may be offered as standalone engagements when appropriate.
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Additional hours are billed at $75/hour unless otherwise agreed upon in writing.
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We operate under confidentiality-first protocols, structured documentation systems, and defined workflow standards to protect all client information.
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After consultation and client approval, onboarding typically begins within 3–7 business days.
Ready to Strengthen Your Operations?
Book a consultation to determine the right level of support for your business.