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A Consultant Who Stays After the Project Ends

Most consultants hand you a deliverable and disappear. Systems need maintenance. Strategy needs a sounding board. Tools need updates. We stay on as your operational partner — for as long as you need us.

Everything You Need, Nothing You Don't

Our retainer covers the full spectrum of ongoing operational support — from automation maintenance to strategic advisory.

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Automation Maintenance

Monitoring, troubleshooting, updating, and optimizing your live automations. When something breaks at 2am, we fix it — not your office manager.

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Systems Optimization

Monthly review of your operational systems — identifying inefficiencies, updating workflows, and recommending improvements based on real usage data.

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AI Advisory

Staying current on AI tools, evaluating new platforms, and advising on when and how to adopt emerging tech. Your AI radar without the full-time hire.

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New Build Requests

Need a new automation? A new dashboard? A new process documented? Retainer hours cover new builds so you're not scoping a new project every time.

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Team Support & Training

New hires need CRM training. Team has questions about the automation. Someone wants to learn prompt engineering. We're a Slack message away.

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Strategic Check-ins

Monthly or bi-weekly calls to review operations, discuss challenges, and plan the next phase of improvements. Your fractional COO for operational technology.

Flexible Support, Predictable Cost

Choose the tier that matches your operational complexity. Scale up or down month-to-month as your needs change.

Essentials
For businesses that need light-touch support and occasional help.
Custom / month
~10 hours / month
  • Automation monitoring & maintenance
  • Monthly systems health check
  • Email & Slack support (48hr response)
  • 1 strategic check-in per month
  • Minor automation updates & fixes
  • New automation builds
  • AI advisory & tool evaluation
  • Team training sessions
Get Started
Enterprise
For organizations that need a fractional operational technology partner.
Custom / month
~40 hours / month
  • Everything in Growth, plus:
  • Weekly strategic calls
  • Same-day priority support
  • Unlimited automation builds
  • Unlimited team training
  • Quarterly systems audit & roadmap
  • Vendor management & negotiations
  • Executive reporting & presentations
Get Started

Getting Started Is Simple

No long-term contracts. No hidden fees. Month-to-month flexibility with the reliability of a dedicated partner.

1

Discovery Call

We assess your current systems, understand your ongoing needs, and recommend the right tier for your situation.

2

Onboarding

We get access to your tools, document your current systems, and establish communication channels — typically 1 week.

3

Active Support

Monthly cycles of monitoring, optimization, builds, and strategic guidance. You set priorities; we execute.

4

Evolve

Scale up, scale down, or transition to self-management. We adapt to wherever your business goes next.

Is a Retainer Right for You?

Retainers work best for businesses at a specific stage. Here's how to know if it's the right move.

✅ Great Fit If You...

  • Completed a project with us and want ongoing support
  • Have automations and systems that need active monitoring
  • Don't want to hire a full-time operations or AI specialist yet
  • Need a strategic partner who understands your tech stack
  • Want to continuously improve operations month over month
  • Have a growing team that needs ongoing training and support
  • Want predictable costs for operational technology management

⬜ Not the Best Fit If You...

  • Haven't built any systems yet (start with one of our project-based services)
  • Only need a one-time project with a clear end date
  • Have an internal IT team that can manage your automation stack
  • Need full-time, 40hr/week dedicated support (we can help you hire)
  • Are looking for the cheapest option (retainers are a quality investment)

Let's Talk Partnership

Book a free consultation and we'll assess your needs, recommend the right retainer tier, and outline what the first month looks like. No commitment required.

Or reach us directly: [email protected]  |  410-952-2846

Book a Call