Operations & Automation Retainer

Growth Systems Retainer

A dedicated systems partner for your business. I build and maintain the automated systems behind your sales, onboarding, and operations, so growth does not depend on you doing everything by hand.

Every engagement starts with a conversation, and most begin with an Audit, so the scope is built on real findings, not a guess.

Some months the work is process and systems, like SOPs, ownership, and handoffs. Other months it is AI workflow automation. Most months it is both, scoped to whatever is actually slowing your team down.

What This Includes

Everything that moves a lead into a client

Scope

Choose Your Starting Point

Not sure which scope fits? One bottleneck and light maintenance points to Starter. A few active workflows plus an AI build points to Growth. Full coverage across lead gen, CRM, onboarding, and reporting points to Scale. Every engagement is scoped and quoted after a conversation, there is no self-serve pricing here.
Custom monthly scope

Starter

Monthly check in

For one clear bottleneck that needs to be built and kept running.

  • One core workflow built and maintained, lead capture, onboarding, or CRM automation
  • Monthly check in call
  • Monthly systems note covering what changed and what's next
  • Email support between check ins
Best for: testing the retainer on your highest priority bottleneck.
Let's Talk
Custom monthly scope

Growth

Biweekly check ins

For businesses juggling more than one broken handoff at a time.

  • Two to three active workflows built and maintained
  • One AI agent build for a repetitive operational task
  • Biweekly check in calls
  • Priority turnaround on fixes and requests
  • Written progress summary each month
Best for: businesses juggling more than one broken handoff at a time.
Let's Talk

Not sure which scope fits, or whether you need an Audit first? Book a discovery call and we will figure it out together, before anything is billed.