Ongoing Retainer
The Power
Partnership
Strategic thought partnership and hands-on execution, with two levels of involvement based on how much operational ownership you’re ready to share.
Bring me the idea before it becomes another project
You’re thinking about a new offer. Or a different way to deliver the one you already have. Or a launch that keeps getting pushed because you can’t see how it fits around everything else.
We talk it through. What do you want it to do for the business? What would it ask of you and your team? Does the timing make sense? What needs to be in place first?
Once we decide, we give it a plan. What needs doing, who’s doing it, and what needs to be in place? At one level, I help you carry out the work. At the other, I take more responsibility for managing it.
You get to have the idea without automatically becoming the entire department responsible for it.
what more capacity can look like…
Imagine being able to see what’s happening without chasing everyone for an update. Ideas get a proper conversation before they become a month of work. Client delivery has a process, your team knows the next step, and the systems keep up with the business.
You still lead. You just have someone beside you who can help hold the details and think about where this is all going.
TIER ONE
The Confidante
$1,500/month | Six-month minimum
For when you want someone to bounce things off who knows enough about your business to say more than “sounds great.” And who can help you do something with the conversation afterward.
The big decisions stay with you. I help you look at the options, think through what each one would mean, and decide what’s worth your time. Then I help with the systems and work we agree to tackle.
You want someone in the thinking and the doing with you. I help turn decisions into systems, workflows, and projects while you keep the overall responsibility for running operations.
This level fits when…
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Ongoing project and priority tracking.
Asana and existing systems maintenance.
Operational follow-through and loose-end tracking.
CEO accountability and keeping agreed priorities visible.
Monthly planning and operations check-in, inherited from the original base scope.
Async Slack support for operational questions and quick troubleshooting.
Biweekly strategy and operations calls.
Operational planning and priority mapping.
Systems strategy, troubleshooting and improvements.
Client and offer operations support.
Turning ideas and decisions into actionable plans.
Hands-on implementation and execution within the agreed scope.
Async strategic support for questions that don’t need a meeting.
An honest read on what’s working, what isn’t and what I recommend.
TIER TWO
The Right Hand
$Starting at $2,500/month | Six-month minimum
For when you want more of me in the business with you. You want a strategic partner who knows the business and takes real responsibility for keeping things moving.
We talk through where you want to go, then I own the areas we’ve agreed are mine. I manage the projects, coordinate the people, and keep track of the moving pieces. When a decision needs you, I bring it to you.
This level fits when…
You want someone who takes real ownership of the operations with you. I manage the projects, launches, and people in the areas we agree are mine, and I bring decisions to you only when they actually need you.
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What is included
Everything in The Confidante, plus:
Full project management within the agreed scope.
Full launch management within the agreed scope.
Team and contractor coordination.
Operational roadmapping and ongoing planning.
Systems oversight and optimization.
Priority async access.
Biweekly strategy and operations calls, with on-demand calls when something cannot wait.
Executive decision-making within the areas we agree I own.
Proactive identification of gaps, bottlenecks, risks and opportunities.
Keeping work moving without routing every decision through you.
This can also include ownership of the project management hub, systems documentation and vendor coordination, as defined in our scope.
The investment depends on your team, how often you launch, how much is happening in the business, and what you want me to own. We get clear on that together before we start.
What would you do with more room?
You might create, teach, sell, grow your team or make the offer you keep thinking about. You might want a steadier business and more life outside it.
Let’s make room for the version you actually want. Including the part where you get to have a life.
Frequently Asked Questions
We’ll talk about what’s happening in the business and how much you want to keep managing yourself. With The Confidante, we think, plan, and implement together. With The Right Hand, I take on more of the management and decisions in the areas we agree I own. You don’t need to pick before we talk.
How do I know which level is right for me?
Nope. Some clients have contractors or a small team. Others need the business running better before they bring more people into it. Sometimes, it’s just me and the founder for life. We work with the business you have and the direction you want to take it.
Do I already need to have a team before I hire you?
They probably will. A launch this month, client delivery next month, a process that suddenly needs attention after that. We check priorities against the scope and capacity we’ve agreed on. Ongoing support has room to shift, while also supporting boundaries and scope.
What if my needs change from month to month?
Depending on your level and scope, we can work on projects, planning, systems, launches, team coordination, client experience, offer setup, documentation, and tech. You can also bring me the decision itself: “Here’s what I’m thinking. Does this even make sense?”
What can I hand over?
A great VA can be a huge help. My work includes figuring out what needs doing in the first place, thinking through the business decisions with you, and then helping carry them out. You’re bringing me in for my judgment and my ability to execute. The responsibilities we share depend on our scope.
How is this different than hiring a VA?
Not ready for an ongoing partnership
Start with one conversation about the thing you can’t quite untangle.
The Exposé Call gives us 90 minutes to look at what’s going on in one area and work out your next steps. You can get my brain on it without jumping straight into an ongoing partnership.