Digital Transformation Advisory Retainer

$3,500.00

Operations and systems advisory with monthly review packs, dashboards, quarterly business reviews, and async access. Billed monthly — Month 1.

Category:

Description

What’s included

  • Monthly review pack: the numbers, the gaps, and the next moves
  • Operations dashboards set up in your preferred tool (Looker, Sheets, Notion, or Airtable)
  • Quarterly business review with a written summary
  • Systems and process recommendations prioritised by impact
  • Async access via shared channel with a stated response window
  • Operating cadence support: weekly, monthly, and quarterly rhythms
  • Vendor and tooling recommendations as needed

Who it’s for

  • Founders and operators of growing businesses who want a steady outside operator's view
  • Teams modernising their systems and reporting
  • Companies preparing for a leadership transition or new operating cadence

How it works

  1. Purchase month 1 and we schedule a kickoff to review your operations and systems.
  2. Month 1: baseline assessment, dashboard setup, and first review pack.
  3. Ongoing: monthly review packs, quarterly business reviews, and async support.

What happens after purchase

After purchase: we'll email you within 1 business day to schedule a kickoff.

Billed monthly — this purchase covers Month 1.

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