Digital Transformation Advisory Retainer
Operations and systems advisory with monthly review packs, dashboards, quarterly business reviews, and async access.
$3,500/mo · Billed monthly — Month 1
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
- Purchase month 1 and we schedule a kickoff to review your operations and systems.
- Month 1: baseline assessment, dashboard setup, and first review pack.
- Ongoing: monthly review packs, quarterly business reviews, and async support.
After purchase: we'll email you within 1 business day to schedule a kickoff.
FAQ
How is this different from the Fractional tier?
The retainer is advisory and review-focused; the Fractional tier embeds an ops leader in your team.
Which tools do you work with?
Looker, Google Sheets, Notion, Airtable, and most common finance and CRM systems.
How is billing handled?
This checkout covers month 1. Subsequent months are invoiced monthly; the retainer is month-to-month.
Can we pause the retainer?
Yes, with notice before the next billing date. Details are confirmed at kickoff.
Ready to get started?
Digital Transformation Advisory Retainer — $3,500/mo. After purchase: we'll email you within 1 business day to schedule a kickoff.