MONTHLY RETAINER

Your outsourced operations arm for the growth stage you are entering.

Our retainer combines executive-level strategy with done-for-you implementation. We maintain the Build Map, make the strategic calls with you, and ship five build credits every month so momentum does not turn into founder bottleneck.

OPERATIONAL DEBT · ACCUMULATING
UNMANAGED
Founder approvals pending47CRITICAL
Manual follow-up overdue23CRITICAL
Undocumented decisions31HIGH
Handoffs stalled on founder12CRITICAL
Communication threads lost18HIGH
Reporting blind spots6HIGH
TOTAL OPERATIONAL LIABILITIES137
UNMANAGED · COMPOUNDING DAILY · FOUNDER-DEPENDENT
§01 — THE SHIFT

Momentum creates operational drag unless the business becomes system-powered.

FOUNDER-POWERED → SYSTEM-POWERED

Growth is exciting until every new lead, client, hire, delivery question, and internal decision starts flowing back through the founder.

The retainer is for the company that has momentum and needs the operation underneath it to evolve: not someday, not after a giant consulting deck, but every month through strategy, prioritization, and shipped systems.

THE RETAINER PROMISE

Not just systems. An embedded operating cadence.

You get an outsourced operations arm combined with executive-level strategy, built around the business you are growing and the team you are building.

§02 — INCLUDED

What is included in the monthly retainer.

BUILD MAP · CREDITS · STRATEGY · ROADMAP
01

Prioritized Build Map

Every bottleneck, opportunity, workflow, internal process, system idea, and build request captured, sorted, prioritized, and continuously updated.

02

Five build credits every month

Done-for-you builds across automations, workflows, dashboards, reminders, reporting, client processes, enablement structures, and the systems your Build Map calls for.

03

Monthly executive strategy sessions

Founder-level conversations with Brian to evaluate capacity, bottlenecks, priorities, sequencing, and the strategic decisions that keep growth from turning into chaos.

04

Quarterly 90-day roadmaps

A rolling operating plan so your team, systems, and growth trajectory keep moving in the same direction intentionally.

§03 — BUILD CREDITS

Five monthly build credits. Real implementation, not advice.

DONE-FOR-YOU IMPLEMENTATION
WHAT A CREDIT CAN BECOME

The stuff living in your head or getting kicked down the road gets built.

Automations, workflows, dashboards, reminders, reporting, client processes, internal enablement structures, CRM builds, AI-assisted flows, and whatever the Build Map calls for.

1 credit

Most focused automations, workflow improvements, reporting views, reminders, templates, and lightweight operational utilities.

2-3 credits

Larger internal systems, dashboard suites, SOP infrastructure, client process buildouts, or more involved tool integrations.

5 credits

A major monthly build such as a full CRM-based website, operating hub, or end-to-end system architecture.

§04 — CADENCE

The monthly rhythm that keeps the operation moving.

STRATEGY · BUILD · ENABLE · ROADMAP
01

Strategy

We zoom out, inspect the Build Map, decide what matters now, and protect the founder from becoming the default answer to everything.

02

Build

Our team turns priorities into shipped systems using the monthly build credits. The work that has been living in your head gets built.

03

Enable

We make the systems usable for the team through documentation, handoff, training, dashboards, and operating rhythm.

04

Roadmap

The Build Map updates as the business changes, so the next month is sharper than the last one.

§05 — OUTCOMES

What starts changing when the business has an operations arm.

CAPACITY · CLARITY · GROWTH
01Founder capacity opens up

The business stops depending on your memory, manual follow-up, and heroic intervention to keep things moving.

02The team gets clearer

Your people know what exists, where to find it, how to use it, and what decisions they can make without waiting.

03Systems compound monthly

Instead of one giant implementation, you get steady operating infrastructure shipped every month.

04Growth has an operating layer

Momentum, leads, clients, hiring, delivery, and visibility all get supported by the architecture underneath.

§06 — FIT

Best for businesses where momentum is real and the operation needs to catch up.

EMBEDDED OPS TEAM
THIS IS A FIT IF
You have momentum

Leads are flowing, clients are signing, the next stage is happening, and the operation underneath needs to catch up.

You want strategy plus implementation

You need executive-level thinking and a team that actually builds the systems, not just recommends them.

You are ready for an operating cadence

The business needs a steady rhythm of prioritization, build velocity, and operational decision-making.

THIS IS NOT A FIT IF
You only need one isolated project

If there is one narrow build and no ongoing operating need, a Build Day may be cleaner.

You are not ready to make decisions

The retainer moves quickly. We need access, context, responsiveness, and founder-level prioritization.

You want random task support

This is not miscellaneous VA capacity. It is strategic operations architecture plus implementation.

§07 — FAQ

Questions before we become part of your operating rhythm.

CLEAR BEFORE COMMITMENT
01

How much is the retainer?

The monthly retainer is $5,000/month. The minimum commitment is three months.

02

What is a build credit?

A build credit is a unit of done-for-you implementation. Most focused automations are one credit. Bigger systems can use multiple credits depending on scope.

03

What happens first?

We kick off by creating the Build Map: the operating blueprint that captures what is breaking, what should be built, what can be delegated, and what matters first.

04

Who is this for?

Founder-led companies with momentum, complexity, and enough operational pressure that strategy without implementation is not enough.

05

Can my team execute some Build Map items?

Yes. A strong Build Map often creates work your internal operators can own once the architecture, priorities, and requirements are clear.

MONTHLY RETAINER

Move from founder-powered to system-powered.

The moment we begin, we create the Build Map and start turning operational pressure into shipped systems, clearer decisions, and more capacity for the founder and team.

Apply For Retainer Start With OPERATE Report $5,000/MO · THREE-MONTH MINIMUM · FIVE BUILD CREDITS/MO