MONTHLY SYSTEMS RETAINER
A Strategic Operations Partner Inside Your Business
This retainer is for founders who don’t need more ideas, they need someone who understands how their business actually runs and builds the operational structure to support growth.
Think fractional COO, with a deep focus on systems, workflows, and automation.
Or an OBM-plus: strategy, systems thinking, and hands-on implementation combined.
What This Retainer
Really Is
This is a strategic partnership.
I work with you to shape how your business operates, then build the systems that make it work in practice.
This is not tech support.
Not task execution.
And not someone waiting for instructions.
Inside the retainer, I act as your operational counterpart. I translate your vision into clear workflows, identify bottlenecks before they slow you down, design systems that scale, and build intentional automations rooted in solid processes. I simplify what’s overcomplicated and bring clarity to how things actually work.
Because I stay embedded in your business over time, context compounds. The systems get smarter. The decisions get easier. The business runs better.
That’s where the real value lives.
Who This Retainer Is For
This partnership is a strong fit if:
You have a running business and want it to feel calmer and more controlled
You’re growing and need better operational structure
You want a partner who thinks strategically and builds
You value simplicity, clarity, and long-term solutions
You’re done managing systems work yourself
It’s not a fit if you’re still validating your first offer or only need a one-off build.
-
At the start of each cycle, we step back and look at the business as a whole.
Together, we:
Clarify your current priorities and growth goals
Identify operational bottlenecks and upcoming pressure points
Decide which systems will create the most leverage over the next 90 days
Define what “success” looks like, operationally, not just financially
This session sets the direction so we’re not reacting month to month.
Everything we build ties back to this plan. -
Once the direction is clear, we stay aligned and adaptable.
Each month, we:
Review what’s working and what’s creating friction
Adjust priorities as the business evolves
Decide exactly what to build, improve, or optimize next
Make clear decisions so implementation stays focused and efficient
These calls ensure we’re always working on the right things - not just the loudest problems.
-
I’m actively working inside your business.
This includes:
Designing and building new systems and workflows
Creating or refining automations that remove manual work
Cleaning up overcomplicated or fragile setups
Improving existing systems as your business changes
Documenting processes where clarity is needed for you or your team
Typically, this looks like 2 - 4 meaningful system builds or improvements per month, depending on scope and complexity.
The focus isn’t volume, it’s impact.
How We Work Together
We work in focused 90-day cycles, because strong operations are built through deliberate design, implementation, and refinement, not one-off fixes.
Each cycle is designed to give you clarity, momentum, and compounding results.
What This Gives You
You get both strategic oversight and hands-on execution, without the overhead of hiring a full-time COO or OBM.
Instead of managing operations yourself or stitching together short-term solutions, you have a consistent partner who understands your business deeply, builds with the long term in mind and keeps your operations aligned with where you’re going.
Apply to Work Together
I keep this container intentionally small so each client receives focused, high-quality support.
If you’re looking for a long-term systems partner,
someone who brings COO-level thinking and hands-on implementation,
you can apply below.