Retained Services

Some teams want us to stick around.

The audit-and-handoff model is how most engagements work, and it's designed that way on purpose. But every so often a team finishes the audit and says something like: "We don't want to hire for this. Can you just keep owning it?"

Scope ownership, not task-counting.

You get ongoing ownership of defined system domains (your CRM, your CS platform, your integrations, whatever combination makes sense), with capacity split between planned strategic work and reactive needs based on what the system actually demands.

Every retained engagement starts with the same 2-week audit. We don't retain on a system we haven't stress-tested, and honestly, the audit sometimes reveals you don't need ongoing help at all. When it does make sense, the engagement runs month-to-month. No lock-in, no exit fees.

Pick the depth that fits.

01

Foundation

For teams that have the strategy but need reliable hands on the system.

Monitoring, maintenance, troubleshooting, user admin, data quality. Reactive fundamentals that keep things running while your team focuses on customers. Weekly check-in, one business day response.

02

Operations

For teams that need execution capacity they can trust.

Everything in Foundation, plus workflow builds, integration monitoring, custom reporting, process documentation, and data quality programs. Quarterly roadmap with real project work, not just maintenance. Same-day response.

03

Architecture

For teams that need a fractional RevOps leader, not just an operator.

Full strategic ownership across systems. Cross-functional access, proactive optimization, integration design, change management. Two standing meetings per week, four-hour response, quarterly business reviews with leadership.

Why this instead of hiring

A senior RevOps manager costs $150-175K fully loaded before they've learned your system. Retained services start well below that, with zero ramp time and pattern recognition across dozens of platforms instead of one person's experience. The tradeoff is you don't get 40 hours a week. For most teams under 200 employees, you don't need 40 hours a week.

Interested? Start here.

Book a call, and we'll figure out what you need and if we're a good fit.

Book a Free Journey Stress Test