Retained Services

Some teams want me 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?"

The Model

You're buying ownership of specific systems.

I take ownership of whichever systems make sense for you (usually the CRM plus whatever it talks to), and my time splits between planned work and whatever broke that week. That ratio moves around a lot depending on how much is actually breaking.

Every retained engagement starts with the same 2-week audit, because I'm not going to take ownership of a system I haven't stress-tested first. Sometimes it turns out you don't need ongoing help at all, which is a perfectly good result. If it does make sense, we go month to month and you can end it whenever you want.

Three Tiers

Depends how deep you want me in it.

01

Foundation

For teams that already know what they want and need someone dependable running it.

The work that keeps things upright.

  • Monitoring and troubleshooting
  • User administration
  • Data hygiene

Weekly check-in. I answer inside a business day.

02

Operations

Most teams end up here, usually because the backlog is the real problem.

Everything in Foundation, plus the build work.

  • New workflows and custom reports
  • Integration monitoring
  • Process documentation
  • Data quality programs

We plan quarterly and scope projects up front, so you know what's coming. Same-day response.

03

Architecture

At this point I'm functioning as your RevOps lead.

Everything in Operations, plus ownership of how it all fits together.

  • Cross-system architecture design
  • Rollout management across teams
  • Going looking for problems before they surface

Two meetings a week, a four-hour SLA, and a quarterly review with your leadership.

The Math

Why this instead of hiring

A systems-oriented RevOps hire runs $160-200K fully loaded, and that's before they've learned your stack. Someone who can do CRM architecture, integration design, data modeling, and AI ops is genuinely hard to find, and most teams under 200 people can't justify the headcount anyway. This costs well below that, and I've already made most of the mistakes on somebody else's platform.

Interested? Start here.

Book a call and we'll work out what you actually need, and whether I'm the right person for it.

Book a Free Systems Stress Test