◆ Club Service Retainers

Not Just Advice —
We Build It With You.

Monthly retainer partnerships that deliver real implementation: tools, processes, systems, and strategies your business can use the moment we're done.

$300 /month
Account Management
+
$300 /month
Strategic Programming
Cancel anytime. No long-term contracts.
📅 Book Free Discovery Call See What's Included ↓ Apply Now →
Cancel anytime — no lock-in
📍 Philadelphia-based — serving PA & NJ nationwide (virtual)
🛠️ Implementation included — not just strategy decks
🤝 Free 30-min discovery call before you commit
Two Ways to Partner, One Price

Choose the retainer that matches your current business need — or stack both for a full operational partner at your side.

🤝
Account Management
Post-Sale Client Success & Retention
$300/month

You closed the deal — we keep it. We serve as your outsourced account management function, maintaining active relationships with your post-sale clients so they stay engaged, see results, and renew. We build the systems, run the touchpoints, and flag churn risk before it costs you.

Monthly Deliverables
  • Client onboarding workflow design & implementation
  • CRM setup, configuration & pipeline management
  • Scheduled check-in cadences & communication templates
  • Client health scoring & churn risk monitoring
  • Renewal & upsell playbook development
  • Monthly client success report delivered to you
Best Fit For
SaaS / Software Marketing Agencies B2B Services Professional Services Healthcare Practices Consulting Firms
Typical Timeline
Month 1: Audit & onboarding system build · Month 2: CRM + check-in cadence launch · Month 3+: Ongoing optimization & monthly reporting
Apply for Account Management →
🗺️
Strategic Programming
Monthly Sessions + Real Implementation
$300/month

This isn't a coaching call where you leave with homework. Every session produces something tangible: a roadmap, a live tool, a documented process, or an executable strategy. Think fractional COO meets implementation consultant — we plan it and build it.

Monthly Deliverables
  • 2× monthly strategy sessions (60 min each)
  • Project roadmap & prioritized 90-day action plan
  • Tool selection, setup & AI integration support
  • SOP documentation for key business processes
  • Implementation check-ins & accountability between sessions
  • Quarterly strategy review & goal reset
Best Fit For
Growing Small Businesses Founders & Solopreneurs Service-Based Businesses Scaling Agencies Healthcare & Legal E-Commerce
Typical Timeline
Month 1: Business audit & 90-day roadmap · Month 2: Priority implementation sprint · Month 3+: Optimization, SOPs & next-phase planning
Apply for Strategic Programming →
Built for Businesses That Sell Ongoing Relationships

Our retainers are designed for niches where client retention, process documentation, and strategic clarity are the difference between growing and grinding.

💻
SaaS & Tech Companies
Client onboarding workflows, health scoring dashboards, churn playbooks, CRM configuration, and renewal cadences.
🎨
Marketing & Creative Agencies
Project delivery SOPs, client communication templates, account review cadences, and retainer renewal frameworks.
⚖️
Law & Professional Services
Client intake processes, matter tracking workflows, billing cadences, and practice management tool implementation.
🏥
Healthcare Practices
Patient communication frameworks, referral tracking systems, practice operations SOPs, and scheduling workflow design.
🏗️
B2B Service Companies
Post-sale client journey mapping, account management playbooks, CRM setup, and quarterly business review templates.
🛍️
E-Commerce & DTC Brands
VIP customer retention programs, loyalty systems, post-purchase automation, and strategic growth roadmaps.
From Discovery Call to Deliverable

Simple, structured, and built so you hit the ground running from month one.

1

Free Discovery Call

30 minutes. We understand your business, your clients, and where the gaps are. No pitch deck.

2

Submit Intake Form

Fill out the service-specific intake so we can prep a personalized plan before we officially start.

3

Month 1: Audit & Build

We audit your current setup and deliver your first tangible output — a system, a roadmap, or a workflow.

4

Ongoing: Optimize & Grow

Monthly deliverables, check-ins, and strategy sessions keep you moving forward every single month.

📅 Book My Free Discovery Call
Before You Apply
What exactly do I get each month for $300? +
It depends on which retainer you choose. Account Management delivers client systems, CRM work, communication cadences, and a monthly success report. Strategic Programming delivers two 60-minute sessions, a 90-day action plan, SOP documentation, tool setup, and implementation support. Both retainers produce tangible, usable outputs — not just advice.
Is there a contract? Can I really cancel anytime? +
No long-term contracts. These retainers are month-to-month. We ask for 30 days notice to wrap up any open deliverables cleanly, but there's no penalty or cancellation fee.
What's the difference between the two retainers? Can I get both? +
Account Management focuses outward — on your clients and their experience with you after the sale. Strategic Programming focuses inward — on how your business operates, plans, and grows. They complement each other and many clients run both simultaneously for $600/month total.
Do I need to have a lot of clients for Account Management to make sense? +
Not at all. If you have as few as 5–10 paying clients and no formal system to manage their experience, you're already losing retention and referral revenue. We build the infrastructure now so it scales as you grow.
I'm not very tech-savvy. Will I be able to use what you build? +
Yes — that's actually the point. We select tools that fit your technical comfort level and document everything with clear SOPs and walkthroughs so your team can use and maintain what we build long after the engagement.
What cities or regions do you serve? +
We're Philadelphia-based and work with clients across Pennsylvania and New Jersey — including West Chester, Lancaster, Pittsburgh, Scranton, King of Prussia, Cherry Hill, Princeton, Hoboken, and Newark. All engagements are virtual, so we also work with clients nationwide.

Ready to Build Something That Lasts?

Your first call is free and there's no commitment. Let's figure out which retainer fits your business — or if a different service makes more sense right now.

📅 Book Free Discovery Call Apply & Submit Intake → View All Services