Advisory Retainer — Work-Life Integrator
Advisory Retainer

You don’t need someone to run your agency. You need someone who helps you build one that doesn’t depend on you.

Starts at $500/week — 90-day engagement

Structure. Accountability. Strategic guidance. Your team executes.

Your team waits for your approval.

Projects slow down because people aren’t sure what “done” looks like.

Processes exist… but nobody follows them consistently.

Even though you’ve delegated…

Everything still depends on you.

You’ve already hired the team. You’ve delegated the work. But every important decision still lands on your desk. Hiring another person won’t fix that — this isn’t a staffing problem. It’s an operating system problem.

What your business needs

Four things, built together.

  • A clearer way to make decisions
  • A consistent operating rhythm
  • Documented processes your team will actually use
  • Accountability that doesn’t rely on you chasing people
This isn’t done-for-you operations

And that’s intentional.

I’m not stepping into your business to become another manager. I’m helping you build the systems, structure, and leadership habits that let your existing team execute confidently — without needing me, or you, in every conversation.

You own execution. I make sure you’re building the right things in the right order.

What we’ll work on

Shaped around your agency’s biggest operational constraints.

Clarifying team ownership and accountability

Building weekly operating rhythms and leadership meetings

Designing workflows that reduce founder dependency

Creating practical SOPs and documentation

Defining KPIs and reporting that actually drive decisions

Improving onboarding, delegation, and internal communication

Solving operational bottlenecks before they become recurring problems

What you get

Four working parts, every week.

Sessions

12 Weekly Strategy Sessions

A dedicated weekly working session focused on your highest operational priorities.

Systems

Documentation As We Go

Every framework, workflow, decision, and process we build is documented so your team can use it long after the engagement ends.

Execution

Implementation Support

Between sessions, your team puts the plan into action while we review progress, solve roadblocks, and adjust where needed.

Momentum

Strategic Accountability

It’s easy to know what needs fixing. It’s harder to make time to fix it. I keep the momentum going so improvements don’t stay stuck on your to-do list.

How the 90 days unfold

Click through the arc.

Every engagement is scoped to your agency, but the shape of a 90-day retainer tends to follow the same three phases.

Phase 1 · Diagnose & Structure

Find where the bottleneck actually lives.

We map current decision points, ownership gaps, and where work stalls waiting on you. Weekly sessions start setting the operating rhythm and the first round of accountability structures goes in place.

Phase 2 · Build & Implement

Systems get built, and your team starts running them.

SOPs, KPIs, and workflows get documented and handed to the people who’ll actually use them. Implementation support between sessions keeps rollout from stalling out.

Phase 3 · Embed & Hand Off

Accountability stops depending on you chasing it.

We pressure-test what’s been built, close gaps, and confirm your team can sustain the operating rhythm without the retainer in place. By week 12, you’re the exception in the room, not the default answer.

What this looks like after 90 days

The shift, in the numbers that matter.

Before — every answer runs through you
Founder is the default answer
Systemized
After — team moves work forward
Founder-held
Documented, owned, and run by your team
Founder-dependent Team-owned, documented

Instead of carrying the business in your head, it runs through documented processes, clear ownership, and consistent operating rhythms. Most importantly — you stop being the default answer to every operational question.

Is this right for you

Who this is for.

Good fit if

  • Your agency has a team, but you’re still the operational bottleneck
  • You’re ready to improve how your business runs instead of simply hiring more people
  • You want guidance and accountability while keeping execution in-house
  • You believe the best systems are the ones your own team can sustain

Not a fit if

  • You’re looking for someone to take over day-to-day operations
  • You don’t have the capacity to implement changes with your team

If you want someone to own operations on your behalf, the Fractional Operations Manager engagement is the better fit.

Investment

What’s included.

“I need structure, accountability, and strategic guidance — but I want my team executing, not another operator taking over.”

Advisory Retainer
Starts at $500 / week
90-day engagement · approximately $6,000 total

Because meaningful operational change doesn’t happen in one workshop. It happens through consistent implementation, iteration, and accountability.

Strategic operations advisory, built alongside your existing team.

  • 12 weekly strategy sessions
  • Documentation as we go
  • Implementation support between sessions
  • Strategic accountability to keep momentum moving
Book Your Advisory Call

Not quite the right fit?

If you’d rather hand operations over completely instead of building the systems alongside your team, the Fractional Operations Manager engagement is the better starting point.

Build the business. Don’t become the bottleneck.

Your goal isn’t to rely on another operator forever.

It’s to build an agency that runs because the systems are strong, the team is aligned, and leadership no longer depends on one person. Let’s build that together.

Book an Advisory Call