Operational Impact Retainer

Simplifying operations. Freeing your time. Growing your business.

Happy Notes
Let’s get down to business

What to Expect

What’s Included

  • Initial Business Audit and Implementation
  • Business System Management
  • Operations Management
  • Team Management
  • Performance Management
  • Program Management

How it Works

  • Step 1: Apply, sign, pay, and book your kickoff call
  • Step 2: Kickoff call — share access and systems
  • Step 3: We start the first 90-day impact plan
  • Step 4: Ongoing management starts

Your Collaborative Commitment

To ensure smooth, effective support, you must:

  • Provide timely access to all tools.
  • Maintain required software subscriptions.
  • Join weekly check-ins and monthly meetings.
  • Respond within 48 business hours.
  • Make final decisions as CEO.
  • Respect or reschedule meetings on time.
Happy Notes
From assessment to strategy

The First 90 Days

day 1-30

Full Business Audit


The audit starts with a 30-minute kickoff call to gather system logins. Then, a deep look at operations reveals gaps, slowdowns, and inefficiencies that are holding growth back. At the end of the month, you’ll receive an audit report that highlights the biggest opportunities and gives clear, actionable recommendations to drive results.

Day 31-60

Strategic Planning


Next, the focus shifts to creating a clear plan for the highest-impact projects. During a 60-minute video call, audit findings are reviewed and projects are prioritized using the Eisenhower Matrix—a simple framework that separates tasks by urgency and importance. The outcome is a detailed plan highlighting the work with the greatest potential impact.

Day 61-90

Implementation


High-priority projects are put into action to improve efficiency and streamline operations across the business. This work strengthens core processes and lays the foundation for sustained growth and long-term success.

Olivia has been the best copywriter I have ever worked with! She is patient and writes the best content that I could have never come up with myself.
Sophia R

after the 90 days

Ongoing Impact

After the first 90 days, the retainer keeps your business running smoothly and efficiently. Systems are optimized, workflows refined, and key metrics tracked—so nothing falls through the cracks. Programs run on schedule, your team stays aligned, and operational headaches are minimized. The result: you can focus on strategy, innovation, and growth, instead of putting out fires or managing day-to-day details.

$3600
USD starting rate per month
  • Systems Setup and Optimization: Implement and maintain project management, CRM, and communication tools.
  • Tech Stack Management: Oversee business software, ensuring cost efficiency, optimal performance, and automation of key workflows.
  • Process Optimization: Create and maintain SOPs, workflows, and operational documents for efficiency.
  • Financial Dashboard: Revenue/profit/expense tracking with Fintable.
  • Business Planning & Goal-Setting: Help CEOs establish clear short-term and long-term goals.
    • Weekly: 15-min check-in
    • Monthly: 45-min ops review
    • Quarterly: 60-min strategy session
    • Annually: Yearly planning meeting
  • Project Management Oversight: Monitor project progress, assignments, and timelines with tools like Asana, Airtable, or ClickUp.
  • Recruitment and Onboarding: Evaluate, hire, and onboard contractors or employees with a structured process.
  • KPI Monitoring: Track key business and team performance indicators
  • Reporting and Dashboards: Set up and maintain dashboards for tracking performance metrics.
  • Content Delivery Coordination: Ensures the team schedules and delivers program content on time.
  • Community Management: Oversee the team managing forums, moderate discussions, and troubleshoot issues..
  • Program Operations: Manage onboarding, off-boarding and member database alongside virtual assistant. 

Essential Info, Simplified

Frequently Asked Questions

This retainer is for coaching digital marketing businesses with memberships or group programs in the growth stage of their business.

They’re managing a small but busy team, but their systems feel scattered, priorities keep shifting, and projects take longer than they should.

They need a strategic partner who can step in, streamline operations, keep the team focused, and make sure the work that drives growth actually gets done—without the CEO having to manage every moving part.

The first 90 days focus on onboarding and setup. We start with a kickoff call, conduct a thorough audit of your operations to identify gaps and opportunities, then prioritize and begin implementing high-impact projects that improve your business systems and processes.

Access to Fintable (for financial tracking), two Airtable team seats (for managing business information and KPIs), and Komodo (for creating and managing SOPs) is required. Additionally, a project management tool like Asana or ClickUp is needed to coordinate tasks and timelines.

Our Operational Impact Retainer is priced at $3,600 USD per month. To ensure we continue delivering exceptional value and adapting to your evolving needs, the rate increases by a minimum of 10% every 12 months.

This structure guarantees ongoing commitment to your operational excellence and growth, making it a smart, scalable investment in your success.

Operational Impact Retainer