Operational Impact Retainer

Online business management for 6-figure coaching digital marketers and —streamlining operations, aligning teams, and positioning businesses to scale effectively and sustainably.

What’s Standing Between You and Your Next Level?

These are the types of things you struggle with
1

Juggling client work, managing your team, and handling program delivery leaves little time for strategic growth or creative focus.

2

Inefficient workflows and missing processes create confusion, delays, and frustration—making smooth business operations feel out of reach.

3

Growing your business feels risky without clear systems and reliable support, making it hard to scale with confidence and ease.

Happy Notes
Introducing

Operational Impact Retainer

A monthly retainer that begins with a structured 90-day phase to uncover inefficiencies, prioritize high-impact projects, and implement key improvements across your business operations.

In the first 30 days, we conduct a full audit. By day 60, you’ll have a clear roadmap aligned to your strategic goals. In the final 30 days, we execute high-priority improvements that create lasting operational strength.

After the initial phase, the retainer transitions into ongoing operational oversight—designed to maintain efficiency, support growth, and keep your systems running smoothly without constant oversight from you.

Let’s get down to business

The First 90 Days

day 1-30

Full Business Audit


The process begins with a 30-minute kickoff call to set up the audit and gather essential information. This is followed by an in-depth review of the business to identify operational gaps and highlight areas needing improvement. By the end of this period, an audit report is delivered that includes initial recommendations and clearly points out key opportunities for growth.

Day 31-60

Strategic Planning


Focus then moves to developing a clear plan targeting the highest-impact projects. During a 60-minute video call, audit findings are reviewed and projects prioritized using the Eisenhower Matrix, ensuring alignment with strategic objectives and resulting in a detailed plan that outlines the work with the greatest potential impact.

Day 61-90

Implementation


The high-priority projects are implemented to improve efficiency and streamline operations across the business. This work helps strengthen core processes and sets the stage for continued growth and lasting success.

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after the 90 days

Ongoing Impact

After the initial 90-day period, this retainer continues to provide coaching digital marketing CEOs with ongoing operational and business systems support. The focus shifts to maintaining and refining streamlined workflows, overseeing project management processes, and continuously tracking key performance metrics. This ensures your business stays efficient and aligned with your strategic goals. Additionally, program client management keeps your membership and group coaching programs running smoothly, freeing you to concentrate on innovation and sustainable growth.

$2500*
USD starting rate per month

Business Systems Management
Operations Management 
Team Management 
Performance Management 
Program Management

Essential Info, Simplified

Frequently Asked Questions

This is a monthly, ongoing service providing coaching digital marketing CEOs with expert operational and business systems support. It streamlines workflows while improving team and program management to boost efficiency and business growth.

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.

The retainer investment is $2,500 per month for the first 9 months, which covers the onboarding and foundational improvements. After that, the fee increases to $2,800 per month as your business operations mature and we provide ongoing advanced support. Following this, the retainer fee will increase every 12 months to reflect the growing value and continued commitment to your business growth.

Operational Impact Retainer