§05.01Retainer
Essentials
retainer
Senior oversight, monitoring, and a small pool of delivery hours for the odd fix.
PRICE
$1,000/mo
DELIVERY
3 hrs / month
MONTHLY PRICE
$1,000/mo
DELIVERY HOURS
3hrs / mo
ADVISORY INCLUDED
- +Monthly org health report — full analysis in plain English
- +Salesforce release briefing — what the seasonal release means for your specific org
- +3 advisory questions per month via email (48-hour response)
- +Quarterly 30-minute strategy check-in call
DELIVERY HOURS COVER
- +3 delivery hours per month — small fixes, field additions, flow tweaks, or a focused advisory deep-dive
- +1-hour minimum per task. Same scheduling rules as Growth — allocated at month start
ENGAGEMENT TERMS
Month-to-month. No lock-in. Cancel with 30 days notice at any time. Upgrades prorated from the date of change; downgrades take effect at the next billing cycle.
RIGHT FOR
Stable orgs with an internal admin. You want senior oversight, a consultant to call, and a few hours a month for small fixes — not a full sprint.
NOT INCLUDED
- −No Slack access — email only
- −Work over 3 hours/month → scoped as a paid add-on, agreed before starting
Ready to accelerate?
30 minutes tells us if we're a fit. Written scope + fixed price within 48 hours.