Services and Offerings
Two focused tracks.
Choose your services, scale your retainer.
Each track operates as its own scope — clean, flexible, and built to grow with you.
Already know what you’re looking for?
Skip ahead below or browse all services and offerings!
Retainer Services
Consulting
One-Time Services
How It Works
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How It Works ✳︎
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Decide whether you need Growth & Marketing support, Business Operations support, or both. Each track is its own retainer with its own scope — clean and independent.
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Browse the services within your track and select the ones that match where you need support right now. You can start focused and expand as your business grows.
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Up to 2 services = Essential.
Up to 4 services = Growth.
Up to 6 services = Full Suite.
Your monthly retainer price is determined by how many services you choose — no hidden fees, no surprises.
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Some services require a one-time setup fee before the monthly retainer begins — for builds like Shopify, ClickUp, Dubsado, GoHighLevel, and websites. Setup is one-time; maintenance folds into your retainer.
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If you only need a setup with no ongoing management, any platform build is available as a standalone VIP Day or Half-Day. One focused session, one deliverable — done.
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Need to add a service, pause a track, or change your scope?
Each track is designed to flex.
We revisit your retainer together at any time — nothing is locked in forever.
Growth & Marketing Track
Essential Plan
Up to 2 services
$1500/month
Services Offered:
Growth Plan
Up to 4 services
$3500/month
Full Suite
6+ services
$6000/month
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What’s Included:
Content Calendar Creation
Graphic/Image Creation
Hashtag Research
Caption Writing
Scheduling & Posting
Monthly Analytics Report
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What’s Included:
Blog Posts (up to 4/month)
Email Newsletters (up to 4/month)
Content calendar
SEO research + optimization
List management & segmentation
Template design and formatting
Automations & sequences
Monthly performance report
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What’s Included:
1 platform (i.e. meta or google)
Can add additional platforms as an add on
Ad strategy & Planning
Creative direction and graphic assets
Ongoing optimization and monitoring
Ad copywriting
Campaign setup & launch
Audience & targeting research
Retargeting setup
Monthy performance report
*Ad spend is billed separately and paid directly to the platform.
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What’s Included:
Topic & format strategy
Opt-in page copy
Copywriting & Design
Email platform delivery setup
1 revision round included
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What’s Included:
Funnel Strategy & Mapping
Platform build-out
Funnel Copywriting
Email sequence writing
Automation setup
Testing & QA before launch
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What’s Included:
Up to 4 episodes/month
Episode editing (audio)
Transcript creation
Show Notes writing
Audiogram & graphic creation
Episode scheduling and publishing
Distribution (Spotify, Apple, Etc)
Additional episodes beyond 4/month can be included as add-on.
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What’s Included:
Launch strategy & timeline mapping
Pre-launch content planning
Launch sequence & funnel coordination
Email campaign planning & copy
Social medi launch content plan
Post-launch debrief and metrics review.
Covers course, program, podcast, and product launches. Scope confirmed during onboarding.
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What’s Included:
Design, copy, and full build
Ongoing maintenance in retainer
*One-time setup fee: $1500 - $2500 depending on scope. Monthly maintenance folded into the retainer after launch.
Business Operations Track
Essential Plan
Up to 2 services
$1200/month
Services Offered:
Growth Plan
Up to 4 services
$2800/month
Full Suite
6+ services
$4500/monthh
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What’s Included:
Workspace architecture & build
Automations within Clickup
Team onboarding and training
Custom templates & task structures
SOP documentation
*One-time setup fee of $750. Monthly retainer covers ongoing maintenance & monthly check-in/optimization
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What’s Included:
Task & project tracking
SOPs creation & documentation
Deadline & milestone management
Reporting & status updates
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What’s Included:
Workflow audit & mapping
Zapier build out
TooI integration & connection setup
Documentation of automations
Testing & QA
Team training on new workflows
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What’s Included:
Full CRM build & workflow setup
Branded client portal
Proposal, contact, and invoice templates
Onboarding automation sequences
Payment integration setup
Team training & walkthrough
*One-time setup fee of $1200. Ongoing maintenance folded into retainer after setup.
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What’s Included:
Platform recommendation & selection
Full CRM configuration
Pipeline & deal stage setup
Contact import & data migration
Team training & onboarding
Integration with other tools
*One-time setup fee of $800. Ongoing maintenance folded into retainer after setup.
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What’s Included:
Full account build & configuration
Automation & workflow builds
Pipeline & opportunity setup
Email & SMS campaign setup
Funnel & landing page build
Calendar & booking integration
Team training & walkthrough
Testing & QA before handoff
* One-time setup fee starting at $3000. Scope determined during onboarding. Ongoing management folded into retainer after setup.
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What’s Included:
Launch strategy & timeline mapping
Pre-launch content planning
Launch sequence & funnel coordination
Email campaign planning & copy
Social medi launch content plan
Post-launch debrief and metrics review.
Covers course, program, podcast, and product launches. Scope confirmed during onboarding.
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What’s Included:
Store architecture & theme setup
Checkout flow optimization
Prodcut page creation & copywriting
Payment & shipping configuration
App integrations
Launch testing and QA
*One-time setup fee: $1500. Monthly maintenance folded into the retainer after launch.
Looking for help with marketing & operations?
Two tracks, one relationship.
Clients who need both Growth & Marketing and Business Operations are treated as two separate retainers — each with its own scope, deliverables, and pricing.
This keeps the work clean, prevents scope creep, and makes it easy to pause or scale one track independently.
If you only need select services from each track, custom retainers are available.
Strategy & Consulting
Not a retainer. Not a track.
A focused engagement for clients who need expert eyes on their business before committing to ongoing support.
VIP Planning Day
A full-day private session to map out your next 90 days — marketing, operations, and systems. Includes pre-work, the session, and a complete action plan delivered within 48 hours.
$1000
Business Ops Audit
A deep-dive review of your current systems, tools, and workflows. You'll leave with a clear picture of what's working, what's not, and a prioritized action plan.
$500
Strategy Intensive
A focused 90-minute working session on a specific challenge — launch planning, systems design, offer structure, or team operations. Includes a written follow-up summary.
$350
One Time Setup Services
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One Time Setup Services ✦
GoHighLevel Setup
Full GHL build & automation
$3000+
GoHighLevel Setup
Full GHL build & automation
$3000+
GoHighLevel Setup
Full GHL build & automation
$3000+
GoHighLevel Setup
Full GHL build & automation