Embedded Retainer
Growth systems compound when someone owns them.
Embed us in the loop.
A monthly retainer that keeps the revenue operating system honest after launch. RevOps, marketing systems, applications, automation, and analytics under one accountable team — continuous optimization, not "support tickets".
Specific outcome
A revenue OS that gets better every month
Funnel and lifecycle metrics improve quarter over quarter because someone is responsible for noticing what stopped working.
Operational credibility
How we run.
Embedded, not outsourced
We sit inside your tools, your CRM, your dashboards — not behind a ticketing wall.
Weekly + monthly review
Weekly working session on the system, monthly outcome review with leadership.
All six layers
Marketing, RevOps, applications, search, automation, intelligence — under one accountable team.
The system
What ongoing ownership actually means.
Pipeline + reporting hygiene
CRM stays clean, dashboards reflect reality, attribution survives ad-platform changes.
Lifecycle + automation
Triggers, routing, retention sequences continuously refined against actual cohort data.
Implementation backlog
Fixes from the audit ship in priority order. New problems get triaged before they compound.
Search + content layer
Local SEO, GBP, content production, AEO — refreshed against ranking + LLM citation data.
Reliability + observability
Integration / workflow alerting, weekly uptime + error review, runbooks updated as the system evolves.
Internal leverage
We train your team to own pieces. The retainer should make itself smaller over time, not larger.
What we do
Every engagement, in writing.
- 01Sit inside your CRM, GA4, GBP, GHL, automation tooling, and observability stack.
- 02Run a weekly working session on the system — pipeline, lifecycle, search, automation, reporting.
- 03Ship one or two prioritized fixes per sprint, alongside continuous QA and observability.
- 04Run a monthly outcome review with leadership: what moved, what did not, what is next.
- 05Train your team. The goal is to make ourselves smaller over time, not larger.
WHEN IT FITS
- +You completed an audit + at least one implementation sprint and want to maintain the gains.
- +You do not have a senior RevOps + growth engineering hire on staff.
- +Multiple capability layers (marketing + automation + analytics) need owners and you do not want a vendor zoo.
WHEN IT DOES NOT
- −You only need one specific fix, no ongoing relationship (use Implementation Sprint).
- −You need a generic "marketing agency" running channel campaigns (we are systems-first, not channel-first).
Architecture
The retainer covers all five layers, not just one.
Implementation
How a typical run sequences out.
Two-week onboarding: tool access, runbook hand-off from the build team, baseline metrics captured, first sprint scoped.
Weekly working session, async during the week, monthly leadership review with documented outcomes.
Issues + ideas tracked in a shared backlog. We do not invent work — we work the queue.
Quarterly review of which pieces your team can own. Healthy retainers shrink as your team grows into the system.
Get started
Make the system compound.
A retainer only makes sense if there is a system worth maintaining. We will say so on a strategy call.