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Fractional Operations Lead for ongoing monthly operations support for your business.

WHAT'S INCLUDED:

• 10 dedicated hours per month (tracked, unused hours don't roll over)
• Bi-weekly operations review calls (30 mins each):
  • Review what's working and what's broken
  • Prioritize fixes and improvements
  • Strategic monthly planning
• Async support via Slack or email:
  • 12-24-hour response time on weekdays
  • Quick questions, troubleshooting, advice

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• Customization scope:

  MONTH 1 FOCUS (First 15 days):

  • Workflow audit:
    • Complete assessment of current operations
    • Identify bottlenecks and inefficiencies
    • Create optimization roadmap with priorities
  • Initial optimization work:
    • Quick wins and immediate fixes
    • Template adjustments
    • Process improvements
  • Monthly progress report

  ONGOING MONTHS (Within 10-hour budget):

  • Template building and customization as needed:
    • Modify existing databases (add/remove fields, views, formulas)
    • Small builds (1-2 new databases per month if scope allows)
    • Layout and workflow design improvements
  • Process documentation (SOPs) as priorities allow
  • Ongoing optimizations and refinements
  • Training and support
  • Monthly progress reports </aside>

WHAT 10 HOURS/MONTH LOOKS LIKE:

• 2 hrs: Bi-weekly calls (2/month) + Monthly reporting and planning
• 5-6 hrs: Template building/customization + Process optimization work
• 2-3 hrs: Documentation, training, workflow design
• Unlimited async support (not counted toward hours)

EXAMPLES OF WHAT CLIENTS USE THIS FOR:

• Maintaining and improving existing Notion workspace
• Optimizing recruiting operations (ATS tweaks)
• Creating process documentation over time
• Training team members as they onboard
• Ongoing system improvements and iterations
• Strategic ops planning and consulting

WHO THIS IS FOR:

• Businesses that already have basic systems in place
• Startups (10-50 employees) needing ongoing ops support
• Growing creator businesses with evolving needs
• Solopreneurs who need regular ops guidance
• Teams that need fractional ops leadership without full-time hire

NOT A GOOD FIT IF:

• You need a complete system built from scratch (book Custom Build first)
• You need 20+ hours/month of work (this is 10 hours max)
• You need immediate major overhauls (retainer is for incremental improvements)

COMMITMENT:

🛡️ RISK-FREE FIRST MONTH

Not sure if a retainer is right for you? Try it risk-free.

Here's how it works:

1. Subscribe and start your first month
2. Work with me through the initial audit and first 2 calls
3. If you're not completely satisfied with the value by day 30, let me know and I'll refund your first month payment. No questions asked.

After month 1, it's simple: Month-to-month subscription. Cancel anytime with 30 days notice. No long-term contracts.

This gives you a full month to see if fractional operations support is worth $500/month for your business.

NEXT STEPS:

Once payment is received, I'll email you within 24 hours with:

• Slack workspace invitation for ongoing communication
• Calendly link to schedule your first bi-weekly call
• Onboarding questionnaire to understand your needs </aside>