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Monthly Retainer · Most Common

RevOps
Retainer.

You built a sales system — or inherited one — and it's slipping. Sequences go stale, the CRM gets messy, and nobody's reporting on what's actually working. We keep the engine running.

Book a Discovery Call
How It Works

Ongoing, not one-and-done.

Every month looks like this. You get proactive optimization, not reactive fixes after things break.

Week 1–2
Audit & Optimize
We review what's working, what's not, and make the changes. Sequence performance, CRM hygiene, list quality — all of it gets assessed and improved.
Week 3
Pipeline Review
A structured look at your pipeline — what's moving, what's stalled, and what to do about it. You leave with clarity, not a 40-slide deck.
Week 4
Strategy Session
One hour together to plan the next month. New ICPs to test, sequences to launch, gaps to close. Forward-looking, not backward-looking.
What's Included

Everything the system needs to keep working.

This isn't a check-in retainer. It's active, hands-on RevOps work every month.

CRM Maintenance
HubSpot stays clean and configured — deal stages, automations, properties, and contact hygiene. We catch and fix drift before it slows your team down.
Sequence Testing
We run A/B tests on subject lines, messaging, and CTAs. Underperforming sequences get rebuilt. New ones get written when your outreach strategy evolves.
Pipeline Reporting
Weekly pipeline review and reporting — open rate, reply rate, meetings booked, pipeline value, and conversion by stage. You always know what's actually happening.
ICP & List Refinement
As you learn more about who converts, we refine your ICP and pull new, tighter prospect lists. No more spraying messages at the wrong people.
Monthly Strategy Session
One structured hour every month to align on what's working, decide what to test next, and plan the cadence for the coming month.
Slack Access
Async support between sessions. Stuck on a deal? Something looks off in the CRM? Message us. You don't wait until next month's call to get answers.
Is This Right For You?

For founders who have a system, not a babysitter.

The retainer works best when there's something to maintain and improve.

Good Fit
  • You have outbound running but results are inconsistent
  • Your CRM is active but needs regular upkeep you don't have time for
  • You want someone accountable for pipeline performance month over month
  • You're doing outreach but not tracking what's actually working
  • You want senior RevOps without adding a full-time headcount
Not The Right Fit
  • You have no outbound system yet — start with a Buildout
  • You need someone to manage and coach a sales team
  • You're not committed to outbound as a channel long-term
  • You want project-based work with a clear end date
  • You're pre-product and still finding product-market fit

Stop letting the system decay.

Let's spend 30 minutes figuring out if we're the right fit.

Book a Discovery Call →