A senior RevOps and operations team — without building the department yet.

Yes, we offer monthly retainers, and no, they are not required. Most clients start with a one-time, scoped build they fully own, then choose a retainer afterward. That is our model: start with a build, stay on a retainer. The second half is optional, and you decide only after you have seen the work.

A retainer is for businesses that want an outside senior team to keep their systems, dashboards, AI workflows, and revenue operations running and improving after launch. It starts from $3,600/month and is scoped by operating load, meeting cadence, and how much systems responsibility you want us to hold. Plenty of clients take a finished system and run it in-house instead. See /fractional-ops/ for the full picture and /pricing/ for how it sits next to project work, or book a call at /book/ .

Depending on your tier, the retainer covers the ongoing operating layer a growing business would otherwise hire several people to run. That includes monthly RevOps leadership, CRM governance, dashboard review, process improvement, AI workflow management, automation maintenance, and infrastructure or vendor management. It also covers SOP updates, sales and marketing-ops alignment, role design, owner-offload planning, team training, and a quarterly roadmap.

The idea is to keep what we built healthy and getting better, not to hand you a project and walk away. Larger net-new builds are usually scoped as their own Build Sprints rather than absorbed into the monthly fee, so the retainer stays focused on running and improving what exists. The exact mix is scoped to your business on a call. See the full inclusion list at /fractional-ops/ , and how builds and retainers fit together at /pricing/ .

They are three levels of involvement. The Care Plan ($500–$1,500/month) is for systems, apps, and websites OpsPal built: hosting and uptime monitoring, minor fixes and small changes, dependency and security updates, and a monthly status report — the team that built it keeps it running. Managed RevOps (from $3,600/month) adds operating cadence and systems responsibility: scheduled checkpoint sessions, a prioritized backlog, dashboards and reporting maintained, and automation and AI workflows monitored and improved, documented in a shared Confluence workspace. Strategic Operating Partner (from $6,000/month) is the embedded model — audit, roadmap, implementation, and ongoing direction — for owners preparing to scale or exit, and for acquirers who need an outside ops team driving the operating layer.

All three are capacity-capped rather than unlimited, which is what keeps delivery reliable, and every retainer includes a named account lead and assigned engineer, written checkpoint recaps, and monthly reporting. We recommend the lightest tier that actually fits, then adjust as your needs change. Full detail lives at /fractional-ops/ ; book at /book/ to size it.

They are capacity-capped, not unlimited, and we say so on purpose. Each tier is scoped by hours, meeting cadence, and systems responsibility, so we know exactly what we have committed to and can deliver it reliably. Unlimited retainers tend to mean either padded pricing or quietly degrading service when everyone is busy. We would rather be honest about capacity than overpromise.

If your needs grow past your current tier, we talk about moving up rather than silently stretching thin. That cap is what lets us keep response and delivery dependable for every client, since we are a senior studio that protects quality by not overbooking. You will always know what is in scope and what would be a separate build or add-on. Full detail lives at /fractional-ops/ .

After the build ships, you have a real choice. Many clients move to a managed retainer, from $3,600/month, so the same senior team keeps operating, improving, and supporting the systems as the business changes. Retainers are scoped by operating load, meeting cadence, and how much systems responsibility you want us to carry.

If you would rather take it fully in-house, you can. Every build ships with written documentation and Loom walkthroughs so your team can run and maintain it without us in the room. There is no dependency trap, and the sandbox-to-staging-to-production discipline keeps changes testable and reversible. You can also bring us back for scoped work or hourly support at $185/hr when you need a senior hand. See /fractional-ops/ for the ongoing option and /pricing/ for how it is structured.

A growing company eventually needs RevOps, operations, data, automation, and integration roles. Hiring all of them in-house runs roughly $585,000 to $870,000 a year fully loaded, plus the time to recruit, onboard, and manage them. The retainer gives you that senior cross-functional capability now, from $3,600/month, without the org chart, payroll, or management overhead.

You get a CRO/COO-level operator, a Salesforce and integration engineer, and an infrastructure architect working together, instead of a single hire learning on the job. It is the operating team without building the department before you are ready to. Those salary figures are planning estimates from 2025 to 2026 US data, not quotes, and the methodology is footnoted on /fractional-ops/ . To talk through which makes sense for where your business is now, book a call at /book/ .

Yes. The retainer is meant to flex with your business, which is part of why we cap capacity per tier rather than selling unlimited. If a busy stretch needs more hands or a quieter season needs less, we move you between Care Plan, Managed RevOps, and Strategic Operating Partner instead of locking you into one cadence forever.

The honest constraint: scaling up depends on available capacity, since we protect delivery quality by not overbooking. We talk through the right adjustment on a regular cadence so the tier always matches where the business actually is. If you would rather step off the retainer entirely, you still own the systems we built, with the documentation and Loom handoff to run them yourself. Start by booking a scoping call at /book/ and we will right-size it together. More on the tiers is at /fractional-ops/ .

Yes. BH Capital Funding is a named example of the build-then-manage motion: we built their AI underwriting engine and stayed on for ongoing optimization and RevOps integration during that engagement, the same way the retainer works. The results there: underwriting time dropped from 30 minutes to about 5 minutes per file, approvals moved from days down to 2 to 3 hours, and the decline rate fell roughly 35%.

That is the difference between handing over a system and keeping it healthy and improving over time. It is exactly the motion a managed retainer is built around: the same senior team that built the system stays on to run it. You can read the full case at /work/bh-capital-underwriting/ , see how the build-and-run method is structured at /method/ , and find the ongoing option at /fractional-ops/ .

Yes. That's the core of Fractional Ops . We start by mapping how the work actually moves today, then write SOPs in plain language so the team can follow them without guessing. Documentation includes step-by-step procedures, QA checklists, and short Loom walkthroughs for the steps that are easier to show than to write. We focus on the processes that break most often or sit only in someone's head, rather than papering the whole company at once. The goal isn't a binder nobody reads — it's living docs the team uses daily and updates as things change. We scope by the number of processes and the depth of work involved. The fastest way to find your real priorities is the free Business Checkup , then a scoping call .

Yes — that's usually the real reason owners call us. When the business depends on the owner being in every loop, nothing scales. We build an owner-offload plan: a sequenced list of decisions and tasks to move off the owner and onto the team and systems, in an order that doesn't break anything. That means documenting the work, assigning clear owners, and setting escalation rules so people know what they can decide on their own versus what comes back up. Delegation fails when there's no process behind it; we put the process there first. This connects directly to Fractional Ops when the issue is role clarity and team structure. Start with the free Business Checkup to see where you're stuck, then book a scoping call .

An operating cadence is the meeting and check-in rhythm that keeps work moving without the owner chasing people. Most teams either over-meet or rely on ad-hoc messages that get lost. We design a cadence that fits how your business actually runs — the right meetings, the right people, a clear purpose for each — plus a decision log so choices are recorded and don't get relitigated. The point is fewer, better touchpoints and a record the team can follow. We also tie the cadence to ownership, so each recurring meeting has someone accountable for it. This is part of Fractional Ops , and it pairs well with the dashboards and reporting in Data Analytics + Revenue Intelligence so meetings run on real numbers. Book a scoping call to map it.

Yes. Broken handoffs are one of the most common things we fix. Work tends to fall apart at the seams — where a deal moves from sales to ops, from ops to fulfillment, or where finance picks up billing. We map each handoff, document what has to be true before work passes to the next team, and assign clear ownership so nothing sits in a gap. Where the handoff lives in software, we coordinate with CRM + Migrations and Revenue Operations so the system enforces the process instead of relying on memory. The result is handoffs that stop dropping and a clear answer to "whose job is this now." The free Business Checkup is a good first look; a scoping call turns it into a plan.

An ownership map says, for every important process, who is accountable for it, who does the work, and what happens when a decision is needed. We build it from how your business actually operates — not a generic org chart. For each process we name a single owner, document the escalation path, and write the rules for what that owner can decide versus what goes up the chain. That removes the "I thought you had it" gaps and gives people permission to act. When the underlying issue is team structure or unclear roles, we bring in Fractional Ops , which is informed by org psychology — it's not HR or therapy. Ownership maps are part of Fractional Ops . To scope yours, book a scoping call .

Software is a tool; it doesn't decide how your business should run. Most businesses don't only have a software problem — they have a process-ownership problem, and a new app won't solve that on its own. We define the process first: how work moves, who owns each step, the cadence, and the escalation rules. Then, if a tool helps, we make sure it enforces that process instead of adding another place to forget things. Sometimes the right answer is configuring what you already have; sometimes it's Revenue Operations or CRM + Migrations work to make the system carry the load. The deliverable is a business that runs on documented process, not on someone's memory. Book a scoping call and we'll tell you which you actually need.

Documentation only helps if it stays current, so we build for that from the start. Each process gets a named owner who's responsible for keeping it accurate, and the operating cadence includes a regular point to review and update what's changed. We hand off with clear, editable docs and Loom walkthroughs so your team can maintain them without us. That said, businesses change fast, and many owners want a partner who keeps the process running and improving rather than letting it drift. That's our model — start with a build, stay on a retainer — through Fractional Ops / Managed RevOps , available in Care Plan ($500–$1,500/month), Managed RevOps (from $3,600/month), and Strategic Operating Partner (from $6,000/month) tiers. You're never locked in; the docs are yours either way. To talk through what ongoing support looks like, book a scoping call .