Strategy Retainer

Business Process & Automation

Why invest in business processes and automation?

Every part of your business should support your growth.

Too often, organizations get stuck when disorganized processes and siloed or patched-together systems start hindering growth instead of fueling it.

Ignoring broken or ineffective business processes means wasting tens (or sometimes hundreds) of thousands of dollars on missed opportunities or misguided development efforts. Worse, you risk hindering business growth when your systems can’t keep up. Our consulting engagement will give you access to the strategic and tactical expertise you need, when you need it.

How Does It Work?

Our agreement entitles you to unlimited 24/7 access to me via phone and Slack. I return all messages no later than the next business day, although in practice response time is much quicker (particularly between 9am to 5pm CT, but also nights and weekends). Meetings are scheduled in advance, typically taking place over the phone or Zoom.

There are 6 possible areas of involvement:

  • Participation in an initial in-depth, in-person meeting to define goals and organizational challenges.

  • Regular meetings with the primary project contact to discuss strategy, longer-term issues, and business goals.

  • Audit of select existing workflows and processes; mapping of recommended integrations, automations and process workflows.

  • Strategic and tactical advice through meetings with key team members. These are individualized and mutually agreed upon. In addition, I'll serve as a sounding board as they work to achieve their business and technical goals.

  • Technical review of APIs, source code, documentation. Where appropriate, I'll provide code samples and proof-of-concept examples. Please note that authoring shipping code, designs, or documentation is not included in this agreement.

  • Situational responsiveness to needs that arise that you deem require my assistance, which are not covered elsewhere.



Please note that authoring shipping or production code, designs, or documentation is not included in this agreement. You may include a development retainer with Excel Software Services in this agreement (see option #2) or receive development services at a 25% discount during the length of this retainer.

Available Options

Option 1
Advisory retainer only - $x,xxx USD per month, all inclusive. (i.e., I arrange and pay for any necessary travel, administrative expenses, etc).