RETAINER
Sustained Access Without Full Engagement
Some organizations need reliable access to senior perspective, available when it matters, without the overhead of a full engagement.
The RETAINER format exists for organizations that have built structural clarity and want to maintain it.
This is active partnership at a sustainable rhythm, ensuring that as new challenges arise, leadership has grounded external perspective to navigate them.
The RETAINER is for organizations that want access without a full engagement.
You may be:
Operating from a position of relative stability but facing ongoing complexity.
Wanting a trusted external perspective for emerging decisions.
Navigating a landscape where conditions shift and new challenges surface regularly.
Valuing continuity of relationship over repeatedly onboarding new advisors.
This is not for organizations in acute transition.
If you are facing significant structural change, FOUNDATION or Implementation Partnership is the appropriate scope.
The RETAINER is for maintaining clarity, not establishing it.
Who This Is For
What Is Included
Advisory access: responsive, typically within 24 to 48 hours for non-urgent matters, same-day for genuine urgency
Quarterly check-ins: 90-minute sessions to review organizational health and surface emerging dynamics
Async decision support: email and voice memo access for decisions that benefit from external input
Crisis availability: priority access when genuine crises emerge
If an organization has completed the FOUNDATION, a lightweight version of the diagnostic is available to ensure long term progress
Investment: $3,500 - $5,000 / month
Minimum commitment: 6 months