How we work · Rung 04

RetainerThe senior seat, kept.

The retainer keeps the senior seat warm. Once the direction is set, most leadership teams need continuing access to the judgement that set it: someone in the room each month who holds the whole picture across brand, GTM and AI, and who can catch drift before it costs a quarter.

Who it’s for

The people who knock on this door.

CEOs and founders who want a standing strategic counterweight in the leadership rhythm

Leadership teams executing a roadmap who need the strategy held steady while they build

Marketing leaders who want senior review of the big calls before they ship

Operators mid-transformation who need decisions unblocked between board cycles

What you get

What the seat carries

Rung 04

The ongoing seat

Monthly cadence · priority access

Pay-for-access to the Lead Advisor: a monthly strategic cadence plus priority access between sessions, across whichever pillars are live.

  • Monthly strategic session with the Lead Advisor, agenda set by what is actually moving
  • Priority access between sessions for the calls that cannot wait
  • Light-touch direction across Brand, GTM and Technology & AI as priorities shift
  • Standing review of in-flight work against the locked direction

How it runs

How the retainer runs

Set the cadence

We agree the monthly rhythm, the standing agenda and who sits in the room. Most retainers follow an Audit, Sprint or Roadmap.

Hold the direction

Each session reviews what shipped, what drifted and what decision is next. You leave with the few right moves for the month.

Stay reachable

Between sessions, priority access covers the decisions that cannot wait for the calendar.

Review quarterly

Every quarter we step back, re-score progress against the plan and adjust the cadence or scope if the business has moved.

Engagement minimums

  • Three-month minimum, billed monthly in advance
  • Cadence and access level agreed in writing at the start
  • Work beyond the agreed cadence is scoped as a project rather than absorbed silently
$165MIn products and services sold for clients since 2018
296%Sales growth in the first 120 days
3AI products in market
7+ yrsLongest strategic partnership

Let’s collaborate.

Tell us where the business is stuck and we will define the best approach based on your needs, whether it lives inside Retainer or another model entirely.