One team. One attribution model. One forecast.
When ads, CRM, nurture, and CRO sit in four different vendors, none of them owns the number. The retainer collapses that into one accountable team with one dashboard.
- Price
- $5,000 – $8,000
- Cycle
- 4 weeks
- Strategy
- Weekly call
- Review
- Quarterly
Scope
- Full CRM management, ongoing tuning, and pipeline hygiene
- Email and SMS copy plus campaign execution
- Paid media management across Meta and Google (LSA where relevant)
- Conversion rate optimization on landing pages and booking flows
- Unified attribution dashboard — source through closed revenue
- Weekly strategy calls with the operator or sales leader
- Quarterly performance reviews with a written next-quarter plan
Why it's the most popular engagement
Every other configuration leaves a seam. Ads without CRM ownership means nobody is accountable for what happens after the lead. CRM without ad ownership means you're optimizing a pipeline you don't control the top of. CRO without both means you're rearranging pixels without seeing revenue.
The retainer removes the seam. One team runs the whole loop and owns a single number: cost per booked, converted opportunity.
Fit criteria
Best fit: operators spending $15k+/month on paid acquisition, with an existing sales team, whose bottleneck is coordination across ads, CRM, and follow-up — not a single-channel tactic.
Not the right fit: teams that need a media buyer only, or a CRM admin only. We take those engagements as Pipeline Accelerator or Revenue Ops Core, not the full retainer.
Book a 30-minute audit. We'll walk your current pipeline live, identify the three highest-leverage gaps, and send a written roadmap within 48 hours.
Book a Strategy Call