Engagements

How engagements work

Four tiers, each building on the one before. Priced by stage and headcount, billed monthly, with a trained successor at the end of every one.

The short answer

There are four retainers, and each includes everything in the one before: The Prelude (3 months), The Blueprint (6 months), The Ensemble (9 months) and The Residency (12 months), from $4,500 to $7,500 a month by headcount. The two week Operational Diagnostic costs $5,000 and is fully credited toward a 3 or 6 month engagement.

Why it matters: only 12% of employees say their company does a great job onboarding new people (Gallup, 2018).

The Roadmap

Each tier builds on the last

Start where your team is. Every tier includes everything in the one before it, so nothing gets rebuilt when you go further.
  1. Tier I · 3 months

    The Prelude

    Diagnose, document, and pilot.

    $4,500 to $6,000per month · $13,500 to $18,000 total

    The foundation:

    • Month 1: operational diagnostic, stakeholder interviews and a friction triage audit
    • Month 2: core SOP drafting, documentation architecture and workflow handoff redesign
    • Month 3: L&D onboarding framework, a pilot cohort and a 90 day stabilization plan
    Ask about The Prelude
  2. Tier III · 9 months

    The Ensemble

    Cross department integration and governance.

    $5,300 to $6,650per month · $47,700 to $59,850 total

    Everything in The Blueprint, plus:

    • Cross department handoff protocols and governance, Sales to Ops to Delivery
    • Upskilling tracks and custom team curricula
    • Phased leadership handover: your successor leads day to day under review
    • KPI dashboards, vendor management frameworks and meeting cadences
    Ask about The Ensemble
  3. Tier IV · 12 months

    The Residency

    Institutional scale and M&A readiness.

    $5,800 to $7,500per month · $69,600 to $90,000 total

    Everything in The Ensemble, plus:

    • Infrastructure overhaul for high scale or M&A readiness
    • An automated L&D ecosystem with role certification tracks
    • Full handover to your internal successor
    • Board reporting frameworks, an annual systems health audit and a multi year roadmap
    Ask about The Residency

The Low Risk Start

Start with a two week diagnostic

Two weeks to map how work really moves through your business. Stakeholder interviews, shadowing of key roles and a documentation and tool audit. You leave with a ranked friction map and a build plan, whether or not we work together after.

$5,000

Two weeks, fixed fee.

100% of the fee is credited toward a 3 month Prelude or 6 month Blueprint.

Book a Discovery Session
Headcount Bands

Calibrated to your stage

Retainers sit within each tier's range based on headcount. Open the table for the exact monthly rate in each band.
Show the full rate table by headcount
Monthly retainer by headcount band and tier
Headcount bandStage and dynamicPreludeBlueprintEnsembleResidencyTotal, 3 to 12 mo
Boutique / Seed10 to 35 FTEsLean Core. Flat hierarchy and founder led operations. Workflows are quick to audit and SOPs are adopted fast.$4,500/mo$5,000/mo$5,300/mo$5,800/mo$13,500 to $69,600
Emerging Mid-Tier36 to 85 FTEsThe Break Point. The first layer of middle management arrives. Onboarding friction surges, handoffs start to break and tribal knowledge scatters.$5,200/mo$5,800/mo$6,000/mo$6,600/mo$15,600 to $79,200
Established Mid-Market86 to 250+ FTEsComplex Multi-Department. Several department heads and a complex stack (LMS, HRIS, CRM, ERP). Change resistance is real and governance is needed.$6,000/mo$6,650/mo$6,650/mo$7,500/mo$18,000 to $90,000
Find Your Engagement

See your number in two clicks

Pick your headcount and the tier you are considering. The figures come straight from our published rates.
1. Your headcount
2. The engagement

Retainer placement follows your headcount band. Final scope is confirmed in your Statement of Work after the Discovery Session.

Engagement estimate

Most popular

The Blueprint

Emerging Mid-Tier · 36 to 85 FTEs

Monthly retainer
$5,800
Term
6 months
Total engagement
$34,800

Eligible for the $5,000 Diagnostic credit.

Book a discovery session
Every Engagement

What every engagement includes

10 to 12 Hours a Week

Dedicated advisory hours of direct delivery and strategic counsel, every week of the engagement.

Weekly Executive Calibration

One 60 minute video session each week to align priorities, review builds and make decisions.

A Private Slack Channel

Your own channel with triage within 24 business hours, so questions never wait for the next meeting.

MSA and Phased SOW

Clear paperwork. A Master Services Agreement plus a Statement of Work that phases deliverables month by month.

Billing and Terms

The paperwork, in plain words

No surprises. This is how every engagement is contracted and billed.

  1. Billed monthly, in advance. Invoices go out on the 1st of each calendar month and are payable on receipt, by electronic transfer in US dollars.

  2. One agreement, phased work. A Master Services Agreement covers the relationship. Each engagement gets its own Statement of Work with deliverables by month.

  3. 30 days notice. Either side can end an engagement with 30 calendar days written notice. Fees earned up to that date are still due.

  4. You own the work product. Once paid in full, the SOPs, curricula, training materials and playbooks built for you are yours.

  5. Diagnostic credit. If you start with the two week Operational Diagnostic, 100% of the $5,000 fee is credited toward a 3 or 6 month engagement.

  6. Your access matters. We need timely access to people, documents and tools. Delays on access extend timelines fairly.

Questions

Before you commit

Why does price depend on headcount?

Larger teams mean more stakeholders, more handoffs and a heavier tool stack. A 20 person founder led team adopts SOPs fast. A 200 person company with an LMS, HRIS, CRM and ERP needs more governance. The retainer reflects that work, not a markup.

Can we start with the Diagnostic only?

Yes. The two week Operational Diagnostic is $5,000 and stands on its own. If you then commit to a 3 or 6 month engagement, the full fee is credited.

What happens if we need to stop?

Either side can end an engagement with 30 days written notice. You keep everything we built for you once it is paid for.

Is this a full time hire alternative?

For many teams, yes. You get senior operations and L&D leadership for 10 to 12 hours a week, plus a trained internal successor who keeps the system running after we leave.

What do I get at the end of the Diagnostic?

A ranked fix list of what is slowing the business down, the first SOP and onboarding fixes to build, and a phased build plan with a recommended package. You keep it whether or not you continue.

Is the Diagnostic fee credited?

Yes. The full $5,000 is credited toward a 3 or 6 month engagement when you continue.

Free business checkup

Get your business unstuck

Four short steps. Tell us what is slowing the business down and what you have tried. We read every intake and reply within one business day.

Or write to