Implementation Support
Hands-on advisory while your team rolls out new onboarding steps — template rewrites, kickoff script reviews, and fortnightly check-ins.
Who this is for
Agencies that have identified onboarding gaps — perhaps through our audit or their own review — and need a steady advisor while they implement changes without pausing client work.
Scope
- Fortnightly 60-minute advisory calls with your operations or client services lead
- Review of up to four revised templates or emails per month
- Feedback on two real client kickoffs (observed remotely or via recording)
- Email support for clarification questions between calls
Boundaries
This is advisory, not outsourced project management. Your team remains responsible for client communication and delivery. We do not join client calls unless pre-arranged as part of a kickoff review.
Engagement length
Most retainers run six to eight weeks — enough to pilot new steps on two or three live accounts and adjust before full rollout.