Tara-Lee looking at the camera while holding a white tea cup, wearing a white sweater, with her laptop in front of her, creating a warm and approachable work‑from‑home atmosphere.

Tech System Monthly Retainers give you steady, reliable support for the platforms that power your business. Instead of spending time troubleshooting, updating systems, or managing backend tasks, you have a dedicated partner ensuring everything runs smoothly behind the scenes. This creates a more stable, predictable operational foundation—one that supports your client experience, sales flow, and day‑to‑day delivery without pulling you away from the work only you can do.

Tech System Monthly Retainers

Your monthly hours can be used across the tools you rely on most, including CRM setup and maintenance, email marketing, automations, integrations, and light design updates. The workflow is structured, communication is clear, and priorities are set together so you always know what’s being handled and what’s coming next. It’s ongoing support that keeps your systems optimized, your operations calm, and your business moving forward with ease.

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Monthly Retainers

Your monthly systems support packages give you ongoing, reliable help with the tech and operations that keep your business running smoothly. Each plan includes a set number of support hours that can be used for updates, fixes, optimizations, and improvements across your core platforms. Instead of managing the backend on your own, you have a dedicated partner ensuring your systems stay organized, functional, and aligned with how you work.

  • 💰 Investment: $500 - $1,000 CAD
    ⏳ Timeline: 5-10 hours/month

    A strong monthly support option for businesses that need consistent, reliable help managing their systems. This plan gives you enough time each month to keep everything updated, optimized, and running smoothly—without the stress of handling backend tasks on your own.

    • Monthly strategy call — A focused check‑in to review priorities, upcoming needs, and system improvements.

    • HoneyBook CRM maintenance and updates — Keeping your client management system organized, accurate, and functioning properly.

    • Email platform support + broadcast setup — Scheduling broadcasts, updating lists, and ensuring your email platform stays clean and effective.

    • Membership/Course site updates — Uploading new content, adjusting access, and keeping your member experience fresh and consistent.

    • Automation adjustments — Refining workflows, fixing broken steps, and improving efficiency as your business evolves.

    • Content uploads (as needed) — Adding new resources, lessons, or materials to your platforms.

    • Priority email support — Quick responses and reliable communication for anything that comes up during the month.

    • Minor website design updates or tweaks — Small design refinements to keep your site aligned and up to date.

    Who It’s Perfect For:

    • Growing businesses with multiple platforms

    • Coaches, creatives, and service providers who need ongoing backend support

    • Creative business owners who want reliable monthly help without hiring in‑house

    What You’ll Need:

    • Your current workflows or SOPs (if available)

    • Brand assets for any content uploads

    • A list of recurring monthly tasks or priorities

    • We’ll use one dedicated communication channel to keep everything organized and make sure nothing gets missed

  • 💰 Investment: $1,500
    ⏳ Timeline: 15 hours/month

    A more robust support option for businesses that need deeper involvement across multiple systems or frequent updates. This plan is ideal when your operations are evolving quickly, you’re launching new offers regularly, or you want a more hands‑on systems partner managing the backend with you each month.

    What’s Included:

    • Everything in the 10‑hour plan

    • Additional automation builds and workflow creation

    • More frequent content uploads across your platforms

    • Expanded support for launches, updates, and new offers

    Who It’s Perfect For:

    • Coaches, course creators, memberships owners regularly launching new offers

    • Entrepreneurs who want a more hands‑on systems partner

    • Businesses with multiple platforms that need consistent, higher‑touch support

    What You’ll Need Before We Start:

    • Platform logins and admin access

    • Any new workflows, launches, or updates planned for the month

    • Content or assets for uploads

    • Access to your team if collaboration is required

    • Your preferred availability for strategy calls

    • One dedicated communication channel to keep everything organized and ensure nothing gets missed

  • 💰 Investment: $3,000 CAD
    ⏳ Timeline: 20 hours/month

    Your highest level of support—ideal for established businesses that want a fully managed backend and a long‑term systems partner overseeing every moving part. This plan provides deep involvement across all platforms, proactive system improvements, and hands‑on support that keeps your operations running smoothly at scale.

    What’s Included:

    • Everything in the 15‑hour plan

    • Priority turnaround for tasks and updates

    • Weekly check‑in calls for ongoing alignment

    • Full systems oversight across all platforms and workflows

    • High‑touch support for launches, campaigns, and operational changes

    Who It’s Perfect For:

    • Established businesses with complex, multi‑platform systems

    • Entrepreneurs who want to fully delegate backend operations

    • Teams that need a systems partner managing the details, improvements, and day‑to‑day tech

    What You’ll Need Before We Start:

    • Access to all platforms involved in your operations

    • Weekly availability for check‑ins and planning

    • Details on upcoming launches, campaigns, or changes

    • Team access for collaboration when needed

    • Your preferred communication channel for daily support

    • One dedicated communication channel to keep everything organized and ensure nothing gets missed

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What You Can Expect

01.Monthly Planning + PRIORITIES

At the start of each month, we’ll review your goals and outline the tasks or updates you want completed. This helps us stay aligned and ensures your hours are used intentionally.

02. Task Submission In one Place

After the call, you’ll receive a clear proposal outlining the scope, deliverables, timeline, and investment. Once approved, you’ll sign the contract and submit your invoice to officially secure your project.

03. CONSISTENT Weekly Progress

Throughout the month, I’ll work through your priorities, make updates, and keep your systems running smoothly. You’ll receive brief updates as needed so you always know what’s in progress.

04. Flexible Support

Your hours can be used wherever you need them most — CRM updates, email marketing, automations or membership platforms. You get support that adapts to your business each month

05.Quick Task TurnaRound

Most tasks are completed within a reasonable turnaround window based on your plan and the complexity of the request. This ensures your business keeps moving without delays.

06.Monthly Review + Reset

At the end of each cycle, we’ll review what was completed, note any upcoming needs, and reset priorities for the next month. This keeps your systems evolving alongside your business

Your next level is waiting — get ongoing monthly support to grow with confidence...

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Frequently
Asked Questions

  • You receive a set number of hours each month that can be used across your systems—CRM, email marketing, automations, membership updates, and light design tasks. Hours are flexible and can be applied to whatever is most important that month.

  • Yes. Unused hours roll over for up to three months, giving you flexibility during lighter seasons and extra support during busier ones. After three months, any remaining hours expire.

  • Hours are tracked transparently throughout the month, and you’ll receive updates during your check‑ins so you always know what’s been completed and what’s still available.

  • Absolutely. You can upgrade or adjust your plan at the start of a new billing cycle if your workload increases or decreases.

  • Yes. Launch support is included in the higher‑tier plans and can be added to smaller plans as needed. This includes workflows, email sequences, content uploads, and platform updates.

  • I support the core systems most service‑based and digital‑product businesses rely on. This includes HoneyBook for CRM and client management; email platforms like Flodesk, ConvertKit,and MailerLite, and website builders such as Shopify and Squarespace. I also support the course and membership platforms used in my setup services, including Squarespace Courses, Kajabi, Thinkific, and Skool. If you’re using a different platform, we can review it together to confirm compatibility.

  • We use one dedicated communication channel to keep everything organized. Depending on your plan, you’ll also have scheduled strategy calls or weekly check‑ins.

  • You’ll need platform logins, any SOPs or workflows you already use, brand assets for uploads, and a list of recurring tasks or upcoming priorities so we can plan your month effectively.

  • Turnaround times depend on your plan level, but all retainers include structured weekly or monthly check‑ins to set priorities. Higher‑tier plans receive priority turnaround, while all plans follow a clear workflow so you always know what’s being worked on and when to expect completion.

  • Yes. If you have a VA, copywriter, or other team members, I can collaborate with them to keep your systems aligned and running smoothly. You’ll just need to provide access and introduce me to anyone I’ll be working with so communication stays streamlined.