CEO Tactical Strategic Partner

A monthly retainer for discreet, on-demand one-on-one consultation. Unbiased senior advice and actionable strategies across all of your IT needs.

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Why CEOs Choose This Retainer

Get a trusted, independent partner—on call when decisions can’t wait. No commissions. No vendor bias. Just clarity and action.

Discreet, Senior Advice

Confidential access for sensitive decisions on spend, risk, vendors, and org moves.

Bonus

Board-Ready Accountability

Monthly executive memo with decisions, risks, owners, and next steps.

See deliverables →

Faster, Clearer Decisions

Priority response with direct access—no ticketing. Clarity in hours, not quarters.

No stress about documents. Send what you have—we’ll work from there. The more context, the sharper the recommendations. If a term looks unfamiliar, see our plain-English glossary.

Typical Advisory Topics

Security & Incidents

Risk posture & quick wins
Incident triage & options
BC/DR readiness

Architecture & Roadmaps

Tool/vendor selection
Cloud & integration choices
90-day decision calendar

Spend & Contracts

OpEx/CapEx tradeoffs
Contract review & renegotiation levers
Waste elimination

Org & Leadership

Org design & KPIs
MSP accountability
Coaching & sensitive personnel moves

Helpful Inputs (Optional)

Recent IT budget / spend
Top vendor contracts or MSAs
Policies & security reports
Helpdesk/MSP performance
Org chart & roles
Your priorities & risk concerns

All files via our encrypted portal. NDAs available on request.

How the Retainer Works

Direct access, priority response, and a predictable cadence that keeps decisions moving.

Access & Response

Direct line for you (and optionally COS/EA). Priority same-business-day responses; faster for declared incidents.

Monthly Cadence

Standing executive session + ad-hoc sessions as needed to remove roadblocks and align stakeholders.

Deliverables

Brief monthly memo with decisions, risks, owners, and next steps. Light research/memos for board or leadership as needed.

Onboarding (First 30 Days)

Discovery: 60–90 min intake on strategy, vendors, risks, goals
Light review: policies, diagrams, contracts, spend highlights
90-Day Plan: quick wins, decision calendar, risk watchlist

Typical First Month

Week 1Discovery & intake

Week 2Light review

Week 390-day plan

Week 4Exec session & memo

What You’ll Receive Monthly

Executive Memo

Decisions made, open risks, owners, dates—board-ready and concise.

Risk Watchlist

Prioritized issues with mitigation options and quick-win steps.

30-60-90 Roadmap

Time-boxed actions aligned to EBITDA and growth priorities.

Vendor/Contract Notes

Renegotiation levers, benchmarks, and talking points.

Bonus: Monthly Briefing Pack

Included

Slides/one-pager for board or leadership
KPIs to track IT performance & accountability
Tailored questions for IT/MSP vendors
Optional add-ons: tabletop, deeper audits, on-site days

Scope scaled to your plan; deep projects quoted separately.

Plans & Pricing (SMBs ≤ 100 employees)

Choose the pace that fits your agenda. Cancel anytime with 30-day notice after the first month.

Advisory Lite

Most Accessible

$2,500 USD/mo

Up to 6 hrs/mo (remote)
Next-business-day response
Monthly executive memo & action list

Start with Lite

Popular

Strategic

Balanced

$5,000 USD/mo

Up to 12 hrs/mo
Same-day response (biz hours)
Vendor/contract review & roadmap support
Monthly briefing pack

Choose Strategic

Executive Partner

Premium Access

$8,500 USD/mo

Up to 20 hrs/mo
4-hour SLA (biz hours) + incident fast-track
1 on-site day/quarter included (or remote workshop)
Board/exec memo support

Talk Executive Partner

Overage: $450/hr (15-min increments) • Extra on-site day: $3,000/day + travel • Rollover: up to 50% unused hours to next month • Prepay discounts: −7% quarterly, −12% annual

Estimate Your ROI

Use your monthly IT spend, a conservative savings rate (typ. 10–20%), and pick a retainer tier.

Real-World Impact

Results vary by environment, but these are typical outcomes from our partnerships.

Retail SMB: Spend & Risk

Reduced SaaS/MSP spend by $20k/year and closed two high-risk gaps; CEO now reviews a monthly one-pager with KPIs and actions.

Manufacturing: Vendor Leverage

Renegotiated MSP and telephony contracts using our levers; improved SLA accountability and saved $15k/year.

FAQ

No. We work from documents you share (budgets, contracts, policies) and interviews. On-site or deeper audits are optional add-ons if you want them.

Files are uploaded via our encrypted portal and retained only for the engagement. We’ll sign a mutual NDA on request.

Yes—up to 50% of unused hours roll to the next month. Overage is billed in 15-minute increments at $450/hr.

Put a Senior Partner On Call

Tell us your priorities and we’ll recommend the right retainer tier.

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