Strategic Operations Retainers
Clarity. Capacity. Command.
You don't need more hustle. You need a business that doesn't run on your memory. Each month, I'm the Virtual COO working behind the scenes, so the day-to-day stops landing on you and your business can grow without the chaos.
All retainers require a minimum 3-month commitment.
How Our Partnership Works
Operational transformation doesn’t happen overnight.
In our first 90 days together, we focus on:
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Assessing your current systems and identifying gaps
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Mapping clear workflows and delegation structures
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Putting systems on repeat so your business runs with greater ease
This is not quick task support — it’s structured operational partnership.
What changes when I'm in your corner
Fewer things land on you by default.
The follow-ups, the reminders, the "wait, did that actually get done?"
Someone is tracking all of it now, and it's me.
Your business stops living in your head. I write down how things get done, so it keeps running when you're busy, sick, or on vacation. No more "I'll just remember it."
You know where things stand.
You get a monthly strategy call and direct access to me, so you're not chasing anyone for updates.
The heart work gets your energy.
The admin, the approvals, and the little fires get handled.
Clarity
$1000/month
This is for you if... you know you need support, but you're not sure what to hand off first. We find the gaps, get the basics running smoothly, and take the everyday stuff off your plate.
Includes:
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Up to 12 hours a month of me running point on the day-to-day of your business, not just advising
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Inbox and calendar handled: monitoring what matters, responding with your guidance, & preparing you for meetings.
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Business admin that keeps things moving: research, document drafts (like agreement templates), and travel planning for work like a retreat or conference
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Invoice follow-up, payment tracking, and overdue reminders*
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Processes assessed, mapped, and turned into real SOPs each month through my A.M.P. Up Your Systems framework
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One (1) growth priority I take over completely - Project Management or Community Management
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One (1) 60-minute strategy call a month
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Direct Slack or WhatsApp access during business hours
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Keeping the people and tasks you've handed off on track
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Clarity means fewer decisions landing on you by default, and a business that's actually organized.
Capacity
$1700/month
This is for you if... you know exactly what needs to get done, you just don't have enough hands. You're juggling marketing, sales, and client work at the same time, and something keeps slipping.
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Includes everything in Clarity, now with 20 hours total, plus:
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Strategy from me, execution from my team, so nothing waits on one calendar
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Content handled end to end:
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Social graphics and reels created and published
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Captions written together in your monthly content planning session, guided by your themes and voice
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Email scheduling and publishing, so nothing sits in drafts
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Steady social media engagement, not just posting and ghosting
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Your content planned and organized, no last-minute scramble
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Your same 60-minute strategy call each month, now with expanded scheduling access
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Capacity means captions get written, emails get sent, and the behind-the-scenes stuff keeps working, without you holding it all together.
Command
$2500/month
This is for you if... your business is growing fast. You've got launches, collaborations, and moving pieces everywhere, and you need someone leading operations right alongside you.
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Includes everything in Capacity, plus:
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Those same 20 hours, now with me taking on more of the day-to-day leading, working right alongside you
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Launch planning and logistics built into your ongoing plan, not squeezed in at the last minute
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Two (2) 60-minute strategy calls a month, with the most open times to book with me of any tier
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Command means your launches keep moving without you chasing every piece, and your growth priority has someone driving it right alongside you.
"I trust my livelihood to you, Katrina. You've called me and my business to a higher standard. (And) I'm free to enjoy my retirement."
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Patricia Dyer
"Having (Katrina) project manage this client has really helped me so much. Legit!​ This is exactly how I want my business to run to where I can step in for higher level stuff."
Krystal Vazquez
Not sure which one fits?
That's exactly what the free Clarity Call is for. I'll tell you honestly where to start.
Already picked a plan? Add any of these:
Community / Membership Management
$350/month
​Your group or membership space fully managed: 3-4 posts a week with graphics, polls, and videos, a monthly content planner, and an hour of engagement time weekly.
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Launch Management & Support
$950/month
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​Your launch outline, timeline, and backend tech set up and managed start to finish. Copy's not included here, this is the operational backbone so nothing falls through the cracks during launch week.
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Coworking & Accountability
$300/month
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One (1) hour a week, actively working alongside you on your current priorities, plus accountability check-ins and follow-up between sessions.​
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Social Media Management & Engagement
$650/month
​Weekly posts and reels planned, created, and captioned for you, hashtag research handled, an hour of engagement each week, and monthly insights so you know what's working.
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Prefer to write your own captions? Without copy: $450/month.
Project Management
$400/month
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For a specific project outside your everyday operations, a side project, a client project, anything with its own timeline and deliverables.
I track the timeline, monitor progress, and handle the updates and coordination so it moves forward without landing on you.​
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Accountability Check-In
$150/month
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30 minutes a week to check in on what you're working on and where things stand, plus light follow-up between sessions to keep you on track.​
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Strategic Intensives & Project-Based Support
Not every business needs ongoing operational leadership. If you’re looking for focused support around a specific system, project, or strategic pivot, these options are available independently of our monthly retainers.
Automate Your Day
Dubsado Systems Intensive
A focused, done-with-you VIP experience designed to streamline your CRM and automate your client workflows.
Includes custom workflow setup, form configuration, automation build-out, and a live system walkthrough with 30 days of support.
Ideal if you need structured systems before committing to ongoing operational support.
Asana System Implementation
Structured Asana Setup & Team Training
Strategic Asana implementation designed to centralize communication, clarify delegation, and streamline project execution.
Includes complete workspace setup, app integrations, team onboarding resources, a live system walkthrough, and 30 days of post-implementation support.
Led by a Certified Asana Workflow Specialist and longtime Asana Services Partner.
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Investment: $650​
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Project & Launch Support
Structured Project & Launch Management​
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Structured support for a specific initiative — whether you’re preparing for a launch, managing a collaboration, or executing a time-sensitive project.
Includes strategic planning, timeline creation, delegation oversight, and execution support inside a structured Asana workspace.
Each engagement is quoted based on scope, complexity, and timeline.
Executive Strategy Session
90-Minute Strategic Planning Intensive
A focused 1:1 session designed to assess your operations, identify bottlenecks, and clarify your next 30–90 days of growth.
You’ll leave with:
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A structured assessment of your current systems
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Clear priorities aligned with your capacity
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Strategic recommendations for immediate implementation
Ideal before committing to a retainer or when you need high-level direction without ongoing support.
Investment: $250