describes the 3 retailner levels of service

Retainer Services


As a successful small business owner, your purpose fuels your business. But as your enterprise grows, the demands on your time and energy can feel overwhelming. If you’re ready to return your focus to the work you love, I’m here to help.

Using my proven Blueprint to Freedom Framework, I provide tailored, done-for-you retainer support designed to fit your unique business needs and growth stage. Whether you’re just starting to scale or already expanding, my flexible tiered retainer services manage critical operations so you can reclaim your time and build a business that sustains both your vision and lifestyle.

Below is a sampling of what each tier can offer to support your journey.

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“Before working with Kathy, My life was crazy, too many irons in the fire! I needed serious help trying to organize my chaos. Kathy is very thorough! She helped me set up some systems and processes. I can now be more relaxed and not rushing to get it all in!”

Heather M.

Basic Foundation Retainer Package

This foundational package is the ideal starting point for building a strong, efficient operational base. 

We focus on essential services like: 

- Strategic planning to develop your initial business roadmap. 

- CRM/workflow setup to streamline your client management and daily processes. 

This package sets the stage for sustainable growth and smoother operations as your business evolves.

Standard Growth Retainer Package

Designed for growing businesses ready for more dedicated operational support, this package builds on the Basic Foundation. 

You’ll receive advanced services such as:

- Ongoing project management

- Workflow automation to maintain momentum and improve efficiency. 

This tier empowers you to scale intentionally while confidently delegating critical tasks to free up your time for high-impact work.

Premium Freedom Retainer Package

This is the most comprehensive level of support in the Blueprint to Freedom Framework. 

It includes all core services plus:

- Dedicated strategic partnership 

- Travel advisory services for your retreats. 

This tier is for the visionary who is ready for personalized, high-touch support in their business and life.

"I didn't know what I didn't know. I was onboarding a new client and was asked to send documents I didn't have. Kathy was able to help me pull the documentation I needed, created a form that would accept digital signatures, and helped build email templates to send those to all new clients. The first day the value she provided paid for her monthly retainer cost."

Carrie M.