Operations Support Retainer

Overview
 

Flexible, ongoing support that keeps your systems, workflows, reporting, and operations running smoothly. This retainer gives your team dependable access to senior expertise for improvements, troubleshooting, enhancements, and strategy without adding full-time staff.

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Why This Matters
 

Nonprofits need steady technical and operational support to prevent bottlenecks, maintain clean data, strengthen reporting, and stay ahead of system issues. A retainer gives your team reliable, consistent help that grows with your organization’s needs.

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Deliverables
 

This engagement is intentionally flexible. Monthly retainer hours can support:

• Workflow and process improvements

• Reporting and dashboard updates

• CRM configuration and optimization

• Documentation, SOP creation, and staff guidance

• Staff training and user enablement

• Data cleanup, corrections, and quality assurance

• Integration or automation support

• Day-to-day troubleshooting and system questions

• Operational planning, technical strategy, and roadmap refinement

• Solution selection, vendor evaluation, and contract negotiation support

• Prep and coaching for new system rollouts or upgrades
   

Included for all retainer clients:

• Non-billable biweekly status calls

• Priority queuing for requests, updates, and fixes
   

Six-months or longer retainer commitments also include:

• Tech Stack Audit

• Technology Roadmap
   

Cost:

10 hours monthly: $1,500

25 hours monthly: $3,500

50 hours monthly: $6,500