Embedded RevOps Retainer
A senior operator inside your stack every month, owning the work an audit surfaces instead of handing you a report and leaving.
Starting at $3,500/month
Three tiers: Foundation ($3,500/mo, 35h), Operating ($6,500/mo, 70h), and Scale ($11,000/mo, 120h). Monthly retainer, 3-month minimum. Tiers map to team size and engagement depth. Overages on any tier billed at $85/hr blended. The audit is the natural on-ramp: the defect backlog from the audit becomes the retainer's first sprint. See the full tier breakdown on the plans page.
Audits find defects. Retainers fix them, then keep the system healthy. Workflow sprawl, lifecycle drift, and property rot all return the moment governance lapses, so the retainer exists to hold the line.
What the retainer covers
- Working the defect backlog from your Data Foundation Audit, in priority order.
- Building and maintaining automations with one owner, clear naming, and a write map so workflows stop fighting over the same fields.
- Reporting that stays correct as definitions change, with a translation layer for legacy values.
- Governance: a quarterly review of properties, stages, and workflows so sprawl does not creep back.
Who it fits
Teams that need ongoing senior RevOps capacity but not a full-time hire, and that want the same operator who understands the data to keep owning it.
Related reading
See why workflow sprawl is a governance problem, and how the retainer pairs with a data stack implementation.
Common questions about the retainer
- What are the signs I need a RevOps retainer instead of a one-time project?
- A retainer is the right fit when the problems recur. If lifecycle stage drift, workflow conflicts, or reporting inconsistencies keep coming back after a cleanup, that is a governance gap, not a project. A retainer holds the line continuously rather than leaving a fixed deliverable behind.
- How does the retainer differ from hiring a full-time RevOps person?
- A retainer gives you senior execution capacity without the recruiting cycle, benefits, management overhead, or single-person dependency. The operator who works your retainer documents as they build, so the institutional knowledge lives in the documentation, not in one employee's head.
- Which retainer tier is right for my company?
- Foundation (35 hours per month, $3,500) fits teams that need reliable execution and upkeep. Operating (70 hours per month, $6,500) fits companies that need strategy and implementation each month with someone owning the backlog. Scale (120 hours per month, $11,000) is for teams replacing or supplementing an in-house RevOps function or running active build work alongside daily operations.
- What happens in the first month of a retainer?
- We start from the defect backlog surfaced by the Data Foundation Audit. The first sprint works the highest-priority items from that backlog. A read and write map of which workflows touch which properties is documented in week one, and a shared backlog is in place by the end of the first working session.
- Do unused hours roll over from month to month?
- No. Retainer hours are scoped monthly and do not roll over. Work beyond the monthly allocation is billed at $85 per hour on Operating and Scale tiers (blended rate on Scale). The monthly scope is sized so most clients stay within it.
- Is there a minimum commitment for the retainer?
- Yes, there is a 3-month minimum on all retainer tiers. The minimum exists because meaningful improvements to a HubSpot data layer take more than a single month to implement and validate. Most clients continue well past three months once the compounding effect of ongoing governance becomes visible.