Retainers & Coaching

For businesses that want AI and automation to keep compounding — not a one-off project, but a steady hand on the tiller. A monthly retainer or fractional engagement, team workshops, or a structured coaching programme: the right level of involvement without hiring a full-time operations head.

Talk it through The formats

Why ongoing

The first build is the start, not the finish.

Once one process is automated, the next opportunities become obvious — and the tools keep moving underneath you. A retainer keeps that momentum without the cost and commitment of a full-time hire: someone who already knows your systems, keeps what you have built running, and picks off the next improvement while your team stays focused on the day job.

The formats

Three ways to keep me in the loop.

Retainer · Fractional

A monthly engagement

A set amount of my time each month to maintain what is live, build the next improvement, and act as the automation lead your business is not yet ready to hire full-time.

Workshops

Level up the team

Half-day and full-day sessions that stop your people guessing at AI — practical prompting, tool selection, and safe, sensible use inside your compliance boundaries.

Coaching

A structured programme

A guided path for a leader or small team who want to become genuinely AI-capable — regular sessions, real projects from your own business, and accountability between them.

What you get

Included across a retainer.

Maintenance of what is live — the automations you already run, kept working as tools and platforms change around them.
A rolling roadmap — the next improvements identified, prioritised and picked off, so progress never stalls between projects.
Strategic guidance — a straight answer whenever you are weighing a tool, a vendor pitch, or an AI decision.
Team enablement — your people coached as we go, so capability builds in-house rather than staying locked in my head.
Priority access — a known quantity who understands your systems and can move quickly when something matters.

Who it's for

This is the right level if…

You are past the first build and want automation to keep improving, not gather dust.
You want ongoing strategic guidance without carrying a full-time operations hire.
Your team needs to become genuinely AI-capable, not dependent on an outside supplier forever.
You value having someone who already knows your systems on the end of the line.

Common questions

Questions people ask.

Do I need to have worked with you before?

No. Many retainers start cold — often off the back of an Audit — but plenty begin with a business that simply wants an experienced pair of hands on AI and automation from the outset.

How much time does a retainer include?

It is sized to you. Some clients want a steady few days a month to keep building; others want a lighter touch for guidance and maintenance. We set the scope on the first call and adjust as your needs change.

Can we mix formats?

Yes. A retainer often includes the odd workshop, and coaching can sit alongside hands-on build time. We shape it around what your business actually needs rather than a fixed package.

Is there a minimum commitment?

Retainers work best over a run of months so the compounding actually happens, but they are not designed to trap you. We agree terms up front and review them openly.

Keep the momentum going.

Book a free 30-minute call and tell me where you are heading. We will work out whether a retainer, workshops, coaching — or some blend of the three — fits best.

Book a discovery call

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