Business Management Support
A simple, affordable monthly retainer designed for solo founders and small teams who need help managing operations, admin, and growth tasks — without hiring staff.
Program Snapshot: Business Management Support
Name: Coach Esi 10 — Business Management Support
Who it's for: Solo founders & small teams who need structured help managing operations and growth — without hiring a full-time employee.
What you get: Up to 10 hours each month of hands-on business management, operations support, and accountability.
Price: $200/month (auto-renew) — No setup fee.
Overage: Pre-approved hours beyond 10 billed at $25/hr.
Rollover: Unused hours do not roll over.
Cancel: Month-to-month — cancel anytime with 7 days' notice.
What’s Included (Scope of Support)
Operations & Admin
- Weekly task planning & prioritization
- SOP creation & cleanup (checklists, templates)
- Inbox + calendar triage, meeting set-up & reminders
- Vendor communication & follow-up
Finance & Compliance (light support)
- Invoice prep, A/R reminders, & bill-pay scheduling (owner-approved)
- Receipt organization & monthly categorization guidance
- Basic grant/calendar tracking & filing reminders
Sales & Marketing Ops
- Simple CRM updates & pipeline tracking
- Drafting outreach messages & follow-ups
- Post scheduling (assets provided by you)
- Content calendar upkeep
Client Success
- Onboarding checklists & welcome emails
- Project timelines & milestone tracking
- Client feedback & reporting
Coaching & Accountability
- 30-minute monthly strategy check-in
- Weekly updates & next-steps summary
Note: Work is operational/managerial and does not include legal, tax filing, brand design, or software development.
What’s Not Included
- Legal advice, contracts, or tax preparation
- Complex bookkeeping or GAAP accounting
- Web/app development, custom design, or ads management
- Large one-off projects exceeding the monthly hours (quoted separately)
Onboarding: Start Within 48 Hours
Step 1 — Intake Form
15–20 minutes to share your business overview, tools, and priorities.
Step 2 — Kickoff Call
30-minute meeting to set goals, priorities, and the first 2-week sprint.
Step 3 — Systems Access
Provide calendar access, CRM/Drive permissions, and task board setup.
After onboarding, you receive:
- A 90-day priority roadmap
- A shared task board (Trello / Asana / ClickUp)
- Weekly cadence & reporting structure
- A simple KPI dashboard with wins + blockers
Monthly Rhythm (How We Work)
Weekly Workflow
- Monday: Status update (Done / Doing / Blocked)
- Wed–Thu: Focus work blocks
- Friday: Recap + next-week priorities
Monthly Flow
- Week 1: Strategy check-in (30 minutes)
- Week 2–3: Execution sprints
- Week 4: Review KPIs + update plan
Response Times
- Messages acknowledged within 1 business day (M–F)
- Work hours: 9am–5pm ET
Tools We’ll Use
- Communication: Email, Slack, WhatsApp (optional)
- Tasks: Trello, Asana, or ClickUp
- Files: Google Drive / OneDrive
- Meetings: Zoom (Room 103) or Google Meet
Pricing & Terms
- Retainer: $200/month for up to 10 hours
- Overage: Additional hours at $25/hr (with approval)
- Payment: Auto-debit monthly
- Rollover: Unused hours expire monthly
- Cancellation: 7 days’ notice before renewal
- Confidentiality: Mutual NDA available
Deliverables You Can Expect
- Clean SOPs & recurring task checklists
- A living content & outreach calendar
- Organized CRM/pipeline with next steps
- Monthly KPI dashboard + brief notes
- Prioritized backlog & 2-week sprint plan
FAQ
Can I bank unused hours?
No — hours do not roll over to protect delivery quality and ensure active progress.
Can we do one-off projects?
Yes — if the work exceeds retainer hours, you'll receive a fixed-fee project quote.
How do we track time?
Time entries shared weekly by category (ops, finance, marketing ops, client success).
Can priorities change mid-month?
Absolutely — just note changes may shift what fits inside the 10 hours.
What if I need more time?
You can add another 10-hour block or move to a custom plan.