---
name: systems-care-retainer
description: |
  Manage ongoing Systems Care retainers for B2B clients.
  Use when setting up retainer agreements, monthly reporting, maintenance schedules, or client check-ins.
  Also use for scope management, escalation handling, or retainer renewal conversations.
---

# Systems Care Retainer

## Purpose

Encode the monthly retainer service that keeps revenue systems healthy after the initial build. €1,250/month. The goal: clients never have to think about their revenue systems again.

## What's Included

### Monthly Deliverables

| Deliverable | Frequency | Description |
|-------------|-----------|-------------|
| **Health Check Report** | Monthly | Updated Revenue System Health score, trend analysis, new gaps |
| **System Maintenance** | Monthly | CRM cleanup, automation tuning, sequence optimisation |
| **Monthly Check-in Call** | Monthly | 30-minute review of metrics, priorities, upcoming changes |
| **Ad-hoc Support** | Unlimited | Slack/email support for sales process questions |
| **Quarterly Strategy Review** | Quarterly | Deep dive on performance, roadmap, expansion opportunities |

### What's NOT Included

- New system builds (bill separately at €200/hour or project rate)
- Training new hires (bill separately)
- Major platform migrations (separate project scoping)
- Non-sales systems (marketing automation, support tools — can scope separately)

---

## Monthly Rhythm

### Week 1: Health Check
- Pull CRM data, email metrics, call logs
- Update Revenue System Health score
- Identify new gaps or regressions
- Draft Health Check Report

### Week 2: Maintenance
- CRM deduplication and cleanup
- Automation rule tuning
- Sequence performance review
- Fix broken integrations or data flows

### Week 3: Check-in Call
- Present Health Check Report
- Review progress on previous priorities
- Agree next month's focus
- Capture new business context

### Week 4: Documentation & Handoff
- Update system documentation
- Log all changes in client wiki
- Prepare next month's plan
- Send monthly summary email

---

## Scope Management

### In Scope (Always)
- CRM health and hygiene
- Sales automation maintenance
- Sequence optimisation
- Data quality and reporting
- Monthly metrics and trends
- Best practice advice

### Out of Scope (Billable)
- New automation builds
- New integration setups
- Training sessions
- Platform migrations
- Non-sales systems

### Grey Area (Discuss)
- Significant strategy changes
- New product launches requiring process changes
- Team restructuring requiring workflow changes

**Rule:** When in doubt, flag it before doing the work.

---

## Quick Reference

| Topic | File |
|-------|------|
| Health Check Report template | references/health-check-template.md |
| Scope document & pricing | references/scope-document.md |
| Escalation signals & actions | references/escalation-guide.md |
| Renewal conversation script | references/renewal-guide.md |

---

## Evaluations

See evals/tests.md for self-evaluation test cases.