Retainer Tiers

Coach

- 1:1 Consultations, Mentorship, and Advisement for a Key Contributor
- Review of documents and communications
- Answering questions and researching issues as they arise
- Offers a safe, outside point of consultation and advisement for professional and personal issues
- Provide an objective sanity check when trying to make hard decisions
- Serves as a secure and discreet source of advisement with personal and professional hardships

starting at $500 /month

Advisor

- Access to Coach Services for the remainder of Company Leadership
(C-Suite, Directors, Board, and Managers)

starting at $1,000 /month

Confidant

- Advisor Services access extending to entire staff, for company headcount up to 15 (W2s + 1099s)
- This Tier opens access to the Comprehensive List of Retained Services detailed below and also Incidental items
- Advisement on HRIS software
(Backup Admin Role within the system for visibility only)

starting at $1,500 /month

Consigliere

- Confidant Services access extending to entire staff, for company headcount up to 29 (W2s + 1099s)
- Backup Admin role within HRIS
(Providing assistance to an existing internal employee to ensure system coherence and compliance)

starting at $3,000 /month

Administrator

- Consigliere Services access extending to entire staff, for company headcount up to 49 (W2s +1099s)
- Full Administrator access for system configuration
(Providing onboarding/offboarding for personnel within the software, updating internal employee files, and maintaining communication with PEO representatives to ensure regulations are followed)

starting at $4,500 /month

Administrator +

- Administrator Services access for company headcount of 50-99
(W2s + 1099s)

starting at $6,000 /month

Comprehensive List of Retained Services

Function as an interim CHRO/COO long before you would otherwise hire this role internally.
Provide objective HR and Operations advisement.
Discrete company investigations and off-site record keeping.
Allow employees to directly and anonymously report harassment.
Creation of employee handbooks, best practices, codes of conduct, and policies.
Dynamic personnel management coaching to owners and executives.
Creation and editing of company memos and communications.
Mediation and resolution of employee conflicts.
Working alongside PEO companies, benefits partners, and legal service providers as needed.
Crafting company documents and communications for legal review.
Conducting third party exit interviews.
Provide ongoing guidance on operational strategy.
Facilitate training on EEOC based interviewing guidelines.
Advise on optimization of HRIS programs and PEO integrations.
Provide risk analyses for teams and projects.
Assistance with maintaining HR compliance in multistate environments.
Training, mentorship, and assistance of any existing Office Managers and HR Assistants.
Plan staffing and personnel needs when seeking investment rounds.