describes the 3 retailner levels of service

Retainer Services


As a coach or course creator, your passion is what drives you. But as your business grows, it can feel like it owns your time and energy. If you're ready to get back to the work you love, I'm here to help.

Through my Blueprint to Freedom Process, I offer personally tailored, done-for-you support. My tiered retainer services are designed to reclaim your time and build a sustainable business, no matter the size or stage of your business. My goal is to handle what your business needs, when it needs it. Below is a sampling of what each tier can provide.


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“Before working with Kathy, My life was crazy, too many irons in the fire! I needed serious help trying to organize my chaos. Kathy is very thorough! She helped me set up some systems and processes. I can now be more relaxed and not rushing to get it all in!”

Heather M.

Basic Foundation Retainer Package

The starting point for building a strong operational base. We'll focus on key services, including strategic planning to create your initial roadmap and CRM/Workflow setup to streamline your client management.

Standard Growth Retainer Package

For those who are growing and need more dedicated support to maintain momentum. Building on the Foundation, we'll implement more advanced services like ongoing project management and automation. This tier helps you to scale with intention and delegate with confidence.

Premium Freedom Retainer Package

This is the most comprehensive level of support in the Blueprint to Freedom Process. It includes all core services plus a dedicated strategic partnership and travel advisory services for your retreats. This tier is for the visionary who is ready for personalized, high-touch support in their business and life.

"I didn't know what I didn't know. I was onboarding a new client and was asked to send documents I didn't have. Kathy was able to help me pull the documentation I needed, created a form that would accept digital signatures, and helped build email templates to send those to all new clients. The first day the value she provided paid for her monthly retainer cost."

Carrie M.