Ongoing Advisory
A senior partner in the business — month after month.
Some work is a project. Some is a relationship. Ongoing Advisory is for owners who want senior strategic and operational judgment on a standing basis — a partner accountable for momentum, not a deck and a handshake. The same execute-first discipline, on a monthly cadence.
What it includes
More than advice. A standing operating partner.
Standing strategy sessions
A recurring working session on the decisions in front of you — growth, hiring, capital, pricing — with a senior advisor who already knows your business.
Operating cadence & KPIs
The dashboards and rhythm that keep the business legible: the numbers that matter, reviewed on a schedule, so problems surface early.
Documentation that compounds
SOPs, workflows, and plans built as we go — so the business runs on systems, and every month leaves it more transferable than the last.
Priority access
A direct line when something can’t wait. Between sessions, you’re not in a queue.
Project management horsepower
When a real initiative lands — a raise, a launch, a system migration — we run it, not just advise on it.
Full portal visibility
Everything we’re doing, tracked in your CMA client portal. No black box.
Who it’s for
A fit when the business needs a brain on it — consistently.
- Founders who’ve outgrown doing it alone but aren’t ready for a full-time executive hire.
- Businesses in a growth phase that need senior operating judgment on tap.
- Owners who want a standing partner accountable for momentum — not a one-off project.
Engagement & pricing
From $750/month
Retainers are scoped to your needs — the hours, the cadence, and the focus are set in writing before we start, and reviewed as the business changes. No long lock-ins; the relationship continues because it’s working.
- · Fixed monthly scope, agreed up front
- · Scales up for a big quarter, down when it’s quiet
- · Pairs naturally with fractional COO work
Which One You Need
A project, an operating seat, or a standing advisor
CMA works in three shapes. Owners often ask for one when they need another, so it is worth being plain about which is which.
A project
A plan, a model, a feasibility study. It has a deliverable, a fixed price and an end date. Right when the question is defined and the answer is a document or a build.
Published project prices →A fractional COO
An operator inside the business, running the cadence, the team and the numbers week to week. Right when the operation itself needs to be rebuilt and someone has to own it.
Fractional COO →Ongoing Advisory
A standing senior advisor on a monthly cadence. Lighter than an operating seat, steadier than a project. Right when the business runs, and what it lacks is consistent senior judgment on the decisions in front of it.
See the retainer →A retainer is a natural next step after a project: the plan is written or the process is documented, and the same advisor stays on hand as the work is put to use. See how an engagement runs, the strategy and consulting practice, or, for a single focused session without a retainer, the owner working session.
FAQ
Ongoing Advisory questions
How much does the Ongoing Advisory retainer cost?
It starts from $750 per month. The hours, the cadence and the focus are set in writing before we start, and the price is fixed for that scope. It scales up for a heavy quarter and down when things are quiet.
Is there a long-term contract?
No long lock-in. The scope is agreed up front and reviewed as the business changes, and the relationship continues because it is working, not because a contract says so.
How is this different from a fractional COO?
A fractional COO is an operating seat: someone inside the business running the cadence and the team, with a 3-month minimum. Ongoing Advisory is a standing advisor on a monthly rhythm, for a business that already runs and needs senior judgment on the decisions in front of it. The two pair naturally, and the right one depends on whether the business needs an operator or an advisor.
Who do I actually work with?
A senior advisor who already knows your business. CMA is a small firm led by its founder, and the person who scopes the retainer is the person in the sessions.
What happens when a real project comes up?
We run it rather than only advising on it. A raise, a launch or a system migration is scoped as its own piece of work at a fixed price, with the advisory relationship carrying the context so nothing has to be explained twice.