Choose Your Management Service
Professional ongoing support tailored to your business needs
Website Management
What's Included:
- Security monitoring and updates
- Content updates and management
- Performance optimization
- Regular backups and reporting
- Plugin management
- Technical support
Perfect For:
Businesses with WordPress websites who want peace of mind and consistent maintenance.
Project Management Retainer
What's Included:
- Project planning and coordination
- Team communication and updates
- Timeline and milestone management
- Resource allocation and tracking
- Progress reporting and optimization
- Tool setup and management
Perfect For:
Growing businesses with multiple projects, launches, or initiatives that need professional coordination.
Operations Management Retainer
What's Included:
- Business process optimization
- Systems management and maintenance
- Team training and support
- Workflow automation setup
- Performance monitoring and reporting
- Strategic operations consulting
Perfect For:
Established businesses ready to scale operations efficiently with expert guidance.
Why Choose Monthly Management?
The advantages of consistent, professional support
Consistent Support
Regular, reliable assistance when you need it most
Expert Guidance
Professional management with years of experience
Flexible Hours
Services scale with your business needs
Peace of Mind
Know your operations are handled by a trusted expert
Focus on Growth
Spend your time on strategy and business development
How It Works
Simple steps to get started with monthly management
Consultation
We discuss your needs and determine the right service level
Onboarding
Quick setup and integration with your existing systems
Monthly Management
Consistent, professional support and reporting
Regular Reviews
Monthly check-ins to optimize and adjust as needed
Frequently Asked Questions
Common questions about our monthly management services
Absolutely! Many clients benefit from combining website management with project or operations management for comprehensive support.
All retainer packages are flexible. We can adjust hours based on your actual needs and business changes.
Most management services can begin within 1-2 weeks of our initial consultation.
Yes! I work with your current systems and can recommend optimizations when beneficial.
SERVICES & PROCESS
A deliberate path from operational chaos to total freedom.
Every engagement follows the same three-step journey — diagnose, build, support. No skipping steps. No guessing at what's broken. Here's exactly how it works and what you get at each stage.
The Strategic Operations Blueprint
Before anything is built, we diagnose. Most operational problems are symptoms of a deeper structural issue — and building the wrong system faster just creates more expensive problems. The Blueprint gives you the full picture and the precise plan before a single dollar goes toward implementation.
What happens in each step
Book Your Blueprint
After your Fit Call confirms we're aligned, you purchase the Blueprint and receive your pre-work questionnaire. Complete it at least 48 hours before your session — this is what allows us to arrive with your current state already mapped.
Pre-Call Analysis
Before we meet, I review your questionnaire responses and map your current tech stack, client journey, and operational gaps. You don't repeat yourself on the call — we go straight into solutions.
90-Minute Blueprint Intensive
We meet live and collaboratively map your future system — what stays, what goes, what gets automated, and how everything connects. This is a working session, not a discovery call.
System Architecture Map Delivered
Within 24 hours you receive your complete Blueprint document — your Operations Health Scorecard, Bottleneck Diagnosis, System Architecture Map, and if applicable, a recommended System Takeover tier. This document stands on its own and is yours to keep regardless of next steps.
Who is this for? The Blueprint is for established coaches and consultants who know something is broken operationally but aren't sure exactly what — or who want a clear, scoped plan before committing to a full build. It is the mandatory first step for every System Takeover engagement.
- Operations Health Scorecard — a scored assessment of your current systems across 7 areas
- Bottleneck Diagnosis — the real constraint identified, not just the symptoms
- System Architecture Map — a complete visual blueprint of your future system
- Tech Consolidation Plan — what stays, what goes, what gets replaced
- Recommended System Takeover tier (if applicable) with scoped implementation plan
- 90-minute intensive session with Shvaughn — not a template, a working session
$750 credited toward your System Takeover if booked within 7 days
The System Takeover
The full done-for-you build. Once your Blueprint is complete and the System Architecture Map is in hand, we move into implementation. You submit your credentials, step back, and receive weekly updates. We build your entire unified system on HighLevel — your CRM, automations, funnels, client onboarding, scheduling, and follow-up — all connected, all working. At handoff, everything runs.
- For coaches starting fresh on HighLevel
- 2 core automation workflows
- 1 lead capture funnel
- CRM setup and pipeline configuration
- Calendar and booking integration
- Contact import (up to 1,000)
- Handoff call and system walkthrough
- 30-day bug-fix warranty
- For coaches migrating from multiple tools
- Up to 5 platforms consolidated
- Up to 5,000 contacts migrated
- Up to 3 funnels built or migrated
- 1 course or membership migrated
- 5 automation workflows
- Full CRM, pipeline, and calendar setup
- Handoff call and system walkthrough
- 30-day bug-fix warranty
- For complex or high-volume operations
- 5+ platforms, large contact lists
- Custom scoped after Blueprint review
- Multi-funnel and workflow architecture
- Advanced automation and AI integrations
- Team training and SOPs included
- Dedicated project management
- 30-day bug-fix warranty
30-Day Bug-Fix Warranty — on every build
Every System Takeover includes a 30-day warranty covering bug fixes and build errors. If something we built doesn't work as specified, we fix it — no charge, no friction. The warranty covers build issues only, not new features or scope additions. All warranty requests go through a dedicated support form so everything is tracked and resolved systematically.
Ongoing Platform Support
After the build, the system needs to keep running. Platforms update, workflows need tweaks, new automations get added as the business evolves. Platform Support means you never have to go back into the backend yourself — monthly maintenance, updates, and tech support handled for you on an ongoing basis.
- Platform access and account maintenance
- Tech support via ticket system
- Bug fixes and error resolution
- Monthly system health check
- Response within 1 business day
- Everything in Starter Support
- 2 minor workflow updates per month
- Automation adjustments and edits
- Platform optimization recommendations
- Priority support response
- Everything in Growth Support
- 5 workflow updates per month
- One 30-minute strategy call per month
- Proactive system monitoring
- AI integration and optimization support
- Same-day priority response
Platform Support is available to all System Takeover clients. It is not required, but recommended — your system runs best when it's actively maintained.
Is this the right fit?
Cloud 9 works best with a specific type of client. Being honest about fit upfront saves everyone's time — and produces far better results.
- You're an established coach or consultant with consistent revenue ($100K+)
- You're running on multiple disconnected tools and know something has to change
- You want a done-for-you solution — not to be handed a course or a checklist
- You're ready to invest in a system that pays for itself in time and tool savings
- You can step back during the build and trust the process
- You want one person who sees the full picture, not a different freelancer for every tool
- You're pre-revenue or still finding your first clients
- You want to be heavily involved in the build or make daily decisions
- You're looking for the cheapest option — this is a premium, comprehensive build
- You need results in days — quality systems take the time they take
- You're not ready to move away from your current tools yet
- You want ongoing strategy and management, not systems implementation
Every project starts with a free 15-minute Fit Call.
No pitch. No pressure. A direct conversation to confirm we're the right fit, for both of us, before anything else happens.
15 minutes · No obligation · Spots are limited
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