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Virtual Support – Retainer Intake Form

The Fractional Partner retainer is an ongoing engagement for businesses that need consistent systems leadership, optimization, and technical implementation as they grow. This form helps determine fit, scope, and readiness for a long-term partnership.

Full Name *

Email *

Company *

Website *

Phone *

What best describes your business? *

Coach or Consultant

Agency

Wellness or Health

Professional Services

Other

How long have you been in business? *

Less than 1 year

1-3 years

3-5 years

5+ years

Current annual revenue range *

Under 100k

$100k-$250k

$250k-$500k

$500k-$1M

$1M+

Team size (including contractors) *

Just me

1-3

4-10

10+

What’s happening in your business that makes ongoing systems support necessary right now? *

Which areas need consistent support or optimization? (Select all that apply) *

Workflow improvements

CRM management & optimization

Automation maintenance

Client onboarding systems

Internal operations

Documentation & SOPs

Preparing for growth/expansion

How would you describe your current systems? *

Mostly manual

Some systems, inconsistent

Functional but fragile

Clear and mostly reliable

Where do you personally remain the bottleneck? *

What have you tried already to improve systems? *

What does “a successful ongoing partnership” look like to you? *

How involved do you want to be in systems decisions? *

Very involved

Collaborative

Prefer to delegate

Are you open to system changes that improve efficiency, even if they require new processes? *

Yes

Possibly

No

Are you prepared for a monthly retainer commitment (3 months minimum)? *

Yes

Possibly - need details

Not sure yet

Typical retainers start at $2,500/month. Is this within your expected range? *

Yes

No

I understand this is a strategic, ongoing partnership — not task-based or hourly support.

Yes, I understand *

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