Monthly Support Retainer.
The portfolio's most important offering — predictable monthly access to operational judgment that compounds in value the longer it runs.
Monthly Support Retainer
Standard Inclusions
- 60-minute monthly operations call
- Documentation spot-review (sampled records)
- Template updates & light customization (≤2 hrs)
- Email & brief-message support, business hours
Cadence & Reporting
- Monthly recurring-issue & trend tracking
- Quarterly written progress summary
- Annual deep-dive review meeting
- Live capacity caps to protect quality
Engagement Terms
- 3-month initial commitment, then month-to-month
- 30-day cancellation notice
- Foundation through Strategic Partner tiers
- Net-15 invoicing on the 1st of each month
Right-sized to your home.
Pricing scales with the size of the operation, the depth of the engagement, and the deliverable footprint. Final pricing is confirmed in a brief proposal after the discovery call.
| Tier | Scope | Price |
|---|---|---|
| Foundation | 3–4 hrs/mo · single home | $300 – $600 / mo |
| Standard | 5–7 hrs/mo · 2–4 homes | $700 – $1,200 / mo |
| Comprehensive | 8–12 hrs/mo · 5–10 homes | $1,500 – $2,500 / mo |
| Strategic Partner | 15–20 hrs/mo · multi-site agencies | $3,000 – $5,000 / mo |
All engagements include a kickoff call, written scope, and milestone-based invoicing. 50% deposit on engagements over $750.
Practical Tools. Real Impact.
CCO's work doesn't stop at recommendations — it ends with systems your staff use the same week. Here's what one residential care leader said about a recent engagement.
The review was thorough and eye-opening. The recommendations were practical, easy to implement, and made an immediate positive impact on our operations.
Continue exploring.
Documentation System Setup
Staff Training Sessions
Curious whether Monthly Support is the right starting point?
A 30-minute discovery call is enough to figure out fit, scope, and a realistic next step.