PACKAGE FOUR · RECURRING ADVISORY

Monthly Support Retainer.

The portfolio's most important offering — predictable monthly access to operational judgment that compounds in value the longer it runs.

Service Overview
PACKAGE FOUR · 2026
THE OFFER · PACKAGE FOUR RECURRING ADVISORY

Monthly Support Retainer

The portfolio's most important offering — predictable monthly access to operational judgment that compounds in value the longer it runs.

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
MONTHLY RETAINER
from$300 – $5,000 / mo
Foundation $300–$600 · Standard $700–$1.2k · Comprehensive $1.5k–$2.5k · Strategic $3k–$5k
Pricing Tiers

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.

TierScopePrice
Foundation3–4 hrs/mo · single home$300 – $600 / mo
Standard5–7 hrs/mo · 2–4 homes$700 – $1,200 / mo
Comprehensive8–12 hrs/mo · 5–10 homes$1,500 – $2,500 / mo
Strategic Partner15–20 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.

What Clients Say

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.

Executive Director
Residential Care Home
Get In Touch

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.

Book a discovery call Send a message
📞 (514) 826-7074 matthew.scarfo@ccooperations.com 🌐 www.ccooperations.com