The Bevel Retainer

A fractional systems team, built to scale with you

The Bevel Annual Retainer is our flagship engagement model: a 12-month partnership that gives you consistent access to a fully embedded systems team. You get the continuity and trust of internal staff, with the flexibility and precision of a fractional model.

We handle the systems, tools, and workflows that support your business so your team can stay focused on what they do best.

What You Get

A cross-functional team that plugs directly into your business:

A Client Engagement Lead who understands your business, leads the relationship, and keeps everything moving
A Solution Architect who translates business goals into smart systems design
A Technical Architect who handles the complexity behind the scenes
A rotating bench of Specialists (Salesforce, HubSpot, Jira, Slack, Confluence, docs, reporting, etc.) who step in as needed

Whether you’re cleaning up a CRM, building documentation, automating workflows, or just getting your team out of the weeds, we bring the right people at the right time.

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How It Works

Our model is simple, transparent, and built for consistency:

12-month contract
One flat hourly rate across all services
Shared monthly hour commitment (we top up to the same number every month)
Unused hours roll forward as long as your contract is active
If you exceed your hours, overage is billed at a simple excess rate
Retainer invoiced at the start of the month; actuals reconciled at month-end

No tiered pricing. No inflated statements of work. No surprises.

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Why It Works

Continuity

Your team doesn’t change. They build context and stay with you.

Flexibility

Add or remove specialist resources depending on what matters each month.

Focus

We’re embedded in your business — not waiting for tickets.

Visibility

Clear check-ins, shared metrics, and no guesswork around usage or priorities.

Designed for Leaders Who Need Systems to Work

Our retainer is ideal for companies that have:

Outgrown the internal capacity to manage systems well.
Adopted tools like Salesforce, Jira, Slack, or HubSpot, but haven’t made them sing.
Ongoing ops work that’s draining their team’s time and energy.
Big plans... but no internal systems owner to support execution.

You don’t need more hands. You need a team that knows what to do with them.

A Whole Team, Not Just One Hire

For the cost of a single full-time ops or systems hire, you get a full team: strategist, architect, engagement lead, and the specialists needed to get the job done.
No HR overhead. No team burnout. No surprises.

Let’s Build Systems You Can Trust

We’re not here for the quick win. We’re here to help you build systems that work now, and scale later.
We'll start with a monthly rhythm. Deliver value every week. Build clarity for the long haul.

Talk to Us About the Retainer →