Executive Technology Leadership Retainer
For CEOs, COOs, and CFOs: Ongoing C-suite technology partnership with quarterly board updates, acquisition technology due diligence, and multi-location vendor coordination
Choose Your Service Tier
Based on clinic size, location count, and strategic technology needs
| Feature | Foundation $12K/mo 1-3 locations | Most Popular Growth $13K/mo 4-6 locations | Enterprise $16K/mo 7-10 locations |
|---|---|---|---|
| Strategic Sessions | 2/month (60-90 min) | 3/month | 4/month |
| Async Support | Email/Slack (2-day response) | Priority (1-day response) | 24-hour SLA |
| ClinicOps OS Access | ✓ | ✓ | ✓ |
| Roadmap Refresh | Quarterly | Monthly | Bi-weekly |
| Deep-Dive Analysis | - | Quarterly | Monthly |
| Executive Briefing | - | - | Quarterly |
| Emergency Response | 24-hour | 12-hour | 6-hour |
All tiers include strategic planning, vendor management, HIPAA compliance oversight, and technology roadmap management
Core Services (All Tiers)
Strategic Technology Leadership
- • Technology roadmap planning
- • Vendor evaluation & selection
- • Contract negotiation support
- • Risk assessment & mitigation
- • Industry trend analysis
Clinical Operations Technology
- • EHR & practice management optimization
- • Referral management enhancement
- • Revenue cycle technology
- • Clinical workflow optimization
- • Integration & automation
Compliance & Team Development
- • HIPAA compliance monitoring
- • Security policy review
- • IT leadership & mentoring
- • Change management guidance
- • Technology governance
ClinicOps OS Toolkit Included
Complete set of frameworks, templates, and tools for healthcare technology management
Notion/Excel templates for technology initiative tracking
80+ healthcare-specific technology metrics
Technology vendor evaluation templates
Quarterly business review presentation framework
Staff communication library for technology changes
Technology risk tracking and mitigation templates
Ongoing Clinical Operations Validation
As part of your retainer, all strategic recommendations and technology evaluations are validated by clinical operations professionals to ensure:
Workflow Fit
Solutions work in actual therapy clinic environments
Adoption Viability
Staff can realistically implement and sustain changes
Patient Care Focus
Technology improves outcomes, not just efficiency
Professional Development Alignment
Training fits therapist learning capacity
Terms & Diagnostic Credit
Retainer Terms
- 90-day minimum commitment (all tiers)
- Month-to-month after initial 90 days
- 30-day cancellation notice after initial term
- Tier changes permitted with 30-day notice
- Payment: Monthly recurring via ACH, due 1st of month
100% Retainer Credit
Eligibility:
- • Full $10K Assessment credited to retainer Months 1-2.5
- • Sign within 30 days of Assessment delivery
- • Works with any tier
- • Retainer starts at Month 3 at full rate
Example ($12K/month tier):
Is This Right for You?
This is right for you if:
- ✓You're a multi-location clinic (1-10 locations) needing ongoing strategic guidance
- ✓Monthly budget: $10K-16.7K depending on practice size and complexity
- ✓You want fractional CTO leadership without full-time hire
- ✓You need continuous strategic oversight, not just point-in-time projects
- ✓You're committed to 3-month minimum (prefer 6-12 month partnerships)
This might not be right if:
- !You want low-risk test first → Start with Workshop ($2,995)
- !You need comprehensive assessment → Begin with Diagnostic ($10K)
- !You have specific project → Implementation Coordination is project-focused ($25K-$35K)
- !You're single-location practice (Retainer optimized for multi-location complexity)
- !You need immediate project execution only (Retainer is strategic oversight, not hands-on implementation)
Not sure which tier is right? Schedule a 15-minute consultation to discuss your situation.
Frequently Asked Questions
How do I choose the right tier for my practice?
Foundation (1-3 locations): Established technology environment, periodic strategic guidance. Growth (4-6 locations): Active growth phase, multiple technology initiatives underway. Enterprise (7-10 locations): Complex multi-location environment, strategic transformation focus. You can upgrade/downgrade with 30-day notice after initial 90 days.
What's the difference between Retainer and Implementation Coordination?
Retainer provides ongoing strategic technology leadership without specific project focus - think fractional CTO providing continuous guidance. Implementation Coordination projects are fixed-fee engagements where I select vendors and coordinate execution for specific implementations (EHR consolidation, compliance programs, etc.). Many clients have both active simultaneously - Retainer for strategic oversight while Implementation Coordination delivers vendor-managed project execution.
What happens to ClinicOps OS Toolkit after Retainer ends?
Toolkit access terminates upon Retainer cancellation - this includes frameworks, templates, and tools. However, you retain all completed work products created specifically for your practice during the Retainer (roadmaps, assessments, custom policies, presentations). Think of it like software licensing - access during engagement, but deliverables created for you are yours permanently.
Can I combine Retainer with Implementation Coordination?
Yes, and this is common. Retainer provides strategic oversight while Implementation Coordination delivers vendor-managed project execution. For example: Retainer manages overall technology strategy and vendor relationships while Implementation Coordination handles EHR consolidation coordination. Retainer continues providing guidance during Implementation Coordination execution. Both have separate pricing and terms.
What if I need more than 4 strategic sessions per month?
Additional sessions available as add-on at $1,000 per session beyond tier allocation. However, if you consistently need more sessions, consider upgrading to higher tier - Growth tier (3 sessions) or Enterprise tier (4 sessions) provides better value than Foundation + add-ons. Tier upgrades can happen anytime with 30-day notice.
Do you provide hands-on implementation or just advisory?
Retainer provides strategic coordination with vendor management - technology roadmap planning, vendor evaluation and selection, HIPAA compliance oversight, executive guidance. For hands-on project implementation, I select and coordinate qualified vendors through Implementation Coordination projects (separate SOW). Think of Retainer as fractional CTO providing leadership, strategy, and vendor coordination - not solo hands-on execution.