Executive & Fractional Advisory (Retainer)
Ongoing access to senior external judgment across deliverability, governance, consent, disclosures, and related operational risk.
What this is
Ongoing access to senior external judgment via Slack. For teams operating at speed who need interpretation, review, decision support, and pressure-testing as questions arise, not a one-time project output.
This is not a retainer for implementation work. It is advisory access: I help your team understand what applies, what the risk is, and what the defensible path looks like. Your team acts.
When this is the right starting point
This service fits when you:
- Have a live program with ongoing carrier policy changes, registration
- dates, or content review questions that need external input regularly
- Need senior judgment available faster than a project engagement allows
- Are building or scaling a program and want external review of decisions
- they happen, not after the fact
- Have internal teams (legal, marketing, engineering, operations) who need
- external advisor they can query without a full engagement process each time
Not the right fit for one-time questions, program launches without ongoing complexity, or teams who need implementation rather than advisory.
What's included
- Slack channel access for deliverability, governance, consent, disclosure,
- d messaging-risk questions
- Written answers within 24–48 business hours
- Guidance on program changes, carrier policy updates, and content review
- Review of materials on request (disclosures, opt-in flows, message samples)
- thin scope of advisory judgment
- Escalation hygiene support. Knowing when to engage legal vs. handle
- erationally is part of the value
What this is not
- Not 24/7 coverage or emergency response
- Not legal advice or legal representation
- Not implementation, development, or execution
- Not an unlimited-scope retainer. Advisory judgment only
- Not a substitute for legal counsel on regulatory matters
Pricing
$1,500–$3,000 per month.
3-month minimum engagement. Final pricing is based on program complexity and expected question volume. Confirmed after intake review.
How to proceed
Complete the intake form. Describe your program, what is currently active, and the type of questions you anticipate needing answered. I will confirm fit and pricing before the engagement begins.
