Ongoing CTO + Growth Retainer

Get CTO-level systems leadership and growth execution without hiring a full-time CTO.

Monthly advisory and execution support for home services companies that need ongoing improvement across CRM, AI, reporting, vendors, website conversion, and growth operations.

Typical investment: $5,000-$12,000/month

Regional home services branch with service vans and technicians preparing for daily operations

Purpose

Keep your growth systems improving while the company scales.

As a home services company expands across locations, territories, and service lines, the operating system becomes harder to manage. Marketing, web, calls, CRM, dispatch, reporting, and software vendors all affect revenue capture, but no single owner has the full picture.

The retainer gives leadership one strategic partner to guide the roadmap, coordinate vendors, improve execution, and keep AI, CRM, website, and reporting priorities moving.

Best fit

Companies that are growing but not ready to hire a full-time CTO, CIO, VP of technology, RevOps leader, and internal web team.

Retainer coverage

What ongoing support includes

Fractional CTO advisory

Roadmap, architecture decisions, software selection, vendor review, and executive technology guidance.

Monthly growth optimization

Landing page improvements, conversion reviews, service-area page strategy, offer testing, and campaign support.

Website and landing page updates

Ongoing updates to pages, forms, CTAs, trust proof, location content, and estimate request flows.

Chatbot tuning

Improve qualification scripts, escalation logic, handoff quality, and AI intake performance over time.

CRM and reporting governance

Field hygiene, lifecycle definitions, routing governance, dashboard review, and adoption support.

Vendor coordination

Align agencies, call tracking, CRM, field service, analytics, and web resources around one operating plan.

Monthly rhythm

Executive visibility plus execution capacity.

The retainer is structured around a monthly operating rhythm: review data, identify bottlenecks, prioritize fixes, coordinate execution, and update the roadmap.

Executive dashboard reviewReview performance by source, branch, service line, and conversion stage.
Roadmap prioritizationChoose the highest-value improvements for the next month and quarter.
Execution managementMove website, CRM, AI, reporting, and vendor coordination work forward.
Quarterly roadmap updateRecalibrate systems and growth priorities as locations, services, and budgets change.

FAQ

Questions executives usually ask first

Can this replace a full-time CTO?

For many $10M-$100M home services companies, a fractional CTO + Growth model is a practical bridge before hiring a full-time executive.

Do you manage vendors?

Yes. We can coordinate agencies, developers, CRM vendors, field-service software resources, analytics partners, and internal stakeholders.

Is this strategic or hands-on?

Both. The model combines senior advisory leadership with execution capacity for web, CRM, reporting, AI, and growth optimization.

Can the retainer follow a 90-day sprint?

Yes. That is often the best path: diagnose, build the first improvements, then keep optimizing.

Next step

Need one accountable technology and growth roadmap?

Use the retainer to keep your lead conversion system, CRM, AI, reporting, and vendors aligned as the company scales.