Momentum Retainer
Momentum is for businesses that already have automations live but need ongoing support, testing,
and refinement to keep results compounding month after month.
Who it’s for
- Teams with active campaigns needing constant optimization
- Businesses ready for quarterly reviews and strategy alignment
- Founders who want peace of mind that systems stay sharp
What you get
- Monthly A/B tests on CTAs and forms
- Workflow tweaks and new automations
- List hygiene and deliverability checks
- Quarterly analytics review with actions
- Priority support channel
Why it matters
Automation is never “set and forget.” Momentum keeps your workflows healthy, responsive,
and optimized so you can stay ahead of competitors without adding internal overhead.
Frequently Asked Questions
How long does setup take?
Launch: 1–2 weeks. Growth: 2–4 weeks depending on integrations and assets. Momentum: ongoing monthly optimization.
Which tools do you integrate?
Common stack: Calendly, Pipedrive, Mailchimp, Stripe/PayPal, Zapier/Make, GA4, and Hotjar. We’ll confirm the exact stack during the kickoff call.
Do I need a CRM already?
No. Launch includes a basic Pipedrive setup. Growth configures stages, tasks, and alerts so your team can work from one clean pipeline.
What counts as “nurture” in Growth?
Multi-step sequences via email (and SMS if desired): new-lead acknowledgment, qualification prompts, value delivery, and follow-up nudges tied to deal stage or time since last touch.
How do you measure results?
GA4 events for key actions (CTA clicks, form submissions, bookings) and a simple Looker Studio snapshot (in Growth) to track leads and bookings over time. Momentum adds quarterly review + actions.
Can you work with my existing website?
Yes. We connect forms, booking, and tracking to your current site. If the site isn’t Elementor/WordPress, we’ll embed or hand off lightweight code where needed.
What about data security?
We use least-privilege access, SSL-only connections, reCAPTCHA on forms, and vendor-level security (Stripe/PayPal, Pipedrive, etc.). Admin access is removed at project closeout.
Do you offer custom builds?
Yes—choose the Custom tier for bespoke workflows, additional systems, or complex logic. We’ll scope it on a short consult.
What’s included in Momentum each month?
AB tests on key steps, workflow tweaks, list hygiene, deliverability checks, and a priority support channel. A quarterly analytics review keeps strategy aligned.
What’s the commitment?
Launch/Growth are project-based with milestone billing. Momentum is a monthly retainer; you can pause or cancel with 14-day notice before the next cycle.
Keep results compounding
Stay optimized, tested, and supported every month with Momentum.