Ongoing Tech & Business Support Retainers

Running an online business means relying on a connected ecosystem of tools. Your website, email platform, automations, courses, payments, and client systems all need to work together consistently for your business to function well.

Our ongoing monthly retainers are designed to support and maintain that ecosystem.

This is long-term partnership support for business owners who want their systems to be reliable, organized, and actively cared for without having to personally manage every moving piece.

Rather than stepping in for isolated tasks, we take responsibility for the health and functionality of your online business tech as a whole.

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“Patti is phenomenal. She knows business forward and backward, she's professional, knowledgeable, decisive, detail oriented, proactive, and is someone I genuinely look forward to spending time with. Her depth of experience across so many different programs, services, and automations that I use to keep things running is astonishing. She takes total ownership of anything I ask for her help on, and is genuinely excited when there's an opportunity to learn something new. I have so much more peace of mind knowing that she's keeping everything working properly behind the scenes. I've worked with at least 25 different contractors in my business over the years, and Patti is without a doubt one of the top three. Your business, customers, and family will thank you for working with her, so if she has space? Snap it up!”

—Kyla Roma, Marketing Educator & Strategist, Kyla Roma Creative

What This Retainer Is For

This offering is best suited for established online business owners who:

Rely on multiple platforms to run their business
Want a trusted and experienced professional inside their systems who understands the full picture
Require ongoing support over one-off fixes
Want less reactive problem-solving and more stability behind the scenes
Are ready to stop being the default tech manager in their own business

This work is about continuity. When someone understands your systems, your history, and your goals, things run more smoothly, and decisions get easier.

Online Business Tech Support

The core of this retainer is ongoing support for the tech and systems that power your business, paired with strategic thinking about how those systems should evolve as your business grows.

This includes both implementation and systems-level problem solving.

We support clients with things like:

Email Marketing & CRM Platforms

Campaign and sequence setup and scheduling
Automation support and troubleshooting
Tagging, segmentation, and list organization
Forms, integrations, and data flow checks
Ongoing platform maintenance and cleanup

Automations & Integrations

Zapier and native automation setup
Connecting platforms so data moves correctly
Troubleshooting broken or inconsistent workflows
Improving existing automations to reduce manual work

Online Courses, Memberships, and Programs

Course and membership platform support
Lesson uploads, organization, and updates
Access management and client experience fixes
Integration with email and payment systems

Launch and Promotion Support

Tech setup for launches and promotions
Sales page, checkout, and email connections
Automation readiness and testing
Post-launch cleanup and optimization

Website Maintenance

Content updates and light design adjustments
Blog, page, and form updates
Plugin updates and site upkeep
SEO basics and troubleshooting as needed

Beyond execution, we also help identify better tools, cleaner workflows, and more aligned solutions when something is no longer working well for your business.

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“Before I started working with BizMagic, I was doing a lot of tech tasks myself because I was *just* competent enough and even sometimes enjoyed those tasks.

The problem was, that was absolutely NOT how I should have been spending my time—it was a form of procrastination. And the more booked up my schedule got, the less I enjoyed those tasks anyway.

Now, I have a whole team of experts I can turn to whenever I need tech or systems support.

Need to create a new website page in ShowIt? Patti’s team designs it more beautifully than I ever could.

Deliverability issue notification from HoneyBook? The wizards at BizMagic can figure it out.

No system for assigning tasks or keeping clients updated on exactly where their project stands? The Notion experts can build what I’m envisioning (but better).

If you’re new to outsourcing or have worked with a solo VA who didn’t have the impact you hoped they would on your business, BizMagic is absolutely worth the investment. Yes, you’ll pay more than a solo [General] VA, but you’ll also get a wider range of expertise from a team of values-driven experts who also happen to be incredibly kind, talented women.”

—Cassie Paton, Brand Messaging Strategist & Copywriter at Mettle & Tonic

Business Admin Support

While tech is the primary focus, retainer clients also receive as-needed business administration support when it directly supports the smooth operation of their systems.

This might include:

Client experience support inside existing platforms and inboxes
Backend organization and documentation
Operational tasks connected to tech workflows
Coordination related to launches or systems updates

This approach reduces handoffs, confusion, and duplicated effort. Having one partner who understands both the systems and the operations behind them makes everything run more efficiently.

Hunter Welling of The AgenShe - BizMagic Testimonial.jpg

“Patti and the BizMagic team are INCREDIBLE to work with! They're proactive, savvy, and professional. Whenever I hand something off I know it will be done on schedule and well. Before working with them, I was overwhelmed and drained by all of the ongoing tasks and open projects it takes to run my business well. Keeping up was daunting if not impossible. I've had several VAs. BizMagic exceeds all expectations because of their exceptional client managers and smart processes. I barely had to lift a finger to get them up to speed in my business. While working with BizMagic, I've been able to double my client load, launch a course, and do it all without pulling my hair out. If you're an established business owner who needs a savvy [team] to help you quit being the bottleneck in your business, BizMagic is a must.”

—Hunter Welling, Luxury Marketing Consultant & Coach, The AgenShe

Plaforms & Software We Use:

17hats, ActiveCampaign, Acuity Scheduling, Airtable, Asana, Aweber, Buffer, Buzzsprout, Calendly, Canva, ChatGPT, Circle, ClickUp, Contstant Contact, Deadline Funnel, Descript, Dubsado, Flodesk, Funnel Gorgeous, GoHighLevel, Google Workspace, Honeybook, Hootsuite, Jotform, Kajabi, Kartra, Kit (formerly ConvertKit), LastPass, Later, LeadPages, Libsyn, Linktree, Loom, MailChimp, Mailerlite, Metricool, Mighty Networks, MS Office, Notion, Onlypult, Ontraport, Podia, Samcart, Shopify, Showit, Skool, Slack, Smarterqueue, Soundcloud, Sprout Social, Squarespace, System.io, Tailwind, Teachable, Thinkific, Thrivecart, Trello, Typeform, Weebly, Wix, WordPress, Vimeo, YouTube, Zapier, Zoom, and more... If you use it, we probably know it!

How the Retainer Works

When you are on retainer with BizMagic, you have an ongoing partner who is actively inside your business systems. You are assigned a Client Manager, your dedicated partner, who is invested in the success of your business! She will be your go-to through your relationship with us.

Here is what that looks like in practice:

You have a partner who meets you where you are and takes the lead on getting your work done.
There is a clear way to submit requests and updates
Communication happens through established channels, so nothing gets lost
Issues are addressed as they arise, with priority given to things that affect business continuity
Systems are monitored and maintained over time, not just when something breaks
We look for patterns and opportunities to improve workflows, not just fix symptoms

This structure allows us to be proactive where possible and responsive when needed, without you needing to manage or oversee every task.

Retainer Structure & Investment

Monthly retainers start at $575 per month, which is designed to support an average of approximately 10 hours per month, with plenty of room to grow as big as you need!
Support is flexible and ongoing rather than task-by-task or hour-for-hour

Some months require more attention, others less. Retainers are structured to provide consistency and continuity.

As your business grows or your needs change, your retainer can scale accordingly.

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FAQs

Some work is better handled as a separate project or add-on to ensure proper scope, planning, and timelines.
The following are not included in the ongoing monthly retainer:
- High-level copywriting
- Full platform setups from scratch
- Major sales page design
- Full website design or redesign
- High-level strategy or planning meetings
If something falls into one of these categories, we will always discuss it clearly and offer a separate project-based option when appropriate.
No. Retainers are not task-by-task or hour-for-hour services. They are structured to provide consistent, ongoing support with shared context and flexibility month to month. This means we track our time internally and keep an eye on how much time we use for you each month. Your retainer will cover a rough amount of hours, with flexibility to ebb and flow. If we see significant ongoing unders or overs, we’ll have a conversation about your overall retainer amount so we stay on the most optimal and beneficial track.
We establish clear communication channels at the start of our work together so requests, updates, and questions are easy to submit and track. We meet you where you are and can communicate regularly via email, Voxer, project management tools, or your Slack workspace.
We will choose your Client Manager for you based on your specific needs and our team’s availability. All of our Client Managers are deeply experienced and invested in your success. If, at any point, you don’t like or feel well connected to your Client Manager, we can connect you with a new one!
We tend to work standard U.S. business hours. However, you can always reach out to us if you need something urgently and we’ll support you as best we can as quickly as possible. We have a whole team—that’s one of the benefits of working with us, we can usually find someone to help!
Ongoing retainers allow us to notice patterns, friction points, and opportunities for improvement over time. As we work inside your systems, we flag potential issues, suggest cleaner workflows, and recommend adjustments before things become bigger problems.
Retainers are designed to scale. As your business evolves, we can adjust the level of support to match your needs.
Shoot us an email at admin@bizmagic.co and we’ll be happy to answer any questions you have!