A partner who stays.
Performance & Ongoing Support is a monthly retainer engagement that provides strategic AI guidance, system monitoring, governance maintenance, and expert leadership — without a full-time hire. Available for ISO 42001, AI strategy, and FileMaker clients alike.
- Best forOrganizations that have committed to AI and need a trusted partner to keep the strategy evolving and the systems performing
- DeliverableMonthly strategy reviews, system monitoring, on-call access, and quarterly performance reports
- Engagement styleMonthly retainer with a defined scope, flexible to what you actually need each month
- Who you work withKate Waldhauser · Certified Claris Partner & Responsible AI specialist
Three retainer tiers, scaled to
the level of support you need
For organizations that have a clear AI strategy in place and need continued guidance to keep it on track. This retainer gives you a dedicated strategic partner who knows your business, available for regular reviews, tool evaluations, governance updates, and the inevitable "should we do this?" questions that come up when you're actively scaling AI use.
- Monthly strategy review and priority alignment session
- Vendor and tool evaluation support (as needed)
- Governance policy maintenance and updates
- On-call access for time-sensitive AI decisions
- Quarterly written strategy update and performance summary
- Attendance at relevant internal meetings (by request)
- Consistent strategic direction without a full-time hire
- Faster, more confident AI decisions across the organization
- A strategy that evolves as technology and your business evolve
- An experienced partner who knows your business deeply over time
For organizations with live AI integrations, automations, or custom-built tools that need ongoing maintenance. This retainer covers monitoring, bug fixes, performance optimization, and incremental improvements, so the systems you've invested in keep delivering rather than slowly degrading.
- Ongoing monitoring of live AI systems and automations
- Bug fixes and issue resolution within agreed response times
- Performance reviews and optimization recommendations
- Updates as underlying tools and APIs change
- Minor feature additions and workflow adjustments (within scope)
- Monthly system health summary
- Systems that stay reliable and don't degrade silently over time
- Fast response when something breaks or behaves unexpectedly
- Gradual performance improvements over the lifetime of the retainer
- Confidence that your AI investment is being actively maintained
For organizations that need more than occasional advisory. We provide a deeply embedded partner who functions as your AI lead. This retainer gives you access to strategic guidance, implementation oversight, team enablement, and ongoing systems maintenance in a single ongoing engagement. This is the closest thing to having a senior AI leader on staff without the cost of a full-time hire.
- Everything in the Strategy & Advisory retainer
- Everything in the Systems Monitoring retainer
- Deeper involvement in AI-related hiring and vendor decisions
- Team enablement and training support (quarterly)
- Board or leadership presentation support (as needed)
- Priority response across all work streams
- A single trusted partner across strategy, systems, and team
- Faster AI progress with expert oversight at every level
- Consistent governance and responsible AI practices organization-wide
- The kind of institutional knowledge that usually only comes from full-time employees
What an ongoing engagement looks like in practice
Onboarding & Baseline
We get deeply familiar with your systems, strategy, team, and existing AI initiatives. We document everything and establish the baseline.
Monthly Reviews
Regular strategy sessions, performance reviews, and priority alignment, structured around what matters most that month.
On-Call Access
When a decision needs to be made quickly, or something breaks, you have direct access without scheduling delays.
Performance Reports
Quarterly summaries of what's working, what's changed in the AI landscape, and where we should focus next.
Truly magnificent and unparalleled thinking. When you are considering safety and responsibility in your organization's use of artificial intelligence, look no further than Violet Beacon.
Related reading
Things people ask before starting a retainer
A retainer creates continuity. We stay deeply familiar with your systems, your team, and your strategy, so when you need something, we're not starting from scratch every time. We also proactively identify issues and opportunities rather than waiting for you to call. That institutional knowledge compounds over time and makes every interaction faster and more valuable.
We typically ask for a minimum three-month commitment for new retainer clients. This gives us time to complete onboarding, establish a working rhythm, and demonstrate real value before you decide whether to continue. After the initial period, retainers continue on a monthly basis with 30-day notice to cancel or adjust scope.
Yes, and honestly, this is the most common path. Most retainer clients started with a strategy engagement, implementation project, or training program. By the time the project is complete, we know your organization well, and the transition to a retainer is straightforward. Many clients find the retainer becomes more valuable than the project itself because of the continuity it creates.
That's expected and built into how retainers work. We establish a defined scope and monthly rhythm, but we flex within that scope based on what's actually happening in your organization. Some months are strategy-heavy; others are more about systems work or team enablement. We adjust together at the start of each month based on your priorities.
Retainer pricing depends on the scope and depth of the engagement. Rather than publishing a rate card, we design each retainer around what a client actually needs and price it accordingly. The best way to understand what would be appropriate for your situation is a free 30-minute call. We'll give you a realistic range before you commit to anything.
Yes. For organizations that need expert guidance but don't require the intensity of a full retainer, we offer quarterly strategy reviews: a structured session every three months to review progress, update strategy, and flag emerging opportunities or risks. This is a good option for organizations that are largely self-sufficient but want an expert check-in a few times a year.
Ready for a partner who stays?
Free 30-minute call. No pressure, no pitch. Just a conversation about what's possible.