“Workiflow is the partner bringing us to the next level.”
There was no project management software, just ten thousand emails flying around with creative requests. Total chaos. Workiflow changed that.
Samantha Jack · Senior Director, WAC Lighting
Services
Ongoing work across every discipline, from $5,000 a month.
Strategy, platform setup, automation, AI, data, and custom software, run as ongoing workstreams by a named account manager. Month-to-month after the first 90 days.
The model
Work is organised into workstreams.
- What a workstream isA workstream is one initiative with a stated objective, an owner on our side, and a visible outcome. You set the priority and the business context. We make the technical recommendations and move it forward every month.
- When priorities changeWorkstreams are set at quarterly planning. If a priority changes mid-quarter, we swap the workstream, with no new contract and no new statement of work.
The tiers set how many workstreams run at once, how fast we respond, how often we meet, and how senior the people on your account are.
Examples
Eight examples of workstreams.
These are workstreams we run for clients now. Yours are set during quarterly planning.
AI
Build an AI intake agent
A Claude agent that triages inbound requests and routes them.
Managed
Manage a platform
Day-to-day management of monday.com, Make, Claude, or any other app in your stack.
Automation
Automate client onboarding
A hands-off flow from form submission to project kickoff.
Data
Stand up an AI-ready data layer
Clean, structured data your agents and dashboards can use.
AI
Roll out Claude across the team
Company-wide setup: access, skill files, and training so the team uses it.
Platform setup
Set up a new platform
Stand up monday.com, Make, or another platform, configured for how your team works.
Strategy
Audit and replatform the stack
A review of your tools, then a migration plan you can run.
Custom software
Build a custom client portal
A branded portal for status, requests, and documents.
What's included
Every retainer can draw on all six disciplines.
Specialists join a workstream when its work needs them. Our tools, certifications, and security posture come with every tier.
The disciplines
The relationship
A named account manager
One senior lead who knows your business and runs strategy, support, and escalation.
Quarterly planning
A 90-minute session each quarter to review what shipped, reset priorities, and plan the next 90 days. Included at every tier.
Proactive recommendations
We flag risks and opportunities we see in your systems without waiting to be asked.
A shared channel and documentation
A direct channel to the team, and written documentation for every workstream, so nothing depends on one person's memory.
Pricing
Three tiers, from $5,000 to $25,000 a month.
Every tier includes a named account manager, quarterly planning, and our tools and security. Higher tiers add workstreams, faster responses, more frequent meetings, and senior specialists.
Tier 01
Foundation
$5,000/mo
For one technology priority.
- 1 active workstream
- 24–48-hour response
- Monthly check-ins
Tier 02 · Most popular
Growth
$12,000/mo
For several priorities at once.
- Up to 3 workstreams
- Same-day response
- Biweekly check-ins
Adds: Proactive monitoring, automation error management, senior specialists
Tier 03
Enterprise
$25,000/mo
For a company that runs many workstreams at once.
- Unlimited workstreams
- 4-hour response
- Weekly alignment calls
Adds: Dedicated senior engineer, executive strategy, custom SLA
Every retainer starts with a free 30-minute discovery call to scope the work. We can price a custom arrangement if none of the three tiers fits.
20+ clients are on a managed retainer today. Many started on project hours or a package and moved across once the value was proven.
How it works
Four steps from the first call to a running retainer.
- 01Step 1
Free discovery call
A 30-minute call. You tell us what works, what does not, and what you want to change. We say whether we are a fit and outline what a retainer would cover for you.
No commitment.
- 02Step 2
Technology assessment
We audit your stack, map your workflows, and list the changes with the most impact. For larger engagements this is a paid discovery with a written report, and it sets the first quarter's workstreams.
- 03Step 3
Retainer kickoff
We set the first workstreams, assign the specialists, open your shared channel, and start. Your account manager runs the first quarterly planning session to agree priorities, timelines, and success metrics.
- 04Step 4
Ongoing work
Workstreams move every month and are reset each quarter. The same team stays on your account, so nothing has to be re-explained.
Results
“The difference between running my business with Claude and without it is like the difference between working with electricity and without it.”
They built the governance first, which is the only reason I was comfortable putting this in front of my team. The work it takes off my plate every week is easily 80 hours' worth.
Nate Hamel · Founder & Owner, BuildBak®
“The reporting automation that saved 40+ hours a week.”
Global Mobility Partners was spending 40 hours a week on invoicing: currency conversion, data entry, distribution. Automation gave the week back.
Global Mobility Partners · Client story
“Workflow automation that actually works.”
A growing residential construction company rebuilds its purchasing and operations workflows on monday.com with Workiflow's guidance.
Olivia Clarke Homes · Client story
“monday.com workflows, transformed.”
A U.S. service organization takes monday.com adoption to the next level: complex workflows rebuilt as scalable, automated systems.
Service Express · Client story
“An entire practice, consolidated into one system.”
Immigration attorney Aleksandra Gontaryuk consolidates her entire practice into one integrated system built on monday.com with Caseflow.
AG Law Firm · Client story
“Workiflow have been excellent experts to work with.”
They got our team up and going very quickly and are super responsive. They know the key connections and automations to get the most out of our systems.
Sarah · Director, Energy By Tune
Questions
Frequently asked questions.
What is a workstream?
A workstream is one initiative with a stated objective, an owner on our side, and a visible outcome. It can be a new build, an ongoing improvement, a system migration, or a continuing area of support. Workstreams are set during quarterly planning and can be changed as your business changes.
How is the retainer different from buying hours or projects?
A retainer gives you ongoing work every month, with specialists from any discipline a workstream needs, backed by our certifications, AI tools, and security posture. Project hours and fixed-scope packages cover defined pieces of work, and we sell those too. The retainer is for businesses where the work is ongoing.
What if I need to change my workstreams mid-quarter?
You can. If a workstream stalls or a new priority comes up, we swap it, with no new contract and no new statement of work. Quarterly planning is where the formal reset happens; day-to-day direction stays with you.
What happens during quarterly planning?
A 90-minute session with your account manager and the relevant specialists. We review what shipped, what stalled, and what has changed in the business, then set the workstreams for the next quarter with priorities, outcomes, and success metrics. You leave with a written plan.
What team members do I get access to?
Anyone whose skills a workstream needs. Your account manager coordinates, so you have one person to ask. If a workstream needs a data engineer one month and a developer the next, both work on it.
Can I change tiers?
Yes. Most clients move up a tier within the first year as more workstreams become active. You can also move down when the work tapers.
Is there a long-term commitment?
No. Retainers are month-to-month after the first 90 days, so after that you can stop at the end of any month.
Next step
Book a discovery call.
Tell us where your stack is today. We say which workstream we would start with and what the retainer would cover for your business.
30 minutes. No commitment.