AI
Build an AI intake agent
A Claude agent that triages inbound requests and routes them.
Services / The Core Offer
Every technology capability your business needs. On retainer.
Strategy, AI, data, automation, implementation, and custom development, delivered through ongoing workstreams.
01 / The Model
Work scoped to outcomes.
The unit of work
A workstream is a focused initiative with a clear objective. You bring the business context; we bring the technical recommendations and move it forward every month.
Always flexible
Each workstream has an owner, a cadence, and a visible outcome. When a new priority surfaces mid-quarter, we reprioritize — no new contracts, no new statements of work.
The difference between tiers is volume, not capability.
02 / In Practice
Examples of workstreams.
Real initiatives we run for clients. Yours are scoped to your business during quarterly planning.
03 / What's Included
One retainer, the whole team.
Full access to all six disciplines, the tools, and the security a real engagement requires.
The relationship
A dedicated account manager
One senior lead who knows your business and owns strategy, support, and escalation.
Quarterly strategic planning
We review what shipped, reprioritize, and plan the next ninety days. Always included.
Proactive recommendations
We flag risks and surface opportunities before you have to ask.
Async channel + documentation
A direct channel with the team, and every workstream documented — no tribal knowledge.
04 / Pricing
Retainer tiers built around your needs.
Every tier includes the full team, tools, and security. Tiers differ only in volume — how many workstreams run at once, how fast we respond, and how often we meet.
Tier 01
Starter
Starting small or scoping a first initiative.
$2,500/mo
0.5 active workstream
- 0.5 active workstream
- 48-hour response
- Monthly check-ins
Tier 02
Foundation
One clear technology priority.
$5,000/mo
1 active workstream
- 1 active workstream
- 24–48-hour response
- Monthly check-ins
Tier 03 Most popular
Growth
Working across multiple fronts.
$12,000/mo
Up to 3 workstreams
- Up to 3 workstreams
- Same-day response
- Biweekly check-ins
Adds: Proactive monitoring, automation error management, senior specialists
Tier 04
Enterprise
A fully embedded technology partner.
$25,000/mo
Unlimited workstreams
- Unlimited workstreams
- 4-hour response
- Weekly alignment calls
Adds: Dedicated senior engineer, executive strategy, custom SLA
All retainers begin with a free discovery call to scope your needs. Custom arrangements available for unique requirements.
Some of our longest-running clients started with us before the retainer model existed and chose to stay.
05 / How It Works
From first call to ongoing partnership.
01
Free discovery call
We start with a 30-minute conversation. You tell us what's working, what's not, and where you want to go. We assess whether we're the right fit. If we are, we'll outline what a retainer looks like for your business.
No commitment. No pitch deck.
02
Technology assessment
We audit your stack, map your workflows, and surface the highest-impact opportunities. For larger engagements, this is a paid discovery with a written output. It becomes the foundation of your first quarter.
03
Retainer kickoff
We define your initial workstreams, assign the right team members, set up your communication channel, and begin work. Your dedicated account manager runs the first quarterly planning session to align on priorities, timelines, and success metrics.
04
Ongoing partnership
From here it's continuous. Workstreams progress every month. Quarterly planning reprioritizes. The team gets to know your business as well as you do. No re-onboarding, no context lost.
06 / Results
“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
“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
07 / FAQ
Questions, answered.
/01
What exactly is a workstream?
A workstream is a focused initiative with a clear objective, an owner on our side, and a visible outcome. It could be a new build, an ongoing optimization, a system migration, or a continuous area of support. Workstreams are scoped during quarterly planning and can be reprioritized as your business changes.
/02
How is the retainer different from buying hours or projects?
A retainer gives you the whole team every month: specialists, certifications, AI tools, and security posture. Hours and project work each have their place, and we offer those too for the right scope. The retainer is built for businesses where the work is ongoing.
/03
What if I need to change my workstreams mid-quarter?
You can. Every retainer includes flexibility to reprioritize. If a workstream stalls or a new priority surfaces, we reshape. No new contracts, no new statements of work. Quarterly planning is when the formal shift happens, but day-to-day direction stays with you.
/04
What happens during quarterly planning?
A 90-minute session with your account manager and relevant specialists. We review what shipped, what stalled, and what's changed in the business. Then we set the workstreams for the next quarter: priorities, outcomes, success metrics. You leave with a written plan.
/05
What team members do I get access to?
Anyone whose skills a workstream requires. Your account manager coordinates, so you never have to think about who to ask. If a workstream needs a data engineer one month and a developer the next, both show up.
/06
Can I change tiers?
Yes. Most clients move up a tier within the first year as more workstreams become active. Downgrades are also supported when the work naturally tapers.
/07
Is there a long-term commitment?
Retainers are month-to-month after the first 90 days. We're confident enough in the work that we don't need to lock you in. If the retainer isn't working, we want to know, not trap you.
Not sure which tier fits?
Book a call and we'll scope it with you.
/ Start
Your technology team starts here.
Tell us where your stack is today. We'll pinpoint the highest-impact workstream and show you exactly what the retainer would cover for your business.
30 minutes, no pitch deck. You'll leave with a clear next step.