New challenges surface that the sprint did not anticipate
The organization is ready to go deeper, but does not know where to focus next
The standards installed in the sprint need reinforcement as the team grows and changes
Quarterly and annual rhythms need facilitation to stay consistent and meaningful
The momentum built over 90 days starts to slow without continued structure and support


Every retainer engagement is structured around the organization's specific needs at the stage it is in. The core of every engagement includes structured monthly sessions with the executive team and with the CEO or head of operations directly, facilitation of quarterly cadences and annual performance resets, and async access via text or email throughout.
The specific cadence and structure are defined at the start of each 90-day cycle based on where the organization is operationally and what the work requires. The retainer runs on a 90-day commitment, renewable as the engagement progresses.


The operational standards installed in the sprint hold and strengthen as the organization grows
New complexity gets addressed structurally rather than managed informally
Quarterly and annual rhythms run consistently because they are facilitated rather than self-managed
The executive team keeps developing the operational discipline that makes each stage of growth more executable than the last
The organization that was getting stronger in the sprint keeps getting stronger after it
In 50 minutes we will identify where the organization is after the sprint, what the next stage of growth requires structurally, and whether the Advisory Retainer is the right next engagement. You will leave with a clear answer either way.

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The Advisory Retainer is an ongoing operational support engagement for organizations that have completed a LoyaltyOps sprint and want continued access to advisory guidance, structured facilitation, and operational support as the work compounds. It includes structured monthly sessions with the executive team and with the CEO or head of operations, facilitation of quarterly cadences and annual performance resets, and async access Monday through Friday. The retainer runs on a 90-day commitment and is structured around what the organization actually needs at the stage it is in.
The Advisory Retainer is for CEOs and organizations that have completed a sprint and want continued support to sustain what was installed, extend the operational work, and navigate what the next stage of growth requires. It is not a standalone offer for organizations that have not yet done the foundational sprint work.
Every retainer engagement is shaped around the organization's specific operational needs at the stage it is in. The specific cadence and structure are defined at the start of each 90-day cycle based on where the organization is and what the work requires. The retainer runs on a 90-day commitment, renewable as the engagement progresses.
A new sprint installs a specific operational framework from the ground up through a defined five-phase process. The retainer sustains and extends what has already been installed, keeps the standards visible and reinforced, and provides the advisory access to navigate new operational challenges as they arise. Organizations that want to install a new framework can transition into a new sprint at any point alongside or after the retainer.
The retainer produces compounding operational strength. The standards installed in the sprint hold and develop as the organization grows. New complexity gets addressed structurally rather than managed informally. The executive team keeps building the operational discipline that makes each stage of growth more executable than the last. The organization does not plateau at what the sprint produced — it keeps getting stronger.
LoyaltyOps™ HQ
430 Hazeldean Road,
Unit #6, Suite 17
Kanata, Ontario, Canada
K2L 1T9
Email: [email protected]
Phone: 1 365-659-4720
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