Divergent DigitalDivergent Digital
Operating Plan · Prepared for Portfolio Leadership · 2026-05-12

Operating Plan

Divergent Digital

A scoped plan for bringing on ten new clients. People, process, work, cadence. Written in response to five questions from the Portfolio Leadership Team.

Executive Summary

Goal

10 new clients without asking the current team to absorb the growth by force of effort.

Hiring Model

Three tranches, each conditioned on signed revenue. First two hires: Director of Operations and Salesperson.

Operating Constraint

The binding constraint is leadership attention and client cadence, not channel execution capacity.

Revenue Logic

Three retainer tiers, Enter / Control / Command. The $12K–$18K gap between Control and Command is deliberate; it prevents a soft middle that invites scope creep.

Primary Risk

Growth outruns the operating layer. We hire on triggers, build AM coverage early, and run scheduled artifacts so the relationship doesn't depend on heroics.

Section One

Personnel Plan to Acquire 10 New Clients

10 new clients, roughly 50/50 between SMB and mid-market. We build in three tranches of 3, 4, and 3 clients, sizing hires to each tranche rather than committing them up front. Cost growth tied to revenue growth, not the other way around.

Answer in brief

Build the team in three signed-revenue tranches. Hire the Director of Operations and Salesperson first, then add AM and channel support only as client count and capacity triggers are met. Full 10-client structure lands at 13-14 people.

Current team (foundation we're building on)

Person

Andrew Bramlett

Role

CEO / Strategy

Function

Direction, client strategy, growth, top-account relationships

Person

Anthony McDaniel

Role

Paid Search Director

Function

Google, Meta, LinkedIn, programmatic; campaign architecture and optimization

Person

Will Long

Role

Senior SEO / Content Writer

Function

SEO strategy, technical audits, content production

Person

Joshua Britt

Role

Lead Design / Front-End

Function

Brand application, web design, page builds, front-end engineering

Person

Jordan Marlow

Role

Senior Data Engineer

Function

Integrations, dashboards, attribution, reporting infrastructure

Person

Ian Curtis

Role

Contracted Designer (PT)

Function

Design overflow capacity

Six people on delivery. Strong on technical execution (paid, SEO, dev, data). Thinner on the layers that scale a client book: operations, sales, account management.

Tranche 1 · Clients 1 to 3 (Hires: 2)

Two hires unlock everything else. Both are role gaps already costing the agency time today; both are non-negotiable for credibility past three new clients.

1.1 · Director of Operations

Owns: delivery operations, hiring and onboarding execution, capacity planning, vendor management, agency-side billing (invoicing, AR), team accountability against scope. Strategic governance over how every client account runs: what gets delivered, when, by whom, against what scope.

Why first: the current “Executive Leadership” role (Andrew) is the kitchen-sink bucket. Strategy, ops, AM, sales, finance touchpoints. That bucket is reasonable at the current scale and unsustainable at 4+ active accounts. The DoO unbundles it.

Through Tranche 1: the DoO also absorbs senior account governance for clients 1–3: scope discipline, weekly cadence, escalation routing. At 3 clients this is appropriate to the role. Pure account managers come in Tranche 2.

1.2 · Salesperson (BD / Hunter)

Owns: top-of-funnel. Outbound, prospect cultivation, qualifying conversations, building the calendar. Andrew co-runs late-stage and closes; the Salesperson does not. The split is intentional. Andrew's strength is closing strategy-driven conversations, not the daily prospecting grind.

Why first: without a hunter, 10 new clients in any realistic window is a leadership-time problem we can't solve by working harder.

Tranche 1 · At Full Strength

Andrew · DoO · Salesperson · Anthony · Will · Joshua · Jordan · Ian (PT) = 8 people supporting 3 new clients on top of the existing book.

Tranche 2 · Clients 4 to 7 (Hires: 3, plus 1 status change)

The DoO has built the operating system. The Salesperson is producing pipeline. Now we add capacity where it specifically pinches.

2.1 · Account Manager (triggers at client #4)

Day-to-day client interface for SMB and lower-tier mid-market accounts. Status, reporting prep, action-item ownership, scope creep management. Frees the DoO from per-account tactical AM work to focus on operations at the layer above. Hiring lead time means we start recruiting at client #3.

2.2 · Content Writer / SEO Support

Content production at volume: blog, page copy, ad copy, supporting collateral. Reports to Will, who keeps strategy and senior technical SEO. Will alone can carry strategy across 7 accounts but cannot personally write the content volume those accounts demand.

2.3 · Paid Media Coordinator / Junior PPC Specialist

Campaign builds, daily optimization, reporting compilation across paid accounts. Reports to Anthony, who keeps strategy, attribution architecture, and senior client conversations. Anthony can director-lead 7 paid accounts but the build volume needs a second pair of hands by client #5–6.

Status change · Ian Curtis: contractor (PT) → FTE

By client #5 the design work is steady enough that contractor flex isn't the right structure. Convert Ian to FTE, with Joshua continuing as design + front-end lead.

Tranche 2 · At Full Strength

Andrew · DoO · Salesperson · Anthony · Anthony's Coordinator · Will · Content Writer · Joshua · Ian (FT) · Jordan · AM = 11 people supporting 7 new clients on top of the existing book.

Tranche 3 · Clients 8 to 10 (Hires: 2–3)

By the time we close client #8, the agency is real-sized. Hires here add management depth and protect quality at scale.

3.1 · Second Account Manager

Triggers when AM #1 hits 6 active accounts. A single AM can responsibly carry 5–6 SMB-to-mid accounts at the cadence we promise (weekly status, monthly reporting, quarterly strategy). AM #2 prevents the cadence collapsing as the book grows.

3.2 · Senior Web Developer / Front-End Engineer

Larger web builds, technical CMS work, integrations beyond what Joshua can carry alongside design leadership. At 10 active accounts there are typically 2–3 site builds or major rebuilds in flight at any given time.

3.3 · Optional: SEO Manager

Triggers if 5+ of the 10 clients are SEO-heavy retainers. A mid-level SEO manager lets Will become the senior strategist across all accounts rather than the lead executor on each.

Tranche 3 · At Full Strength

13–14 people supporting all 10 new clients plus the existing book.

Trigger criteria (revenue-conditional hiring)

Each tranche-2 and tranche-3 hire is conditional on hitting the client count that triggers it, not committed in advance. This is the discipline that keeps cost growth tied to revenue growth.

Hire

Account Manager #1

Trigger

Client #4 signed

Hire

Content Writer

Trigger

Client #5 signed OR Will at >25 hr/wk on content production

Hire

Paid Coordinator

Trigger

Client #5 signed OR Anthony at >30 hr/wk on builds/optimization

Hire

Ian → FTE

Trigger

Sustained 25+ design hrs/wk for two consecutive months

Hire

Account Manager #2

Trigger

AM #1 carrying 6 active accounts

Hire

Sr. Web Developer

Trigger

2 concurrent web builds in flight OR client #8 signed

Hire

SEO Manager

Trigger

5+ SEO-heavy clients in book

Compensation framing

Working bands for new hires (final numbers calibrated to candidate + market):

  • Director of Operations: $110–140K base + performance component
  • Salesperson: $70–90K base + commission structure on signed MRR
  • Account Manager: $60–80K base
  • Content Writer: $55–70K
  • Paid Coordinator: $55–70K
  • Senior Web Developer: $90–115K
  • SEO Manager: $80–100K

Summary

Tranche

Tranche 1

Clients added

1–3

New hires

2 (DoO, Salesperson)

Cumulative team

8

Tranche

Tranche 2

Clients added

4–7

New hires

3 + Ian conversion

Cumulative team

11

Tranche

Tranche 3

Clients added

8–10

New hires

2–3

Cumulative team

13–14

The plan can be paused, slowed, or accelerated at any tranche boundary based on actual signed-revenue performance. No hire commits without its trigger met. Every role has a clear owner of a defined function. No overlap, no kitchen-sink buckets once the DoO is in seat.

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Section Two

New Hire Onboarding Process

A new hire is most expensive in their first 90 days. Salary cost against zero output, plus senior-team time spent ramping them. A defined process turns that cost into a planned investment with a date by which the hire is contributing autonomously.

Answer in brief

Every hire moves through the same 90-day ramp: DoO owns the process, the hiring manager owns discipline quality, and a peer absorbs daily friction. Day 90 is a decision point, not a vague milestone.

Below is the standard onboarding flow every new Divergent hire goes through; role-specific detail (which clients, which tools, which certifications) is filled in by the hiring manager against the template.

Target outcome: new hire is fully productive in their defined role by Day 90, with a documented path to performance review and continued growth.

Ownership

Layer

Process orchestration

Owner

Director of Operations

Responsibility

Owns the onboarding flow end-to-end. Pre-Day-1 logistics, milestone check-ins, 30/60/90 reviews, retain/release decisions.

Layer

Discipline ramp

Owner

Hiring Manager

Responsibility

Discipline-specific training, client introductions, work assignment, quality review during ramp.

Layer

Vision & culture

Owner

CEO (Andrew)

Responsibility

Week 1 vision session; quarterly all-hands; sets and protects the standards the rest of the org executes against.

Layer

Day-to-day buddy

Owner

Assigned Peer

Responsibility

Tooling questions, cultural orientation. Reduces senior-team interruption load during ramp.

Hiring Manager by discipline:

New hire role

Paid Media (specialist, coordinator)

Hiring Manager

Anthony McDaniel (Paid Search Director)

New hire role

SEO / Content (manager, writer)

Hiring Manager

Will Long (Senior SEO / Content)

New hire role

Design / Front-End Dev

Hiring Manager

Joshua Britt (Lead Design / Front-End)

New hire role

Data / Reporting

Hiring Manager

Jordan Marlow (Senior Data Engineer)

New hire role

Account Manager

Hiring Manager

Director of Operations

New hire role

Director of Operations (first DoO hire)

Hiring Manager

CEO (Andrew); senior team supports

New hire role

Salesperson

Hiring Manager

CEO (Andrew)

New hire role

Executive Operations Lead

Hiring Manager

CEO (Andrew)

Pre-Day 1 (Offer Accepted → Start Date)

Owned by the Director of Operations. Most failures of onboarding happen here. A hire who arrives on Day 1 without equipment, accounts, or a plan loses momentum that's hard to recover.

  • Offer letter signed; NDA and employment agreement countersigned
  • Background check / reference verification complete (if applicable to role)
  • Payroll setup (W-4 / I-9 / direct deposit) routed to bookkeeping
  • Equipment ordered and delivered: laptop, peripherals, monitor (shipping arrives no later than 3 business days before start)
  • Account provisioning complete (full list below)
  • Welcome package sent: Day 1 schedule, Divergent Guide, brand & voice guide, role-specific reading list
  • First-week schedule pre-built in their calendar (orientation blocks, intro meetings, hiring-manager shadow sessions)
  • Welcome email from CEO + DoO sent (warm, specific, names what we hired them for)
  • Buddy assigned and briefed
  • Hiring manager preps onboarding work plan for first 30 days

Account provisioning standard kit:

System

Google Workspace (email, calendar, drive)

Access Level

Full

System

Slack

Access Level

Full, with relevant channels pre-joined

System

Asana

Access Level

Role-appropriate

System

Password manager (1Password / Bitwarden)

Access Level

Full, vaults assigned by role

System

Github / version control

Access Level

Role-appropriate (Design/Dev, Data)

System

Google Ads / Meta / LinkedIn Ad Manager

Access Level

Role-appropriate (Paid Media)

System

Google Analytics, Search Console, BigQuery, Looker Studio

Access Level

Role-appropriate (SEO, Data, Account)

System

CRM (under evaluation, likely Clay)

Access Level

Role-appropriate

System

Internal docs / SOPs repository

Access Level

Full

Role-appropriate access is determined by the hiring manager and provisioned by the DoO. Principle: hire arrives Day 1 with everything they need, not pinging the team for credentials throughout their first week.

Week 1 · Orientation

Day 1: Welcome & Foundations

  • 9:00 AM · Welcome meeting with DoO; office tour (or virtual equivalent); equipment setup verification
  • 10:00 AM · Paperwork completion; health reimbursement plan walkthrough
  • 11:00 AM · Meet-the-team intros (15-min 1:1s with each existing team member across the week)
  • 1:00 PM · CEO vision session (60–90 min): why Divergent exists, the standards we hold ourselves to, what we won't do
  • 3:00 PM · Hiring manager walks through the 30-day plan, the role, the accounts they'll touch, the first project
  • End of day · Buddy check-in, lay of the land, Q&A

Days 2–3: Shadow & Observe

  • Shadow hiring manager and senior peers in active client work. Observe client calls, internal syncs, work-product quality bar
  • Read into 1–2 active client accounts in depth: history, current state, KPIs, what's working, what's not
  • No production work yet. Pure absorption

Days 4–5: Tools & Standards Immersion

  • Tool-by-tool walkthrough of the systems they'll use daily; role-specific certifications begin (Google Ads, Meta Blueprint, HubSpot Academy, etc.; agency reimburses)
  • Internal SOP review for the discipline (how we do paid setup, SEO audits, dashboard builds, brand application)
  • First small contribution assigned: a clearly bounded piece of work to be done by end of Week 2

End of Week 1

  • 30-min check-in with hiring manager: how the week felt, what's clear, what's not, what's blocking
  • 30-min check-in with DoO: cultural fit signals, process feedback (we learn from every onboarding; the new hire's read is fresh data)

30 / 60 / 90-Day Milestones

The hire's first 90 days are structured around three escalating checkpoints. Each has a defined conversation and a defined deliverable.

Day 30 · Orientation Complete, Contributing in Observer/Junior Capacity

What the hire has done

  • Completed all account provisioning, tooling onboarding, and role-specific certifications
  • Read into all assigned client accounts; can speak to each one's KPIs and current state
  • Delivered 2–4 small, bounded pieces of work with senior review
  • Shadowed at least one full client cadence cycle (weekly status → monthly report → end-of-month optimization)

Conversation · DoO + Hiring Manager + New Hire

  • What's working in the ramp; what's slowing it down
  • Confirm the 60-day work plan
  • Surface any gaps in tooling, access, or training the hire has hit
  • Optional: 30-day reflection memo from the hire (3 paragraphs: what they've learned, what's surprised them, what they want to dig into next)

Day 60 · Owning Small Pieces Autonomously

What the hire has done

  • Owns a defined slice of work for 2–3 accounts without senior team needing to drive (monthly reporting, PPC build-and-launch, content production)
  • Has presented or co-presented in at least one client call
  • Receives quality reviews on their work; reviews are getting lighter

Conversation · DoO + Hiring Manager + New Hire

  • Mid-point performance signal: on track, ahead, or behind
  • Address any concerns before they become a Day 90 problem
  • Adjust the next 30-day plan if needed

Day 90 · Performance Review; Probationary → Permanent

What the hire has done

  • Carrying full responsibility for the work defined in their role at the level expected for their seniority
  • Clear contribution to 3+ client accounts (or, for non-client roles like DoO, demonstrable impact on the operating systems they own)
  • Has received and given peer feedback

Conversation · Formal review

  • Performance against role expectations: pass, pass-with-gaps, or not retained
  • Compensation review trigger (formal pay review at 12 months unless 90-day review surfaces market-rate gap)
  • Confirm the path forward: areas of growth, target for next 90 days, when the next review happens
  • Outcome documented in HR file by DoO

Artifacts the Hire Receives

A small, intentional package, not a binder. Read in Week 1, referenced throughout the first year. Bullet-point and scannable; nothing the team won't actually open.

  1. Welcome letter from CEO. Vision, expectations, what we hired them for, what we expect from them.
  2. Divergent Guide. Bullet-point reference covering what we stand for, how we work, time-off and holidays, health reimbursement plan, expense norms, working-hours expectations, communication standards. Not prose; designed to be opened only when someone needs an answer.
  3. Role description and 30/60/90 plan from the hiring manager.
  4. Brand & voice guide. How we write, design, and present.
  5. Active client roster and access map. Which accounts they'll touch and at what level.
  6. Tooling guide. Links, credentials, and how-we-use-it notes for the agency's standard tools.
  7. Internal SOPs for their discipline. The documented ways we do paid setup, SEO audits, dashboard builds, brand application.
Several of these artifacts (the Divergent Guide, the brand & voice guide, full internal SOPs across all disciplines) are in development as part of the Director of Operations' Tranche-1 scope. The DoO inherits authorship of these documents in their first 60 days; the first hire after the DoO will receive draft versions, and subsequent hires will receive polished versions. This is the natural sequencing of a new role that owns the operating layer.

Artifacts the Hire Produces

  1. Day 30 reflection memo (optional but encouraged). Three paragraphs of fresh-eyes feedback.
  2. First 60-day deliverable to a real client account, under senior review.
  3. Documentation contribution. By Day 90, every new hire updates or adds one piece of internal documentation (an SOP, a checklist, a process note). Builds the habit of contributing to the org's operating layer from Day 1.

Ongoing Development (Post Day 90)

  • Monthly. 1:1 between hire and hiring manager (30 min).
  • Quarterly. 1:1 between hire and DoO (45 min); broader career and growth conversation.
  • Annual. Formal performance review with compensation review attached.
  • As-needed. Continued certifications and training, reimbursed against an annual learning budget per role.

Three Things This Process Protects

  1. The hire's first 90 days are the expensive ones. A structured ramp converts that cost into a predictable investment. We know when they'll be productive, and we know how to course-correct if they're not.
  2. Senior team's time during ramp is the single biggest non-salary onboarding cost. Assigning a buddy and pre-building the schedule reduces senior interruption load by an order of magnitude.
  3. Every new hire is fresh data on our operating systems. The Day 30 reflection memo and the Day 90 documentation contribution turn each onboarding into a small upgrade to how the agency runs.
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Section Three

Services Offered

Seven core disciplines, packaged into three retainer tiers that scale with client size and channel breadth. Project-based work sits outside retainer. A small set of monthly add-ons covers ongoing services that not every client needs.

Answer in brief

Divergent sells seven disciplines through three retainers: Enter, Control, and Command. The pricing intentionally avoids a soft middle tier so scope, staffing, and client expectations stay aligned.

The list reflects what we actually deliver today and what we'd add as the team grows through the Tranche 1–3 plan. Services we don't currently offer are named explicitly at the end so the boundary is honest.

Core Disciplines

1. Strategy & Diagnostics

  • Quarterly strategy reviews; roadmap refresh
  • Funnel diagnostics: where traffic comes from, where conversion breaks, where revenue actually lands
  • Competitive positioning analysis
  • Standalone diagnostic engagements available pre-retainer (Divergent Diagnostic product line)

2. Paid Media

  • Google Ads (Search, Display, Performance Max, YouTube)
  • Meta (Facebook + Instagram)
  • LinkedIn campaigns for B2B and professional-services clients
  • Programmatic / display network buys
  • Conversion architecture, pixel + event setup, end-to-end attribution modeling

3. SEO & Organic Content

  • Technical SEO: site audits, schema, internal linking, crawl-budget work
  • Local SEO: Google Business Profile management, citation cleanup, local pack optimization
  • Content strategy: keyword and intent mapping, page-by-page editorial roadmap
  • On-page content production: blog, service pages, landing pages
  • Off-page: backlink strategy and outreach (program-based, see add-ons)

4. Web Design & Development

  • Custom site builds on modern stacks (Next.js, WordPress, headless CMS); project-based
  • Landing page builds (campaign-specific); add-on
  • Site redesigns and structural rebuilds; add-on
  • Front-end engineering (component systems, responsive implementation, animation); add-on
  • CMS administration and ongoing maintenance; included in retainer

Note

Command retainer includes defined creative production hours that can absorb a portion of landing-page, redesign, or front-end work without re-billing as add-on; specifics negotiated per client.

5. Data, Reporting & Attribution

  • Standard reporting dashboards (Looker Studio); included in retainer
  • Bespoke / custom dashboards; included in Command, add-on for Enter and Control
  • BigQuery-backed reporting infrastructure. Row-level GA4 analysis that surfaces attribution and audience-cohort work the standard GA4 interface can't reach. A technical edge most BH-vertical agencies don't operate at.
  • Cross-channel attribution architecture
  • CRM integrations: lead routing, conversion tracking, revenue closing the loop back to source
  • Call tracking integration (CallTrackingMetrics, CallRail, comparable platforms)
  • Monthly and quarterly reporting packages tailored to client KPI structure

6. Brand & Creative

  • Brand identity work: logo, type system, color, visual standards
  • Brand application: collateral (digital and print), social templates, ad creative systems
  • Creative concept work for campaigns
  • Photo direction and basic in-house production; add-on

7. Email & Marketing Automation

  • Email content writing: newsletter, broadcast, lifecycle campaign copy
  • Lifecycle and drip campaign architecture
  • Lead nurturing flow design aligned to sales cycles
  • CRM-tied automation setup (HubSpot, Mailchimp, Klaviyo, ActiveCampaign); add-on

Retainer Tiers

Enter ⏎ · $4,500–$6,000 / month

Best for: Local or single-market SMB; one-channel or limited multi-channel focus.

Included

  • One or two core disciplines (typically Paid Media OR SEO + light Content)
  • Standard reporting dashboard
  • Monthly performance review call (60 min)
  • Quarterly strategy refresh
  • Shared account management (under Director of Operations through Tranche 1; dedicated AM coverage from Tranche 2 onward)

Typical Client

A single-location operator, growing local visibility, with one primary growth channel they want professionally managed.

Control ⌃ · $7,000–$12,000 / month

Best for: Regional businesses scaling beyond local; multi-channel motion; in-house marketing team that wants a strategic partner.

Included

  • 3–4 core disciplines running concurrently (typical mix: Paid + SEO + Content + Reporting)
  • Custom dashboard
  • Weekly status update; monthly performance review call (60–90 min); quarterly strategy review
  • Brand application work for campaign assets (within reasonable scope)
  • Dedicated account manager
  • Quarterly executive review with senior strategist

Typical Client

Multi-location or multi-product operator, demonstrating intent to scale, mid-market revenue range.

Command ⌘ · $18,000–$25,000+ / month

Best for: Multi-regional brands, healthcare systems, B2B with complex sales cycles, full-funnel work across paid + organic + creative + lifecycle.

Included

  • All seven core disciplines available within the retainer
  • Bespoke dashboards + advanced attribution
  • Weekly tactical sync; biweekly strategic review; monthly executive review; quarterly business review
  • Senior strategist serves as account lead (Andrew or designated senior strategist for top accounts)
  • Defined creative production hours within retainer (specifics negotiated per client)
  • Priority capacity on cross-discipline projects

Typical Client

Behavioral health systems, multi-facility operators, regional B2B / healthcare brands with marketing leadership in-seat client-side.

Alternative · Performance Hybrid. Smaller monthly retainer ($2,500–$3,500) paired with 15% of monthly ad spend. Suitable for clients with large media budgets who want flexibility without being capped by a fixed retainer ceiling. Not the default model; offered case-by-case.

Project-Based Work (Outside Retainer)

Major one-time builds and creative production are billed separately from retainer so we can size capacity to scope without distorting monthly economics.

Project Type

Website Build · small / SMB

Price Range

$5,000 – $12,000

Project Type

Website Build · mid / multi-section

Price Range

$12,000 – $25,000

Project Type

Website Rebuild · enterprise / multi-template

Price Range

$25,000+

Project Type

Landing Page Build

Price Range

$2,000 – $5,000

Project Type

Brand Identity Package (logo, kit, basic web)

Price Range

$5,000 – $15,000

Project Type

Video Production

Price Range

$2,500 – $10,000 / project

Project Type

Photography Package

Price Range

$1,500 – $3,000

Project Type

Campaign Setup Fee (paired with new retainer)

Price Range

$2,500 – $5,000

Monthly Add-Ons

For clients whose retainer doesn't natively include these but who want them layered on:

Add-On

Backlink Program (managed outreach + acquisition)

Monthly Range

$1,500 – $3,000

Add-On

Advanced Custom Dashboards (beyond standard)

Monthly Range

$1,000 – $2,500

Add-On

Email Marketing Automation (full workflow)

Monthly Range

$1,500 – $4,000

Add-On

Call Tracking Setup + Reporting (CTM/CallRail)

Monthly Range

$500 – $2,500

Add-On

Diagnostic / Audit Engagement (pre-retainer or standalone)

Monthly Range

Quoted per scope

What We Don't Offer

We are explicit about boundaries. An honest “no” sharpens the “yes.”

  • Radio advertising / media buying. Not Divergent's discipline; we'll refer to a specialist partner if a client needs it.
  • Print media buying and placement. We design print collateral (a meaningful part of Ian's work, surfaced under Brand & Creative) but we don't run print media buys or coordinate fulfillment with printers. Referral to specialist if needed.
  • PR / press release distribution. Available through partner agencies only; we don't position as PR practitioners.
  • Influencer marketing programs. Project-based at most, not under retainer.
  • Cold-call sales for the client's business. We market; we don't run client sales floors.

Pricing Summary

Tier

Enter ⏎

Monthly

$4.5K – $6K

Core Disciplines

1–2

Account Coverage

DoO / shared AM → dedicated AM in Tranche 2

Reporting Cadence

Monthly + quarterly

Tier

Control ⌃

Monthly

$7K – $12K

Core Disciplines

3–4

Account Coverage

Dedicated AM

Reporting Cadence

Weekly + monthly + quarterly

Tier

Command ⌘

Monthly

$18K – $25K+

Core Disciplines

All 7 available

Account Coverage

Senior strategist as account lead

Reporting Cadence

Weekly + biweekly + monthly + quarterly

Tier

Performance Hybrid

Monthly

$2.5K – $3.5K + 15% spend

Core Disciplines

Paid-led

Account Coverage

Dedicated AM

Reporting Cadence

Weekly + monthly

The tiers, scope, and pricing are calibrated to support a 50/50 SMB and mid-market book: roughly half the new clients on Enter, the other half on Control, with a smaller share at Command where genuinely warranted.

The $12K–$18K gap between Control and Command is deliberate. Most agencies blur a soft middle ($13–17K) that lets clients dictate scope below what the work warrants, leading to scope creep and under-resourcing on both sides. We force the commitment: clients either land at true Control or step up to true Command scope. The Command tier is reserved for clients where full-funnel work is genuinely warranted; selling Command scope where Control fits the work is a credibility risk we will not take.

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Section Four

What to Expect From Divergent

You should never have to ask where things stand. You should never wonder what we worked on this week. You should never wait more than one business day for a response to a question.

Answer in brief

The cadence is part of the product: weekly status, monthly review, quarterly strategy, clear response SLAs, and a named escalation path. The client should always know what happened, what is next, and who owns it.

The cadence is part of the product. Most agencies treat reporting and meeting cadence as overhead they minimize. We treat it as the trust contract that makes the work itself credible. This section defines what you receive from us, when you receive it, who delivers it, and what we expect from you in return.

Client Onboarding (Days 0–30)

The first 30 days set the relationship. By Day 30 your campaigns are live, your KPIs are defined, and the cadence is running. Below are the seven stages with their owners and the artifact that closes each one.

1.

Stage 1 · Day 0–1

Sales-to-Services Handoff

Owner: Salesperson → Director of Operations

What happens: Signed contract routed to operations. Internal handoff meeting reviews scope, goals, KPIs, budget, key contacts. CRM record updated.

Closes when: Internal handoff document is complete and the Account Manager has been assigned.

2.

Stage 2 · Day 1–3

Welcome & Discovery

Owner: Account Manager

What happens: Branded welcome email arrives within 24 hours of contract signing. A 60–90 minute kickoff call is scheduled within the first 3 days. The Account Manager leads; Performance lead, Creative lead, and Data lead attend. Topics: business overview, target audience, marketing history and pain points, goals + KPIs, budget allocation. Access request checklist is sent the same day.

Closes when: Kickoff call complete + access provisioning underway.

3.

Stage 3 · Day 3–7

Audit & Strategic Roadmap

Owner: Discipline leads (Paid, SEO, Data, Creative as applicable)

What happens: Each discipline conducts an audit of historical performance, current state, and immediate-opportunity surfaces. Outputs converge into a 90-day strategic roadmap with KPIs.

Closes when: Draft 90-day plan is internally approved by the Director of Operations.

4.

Stage 4 · Day 7–10

Plan Approval

Owner: Account Manager + CEO (for Control and Command accounts)

What happens: Internal campaign-build meeting locks timelines, budget allocation, and deliverables. The 90-day plan is presented to the client. Adjustments incorporated.

Closes when: Client approves the 90-day plan in writing.

5.

Stage 5 · Day 10–20

Asset Creation & Technical Setup

Owner: Discipline leads

What happens: Creative development (ad copy, visuals, landing pages, email templates). Tracking setup (pixels, conversion events, call tracking). Platform setup (campaign builds, automation flows). The Director of Operations governs deadlines across disciplines.

Closes when: All assets approved by Account Manager and ready for client review.

6.

Stage 6 · Day 20–25

Client Review & Pre-Launch

Owner: Account Manager

What happens: Creative review call. Account Manager and Creative lead walk client through all final assets. Pre-launch QA: links work, tracking confirmed live, campaigns scheduled, automation tested.

Closes when: Client final-approves; QA checklist complete.

7.

Stage 7 · Day 25–30+

Launch & First 30 Days Optimization

Owner: Account Manager + Discipline leads

What happens: Campaigns go live. 48-hour optimization check against early data. Weekly client update emails begin. 30-day review call presents initial results, key learnings, and the path into the second month.

Closes when: 30-day review call complete; the relationship transitions from onboarding cadence to ongoing cadence.

If a stage slips: every stage has a defined owner and a defined exit criterion. If a stage misses its window (access dependency, asset approval, or internal capacity), the Account Manager surfaces the slip in the next status update, names the cause, and proposes a new target date. We don't quietly let slips accumulate.

Ongoing Cadence (Post-Launch)

Cadence scales with retainer tier. The principles are constant; the volume and depth scale with the engagement.

Enter ⏎ · $4.5K–$6K / month

Cadence

Weekly status (written)

What it is

Friday email summarizing the week's work, performance signal, and the coming week's focus

Attendees

Async, no meeting

Artifact

Email + bullet-point summary

Cadence

Monthly performance review

What it is

60-min call walking through dashboard, channel-by-channel performance, recommended next moves

Attendees

Account Manager (lead), Discipline lead(s), Client

Artifact

Live dashboard + post-call recap email within 24 hours

Cadence

Quarterly strategy review

What it is

90-min session covering roadmap refresh, KPI recalibration, scope and pacing

Attendees

Account Manager, Discipline leads, CEO (rotational), Client

Artifact

Updated 90-day plan + recap document

Control ⌃ · $7K–$12K / month

Cadence

Weekly status (written + 30-min sync)

What it is

Friday written status, plus a 30-min weekly tactical call

Attendees

Account Manager + Client (Discipline leads on as-needed basis)

Artifact

Written summary + meeting notes

Cadence

Monthly performance review

What it is

60–90 min review with deep dive on cross-channel performance

Attendees

Account Manager (lead), Discipline leads, Client

Artifact

Performance deck + 24-hour recap with action items

Cadence

Quarterly strategy review

What it is

Half-day strategic session, roadmap refresh, competitive review

Attendees

Account Manager, Discipline leads, CEO, Client leadership

Artifact

Updated strategic plan + recap

Cadence

Quarterly executive review

What it is

Senior strategist (typically CEO) presents business-level analysis and forward look

Attendees

CEO + Client leadership

Artifact

Executive summary document

Command ⌘ · $18K–$25K+ / month

Cadence

Weekly tactical sync

What it is

30–60 min covering campaign performance, in-flight projects, immediate-week priorities

Attendees

Account Manager, Client marketing lead

Artifact

Written status + agenda for next week

Cadence

Biweekly strategic review

What it is

60 min on strategic initiatives, cross-channel performance trends, upcoming roadmap items

Attendees

Senior strategist, Account Manager, Client leadership

Artifact

Strategic summary doc

Cadence

Monthly executive review

What it is

90 min of full-funnel performance with executive-level framing; KPI movement against quarterly plan

Attendees

CEO, Account Manager, Discipline leads, Client leadership

Artifact

Executive deck + recap

Cadence

Quarterly business review

What it is

Half-day session covering full retrospective on the quarter, forward roadmap for next quarter, strategic adjustments

Attendees

CEO, Account Manager, Discipline leads, Client leadership and CEO

Artifact

Quarterly Business Review document

Response SLAs

What clients can expect when they reach out, regardless of tier.

Type of communication

Email (routine)

Response time

Within 1 business day

Type of communication

Slack / messaging (routine)

Response time

Within 4 business hours

Type of communication

Urgent operational (campaign issue, tracking break, billing)

Response time

Same business day

Type of communication

Strategic question

Response time

2–3 business days (deserves thought, not just a fast reply)

Type of communication

Crisis (PR event, account suspended, major outage)

Response time

Immediate; named escalation contact

Response SLAs are reciprocal. We measure ourselves against them. If we consistently miss on a specific channel, raise it. Don't let it drift.

What You Receive (Reporting Artifacts)

Documented artifacts you can refer back to without asking. These aren't generated on request. They arrive on schedule.

  • Weekly written status. Friday email; what was done, what's planned, signal on performance vs. plan.
  • Monthly dashboard. Live Looker Studio (or BigQuery-backed bespoke for Command / by add-on). Always available, not just at meeting time.
  • Monthly performance report. Channel-by-channel narrative paired with the dashboard.
  • Monthly call recap. Within 24 hours of every recurring call: agenda discussed, decisions made, action items with owners.
  • Quarterly strategic summary. Roadmap, KPI recalibration, scope adjustments, items for next quarter.
  • Quarterly business review (Command). Forward-looking strategic document covering wins, gaps, next-quarter focus, what we'd change.
  • Annual business review. Year retrospective, contract anniversary conversation, retention and expansion discussion.

Escalation Path

When something is off-track, you should know who to contact and at what level.

Situation

Day-to-day question, scope clarification, tactical request

First point of contact

Account Manager

Escalates to

Director of Operations

Situation

Project running behind, quality concern, scope drift

First point of contact

Director of Operations

Escalates to

CEO

Situation

Strategic disagreement, retainer conversation, relationship issue

First point of contact

CEO

Escalates to

(highest level; no further escalation)

Situation

Billing or contract question

First point of contact

Director of Operations

Escalates to

CEO

Situation

Crisis (PR, account suspension, urgent technical issue)

First point of contact

AM + DoO simultaneously

Escalates to

CEO if not resolved within first hour

You should never feel like you don't know who to call. If you do, the cadence isn't working.

What We Expect From You

The relationship is two-way. The cadence requires reciprocity. Here is what we ask from clients to make the work compound.

  • Decision turnaround within 3 business days on approvals required to keep work moving (creative review, plan approval, scope changes). Slips on the client side stretch the timeline more than slips on ours.
  • One named decision-maker authorized to approve work and respond on strategic questions. If decisions require multiple internal stakeholders, please tell us the chain so we can set realistic timelines.
  • Honest feedback within the cadence cycle, not after. If a piece of work isn't landing, surface it in the weekly or monthly meeting, not three months later. We can adjust in motion; we can't adjust retroactively.
  • Access to the data we need to do the work. GA4, Search Console, ad accounts, CRM. If access is gated, the audit-quality of our strategic recommendations drops accordingly.
  • A response when we surface a risk. When the work we recommend differs from the work the client wants, we will name it once in writing. If the client wants to proceed differently, we will. The decision and its rationale get documented either way.

What We Don't Promise

Most agencies promise what they can't deliver; we name the boundary upfront.

  • We don't promise rankings. No SEO practitioner can ethically promise specific rankings on specific queries. We promise the work that compounds toward visibility; the rankings are an outcome of that work, not a deliverable.
  • We don't promise specific conversion rates without a baseline. Until we've measured what's happening today, any conversion-rate claim is fabrication. After baseline, we set targets we believe we can hit.
  • We don't say yes to scope outside the retainer without a written change order. Scope creep is the silent killer of agency relationships; we name it the moment it happens and route it through a defined change-order process.
  • We don't ship work we don't believe in. If a client requests creative or strategic work we think will undercut their results, we will say so. If they want it shipped anyway, we will. Once. After that, the conversation escalates.
  • We don't replace in-house marketing leadership. If you have a marketing team, our role is to multiply their effectiveness. We won't override their strategy or step on their authority. If you don't have one, we provide the marketing capability your business needs. We won't pretend to be your fractional CMO. The business decisions about your goals, priorities, and direction remain yours.

The Single Standard

The Divergent standard, written so it can be checked: at any given moment, the client should be able to articulate what work is in flight, what work landed last week, what's coming next week, and what the path is to their quarterly KPIs. If they can't, the cadence has failed. Not the client.

Every deliverable, every meeting, every artifact in this section exists to make that standard achievable. The cadence is not overhead. It is the measured, scheduled, and owned contract that the work itself stands on.

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Section Five

The +1 Hire Beyond the To-Get-to-10 Floor

If we could bring in one additional hire beyond the personnel needed to acquire 10 new clients, what would the role be?

The answer

An Executive Operations Lead. The hire that protects CEO bandwidth for the work only the CEO can do.

Why this and not something else

The Tranche-1-through-3 plan covers what it takes to deliver 10 clients well. The Director of Operations runs the operating layer. The Salesperson runs top-of-funnel. The Account Managers run client interface. Discipline leads + their support staff run delivery. That structure can get the agency to 10 active accounts.

What that structure does not solve is the layer above day-to-day operations: the CEO's time and attention. With the to-get-to-10 plan in motion, the CEO's day still includes:

  • Personal calendar, inbox, and expense reports
  • “Small requests” routed to the CEO by clients, partners, vendors, Portfolio Leadership, and bookkeeping
  • Cross-functional initiatives that don't sit cleanly in any one department
  • Stakeholder communications that need preparation but not authorship at the CEO level
  • The follow-through on commitments the CEO makes verbally and then loses to operational gravity before completing

These are not Director-of-Operations functions. The DoO runs agency operations. The Executive Operations Lead runs CEO-facing operations. They are different layers, and a healthy small agency at the 10–15 client scale benefits from both.

What the role does

Concretely, in one job-description sentence: the Executive Operations Lead is the structural buffer between the CEO and the constant tactical demand that fragments executive time.

  • CEO time, protected. Calendar ownership, inbox triage at the executive layer, expense reports, meeting prep, decision queue management.
  • Cross-functional project coordination. Initiatives that span paid + SEO + creative + data, where no single discipline lead is the right driver and where the CEO shouldn't be the project manager.
  • Stakeholder communications prep. Materials and prep for Portfolio Leadership conversations, board-style updates, partner-facing communications. The Executive Operations Lead does the legwork; the CEO does the voice.
  • Commitment follow-through. The single most important thing this role does. The CEO commits to things verbally. Without this role in seat, a meaningful share of those commitments get pulled under by operational gravity before they complete. With one in seat, the commitments land.
  • Special projects. Initiatives that don't fit any discipline's lane: new service line stand-ups, partnership exploration, internal tooling decisions, vendor relationships.

What this role is NOT

  • Not an Executive Assistant. EAs handle calendar and inbox. The Executive Operations Lead handles calendar and inbox plus the strategic work above. EA framing is too narrow for the role and reads as personal indulgence. The EOL framing is strategic infrastructure for executive bandwidth.
  • Not a Director of Operations. The DoO is internal-team-facing (people, process, capacity, hiring, delivery operations). The Executive Operations Lead is CEO-facing (executive time, stakeholder comms, cross-functional initiatives). They report to different things, work on different layers, and together free up both the agency and the CEO.
  • Not a Strategist. Andrew is the strategist. The Executive Operations Lead supports the strategist's effectiveness; they don't replicate it.
  • Not a sales operations role. Sales has its own owner in the Salesperson + CEO closing role.

Optimal timing

The strict interpretation of “+1 beyond the to-get-to-10 list” places this hire after client #10. A stronger interpretation places it in late Tranche 2, around clients 5 to 7.

The constraint on CEO time isn't “more clients.” It is operational gravity per unit time. That gravity becomes most binding when the agency is mid-build: enough new accounts to surface stakeholder communications and cross-functional needs, before the senior team is established enough to absorb work without CEO involvement.

The Executive Operations Lead hired at client #6 compounds through clients 7, 8, 9, 10 and beyond. The same hire at client #11 misses the window where the role matters most.

Recommended trigger: signed at client #6, hired by client #7. This is the only +1 hire we would argue should land during the to-get-to-10 build rather than after it. The agency benefits more from the role being in seat than it loses from the earlier cost.

Title note

Executive Operations Lead is the title that fits a small-agency context while preserving the strategic role definition. The role is occasionally referred to as “Chief of Staff” in larger-org contexts. Same function, lighter title here.

Compensation band

Working range, calibrated to candidate experience and market:

  • $75,000 – $95,000 base
  • Performance component tied to defined operational outcomes (commitment follow-through rate, project landing rate, etc.)

This band reflects the strategic shape of the role. An EA-titled version at $50–65K would underprice the work and attract candidates who execute calendar and inbox well but can't run cross-functional projects or prep stakeholder communications. The point of titling and pricing this role as Executive Operations Lead is to attract the kind of operator who treats it as strategic infrastructure, not administrative support.

In One Sentence

The Executive Operations Lead is the hire that converts CEO time from fragmented to compound. The difference between an agency that reaches 10 clients and one that holds 10 clients and grows past them is what the CEO does in compound time.

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