Part 2

Lever 11 — Recurring Revenue

 
Module 3

Module at a Glance

Reading Time
15–20 minutes
What You’ll Walk Away With
Two fully structured, ready-to-sell retainer service offers — web design/maintenance and social media management — complete with specific deliverables, pricing tiers, and the client communication systems that make ongoing retainer relationships sustainable.


L11M3.1

Why These Two Services Specifically

Of all the retainer services accessible to students of this course, web design/maintenance and social media management stand out for a specific reason: you have already built the systems and skills required to deliver them — for your own business — throughout this course.

🌐

You have built a WordPress website with Elementor

🔁

You have built a content repurposing system with AI workflows (Lever 7)

🔧

You understand SEO, design, and the tools required for both services (Levers 3 and 4)

Turning skills you have already developed into a retainer service requires repackaging, not new skill acquisition. This is what makes these two services the fastest path to your first recurring revenue.



L11M3.2

Retainer Service 1: Website Design and Maintenance

Most small businesses have a website that was built once, years ago, and has been neglected since. It is slow, outdated, possibly insecure, and not optimized for the business’s current needs.

This is the gap your retainer service fills — ongoing website management that keeps a business’s site current, secure, fast, and effective, without the business owner ever having to think about it.

Tiered Package Structure

Tier 1Maintenance

$150–$300/mo

✓Monthly WordPress core, theme, and plugin updates
✓Weekly automated backup verification
✓Monthly uptime and speed monitoring report
✓Security scan and basic hardening (Wordfence configuration)
✓Up to 2 hours of minor content updates per month
Who it’s for: Small businesses with an existing, functional website who just need it kept current and secure without the owner having to manage it.

Tier 2Growth

$400–$800/mo

Everything in Maintenance, plus:

✓Up to 6 hours of design and content updates per month
✓Monthly SEO health check using Rank Math
✓One new landing page or page redesign per quarter
✓Monthly performance report with specific recommendations
Who it’s for: Growing businesses that need their website to actively evolve alongside their business — new offers, new pages, ongoing optimization.

Tier 3 — PremiumFull Management

$800–$1,500/mo

Everything in Growth, plus:

✓Ongoing content strategy consultation
✓New blog post or landing page creation (1–2/month, using your AI content workflow)
✓A/B testing of key conversion pages
✓Quarterly comprehensive site audit and strategy session
Who it’s for: Businesses treating their website as an active growth channel and wanting a dedicated partner managing that channel end-to-end.
Client Onboarding — Week 1
1
WordPress admin access granted
2
Initial site audit using the same audit framework from your own site-building experience
3
Baseline performance report established (speed, SEO score, security status)
Monthly Delivery Workflow
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Set a recurring monthly task list in Notion or Google Sheets per client
→
Batch similar tasks across multiple clients (e.g., do all plugin updates for all clients in one session, rather than client-by-client context switching)
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Use Loom to record any update or change summary — clients appreciate visibility into what’s being done even when they don’t need to be involved
💡

Monthly client communication: A simple monthly email report — what was done, what’s scheduled next, and any recommendations. This single touchpoint often determines whether a client perceives the retainer as valuable enough to continue.



L11M3.3

Retainer Service 2: Social Media Management

Already introduced as a service concept in Lever 7, Module 5 — this module expands it into a complete, ready-to-sell retainer offer built specifically around the content repurposing and AI workflow systems you have developed throughout this course.

Tiered Package Structure

Tier 1Starter

$500–$800/mo

✓12–15 posts per month across 2 platforms
✓Content sourced from client’s existing materials, repurposed using your AI workflow
✓All graphics designed in Canva matching client’s brand
✓Monthly performance report
Delivery time per client: approximately 3–4 hours/week using your repurposing system

Tier 2Growth

$800–$1,500/mo

Everything in Starter, plus:

✓20–25 posts per month across 3 platforms
✓1–2 long-form repurposed pieces per month (e.g., podcast episode → blog post → full repurposing cycle)
✓Engagement management (comments and DMs during business hours)
✓Monthly strategy call
Delivery time per client: approximately 5–7 hours/week

Tier 3 — PremiumFull Management

$1,500–$2,500/mo

Everything in Growth, plus:

✓Original short-form video planning (Reels/TikTok scripts and editing guidance, or full production)
✓Community management
✓Quarterly content strategy planning session
✓Influencer/partnership outreach support
Delivery time per client: approximately 8–10 hours/week
Delivering Efficiently Using Your AI Workflow

This is where your Lever 7 skills directly translate into service delivery capacity. The same 30-minute repurposing session you use for your own content (blog post → 6 platform formats) applies directly to client content — the only difference is the source material comes from the client rather than from you.

Client Onboarding — Week 1
1
Brand voice and visual guidelines questionnaire
2
Access to client’s existing content library (blog, past social posts, any video/audio)
3
Canva Brand Kit setup using client’s colors and fonts
4
First month’s content calendar drafted and approved
Monthly Delivery Workflow
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Batch content production weekly (not daily) — using the batching principle from Lever 7, Module 4
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Run the AI repurposing workflow on whatever new source content the client has produced that week
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Schedule all content using Buffer or Later
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Weekly 15-minute check-in message (async, not always a call) with quick updates
Capacity Math

A solo operator using this AI-accelerated workflow can realistically manage 3–4 clients at the Starter or Growth tier simultaneously — generating $2,400–$6,000/month from roughly 15–25 hours/week of work.



L11M3.4

Finding Your First Retainer Clients

Ch. 1

Your Existing Network

The same network-mining approach from Lever 2, Module 7 applies directly here. Message 20–30 people in your network who run businesses, asking if they’d be open to a conversation about their website or social media presence.

Ch. 2

Local Business Outreach

Restaurants, contractors, local service providers, and small retail businesses are consistently underserved in both website maintenance and social media management. A simple, personalized outreach email or even an in-person visit can produce your first clients faster than digital marketing to a cold audience.

Ch. 3

Fiverr and Upwork

Build a specific gig or profile section for “ongoing monthly website maintenance” or “social media management retainer” — distinct from one-time project listings — to attract clients specifically looking for recurring relationships.

Ch. 4

Referrals from Your Content Audience

If you write content about web design or social media strategy, your blog and email list become a lead source — readers who think “I need someone to just do this for me” are warm, pre-qualified leads.



L11M3.5

Contract and Payment Structure

Minimum Commitment

Most successful retainer relationships specify a minimum commitment period — typically 3 months — protecting you from clients who sign up, receive one month of work, and cancel before the relationship has had time to demonstrate value.

Payment Timing

Bill at the start of each month, not the end. This protects your cash flow and is standard practice for retainer-based service businesses.

Simple Contract Elements
✓
Scope of work — specifically what’s included in their tier
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Monthly fee and payment date
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Minimum commitment period
✓
Cancellation notice period (typically 30 days)
✓
What happens if additional work is requested beyond the tier’s scope (hourly rate for overages)
AI Prompt — Draft Your Service Agreement

“Draft a simple monthly retainer service agreement for a [website maintenance/social media management] service. Include: scope of work for [your tier], monthly fee of $[amount], a 3-month minimum commitment, 30-day cancellation notice, and a clause for additional work beyond scope at $[hourly rate]/hour. Keep it clear and straightforward, not overly legal.”

Review with a legal professional if you plan to scale this significantly — but a clear, simple agreement is sufficient for your first several clients.


Module Summary

Here’s What We Covered

  • ✦Why website maintenance and social media management are the most accessible retainer services — they repackage skills already built throughout this course
  • ✦Website Design/Maintenance: three tiers ($150–$1,500/month) with specific deliverables, client onboarding process, and efficient batched delivery workflow
  • ✦Social Media Management: three tiers ($500–$2,500/month) built directly on the Lever 7 AI repurposing workflow, with realistic capacity math for solo operators
  • ✦Four channels for finding first retainer clients: existing network, local business outreach, Fiverr/Upwork, and content audience referrals
  • ✦Contract and payment structure: minimum commitment periods, upfront monthly billing, and a simple AI-drafted service agreement template
Next up Lever 11, Module 4: Scaling From Freelancing to Agency