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Concierge Desk

Paquetes de retención mensual

Un contrato de anticipo es un acuerdo mensual que te da acceso constante a mi apoyo de RR. HH. y Operaciones Ejecutivas, diseñado específicamente para consultorios de salud mental. En lugar de pagar por proyecto o solo cuando surge algo, un contrato de anticipo te garantiza estar de tu lado, gestionando proactivamente las operaciones, los RR. HH. y los proyectos especiales, de forma continua.

Piense en ello como tener un socio de confianza en su equipo que comprende a fondo su práctica, sus valores y sus objetivos. Con un contrato de retención, recibirá un apoyo confiable que crece con usted, le ayudará a prevenir el agotamiento y a mantener sus sistemas funcionando sin problemas.

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Retainer Investment Framework

Tier

Hours/Month

Investment

Key Inclusions

Starter

12 hours

$1,600

HR & compliance Q&A, policy review, 1 SOP/month, monthly strategy call

Executive Partner

40 hours

$5,600

Focused, essential support to ensure smooth day-to-day operations and compliance. Weekly: Intake oversight, financial checks, license monitoring, workflow troubleshooting, HR support. Monthly: Intake, clinical, and billing audits; documentation review; SOP

updates; operational reporting; bookkeeping and expense review.

Premier Partner

60 hours

$7,875

Expanded operational support. Includes Executive Partner tasks plus staff training, workflow optimization, project support, internal reporting, and process refinement. Focus on sustainable growth while maintaining

operational efficiency.

Platinum Partner

80 hours

$9,800

Comprehensive support across all core areas.Includes Premier Partner tasks plus enhanced HR and workforce management, resource

oversight, in-depth audits, reports and

compliance support. Prepares practice for scaling and growth.

Elite Partner

100 hours

$11,375 

Full operational coverage. Includes Platinum Partner tasks plus hands-on execution across all functions each month: HR, operations, clinical, finance, compliance, strategic planning, workflow systemization, and project implementation. Ensures the practice operates efficiently, proactively, and with long-term stability. - Access to full strategic consultations, planning, etc

What Each Retainer Includes (Across All Tiers)

All retainer clients receive hands-on HR and operations support, tailored to the number of hours you commit each month. This allows your retainer to scale with your practice and ensures your support is aligned with your current priorities.

 

HR Support

  • Employee handbook development, policy creation and updates, and ongoing compliance monitoring

  • Recruitment, hiring, and onboarding guidance

  • Performance management, employee relations, conflict resolution, and termination guidance

  • Team training and development to ensure your staff performs at their best

Outcome for you: Clear, compliant, and effective HR systems that reduce risk and free you to focus on growth.

 

Operations Support

  • Workflow and process optimization to streamline daily operations

  • Project management and implementation of new systems

  • Oversight of vendors, contractors, and internal processes

  • Alignment of financial processes and internal communications

Outcome for you: Smooth, predictable operations that save time, prevent mistakes, and support a growing practice.

 

Strategic Guidance

  • Long-term HR and operational planning

  • Leadership coaching and team development

  • Succession planning and culture-building

  • Aligning HR and operational strategies with your practice’s mission, values, and goals

Outcome for you: A clear path to sustainable growth, strong leadership, and a thriving team culture.

 

Dedicated Expertise

  • Direct access to a credentialed HR professional (SHRM-SCP) with deep experience in private practices and small business compliance

  • Guidance that accounts for legal nuances, regulatory risks, and operational realities

Outcome for you: Confidence knowing expert advice is just a call away, keeping your practice protected and efficient.

 

Flexible Monthly Hours

  • Your retainer adapts to your needs each month—whether you need more HR support, operations guidance, or project management, your hours shift with your priorities

Outcome for you: Tailored support that meets your practice where it’s at, month to month.

 

Priority Response

  • Retainer clients receive prioritized response times, proactive planning, and ongoing oversight

  • Helps prevent crises, reduces burnout, and keeps your team running efficiently

Outcome for you: Peace of mind knowing your practice is being actively supported and monitored, so you can focus on serving clients and growing your business.

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