Step four · The long game
Not consulting. Not another vendor relationship. A monthly retainer where EffiWise builds and runs part of how the company actually operates.
from $2,500/mo
An embedded partnership is a monthly retainer. At the start of each quarter we agree on what the work has to produce, then we sit inside the operation and build and run the technology the company would otherwise have to staff up internally to own. Some of that is integration. Some is automation. Some is sitting in on a leadership call so the next decision doesn't break what we just built.
The point of this model is depth, and the output is a standing system, not a stack of hours. We're slow to start and slow to leave. We pass on the engagements that just want a vendor template pushed at them. We take the ones where the company wants a long-running partner who knows the business well enough to be useful in five minutes.
Embedded partnerships start at $2,500 per month and scale with scope and depth. Most mature into structured cross-sell or volume-based work as the relationship deepens.
Proof
Embedded ops partnership for the insurance arm of STL Holding Company, parent of DSLD Homes, a top-25 national homebuilder. The work spans CRM consolidation, integration with the broader STL operation, and a Merger Bridge that gave both legacy agencies a single view of the combined book.
See the public Merger BridgeQuestions
It's a monthly retainer. At the start of each quarter we agree on what the work has to produce, then we sit inside the operation and build and run the technology the company would otherwise have to staff up internally to own.
Embedded partnerships start at $2,500 per month and scale with scope and depth. Most mature into structured cross-sell or volume-based work as the relationship deepens.
It isn't consulting and it isn't a vendor relationship. The output is a standing system, not a stack of hours. We're slow to start and slow to leave, and we pass on the engagements that just want a vendor template pushed at them.
Businesses with real complexity and operational maturity, a willingness to invest in a permanent technology layer rather than another tool, and a leadership team that wants someone in the room when decisions get made.
The embedded ops partnership for PMIA Partners and Insurance America, the insurance arm of STL Holding Company, spanning CRM consolidation, integration with the broader STL operation, and a Merger Bridge that gave both legacy agencies a single view of the combined book.
Tell us about the business. What it does, what's working, what the leadership team keeps trying to figure out. We'll tell you honestly whether an embedded partnership is the right move.
