What a fintech growth retainer actually includes

A retainer is only fair if you know exactly what it buys. Here is the plain version of what a fintech growth retainer covers, and how the scope grows with your stage.

What sits inside every retainer

Every engagement includes the whole machine, not a slice of it. The tier changes how much runs at once, not whether the parts underneath are real.

What you get	Included
ICP research and definition	Yes
Verified prospect data	Yes
Email infrastructure and deliverability	Yes
LinkedIn outreach	Yes
Founder outreach, where it helps	Yes
Partnership sourcing	Yes
CRM setup and management	Yes
Meeting booking and handover	Yes
Sales enablement and playbooks	Yes
Follow-up sequences	Yes
Pipeline reporting	Yes

That full set is what we mean by growth infrastructure: the system that produces meetings, kept running, rather than a batch of appointments that stops when you stop paying.

How scope changes by stage

The retainer is scoped to where your company is, not sold as a fixed package.

• Early-stage. Outbound on one or two channels, the ICP and data built for you, the CRM and reporting stood up. The goal is your first repeatable pipeline.
• Growth-stage. Full outbound across email, calling, and LinkedIn, account-based marketing on named accounts, and partnership conversations opened. Dedicated operators and weekly reporting.
• Scale. Multichannel and multi-market, the full growth-team scope, a senior operator with priority, and review calls alongside the weekly reporting.

How it is priced

One flat monthly retainer. Not per lead, not per seat, and no success fee, so our incentive is your whole pipeline rather than a single invoice. The exact number depends on your stage, your ICP, and the mix of outbound, partnerships, and cadence you need, so we scope it on the first call. See how the retainer works and why we run on a retainer rather than commission.

You own everything the retainer builds: the data, the CRM setup, and the playbooks. If you bring the function in-house later, it is a handover, not a rebuild. For the full offering, see go-to-market as a service.