InFyooz Retainer Tier Assessment

Current Pain Points & Frustrations

What's causing the most friction in your daily operations?

Q1. Which frustrations affect you most frequently? (Select up to 3)

Too many systems to manage; I don't know who owns what Staff asking me tech questions I can't answer Decisions take too long because I'm not sure where to start Something breaks and I don't know how to fix it I spend more time troubleshooting than strategizing We're growing but our systems aren't keeping up I worry about security/compliance gaps we haven't addressed Nothing specific — things are working well

Q2. On average, how many hours per week do you currently spend on operational or technology questions that distract from strategic work?

< 5 hours — minimal distraction 5–10 hours — noticeable but manageable 10–20 hours — significant time sink > 20 hours — consuming my day

Time Allocation & Bandwidth

How much of your attention is available for business support?

Q3. If a critical system issue arises, how quickly do you need resolution?

Within 24–48 hours — I can hold until next business day By the next morning — overnight is acceptable Immediately — business stops if it's broken Same-day acknowledgment, completion within 24 hours

Q4. How much proactive strategy work would you like to review monthly?

Minimal — I just want issues handled when they arise Moderate — monthly review of what's working and what isn't Regular — bi-weekly check-ins to plan ahead and catch issues early Weekly — I want consistent strategic partnership and forward planning

Technology & Systems Comfort Level

How hands-on do you want to be?

Q5. How comfortable are you navigating your business systems independently? (1 = need help with everything, 5 = proficient)

1 — I need someone to walk me through every change 2 — I can do basic tasks but need help with anything unfamiliar 3 — I'm comfortable with routine tasks but not complex changes 4 — I can handle most things myself, just need occasional guidance 5 — I'm technically proficient and rarely need support

Q6. Which systems require ongoing attention that you don't have capacity for? (Select all that apply)

Growth & Expansion Plans

What does the next 6–12 months look like for InFyooz?

Q7. In the next 6 months, do you anticipate any of the following? (Select all that apply)

Hiring new staff members Opening additional locations Launching new service lines Major marketing campaigns System migrations or overhauls Compliance audits or regulatory changes No major changes expected

Q8. How much new initiative work would you like KATCHIMEDIA to lead proactively?

Minimal — I just want things fixed when they break Moderate — I want recommendations when I ask Substantial — Identify issues & propose solutions before I notice them Full partnership — Manage the roadmap, don't just respond to requests

Communication & Response Preferences

How do you prefer to work together?

Q9. Who will be submitting work requests through the Client Hub?

Only Dr. Bev Only Omari Both owners regularly Staff members occasionally (through owner approval)

Q10. During business hours, how often do you expect to need to contact KATCHIMEDIA for urgent matters?

Rarely — most things can wait until scheduled review Occasionally — maybe once or twice per month Sometimes — weekly or bi-weekly Frequently — multiple times per week, sometimes same-day

Budget & Investment Perspective

Understanding how you view the value of support.

Q11. When evaluating the retainer tiers, what matters most to you? (Select up to 2)

Lowest monthly cost Best value for what's included Fastest response times Most comprehensive coverage Flexibility to scale up or down Predictable monthly budget Unlimited availability when I need it

Q12. What would happen if this support disappeared tomorrow? Be honest.

We'd figure it out internally with some struggle Some things would slow down temporarily Several critical systems would stop functioning properly Business operations would be significantly impacted within days We'd hire someone else immediately to fill the gap I'm not entirely sure — I'd need to assess

Past Experience with Consultants/Support

What's worked or hasn't worked before?

Q13. Have you worked with consultants, fractional operators, or external support teams before?

Yes — and it was highly valuable Yes — but the results were mixed Yes — and it didn't work out well No — this is new territory for us

Q14. What's the biggest lesson from past experiences with external support? (Optional)

Final Prioritization

What matters most right now?

Q15. Rank these three priorities in order of importance (1 = highest, 3 = lowest):

Cost efficiency

Response speed

Comprehensiveness of coverage

Each priority must be ranked 1, 2, or 3 — no duplicates allowed.