Retainer Exploration — Next Level Model — 2025-12-12

Overview

During the weekly ops call on 2025-12-12, Mark and Karly briefly discussed converting the Next Level account into a recurring retainer engagement. The conversation was prompted by the successful Wisconsin Masonic structure ($2k project + $500/mo retainer), which was held up as a replicable model for clients who aren't yet doing meaningful marketing.

Next Level was identified as a strong candidate: the business is described as "minting money" but doing little to no active marketing, suggesting significant upside from even a modest engagement.

Current Status

• Next Level is an active account managed by Karly
• No formal retainer is in place as of this date
• The account appears to be project- or task-based rather than recurring

Proposed Model

Modeled after the Wisconsin Masonic engagement:

This structure is positioned as low-risk for the client while establishing a predictable recurring revenue baseline for ASYM.

Strategic Rationale

• Next Level is generating strong revenue but has no real marketing infrastructure
• The gap between their current marketing investment and their business scale represents a clear pitch opportunity
• The Wisconsin Masonic model demonstrates that even modest retainers ($500/mo) are worth pursuing when the client relationship is already warm

Action Items

• [ ] Karly to draft a marketing proposal for Next Level outlining what ASYM could do and at what price point — modeled on the Wisconsin Masonic retainer structure

Related

• ^[1] — source model for this retainer structure
• ^[2] — parallel retainer conversion effort discussed in the same call
• ^[3] — source meeting