---
title: Retainer Exploration — Next Level Model — 2025-12-12
type: article
created: '2025-12-12'
updated: '2025-12-12'
source_docs:
- raw/2025-12-12-weekly-call-w-karly-108482131.md
tags:
- retainer-strategy
- next-level
- account-management
layer: 2
client_source: FinWellU
industry_context: b2b-services
transferable: false
---

# 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:

| Component | Value |
|---|---|
| One-time project fee | ~$2,000 |
| Monthly retainer | ~$500/mo |

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

- [[wiki/clients/current/wisconsin-masonic/_index]] — source model for this retainer structure
- [[wiki/clients/current/avant/2025-12-12-retainer-pitch]] — parallel retainer conversion effort discussed in the same call
- [[wiki/meetings/2025-12-12-weekly-call-karly]] — source meeting