Built to Flow

Your advisor · Heather Crabtree

Session recap

Pricing conversation

Aug 12, 2026

Session recap

Your retainer margin is thinner than it feels. We agreed on a minimum engagement and a simple three-tier package to test through September.

Action steps

Draft three retainer packages — Larissa, Owner

Share the draft packages in Messages for review — Larissa, Owner


Questions about this?

Send your advisor a note in Messages — she wrote this for you.