Our operating models

Ad-hoc project work, a monthly retainer, or an embedded team. Same people, same standards, different commitment.

Three ways to work with us

Every Microsoft partner we meet is at a different point. Some need one thing built properly and then they're away. Some need marketing to keep running every month without them chasing it. Some need a whole department they don't have to hire.

So we work in three operating models. Same team, same standards, different commitment. You can start in one and move to another as things change - most partners do.

The three models

Pick the one that matches where you are, not where you think you should be.

Ad-hoc project work

A defined piece of work with a start, an end and a fixed fee. A proposition sprint, a website, a launch campaign, a marketplace listing overhaul.

Retainer

A monthly scope with agreed outputs. Always-on campaigns, content, search and reporting, run to a rhythm you can plan around.

Embedded team

Named people, defined days a month and a monthly operating cadence. Your marketing department, without the payroll.

See the embedded team

How they compare

The honest version, including where each one falls down.

ModelBest whenCommitmentWhat you getWhere it falls down
Ad-hoc project workYou know exactly what you need built and you've got the internal capacity to run with it afterwardsFixed fee, typically six to twelve weeksOne senior lead plus the specialists that piece needs, a clear scope and a defined outputNothing keeps running once the project ends. If nobody picks it up internally, the momentum goes with us.
RetainerYou need consistent activity in market every month and you don't want to rebuild the brief each timeRolling monthly, usually a three-month initial termAn agreed monthly scope, one account lead, monthly reporting and quarterly planningScope discipline matters. If priorities change weekly, the month gets eaten by re-planning rather than output.
Embedded teamYou have no marketing headcount, or one person doing five jobs, and you need a whole functionSix months to start, then rolling with 90 days' noticeNamed roles with defined days a month, a fortnightly stand-up with sales and board-ready reportingIt's the biggest monthly commitment of the three, and it only works if someone senior on your side owns the relationship.

How we decide together

We'd rather put you in the right model than the biggest one.

1

A conversation, not a discovery phase

Fifteen minutes on what you're trying to hit this year, what's already in place and who's doing the work today. That usually tells us which model fits.

2

A scope you can read in one sitting

Outputs, who's doing them, what it costs and what we'd expect to see by day 90. No 40-page proposal.

3

Review it properly at the checkpoints

We agree the checkpoints before we start. If a project should have been a retainer, or a retainer should be an embedded team, we'll say so.

Moving between models

Plenty of partners start with a project because it's the lowest-risk way to see how we work. A proposition sprint or a website is a fair test - you'll know quickly whether we understand your business.

From there, a retainer keeps the work in market. And when marketing becomes a function rather than a set of campaigns, the embedded team model takes over. You can see the full range of what any of these models can cover on our capability matrix.

Funding matters here too. Co-op and MDF can pay for a serious chunk of activity in any of the three, but only if the work is scoped to qualify from the start. We build that in rather than retrofitting a claim later.

FAQs

Frequently asked questions

Can we start with a project and move to a retainer?

Yes, and most partners do. A project is the lowest-risk way to see how we work before committing to anything monthly.

What's the minimum commitment on each model?

Projects are a fixed fee over a defined period. Retainers run rolling monthly with a three-month initial term. The embedded team is six months to start, then rolling with 90 days' notice.

Can co-op or MDF funding be used across all three models?

Often, yes. What matters is that the activity is eligible and the evidence gets collected as you go, so we scope it that way from day one rather than trying to build a claim afterwards.

Do we get the same people across models?

Same team and same standards. The difference is how much of their time you have and how the work is planned - a project gets a focused squad, an embedded team gets named people on defined days every month.

What if our priorities change mid-retainer?

We'd rather re-scope than quietly deliver the wrong thing. Scope gets reviewed monthly and re-cut properly at the quarterly planning session.