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Recurring revenue reduces the need to rebuild the pipeline from zero every month, but the service must contain recurring value.

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Useful recurring models

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AI optimisation retainer

Monthly review of workflow performance, new opportunities, adoption and roadmap priorities.

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Fractional AI advisor

Regular executive support on use-case prioritisation, governance, vendor selection and investment decisions.

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Managed automation service

Monitoring, maintenance and improvement of implemented automations where this matches your technical capability.

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Quarterly process review

Revisit one or more workflows, identify new friction and refresh the implementation backlog.

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Governance support

Maintain use-case inventory, risk assessments, owner reviews and policy updates where appropriate.

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Define the retainer properly

Specify:
  • cadence;
  • included outputs;
  • response/access model;
  • exclusions;
  • service limits;
  • owner on both sides;
  • renewal and cancellation terms.

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Convert at the right moment

A recurring offer is easiest to sell after you have created value and understand the client’s operating rhythm.

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Example transition

The diagnostic and first implementation have created a backlog of additional opportunities. Rather than treating those as disconnected projects, we can review performance and prioritise the next actions with your team each month. That would include X, Y and Z, with implementation scoped separately where needed.
Do not promise unlimited consulting access for a low monthly fee. Define what the client is buying.