Systems Partner retainers

Ongoing systems support, so the business keeps running without you.

Q: Do you support Simpro?

Yes. CB Tech is an official Simpro Partner , and Simpro support and improvement is a core part of our retainers.

Monthly retainers for owner-led trade and service businesses. We look after your systems, keep improving them and act as your systems partner as you grow.

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Charlie Baker, systems partner for owner-led businesses

Fixed monthly fee, agreed up front • Direct access to Charlie • Freedom Guarantee • Essex, East London and UK-wide

A Systems Partner retainer from CB Tech Consulting is a monthly support and improvement service for owner-led trade and service businesses. We maintain your automations, Simpro, CRM and IT, make a planned improvement every month and, at the highest level, act as your part-time systems and operations director.

Systems drift without someone looking after them.

A new system makes a real difference on day one. Six months later, software has updated, new staff have joined, workarounds have crept back in and nobody owns making it better. Slowly, everything finds its way back to you.

A retainer keeps your systems working, keeps them improving and keeps you out of the middle.

Sound familiar?

Automations break quietly when software updates

New starters skip the process and do it their way

Simpro and the CRM fill up with workarounds again

Nobody owns improvement, so it stops

You end up back in the middle of everything

Choose the level of support that fits

Every retainer is a fixed monthly fee, agreed up front and tailored to your systems, team and goals.

Keep it working

Systems Care

Your systems maintained and supported, so they keep doing their job.

Monitoring and maintenance of your automations and integrations

Simpro, CRM and Microsoft 365 admin support

Helpdesk support for your team

Small changes and fixes each month, within an agreed allowance

Quarterly systems health check with Charlie

Best for: businesses with good systems in place that need them looked after.

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Systems Growth

Everything in Systems Care, plus a planned improvement every single month.

Everything in Systems Care

One planned improvement every month: a new automation, SOP, report or integration

Monthly review call with Charlie and a live improvement roadmap

Owner dashboard and KPIs set up and maintained

Team training as your systems change

Priority response

Best for: owners who want to keep stepping back from the day-to-day.

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Senior leadership

Systems Director

Charlie as your part-time systems and operations director, without the full-time hire.

Everything in Systems Growth

Fortnightly working sessions and quarterly planning on site

Larger builds and AI automations delivered as part of your roadmap

Software, supplier and IT decisions handled for you

Clear reporting on how the business is running

Best for: growing businesses that need senior operational leadership but not a full-time hire.

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How it works

From first conversation to a business that runs without you in the middle.

Free discovery call

A no-obligation conversation about your business, your systems and where you’re stuck.

Review or audit

We review your current systems, or run a Bottleneck Audit, so we know exactly where to focus.

Choose your retainer

We recommend the right level and agree a fixed monthly fee before anything starts.

Every month

Maintain, improve and report, with your roadmap reviewed as the business grows.

Included in every retainer

Whichever level you choose, you get the same way of working.

A fixed monthly fee, agreed up front

No surprise invoices. You know exactly what you’re paying and what’s included before anything starts.

Direct access to Charlie

You work with the same person who designs and builds your systems. No account managers and no hand-offs.

The Freedom Guarantee

If something we’ve built isn’t working as agreed, it gets fixed at no additional charge.

Plain-English reporting

A clear summary of what’s been done, what’s improved and what’s next, without the jargon.

Common questions

How much does a retainer cost?

Every retainer is a fixed monthly fee, agreed up front and based on your systems, team size and goals. Book a free discovery call and we’ll recommend the right level for your business.

Do I need a Bottleneck Audit or Systems Build first?

Not always. If your systems are already in place, we can start with a short review. If not, a Bottleneck Audit or Systems Build is usually the best first step.

Can I change level later?

Yes. Most clients start where they need help most and move between levels as the business and its systems change.

Do you support Simpro?

Yes. CB Tech is an official Simpro Partner, and Simpro support and improvement is a core part of our retainers.

What happens if something breaks?

Your team contacts us through the helpdesk and we fix it within the response times agreed in your retainer.

Do you only work locally?

We’re based in Witham, Essex, and work with businesses across Essex and East London on site, and across the UK remotely.

Page last reviewed: October 2026

Find the right retainer for your business

Book a free discovery call. Tell us about your business and your systems, and we’ll recommend the right level of support.

Free discovery call • Fixed monthly fee agreed up front

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Address

Office 10
Josephs Barn
Woodend Farm, Hatfield Road
Witham
Essex
CM8 1EH

E-mail

info@cbtechconsulting.co.uk

Phone

01268 203324