Summit Exec — Services & Packages
SUMMIT EXEC
Executive Support

Services & Packages

Outcome-focused. Relationship-driven. Built for leaders who expect excellence.

Tier One
Essentials
For founders who need breathing room
£650/mo
Monthly retainer · 3-month minimum
What's Included
Calendar & diary management
Inbox management & email triage
Meeting scheduling & coordination
Weekly 30-minute check-in call
Up to 2 ad hoc research tasks per month
Best for early-stage founders or executives with lighter admin needs who want consistent, reliable support.
Tier Three
Executive Partner
For executives who want seamless, always-on support
£2,200/mo
Monthly retainer · 3-month minimum
Everything in Full Support, Plus
Priority access — 2-hour response guarantee (Mon–Fri)
Complex travel itinerary management
Stakeholder & supplier liaison on your behalf
Keeping key initiatives on track — chasing actions so nothing is missed
Pre-meeting briefing notes & post-meeting follow-ups
Weekly 45-minute strategy & planning call
First access to availability for new months
Best for senior executives or founders with fast-moving schedules who want a dedicated partner handling everything around them — so they can focus on what only they can do.
One-Off Project
Board Prep Pack
£150–£250 per pack
Clean, timed agenda built from chair's notes or previous actions
Previous minutes & outstanding actions summary
Supporting papers collated, formatted and compiled
Executive briefing note — key points, decisions needed, sensitive dynamics
Running action tracker updated ahead of every meeting
Delivered as one clean document 48–72 hours before the meeting
Monthly Add-On
HR Administration
£275 per month
New starter onboarding — contracts, right to work, first day coordination
Leaver process & offboarding documentation
Drafting and managing employment contracts
Writing and updating HR policies & staff handbooks
Maintaining GDPR-compliant staff records
Interview scheduling & candidate coordination
Holiday & absence tracking
Breathe HR, Google Workspace & SharePoint management
Please Note HR administration support only. Employment law advice, disciplinaries and grievances require a qualified HR consultant or employment solicitor.
Monthly Add-On
CRM Administration
£250 per month
Day-to-day CRM management and updates
User setup and permissions management
Pipeline and field configuration
Basic reporting and data hygiene
Ongoing system maintenance and admin
Please Note CRM administration and configuration only. Full system builds, data migrations and technical integrations require a specialist CRM consultant.
Monthly or Project
Marketing Coordination
£200–£250 per month  ·  £250–£350 per campaign
Social media scheduling & posting across agreed platforms
Content calendar management — keeping posting consistent
Canva graphics & visual asset creation
Email marketing & newsletter coordination via Mailchimp
LinkedIn content scheduling & Campaign Manager support
Designer & agency liaison — briefing, chasing assets, managing approvals
Please Note Marketing coordination and execution only. Brand strategy, audience targeting and growth strategy require a dedicated marketing consultant.
Monthly or Project
Charity & Board Support
£200 per month  ·  Project fees available
Board meeting preparation, agenda setting & minute taking
Action tracking & follow-up between meetings
Trustee coordination & communication
Grant research — identifying and summarising relevant funding opportunities
Gift Aid administration & record keeping
Please Note Charity administrative support only. This service does not cover charity governance, compliance filing, donor management, volunteer coordination or operational charity management. Those areas require a dedicated charity professional or specialist consultant.

A Few Things Worth Knowing

Why a 3-month minimum?
The first month is always about learning your world — your preferences, your rhythm, your priorities. The real value of an EA relationship compounds over time. A 3-month commitment means you actually get to experience that.
Can packages be customised?
Yes. If your needs sit between tiers, get in touch and we'll find the right fit together. Bespoke arrangements are available for longer-term engagements.
Can I add services mid-retainer?
Absolutely. Add-ons can be introduced at any point during your retainer. They are scoped and agreed before work begins so there are never any surprises.
When can we start?
Availability is limited to a small number of clients at any one time to ensure the quality of support every client receives. Enquire early to secure your start date.
SUMMIT EXEC
Executive Support

NOT SURE WHICH PACKAGE IS RIGHT FOR YOU?

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