Engagements

Services

Every engagement is fixed-scope and built around a clear deliverable. Pick the one that matches where you are, then schedule on the calendar. Intake, scheduling and payment all happen in one place.

session

Revenue Audit Lite

Starting at
$499

For digital product, payments, fintech and SaaS revenue leaders who suspect payload and tech stack fees are quietly eroding margin. SideB reviews your last 90 days of payments data and payload calls, and delivers a written audit identifying the top revenue-recovery opportunities — quantified, prioritized, and ready to act on. Includes a 30-minute walkthrough call. Delivered in 5 business days.

Best forFintechs, SaaS, and marketplaces processing $1M–$50M annually who want a low-risk, data-backed answer to: is our payment stack costing us more than it should?
DeliverableWritten audit identifying the top cost-recovery and acceptance-lift opportunities, quantified and prioritized. Plus a 30-minute walkthrough call.
30 minutes
Intake + scoping + paymentBook now
session

Payments Diagnostic

Starting at
$2,500

A 90-minute working session plus a written diagnostic of your payments stack, delivered in 10 business days. Covers cost-of-acceptance, authorization-rate benchmarking against peers, fraud-cost ratio, chargeback ratio, scheme-mandate exposure, and vendor-renegotiation flags — all quantified with a prioritized action plan ready to share with Finance and Procurement. Includes a 60-minute readout. For payments leaders at fintechs, SaaS, marketplaces, and PSPs.

Best forHeads of Payments, Finance, and RevOps at $5M–$500M ARR companies who need a board-ready answer this quarter on where their payments stack is leaking margin.
DeliverableWritten diagnostic covering cost-of-acceptance, authorization-rate benchmarking, scheme-mandate exposure, and vendor-renegotiation flags — with quantified savings and a prioritized action plan. 60-minute readout included.
90 minutes
Intake + scoping + paymentBook now
package

Payments Optimization Sprint

Starting at
$7,500

A two-week working sprint for teams ready to act on payment cost AND acceptance lift, not just identify the opportunities. Includes the full Payments Diagnostic plus a vendor renegotiation playbook (target rates, BATNA, scripts), BIN-routing optimization, decline-recovery rules, and a sequenced 90-day execution plan. Weekly working sessions and a final read-out. For Heads of Payments, CFOs, and RevOps leaders at fintechs, marketplaces, and PSPs.

Best forOperators ready to convert diagnosis into recovered margin — PSP, gateway, fraud-tool renegotiation, BIN-routing optimization, decline-recovery rule engineering.
DeliverableDiagnostic + vendor renegotiation playbook + BIN routing and decline-recovery recommendations + a sequenced 90-day execution plan. Weekly working sessions and a final read-out.
Intake + scopingSchedule discovery
retainer

Studio Retainer

Pricing
Quote

A monthly monthly engagement for growth-stage teams who'd rather have SideB on-call than buy one-off projects. Includes a monthly strategy session, quarterly board-prep, on-demand vendor reviews, and async Slack access. Scope is mutually defined at activation and revisited quarterly. Month-to-month with a 30-day cancellation notice; no annual commitment. Pricing scoped to scope, cadence, and team-size after a discovery conversation. For payments, RevOps, agentic commerce, finance, and product leaders running fintechs, SaaS, or marketplaces.

Built forPaymentsRevenue OperationsAgentic commerceFinanceProduct
Best forGrowth-stage operators who need senior payments, RevOps, or product judgment monthly — without hiring a full-time VP.
DeliverableDeliverables as scoped at activation — typically monthly strategy sessions, quarterly board-prep, vendor reviews, and on-demand recommendations.
Intake + scopingSchedule discovery
project

AI Operating Partner

Pricing
Quote

A focused 4–6 week sprint (longer for complex scopes) where SideB plugs in as your dedicated AI operating partner — scoping, enabling, and optimizing AI inside your business or revenue operations stack. Covers AI-stack and vendor review, model and tooling selection (enterprise-tier, contractually zero-training), playbook authoring for the workflows AI will own, change-management and adoption rituals, and an ROI dashboard the leadership team can read. Pricing scoped to depth and duration. For CFOs, COOs, Heads of Revenue, Heads of Payments, and Chiefs of Staff adding AI capability inside revenue, finance, or operations.

Best forCompanies adding AI capability inside revenue, finance, or operations who want senior judgment leading the rollout — not another vendor pitch. Typical engagements run 4–6 weeks; longer for multi-workflow rollouts.
DeliverableAI-stack and vendor review, model and tooling selection, playbook authoring, change-management plan, and an ROI dashboard. Final scope and timeline confirmed at quote.
Intake + scopingSchedule discovery
project

Procurement / RFP Project

Pricing
Quote

End-to-end RFI and RFP support for payments, fraud, and revenue-stack vendor selection. Covers market scan, vendor longlist, capability matrix, scoring rubric, evaluation, and contract negotiation. Run as RFI (early market discovery) or full RFP (formal procurement with scoring and negotiation). For Heads of Payments, CFOs, COOs, and Procurement leaders selecting PSPs, gateways, fraud tools, orchestration platforms, or BNPL providers. Pricing scoped to category, timeline, and number of vendors evaluated.

Best forTeams running formal RFIs or RFPs for PSPs, gateways, fraud tools, orchestration platforms, or BNPL providers who want an experienced operator co-piloting the process.
DeliverableCapability matrix, scoring rubric, evaluated shortlist with rationale, and a negotiation playbook.
Intake + scopingSchedule discovery
Off menu · Custom projects

Need something off menu?

For multi-month engagements, custom packages, RFI/RFP support, non-standard retainer terms or anything else outside the catalog — submit a custom project brief and we'll respond with a tailored scope, quote and payable invoice. Usually within 48 hours.

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