Five services. Published prices.
Most engagements start with the free Readiness Conversation. From there, teams either commission a paid Process Audit for a deeper diagnostic with ROI estimates, or jump straight to a Build, an Advisor Retainer, or an Embedded Lead.
Readiness Conversation
60 minutes. Free. The entry door.
For
Any business that wants a real-but-quick read on whether and where AI fits. No commitment.
What you get
- 60-minute call with a senior partner
- High-level review of one or two workflows where AI could realistically help
- Short written summary delivered by email the next day
- Concrete next-step recommendation (one of the paid products, a self-serve tool, or an honest “not yet”)
Limited by design. We do not run stakeholder interviews, write a multi-page report, or build a roadmap on the free tier. That is what the paid Process Audit is for.
Process Audit
Five business days. Written plan with ROI estimates. Fixed fee.
For
Teams that want clarity before committing to a build. Especially useful when more than one stakeholder has an opinion.
What you get
- Kickoff call and stakeholder mapping
- 3 to 4 stakeholder interviews
- Process walkthrough of 2 to 3 priority workflows
- Data readiness diagnostic
- Written report: current-state assessment, 3 to 5 ranked opportunities, 90-day roadmap
- ROI estimates for the top opportunities (hours saved, revenue lift, or cost reduction)
- 60-minute readout presentation
Five business days, fixed scope, fixed fee. Audit fee is credited toward the next engagement if you proceed with a Build, Retainer, or Embedded Lead.
Advisor Retainer
Senior AI guidance, monthly.
For
Teams that want ongoing strategic guidance without committing to a build. Often the next step after the Audit.
What you get
- Two strategy sessions per month (60 min each)
- Async office hours (Slack or email, 48 hour response)
- Monthly tool evaluation
- Quarterly AI landscape update, tailored to your sector
- Light hand-holding on tools your team deploys directly
Three-month minimum, then month-to-month. Designed to feel like a tool subscription, not a consultant engagement.
Build & Operate
We build the system. We stay to run it.
For
Teams with a specific, measurable workflow problem worth solving. Usually surfaced by the Audit or Readiness Conversation.
What you get
- Internal Q&A assistants that answer from your own documents
- Intake, triage, and routing systems
- Sales and support agents (chat, voice, hybrid)
- Workflow automation across your stack
- Document classification and clause extraction
- Compliance monitors (SOX, HIPAA, SOC 2, regulated-industry)
- Custom language models tuned to your industry's text
Every build ships with an evaluation suite, monitoring, and documentation. We stay on to operate (separate fee) so the work does not die in adoption.
Embedded Lead
Part-time AI leadership. Named partner.
For
Businesses at 50 to 200 employees (or smaller with budget) that need AI leadership but cannot justify a full-time hire.
What you get
- 1 to 2 days per week equivalent embedded with leadership
- Owns your AI roadmap
- Attends leadership meetings as your AI voice
- Coordinates with internal ops, IT, or product
- Oversees active builds (ours or yours)
- Monthly written progress report to CEO or board
Six-month minimum. A senior partner is the named lead on every Embedded engagement, supported by the wider delivery team.
Not sure which one fits?
Book a Readiness Conversation. Sixty minutes, free, no deck. We ask about your business and tell you honestly whether and where AI fits.