Process
How we work, start to finish.
Five steps. Each one has a clear exit. You are never locked into the next thing before you have seen the value of the last.
- 01Intro call
- 02Proposal
- 03Engagement letter
- 04Discovery Sprint
- 05Foundation Retainer
Step 01 · Intro call
A free 30-minute conversation. Either of us can walk away.
What happens
- A short call about your business and what’s prompting the AI question
- We start the assessment here — what you run, where the friction is
- No deck, no pitch, no obligation
Time + cost
30 minutesNo cost
Step 02 · Proposal
We put two clear paths in writing.
What happens
- A short written proposal — the Discovery Sprint, and how far you take it
- Two paths: the sprint alone, or the sprint plus a Foundation Retainer
- You choose the level of support that fits
Time + cost
A few daysNo cost
Step 03 · Engagement letter
Scope, deliverables, and fees in two or three pages.
What happens
- A brief engagement letter confirms scope and deliverables
- Fixed fees, agreed before any work begins
- Sprint kickoff scheduled within two to three weeks — around your month-end close
Time + cost
2–3 pagesSigned to start
Step 04 · Discovery Sprint
Three weeks of real work that ends in a documented plan.
What happens
- Week 1 — interviews across your offices and the lunch and learn
- Week 2 — use cases modeled, vendors scored against a scorecard
- Week 3 — governance, roadmap, and findings presented to leadership
Time + cost
Three weeks~10 documents
Step 05 · Foundation Retainer
We stay on and implement — if you want us to.
What happens
- We own the rollout the roadmap calls for
- Monthly advisory, office hours, and quarterly leadership reviews
- Month-to-month after a three-month minimum
Time + cost
Monthly retainerOptional
Scope
What we don’t do.
A tight scope is how we do good work. We say no to plenty so we can say yes to the engagements we are right for. A short list of what we turn down:
- Standalone ChatGPT user training sold on its own.
- Reselling software, or taking a vendor commission we haven’t disclosed to you.
- Regulated-industry workflows we don’t understand — healthcare PHI, FINRA-regulated, defense.
- Generalist management consulting outside the AI scope.
Start with a conversation.
A free 30-minute discovery call. No deck, no obligation.
Book a discovery call