From first conversation to ongoing partner.
A clear path. No service menus, no scope debates — each stage stands on its own, and you only commit to the next step.
Discovery
A diagnostic conversation where we map your workflows, team structure, and tech stack to evaluate where AI fits — and where it doesn't.
- Walk through how your team actually operates day-to-day
- Identify the bottlenecks where AI would compound value
- Surface the workflows where AI is the wrong answer
- Mutual decision on whether a paid engagement makes sense
Diagnostic
A structured engagement that produces a written deliverable: a prioritized roadmap of AI initiatives ranked by ROI, vendor recommendations specific to your stack, and a sequenced rollout plan you can act on whether you continue with us or not.
Our guarantee. The Diagnostic is billed 50% at kickoff and 50% on delivery. At the working session, if you don't believe the roadmap is worth more than the engagement fee, the second payment is waived. You decide at the meeting, with the deliverable in front of you.
- Full workflow audit across advisory, operations, and compliance
- Vendor evaluation against your existing stack
- ROI projections ranked by impact, with payback periods
- 20–30 page deliverable plus a working session walkthrough
Implement
Custom-scoped from your Diagnostic roadmap. Vendor selection finalized, integrations built, team trained, workflows redesigned, and success measured against the metrics defined in the Diagnostic.
- Vendor contracts, configuration, and integration build
- Team rollout, training, and workflow adoption
- Optimization, measurement, and handoff documentation
- Includes 30-day post-engagement check-in
Operate
Your firm's outsourced Head of AI — embedded enough to be useful, external enough to stay objective. Monthly strategy sessions, vendor evaluation as the landscape shifts, team coaching as capabilities deepen, and on-call availability for the in-between questions.
- Recurring strategy sessions calendared in advance
- Vendor evaluation when you're considering new tools
- Team coaching as your capabilities deepen
- Quarterly written roadmap updates
Every firm starts with one 30-minute call.
A fit check, not a pitch. By the end, you'll have a clear read on whether AI is worth your time right now.
Start with Discovery