AI advisory that actually works.

We help established businesses discover where AI creates the most value, implement the right solutions, and keep improving over time. Three tiers. Each one builds trust before the next commitment.

Start small. Prove value.
Then go deeper.

Enterprise consulting firms charge $200K+ for AI strategy—built for companies with $1B+ in revenue. We bring the same strategic rigor to businesses generating $1M–$20M. Three tiers, each one proving value before you commit further.

Most clients start with Tier 1—a focused discovery that maps your operations and identifies where AI can make the biggest impact. From there, you decide what's worth pursuing. No pressure, no long-term commitment required upfront.

Each tier builds naturally on the previous one. You'll see measurable results before deciding to go further.

1
Tier 1
AI Discovery & Roadmap
3–4 weeks · Assessment & planning
“What should we actually do?”
2
Tier 2
AI Implementation
8–16 weeks · Build & train
“Let's build it right.”
3
Tier 3
AI Advisory Retainer
Monthly · Optimize & evolve
“Keep getting better.”
Tier 1

AI Discovery & Roadmap

“What should we actually do?”
📅 3–4 weeks
👥 2–3 discovery sessions
📊 Includes CLARITY Assessment

Cut through the AI hype and identify the specific opportunities that will create real value for your business. You'll leave with a clear, prioritized plan—not generic recommendations pulled from a template.

We start with our proprietary CLARITY Assessment—the same type of comprehensive diagnostic that Fortune 500 companies pay six figures for—163 questions across 7 operational areas, designed specifically for businesses with 5–200 employees. We then conduct discovery sessions with you and your key team members to understand where time gets lost, where information gets stuck, and where AI can make the biggest difference.

What You Get
Current State Assessment—Where your time goes, what's manual, and what's causing friction
AI Opportunity Map—Specific use cases ranked by impact and feasibility for your business
Readiness Evaluation—Your data, tools, and team capabilities assessed honestly
Prioritized Roadmap—Phased implementation plan with estimated ROI for each opportunity
Tool Recommendations—Specific solutions matched to your situation and budget
Quick Wins List—2–3 things you can implement immediately
Client Outcome
A clear, prioritized plan you could execute on your own—or bring us back to implement.
Questions We Answer
Where are you bleeding time on repetitive work?
What decisions would be better with faster or better data?
Where does information get stuck or lost between people and systems?
What would change if you could automate your biggest bottleneck?
What's realistic given your team's current technical comfort?
Tier 2

AI Implementation

“Let's build it right.”
📅 8–16 weeks
Phased rollout
👥 Team workshops + owner sessions

Execute the roadmap. We select the right tools, configure them for your business, integrate them into your existing workflows, and train your team to actually use them. We don't just recommend—we help make it real.

Implementation follows a clear principle: start with the highest-impact, lowest-risk opportunity. Prove value before expanding scope. Build your team's capability, not dependency on us. Document everything so it's sustainable after we leave.

Consider a 25-person firm where proposal creation takes 12 hours a week. Harvard Business School research shows AI-guided workflows can reduce task time by 25% and improve output quality by 40%. That's the kind of operational gain Tier 2 targets—specific to your business, measured against your baseline.

What You Get
Tool Selection & Setup—Evaluate options, configure chosen solutions for your specific operations
Workflow Integration—Connect AI tools to your existing systems and processes
Process Documentation—Updated SOPs reflecting your new AI-assisted workflows
Team Training—Hands-on sessions so your people actually use the tools with confidence
Adoption Monitoring—Track usage, identify resistance, and course-correct early
ROI Measurement—Before-and-after metrics on time saved and quality improved
Client Outcome
Working AI-enhanced processes, a trained team, documented workflows, and measurable results you can see in daily operations.
Implementation Principles
Start with the highest-impact, lowest-risk opportunity first
Prove value before expanding scope to additional areas
Build internal capability, not dependency on us
Document everything so it's sustainable after we leave
Measure results at every phase so you know it's working
Tier 3

AI Advisory Retainer

“Keep getting better.”
📅 Monthly retainer
📞 60–90 min strategic review
🔄 Quarterly opportunity refresh

A full-time AI strategist costs $150K–$250K per year—and most businesses in the $1M–$20M range don't need one full-time. The advisory retainer gives you ongoing strategic guidance at a fraction of that cost.

AI moves fast. Your business keeps changing. The advisory retainer gives you a trusted partner who keeps your AI tools optimized, evaluates new opportunities as they emerge, and ensures you stay ahead—without requiring you to become an AI expert.

Each month includes a strategic review session, ad-hoc guidance between sessions, and quarterly reassessments to keep your roadmap current.

What You Get
Performance Review—Are your current AI tools delivering expected value?
Optimization Guidance—Tune prompts, workflows, and configurations for better results
New Opportunity Identification—What else in your business could benefit from AI?
Tool Landscape Updates—What's new, what's relevant, and what's just hype
Team Capability Building—Ongoing training and best practice sharing
Problem-Solving—When something isn't working, we help fix it
Client Outcome
A trusted advisor keeping you current and effective with AI—without having to become an AI expert yourself.
Monthly Session Focus
Review AI tool usage and adoption metrics
Discuss friction points and new opportunities
Evaluate 1–2 new AI capabilities or tools
Plan next optimization or expansion
Answer questions and remove obstacles

Built for established businesses
ready to move forward.

Our services are designed for companies that have proven their business model and are ready to leverage AI strategically.

🎯
Know AI Can Help
You see the potential but don't know where to start. You need a trusted guide, not another sales pitch.
📈
Established & Growing
You're generating $1M–$20M in annual revenue with a team of 5–200. You have real operations, real customers, and real potential to transform how your business runs.
🤝
Value Partnership
You want a partner who understands your business, not a vendor pushing tools. You're looking for results, not reports.

Transparent, value-based pricing.

Investment scales with your business size. Fixed scope, fixed price—no hourly billing, no scope creep. Every engagement is tied to measurable outcomes.

Tier 1
Discovery & Roadmap
3–4 week assessment with CLARITY diagnostic, AI opportunity mapping, and a prioritized implementation roadmap with ROI projections.
Starting at $8,500
Based on business ARR
87% of SMBs using AI report increased productivity—Discovery identifies where those gains exist in your business.
Source: Service Direct, 2025 SMB AI Report
Tier 2
Implementation
8–16 week hands-on engagement including tool selection, workflow integration, process documentation, team training, and ROI measurement.
Starting at $16,500
Based on business ARR & team size
Research shows 25% faster task completion and 40% higher output quality when teams are guided in AI use.
Source: Harvard Business School & BCG Study
Tier 3
Advisory Retainer
Monthly strategic partnership with regular reviews, optimization guidance, new opportunity identification, and team capability building.
Starting at $2,500/mo
6-month minimum · Based on ARR
AI isn't set-and-forget. Businesses with ongoing strategic guidance compound gains quarter over quarter.

AI adoption is accelerating.
The gap is widening.

75% of SMBs are already experimenting with or using AI, and 91% of those report revenue growth. Meanwhile, 61% of SMB leaders say their company still lacks a vision for AI implementation.

The question isn't whether AI will reshape your industry. It's whether you'll be positioned to lead—or left catching up.

Let's start with a conversation.

Book a 30-minute discovery call. We'll discuss your biggest operational challenges, identify where AI might help, and tell you honestly if we're the right fit. No pitch. No obligation.