How We Engage

Two transparent ways to engage.

Need senior AI guidance now? Start with our AI Snapshot, then use the fractional leadership path if strategy help is the best fit. There is a 10-hour minimum and no long-term commitment. Leadership rates are set in the intro call based on the decisions you need and level of involvement. Ready to build? Start with the Discovery Sprint and follow a clear path to production AI workflows. Track A implementation pricing is fixed because scope and deliverables are clearly defined.

What you get, and what it costs.

Track A — Implementation Engagements

01

2 weeks

Discovery Sprint

We assess your current operations, identify where AI workflows will create the biggest business impact, and deliver a prioritized roadmap with clear recommendations. You handle the legwork: stakeholder interviews and process documentation. We synthesize the inputs, sequence the work, and hand you a plan you can execute immediately.

Deliverables

  • Current operations audit
  • AI agent and automation opportunity map
  • Prioritized roadmap with workflow and ownership boundaries
  • Dashboard and intake/routing system plan

Your time commitment

  • 2–3 stakeholder interviews (you arrange)
  • Existing process docs or walkthroughs
  • One readout meeting at end of sprint

Investment

$7,500

Starting at, fixed fee

No ongoing commitment
Output is yours to keep
Natural entry point
Start with AI Snapshot →
02

6–8 weeks

Architecture & Build

We design the AI workflow system, define each agent's limits and rules, and implement automation around it. We act as your fractional AI lead by making system design decisions and reviewing implementation. Your team or contractor handles coding under our direction.

Deliverables

  • Agent architecture documentation
  • 2–3 AI agents in production with automation workflows
  • Operational dashboards and intake/routing system design
  • Approval and escalation guides
  • Handoff-ready operating docs

What you bring

  • Internal dev or contractor to build
  • Access to relevant systems and data
  • A named internal owner for each agent

Investment

$18,000

Starting at, fixed fee

Requires Discovery first
Agents fully owned by you
No lock-in after handoff
Get Your AI Snapshot →
03

Ongoing, month to month after 3 months

Managed Subscription

Fractional AI leadership on retainer. We run and improve your AI workflows and operating dashboards as your operations grow. Your team stays lean. Output scales without adding headcount. Real people stay customer-facing.

What's included

  • Monthly agent and automation performance review
  • Ongoing optimization and tuning
  • New agent, workflow, and intake-system scoping as needs evolve
  • Runbook and dashboard updates for continuity
  • Fractional AI leadership access

The math

  • Less than one junior hire/month
  • No benefits, no ramp, no HR
  • Role-equivalent execution capacity for repetitive workflows (varies by volume and constraints)

Investment

$6,500/mo

Starting at, retainer + usage

3-month initial commitment
Month-to-month after that
Requires Build phase first
Get Your AI Snapshot →

Track B — Strategic Advisory

B

10-hour minimum · flexible schedule

Fractional AI Leadership, Hourly

Direct access to senior AI leadership for roadmap priorities, system design decisions, vendor evaluation, and executive alignment. We also turn decisions into build-ready workflow plans, dashboard requirements, and intake/routing plans. Each engagement starts with a short intake form so we come prepared. You get a written decisions-and-next-steps memo after every session. No retainer and no phased commitment.

Best for

  • Roadmap priorities and sequencing
  • Architecture and vendor decisions
  • Unblocking stalled AI initiatives
  • Leadership and board alignment

What you get

  • Pre-session intake reviewed in advance
  • Live working session(s)
  • Written decisions + automation-ready next-step memo

Investment

Hourly

Rate is set in intro based on the decisions needed, leadership depth, and availability.

10-hour minimum engagement
No long-term commitment
Written memo after every session
Start with AI Snapshot →

Learn about Fractional AI Leadership

Team Lift

How much lift your team actually carries

These engagements work when decision owners show up consistently. This is the practical staffing load by phase.

Discovery Sprint

Light but focused input

Your team time: 2-4 hours/week for interviews, process walkthroughs, and one readout.

Who must attend: Ops owner, decision-maker, and one person close to schedule or queue execution.

What can block progress: Unavailable owner, unclear priorities, or delayed access to current workflows.

Architecture & Build

Weekly decisions required

Your team time: 3-5 hours/week for implementation reviews, approvals, and escalation calls.

Who must attend: Named workflow owner, implementation lead, and budget authority for unblockers.

What can block progress: Slow approvals, no single owner, or unclear approval boundaries.

Managed Subscription

Steady weekly rhythm

Your team time: 1-2 hours/week for performance reviews, priority setting, and owner updates.

Who must attend: Workflow owner plus one leadership person for monthly decisions.

What can block progress: No owner accountability, stale queue rules, or skipped weekly reviews.

Requirements

What has to be true to engage

We're selective about who we work with. These are conditions, not preferences. Without them, the engagement will not produce outcomes worth paying for.

Clear business outcome defined

Not "we want to use AI." We need a specific measurable outcome: reduce X cost, increase Y completed work, or eliminate Z manual work within a defined timeframe.

Decision-maker is accessible

Someone with budget authority and decision-making power must be available throughout the engagement. This cannot be blocked by committee or delayed for weeks.

The team will actually use it

Agents that no one trusts or adopts are worthless. We need willing participants. You do not need perfect processes, but you do need real openness to changing how work gets done.

Budget is real and approved

Discovery starts at $7,500. If that number requires a months-long approval process, we're not the right fit for this stage. Serious engagements require real budget authority.

Scope

Clear boundaries

These protect the quality of what we build and ensure outcomes actually happen.

We do

  • Act as fractional AI leadership for strategy, architecture, and oversight
  • Identify and prioritize the highest-leverage AI + automation opportunities
  • Oversee buildout of agents, workflows, dashboards, and intake systems
  • Create approval frameworks your team can run independently
  • Operate and grow the workforce on an ongoing basis if you want us to

We don't

  • Write strategy documents without shipping anything real
  • Build engagements that require our ongoing presence to function
  • Deploy agents to customer-facing or high-stakes decision workflows
  • Take on work without a named internal owner for each deliverable
  • Continue an engagement we can see won't produce real outcomes

Start with clarity, not commitment.

Our AI Snapshot gives you a clear view of where to start and what should wait.

Get Your AI Snapshot