Diagnose
Review how the work happens today and rank the opportunities. Agree one pilot, its baseline and its acceptance criteria in writing.
$2,500 / month · 90-day start
Advisory: clear technology decisions, twice a month
For owners who need a senior second opinion on tools, vendors and AI before they spend. You keep delivery in-house or with a vendor; we keep it pointed at the right problem.
Included
- Two 60–90 minute advisory sessions a month
- Opportunity ranking and a 12-month technology roadmap
- Tool and vendor evaluation, including what to cancel
- Review of vendor proposals and statements of work
- Async questions between sessions
A good fit when
- You have a team or vendor who can implement
- You are weighing several tools or proposals and want an independent view
- You want a technology roadmap tied to business priorities
- You need someone to hold vendors to scope and timeline
Probably not the right plan if
- You need someone to lead and deliver a change end to end (see Lead + delivery)
- You want an IT help desk (an MSP is the better fit)
How the first 90 days run
Deliver
Build and test the scoped improvement with real examples and the people who will use it. Existing tools first, new ones only when they earn their place.
Measure
Support adoption, compare results with the baseline and agree what deserves investment next, including whether to stop.
A typical month
What Advisory looks like week to week.
Indicative. Your written scope sets the actual rhythm, owners and deliverables.
Session 1: decisions
Review open questions, vendor proposals and the roadmap. Agree what to approve, defer or cancel, with owners and dates.
Between sessions
Short written answers to questions as they come up, so decisions do not wait two weeks.
Session 2: progress and priorities
Check progress against the roadmap and re-rank priorities based on what changed in the business.
Monthly output
A one-page decision log: what was decided, why, and what happens next. Useful for partners and managers who were not in the room.
| Advisory (this plan) | Lead + delivery | Embedded | |
|---|---|---|---|
| Monthly fee | $2,500 | $5,000 | $7,000 |
| Leadership | Twice-monthly advisory sessions | Weekly leadership sessions | Weekly leadership plus team sessions |
| Delivery | Implementation quoted separately | One scoped workstream at a time | Expanded scoped delivery capacity |
| Best fit | Decisions and oversight | A priority workflow | Deeper team involvement |
Common questions
Can Advisory include implementation?
Implementation is quoted separately on Advisory. Many clients start here, then move to Lead + delivery once the first priority is clear.
Is Advisory enough for AI policy work?
Often, yes. Drafting an AI usage policy, choosing approved tools and setting review rules fits well inside Advisory sessions.
How long is the commitment?
The initial engagement is 90 days so there is time to make and review real decisions. Terms after that are agreed in your written scope.
Related: How it works · Sample written scope · AI ROI calculator · Which plan fits? Take the check
Next step
Bring one expensive workflow. Leave with a clear next step.
In 30 minutes we look at one recurring workflow, what it costs you today and whether there is a credible case to improve it. If there is not, we will say so.
Talk about Advisory
Not ready to talk? Take the 3-minute check
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.