Diagnose
Review how the work happens today and rank the opportunities. Agree one pilot, its baseline and its acceptance criteria in writing.
For larger teams with several connected workflows. Weekly leadership plus team sessions, more delivery capacity and closer work with your department leads.
Review how the work happens today and rank the opportunities. Agree one pilot, its baseline and its acceptance criteria in writing.
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.
Support adoption, compare results with the baseline and agree what deserves investment next, including whether to stop.
Indicative. Your written scope sets the actual rhythm, owners and deliverables.
Sponsor-level review of all active workstreams, decisions needed and sequencing.
Working sessions with department leads and users: training, feedback and adoption checks.
Larger delivery capacity across connected workflows, each with written acceptance criteria.
Scorecards for each workstream and a short roadmap update for leadership.
| Advisory | Lead + delivery | Embedded (this plan) | |
|---|---|---|---|
| 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 |
No. Capacity is larger than Lead + delivery but still scoped in writing, so you always know what is in progress and what is next.
Yes. Many teams start with Lead + delivery and move to Embedded once a second workflow is ready, or step down to Advisory after delivery.
The service fee is $21,000 over 90 days ($7,000 a month), plus tools and any separately scoped custom work.
Related: How it works · Sample written scope · AI ROI calculator · Which plan fits? Take the check
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.
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.