Diagnose
Review how the work happens today and rank the opportunities. Agree one pilot, its baseline and its acceptance criteria in writing.
$5,000 / month · 90-day start
Lead + delivery: one priority workflow, fixed and measured
Our most common starting point. We lead one scoped workstream from diagnosis to adoption, with weekly sessions and a before-and-after review at day 90.
Included
- Weekly leadership sessions
- Workflow mapping, baseline and acceptance criteria in writing
- One scoped workstream at a time: design, build, test
- Team training and adoption support
- Day-90 performance review and next-priority recommendation
A good fit when
- One workflow is clearly costing you sales, time or margin
- You have an owner or ops lead who can sponsor the change
- You want it delivered, not just advised on
- You want proof against a baseline before investing further
Probably not the right plan if
- You want five projects at once (we do one at a time, on purpose)
- You need a large custom software build (scoped and budgeted separately)
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 Lead + delivery looks like week to week.
Indicative. Your written scope sets the actual rhythm, owners and deliverables.
Weekly leadership session
Thirty to sixty minutes with your sponsor: progress, blockers, decisions needed and next week’s plan.
Working sessions with users
Short sessions with the people who do the work to test drafts, fix edge cases and agree what good looks like.
Build and configure
Configuration, automation and AI drafting set up in tools you own, documented as we go so nothing is a black box.
Monthly scorecard
The agreed measures against the baseline: time per task, turnaround, correction rate or whatever the scope names.
| Advisory | Lead + delivery (this plan) | 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
What counts as one workstream?
One defined improvement in progress at a time, such as proposal drafting or lead follow-up, with delivery limits agreed up front in the written scope.
What about software costs?
Tool subscriptions are paid by you directly and budgeted separately. We prefer tools you already own and only add new ones when they earn their place.
What does the first 90 days cost?
The service fee is $15,000 over 90 days ($5,000 a month), plus any tools and separately scoped custom work.
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 Lead + delivery
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.