What an engagement actually looks like, week by week.
No black boxes. Here's each engagement from kickoff through handoff — what we're doing, what your team is doing alongside us, and what lands in your hands at each step.
01 / 1–2 WEEKS
Audit
A structured read on your customer flow, tools, and operations — delivered as a shareable written report.
See scope and pricing →- Week 1
Discovery
- 60-minute intake with you and any key staff
- Review of your website, customer flow, and vendor stack
- Async Q&A on what's working and what's stuck
- Week 2
Synthesis + delivery
- Ranked list of AI-ready opportunities, with rough savings and lift ranges
- Written report shareable with your team
- 45-minute walkthrough call
02 / 3–4 WEEKS
Strategy & Roadmap
A 90-day roadmap your team can actually execute, grounded in your tools and your people.
See scope and pricing →- Week 1
Deep discovery
- On-site or video walkthroughs with your staff
- Customer flow mapped, intake through follow-up
- Review of current tools, vendors, and what you measure
- Week 2
Pilot design
- Sequenced pilot plan — which AI moves come first and why
- Measurement framework so you know when a pilot is working
- Stakeholder map: who needs to see what, and when
- Week 3
Roadmap drafting
- 90-day roadmap drafted and shared
- Walkthrough with you and any outside vendors who'll touch the work
- Revisions based on your input
- Week 4
Alignment + handoff
- Final 90-day roadmap
- Optional kickoff deck if you want to brief your board or team
- Implementation-ready if you want to continue
03 / 6–12 WEEKS
Hands-on Implementation
Embedded build — your integrations, prompt libraries, and review workflows fitted to your tools and trained into your team.
See scope and pricing →- Weeks 1–2
Kickoff + access
- Kickoff workshop with your team
- System access set up (Google, CRM, phone, ad accounts as needed)
- Baseline measurements captured
- Week-by-week deliverables agreed with you
- Weeks 3–6
Build + integrate
- AI integrations built alongside your existing tools
- Prompt libraries tuned to your voice and objectives
- Review loops and QA workflows stood up
- First live tests with your staff in the loop
- Weeks 7–10
Training + parallel run
- Staff trained on each new workflow
- Parallel running alongside current processes so nothing breaks
- Adjustments based on how it actually performs
- Weeks 11–12
Handoff + debrief
- Written playbooks and video walkthroughs delivered
- Handoff session with your team
- Post-engagement debrief + optional Advisory scoping
04 / MONTHLY · 3-MO MIN
Ongoing Advisory
A steady hand while the landscape shifts. Monthly rhythm, async access, quarterly reviews.
See scope and pricing →- Each month
Working session
- 90-minute topic-focused session, driven by what you've queued
- Written note summarizing what was decided
- Followups tracked through to completion
- Ongoing
Async access
- Slack or email, responses within one business day
- Vendor and model check-ins as new options emerge
- Quick-turn help when something breaks or a new need pops up
- Every quarter
Take-stock review
- 60-minute review of what moved, what stalled, and what's next
- Scope adjustment if your needs have shifted
- Honest call on whether Advisory is still earning its retainer
Still wondering if it's worth it?
The Audit is where this starts. You'll walk out with a written read on where AI earns its keep for your business — whether you hire us beyond it or not.