Three engagement levels. Each scoped to firm size, complexity, and number of business units. All conversations start with a call to determine the right fit.
A focused assessment on your highest-priority area — whether that's data hygiene, operations maturity, or AI use case viability.
Single pillar deep-dive scored 1–5
Executive summary with key findings
Prioritized next-step recommendations
30-minute debrief call with leadership
Credits in full toward The AI Due Diligence if you proceed
The complete operational audit. Six pillars scored, benchmarked against industry, with a sequenced implementation roadmap.
Full six-pillar AI Readiness Scorecard
Executive Risk & Opportunity Summary
AI Implementation Roadmap (30/90/180-day)
Tech Stack Gap Analysis with cost ranges
Change Management Plan
Executive Presentation (recorded walkthrough)
Everything in The AI Due Diligence — plus we stay to execute the first 30-day sprint from the roadmap. Strategy and momentum in one engagement.
30-day implementation sprint (highest-ROI initiative)
Hands-on CRM/ops configuration as needed
Weekly check-ins during execution phase
Post-sprint measurement and adjustment report
$300K–$1MThe cost of a failed AI implementation in direct spend and organizational distraction. This audit is 3–5% of that to prevent it.
10xOne wrong platform decision costs 10x this engagement. One wrong hire costs more.
12–18 mo.The organizational distraction of unwinding a failed implementation — time you can't get back.
Not sure which tier is right?
Every engagement starts with the same 30-minute conversation. We'll scope it together based on your firm's situation.
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