From first workshop to running systems — one partner.
Every service sits in one of four tracks. Most teams start in one and graduate to the next. You're never locked in — each engagement is fixed-scope and priced upfront.
Track 01 of 4
Assess
Figure out where AI actually earns its keep for you.
AI Use-Case Discovery Workshop
Pick this when
When your team is curious about AI but nobody owns the decision.
You leave with
- Scored use-case portfolio
- Business case for top 3 opportunities
- 90-day implementation roadmap
AI Readiness Assessment
Pick this when
When a board member, partner, or insurer asked 'what's our AI plan?'
You leave with
- Readiness scorecard across 5 dimensions
- Data and tool inventory
- Prioritized use-case portfolio with ROI
Fractional Chief AI Officer
Pick this when
When pilots have stalled and nobody owns 'the AI strategy'.
You leave with
- Quarterly AI roadmap and OKRs
- Vendor and tool vetting
- Leadership team briefings
Track 02 of 4
Enable
Get the tools you already pay for actually used.
AI Enablement Program
Pick this when
When AI tools are installed and nobody has shipped real output with them.
You leave with
- Role-based AI playbooks
- 50–100 prompt library tuned to your tone
- Hands-on training workshops
Online Training Courses
Pick this when
When scheduling a full-team workshop is hard but people still need to learn.
You leave with
- Role-based tracks (ops, sales, finance, admin)
- Short video lessons with hands-on exercises
- Starter prompt library included
Copilot / Gemini Adoption Sprint
Pick this when
When the licenses are on the invoice and the usage isn't.
You leave with
- License audit and seat optimization
- Role-based prompt packs for Copilot / Gemini
- Admin and security configuration
Track 03 of 4
Build
Ship custom agents, automations, and data rooms.
Custom Agent Build
Pick this when
When one workflow eats a quarter of someone's week.
You leave with
- MCP-native agent connected to your tools
- Human-in-the-loop approval points
- Monitoring and audit trail
AI-Ready Data Room
Pick this when
When 'I know we wrote that down somewhere' is a daily experience.
You leave with
- Ingestion pipeline for your document sources
- Permissions model aligned to roles
- Chat interface for staff
Custom Automation
Pick this when
When enablement isn't enough and you're ready to build.
You leave with
- Integrations with email, calendar, CRM, or accounting tools
- Document extraction and routing
- Monitoring, logging, full audit trail
Track 04 of 4
Operate & Govern
Keep what you built working. Keep it compliant.
AI Governance & Policy Pack
Pick this when
When a security questionnaire or regulator has asked about your AI use.
You leave with
- Acceptable-use policy
- AI inventory and risk classification
- Vendor due-diligence checklist
Managed AI Operations
Pick this when
After the build. Keep the system earning its keep.
You leave with
- Uptime and performance monitoring
- Prompt and model updates as needed
- Integration fixes and migrations
Not sure which track?
A 30-minute call tells you which track fits — even if it's not one we sell.
Book a discovery callReady to make AI pay for itself?
A 30-minute call and we'll tell you where your team is leaving the most time on the table.