Direct Advisory

1 · The deliverables

What you get, one by one

1. AI employees and assistants

   Included when agreed in your monthly scope.

   We choose the work that serves your priorities, set acceptance criteria and review progress together.

   You receive: The deliverables in your written scope.

2. Custom software and builds

   Included when agreed in your monthly scope.

   We choose the work that serves your priorities, set acceptance criteria and review progress together.

   You receive: The deliverables in your written scope.

3. Workflows and automations

   Included when agreed in your monthly scope.

   We choose the work that serves your priorities, set acceptance criteria and review progress together.

   You receive: The deliverables in your written scope.

4. Team training and adoption

   Included when agreed in your monthly scope.

   We choose the work that serves your priorities, set acceptance criteria and review progress together.

   You receive: The deliverables in your written scope.

5. AI strategy, advisory and ongoing improvement

   Included when agreed in your monthly scope.

   We choose the work that serves your priorities, set acceptance criteria and review progress together.

   You receive: The deliverables in your written scope.

4 · How it starts

Every tier starts with the $1,000 Diagnostic

The AI Operations Diagnostic gives you all seven documents first, followed by one agreed live workflow. See it working in your business before choosing your monthly scope. The readout tells you whether this tier fits, or that you don't need one. Seven documents, in writing, covered by the All-Seven Guarantee.

You get $1,000 off your first month, the full $1,000 you paid for the Diagnostic, when you:

1. Submit the pre-work within 48 hours of booking
2. Attend both live sessions
3. Start a month-to-month Partnership Tier within 30 days of the readout

5 · The terms, in plain words

The fine print

Term

Month-to-month, with no onboarding fee.

Refunds

Full refund within 3 days of your tier's first payment, even if you started with a Diagnostic. After that the current month is not refundable. You can stop before the next billing date.

Best for

Your team can carry work forward and wants senior direction and review.

Scope

We agree the outcome, deliverables and boundaries in writing before work starts. Your monthly tier funds that scope; it is not unlimited work or a promise to finish any project in one month.

Projects within your partnership

AI employees, custom builds, workflows, automations, training and advisory can all be scoped within your monthly partnership. A larger effort may span several months.

Third-party costs

Your written scope identifies what hosting and AI usage are included, and which third-party licenses or usage charges you pay directly. Any additional spend needs your approval.

Ownership

Your accounts and data are yours from day one. Once the work is done and paid for, the software is yours, and we transfer it to you. We keep our own tools and know-how, and you get a permanent license to any that ship inside your app.

Changing plans

Renews monthly. Agree a change of tier, pause or cancellation in writing before the next billing date. Changes apply to the next month, with a revised scope; no three-month commitment.