Direct Advisory

For an organization that wants a senior advisor, a clear roadmap and a focused monthly scope.

$2,500a month

It's for you if

You want unlimited delivery or a guaranteed project completion date without agreeing a scope.
You cannot provide a workflow owner, access or timely decisions.

A written monthly scope tied to your business outcomes
AI employees and assistants. Included when agreed in your monthly scope.
Custom software and builds. Included when agreed in your monthly scope.
Workflows and automations. Included when agreed in your monthly scope.
Team training and adoption. Included when agreed in your monthly scope.
AI strategy, advisory and ongoing improvement. Included when agreed in your monthly scope.

Step 1 · Set priorities: Review the baseline and agree this month's outcome, deliverables and boundaries.
Step 2 · Deliver and learn: Work the agreed scope, review the result and help the team use it.
Step 3 · Choose what comes next: Keep this tier, move up or down, or stop before the next billing date.

Priority Electric: We set up Service OS Pro so a job can't close in the field without its closeout proof, and closing it drafts the invoice. Invoices now go out less than 2 hours after the job, not 6.5 days later.
Look Up Realty: We trained the managing broker on AI agility and AI solutions, and now he creates solutions for his own team.
Ever Moments Booths: We advised Ever Moments on a streamlined way to create the media assets their operations run on.

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.
Had an AI Operations Diagnostic? The full $1,000 you paid for the Diagnostic comes off your first month if you submit the pre-work within 48 hours of booking, attend both live sessions, and start your term within 30 days of the readout. It applies once, to whichever you sign first.
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.
AI employees, custom builds, workflows, automations, training and advisory can all be scoped within your monthly partnership. A larger effort may span several months.
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.
The written scope identifies included hosting and AI usage, and any approved third-party charges.