How we work
Three steps. No theater.
We've trimmed the consulting playbook down to the parts that actually move a small or midsize business. Every step has a deliverable you can show your CFO, not just a slide deck you'll never reopen.
Find the truth, fast.
Two working sessions and a structured assessment. We look at your tools, workflows, data and team — not in the abstract, in your real environment. You leave with a score you can act on, not a maturity model you can't.
- · A 45-minute leadership call
- · Read access to relevant systems
- · Up to two team interviews
- · AI Opportunity Score (0–100)
- · Profit Gap estimate
- · Risk Exposure read
- · Industry benchmark
Sequence what's worth doing.
We pick the two or three moves that pay back inside ninety days and slot them against the longer arc. Every recommendation lists the cost, the expected return, the risk and the owner.
- · Two-hour roadmap workshop
- · Budget envelope
- · Constraints we should respect
- · 30/60/90 day plan
- · Build-vs-buy calls
- · Vendor shortlist (vendor-neutral)
- · Success metrics per move
Ship it, measure it, expand it.
We implement alongside your team or hand off a build-ready plan to whoever you trust. Every engagement is tracked against the measurable outcomes set in the roadmap step.
- · A named internal owner
- · Access to the systems being changed
- · A regular checkpoint cadence
- · Working solution in production
- · Adoption + ROI dashboard
- · Documentation + runbook
- · Quarterly review cycle