Skip to content
Advisory & Services for SMBs — Built to Operate
Built to Operate
Book a FREE Call
Advisory & Services

When you want it done with you, not just handed to you.

When your team doesn’t have the time, the internal expertise, or the bandwidth, we run it alongside you: scoped, fixed, and built to end with you more capable, not more dependent on us.

Book a Call See the Self-Serve Catalog

Fixed scope, not billable hours  •  Every engagement ends with transfer

Why We Do This

We don’t sell hours.
We solve problems.

We take on a limited number of engagements at a time. Direct work with real organizations is how we keep our frameworks honest.

Expertise

Instrument-led

Every engagement runs on the same frameworks published in our catalog.

Defined Goal

Scoped and finite

A defined start, a defined deliverable, a defined end. No open-ended retainers.

Capability

Ends with transfer

You keep the outcome, instruments, the strategy/roadmap, and a trained team.

Training

Build the capability in-house.

A structured curriculum, with applied work on your real situation. You’re assessed on capability, not attendance.

Executive AI Fluency Program

A structured session for your leadership team: the six I’s framework applied to your business, the questions a board will ask, and a shared vocabulary for every AI decision that follows.

Half-day Remote For: Transform
Ask about this

Team Adoption Training

Hands-on training for the people actually using AI day to day: the tools, the guardrails, and the workflow changes that make adoption stick instead of stalling.

1 to 2 days Cohort or team For: Lead, Use
Ask about this

Leadership Coaching

A fixed run of one-on-one sessions for a founder, CEO, or transformation lead: working sessions against your real decisions, not generic advice.

6 sessions / 90 days For: Transform
Ask about this

Advisors Support

For consultants and coaches who want to run our diagnostic and frameworks with their own clients, under their own name, to a standard we’ll stand behind.

Multi-week cohort For: Enable
Ask about this
Advisory

Solve one scoped problem.

Every engagement runs on a published instrument, and produces a real deliverable.

AI Readiness Diagnostic, Delivered

We run the full assessment for you: stakeholder interviews, document review, scoring, and a findings presentation your board can act on. The self-assessment version is also available here.

Deliverable: findings report + presentation
See the underlying toolkit

AI Roadmap & Strategy Engagement

Turn a diagnostic into a sequenced, board-ready roadmap: what to pilot first, what to postpone, and how to phase spend over the next two to three quarters.

Deliverable: 90-day roadmap + backlog
Ask about this

Governance & Talents Advisory

We help you write the AI blueprint your teams will actually follow: who decides what, what needs sign-off, and where the real risk sits. Built together with your legal and compliance stakeholders.

Deliverable: operating model
Ask about this

Commissioned Research & Custom Reports

A private version of our research, scoped to your sector, your competitors, or your specific market. Same rigor as our public reports, built for your board deck instead of a blog post.

Deliverable: custom report
Ask about this
How It Works

From first call to handoff.

01
Fit call
15-30 minutes. We figure out your target ambitions, and the problem we can solve, and how we can solve it.
02
Scope & quote
A one-page scope: the deliverable, the timeline, the fixed price. You sign off before anything starts.
03
The engagement
We run it, using the same instruments in our catalog. Nothing happens you couldn’t look behind yourself.
04
Transfer & handoff
You get the deliverable, the underlying instrument, and enough context to run it again yourself.
Questions

Before you book a call.

How is this different from the frameworks and tools?
The public catalog is built for teams who have the time and internal capacity to run it themselves. Advisory is for teams who want us to run it with them, using the same instruments, with a defined deliverable and end date.
Is this a retainer?
No. Every engagement has a fixed scope and a fixed end. If ongoing support genuinely makes sense after that, we’ll say so directly, but it’s never the default.
What size company is this built for?
Most of our advisory work is with organizations between roughly 30 and 500 people. Below that, the public catalog usually gets you further, faster. Above it, you likely need more than one scoped engagement, and we’ll say so.
Do you take on ongoing coaching, or is everything one-off?
Both. Coaching engagements are scoped in sessions, over 90 days, for example, rather than left open-ended, but they’re available on a recurring basis if that’s what actually solves your problem.
What if we’re not sure which service we need?
Start with the fit call. Most people who aren’t sure start with the free diagnostic; it usually tells us both what the actual problem is before we scope anything else.
Get Started

Tell us the problem. We’ll tell you if we’re a fit.

Book a 30-minute call. No pitch deck, no pressure: just a straight answer on whether a scoped engagement makes sense for where you are.

Book a Call Browse the Free Catalog