How We Work Together

Services Built
for Real Results

Three engagement tiers mapped to The Advantage Engine. Each is modular, outcome-focused, and built to deliver value at every stage — whether you are just getting started or ready to go deep.

01
Fixed-Fee Engagements
Every project is scoped and priced before work begins. No hourly surprises, no scope creep conversations.
02
Modular by Design
Start at any tier. Build from there. You do not need to commit to the full journey on day one.
03
You Own the Outcome
Every deliverable comes with documentation and knowledge transfer so your team owns the result long after we are gone.

The Three Tiers

Choose Your Entry Point

Each tier connects directly to The Advantage Engine. Most clients begin with the AI Readiness Sprint and build from there as confidence and momentum grow.

Tier 01 — Entry Point
AI Readiness Sprint
3 – 4 Weeks | Fixed Fee
Advantage Engine Layers 1 & 2

Your foundation. Before any technology is introduced, we align your team using the Working Genius model and assess your organization's readiness to adopt AI using the OpenExo framework. You leave with a clear picture of where your business stands, where the friction lives, and exactly where AI can create the most impact.

Most clients find this sprint alone changes how their leadership team thinks about AI — moving from reactive tool-chasing to intentional, strategic adoption.

What's Included

Working Genius team assessment and alignment report
AI readiness scorecard across people, process, and technology
OpenExo-informed organizational review
Individual genius and frustration profiles for all participants
Leadership alignment session with findings presentation
Prioritized AI transformation roadmap with recommended next steps
Start with a Discovery Call Learn About Layers 1 & 2 Pricing available upon request
Tier 02 — AI Foundation
AI Foundation Setup
2 – 4 Weeks | Fixed Fee | Remote & On-Site
Model Selection, IP Protection & Governance

Designed to help your business deploy the right AI solutions for where you are today — with a clear plan to grow and adapt as AI tools evolve. Every engagement includes a core set of foundation services plus a palette of additional options selected based on your specific needs. Delivery is a blend of remote and on-site engagement as required.

Always Included

AI model evaluation and selection — right models for your use cases
IP protection strategy — what data stays private, what is safe to share
AI usage policy framework for your organization
Cost modeling and ongoing cost management approach
AI Harness — prompt management, agent oversight, and governance guardrails
AI Foundation Plan — governing document for all future AI work

Palette Options

Data source connectivity assessment and integration roadmap
OpenRouter AI gateway setup — unified model access and cost controls
On-premises open source model evaluation
Custom integrations as identified during discovery
Start with a Discovery Call Learn About Our Methodology Pricing available upon request
Tier 03 — Core Delivery
Growth Workflow Build
4 – 8 Weeks | Fixed Fee by Scope
Advantage Engine Layers 3 & 4

The execution phase. Built on the foundation established in Tiers 01 and 02, we build targeted AI automations connected to the right models and data sources — and apply AI-assisted market intelligence to surface competitive opportunities your business is not currently capturing.

Scoped by complexity, not by the hour. Starter, Standard, and Expanded tiers accommodate everything from a single workflow build to a multi-department transformation. Every automation is documented for your team's long-term ownership.

What's Included

Custom AI workflow automations (quantity based on scope tier)
ROI documentation tied to measurable business outcomes
Competitive positioning and messaging gap analysis
Market opportunity brief with recommended actions
Full workflow documentation and team handoff session
Optimization roadmap for future automation phases
Start with a Discovery Call Learn About Layers 3 & 4 Scoped and priced per engagement
Tier 04 — Ongoing Partnership
AI Operations Partner
Monthly Retainer | 6-Month Minimum
All Advantage Engine Layers

Your long-term AI advantage partner. As AI tools evolve and your business grows, this retainer keeps your automations optimized, your competitive intelligence current, and your team continuously improving. Three retainer levels — Essentials, Growth, and Full Partner — give you the right level of engagement for where you are today.

Full Partner clients also gain access to the OpenSpec AI Build Governance add-on — ideal for companies developing their own custom tools and automations and wanting consistent, manageable results from AI coding agents.

What's Included

Ongoing workflow monitoring and optimization
New automation builds as your business needs evolve
Monthly competitive and market intelligence update
Strategic AI advisory and monthly leadership session
Team coaching and AI capability development
OpenSpec governance access (Full Partner tier)
Start with a Discovery Call Learn About All Layers Three retainer levels available

Optional Add-On

OpenSpec AI Build Governance

Available with AI Operations Partner

For companies building their own custom tools, OpenSpec establishes a structured spec framework that captures business intent before any code is written. Your AI coding agents build the right thing — and your team owns the result long after the engagement ends.

Works with Claude Code, Cursor, GitHub Copilot, Windsurf, and more
Specs live in your codebase — your team owns the context permanently
Reduces costly rework from misaligned AI coding agent outputs
One-time setup fee; ongoing management included in Full Partner retainer

Our Commitments

What Every Engagement Includes

Fixed-Fee Clarity

Scope and investment defined before work begins. No surprises, no hourly overruns.

Outcome-First Design

Every automation and deliverable is tied to a measurable business result — not a feature list.

People-First Approach

We align your team before building anything. Adoption happens because your people are ready.

You Own the Work

Full documentation and knowledge transfer on every deliverable. Your capability grows — not your dependency.

Let's Find Your Starting Point

Every Journey
Starts With
One Call

30 minutes. No obligation. We will assess where your business stands and recommend the right tier for where you are today.

Book Your Free Discovery Call Explore The Methodology