THE FRONT DOOR TO EVERY ENGAGEMENT

A real assessment. Not a sales call.

Structured discovery, written deliverables, a roadmap you can act on. Paid, substantive, and it stands on its own: if you decide not to continue with us after, you still own the work.

Book your assessment
WHAT YOU WALK AWAY WITH

Deliverables, not a pitch deck.

Ranked AI use cases
Sized by impact and effort, for your business, not a template.
Risk and policy gap assessment
Which use cases are safe today, which need guardrails first, which should wait.
A 90-day plan
Named owners, budgets, and success criteria. In plain English.
Vendor short list
Who we recommend, who we warn you about, and the reasons for both.
Leadership debrief
A working session to validate direction and answer questions before you commit budget.
The roadmap is yours
Implement it yourself and save the fee, or run it with us and keep the head start. Either way you own it.
HOW IT WORKS

Substantive without being slow.

It starts with a discovery call to set scope. From there, the assessment runs as a structured engagement. Length varies by tier.

01
Stakeholder interviews, across leadership and operations, so we hear what is actually happening, not what shows up in the org chart.
02
Workflow review, where AI could compound results, and where it could break things.
03
Vendor and tooling audit, what is already in use, what should be considered, what should be removed.
04
Risk and policy review, aligned with how your industry handles data, regulation, and customer trust.
05
Leadership working session, to validate direction before we deliver.
06
The written roadmap, in plain English, sized to your business.
TIERS

Sized to the business.

Pricing and scope are transparent up front. Not sure which fits? That is what the discovery call is for. We will tell you, even if it means recommending a smaller engagement than you expected.

FOUNDATION
For small businesses
  • ✓ Core stakeholder interviews
  • ✓ Workflow review
  • ✓ Top 3 use cases, ranked and scoped
  • ✓ Baseline risk assessment
  • ✓ Full 90-day plan
MOST COMMON
GROWTH
For mid-sized organizations
  • ✓ Everything in Foundation
  • ✓ Multi-department workflow review
  • ✓ Vendor and tooling audit
  • ✓ Expanded use-case roadmap
  • ✓ Full 90-day plan with budgets and owners
ENTERPRISE
For larger or complex organizations
  • ✓ Everything in Growth
  • ✓ Multi-business-unit scope
  • ✓ Custom policy frameworks
  • ✓ Security architecture review
  • ✓ Executive steering plan, custom pricing
BOOK YOUR ASSESSMENT

Start with a discovery call.

A short call to scope the engagement and confirm the right tier. No charge, no pitch.

1 TIER 2 TIME 3 DETAILS
Which tier are you leaning toward?
AFTER THE ASSESSMENT

The assessment produces the roadmap. STS is how we deliver it.

Most clients move directly from the assessment into an STS engagement. Some take the roadmap and run it internally. Both are valid, and we will tell you honestly which one fits your situation. What we will not do is sell you something you do not need. If the right answer is "fix three things you can do yourself and check back in six months," that is what we will say.