Our Services
Strategy, Financial Precision, and C-Suite Governance
We specialize in the $5M–$50M mid-market where scaling requires governance, not hype.
Your First Step
Start with a Strategic Discovery Call
Before committing to any engagement, schedule a focused 45-minute executive strategy session. We'll assess your AI readiness, identify your highest-value opportunities, and give you a clear recommendation — no pitch, just clarity.
What you'll walk away with:
- An honest assessment of your organization's AI readiness
- Your top 2-3 high-impact AI opportunities identified
- A clear recommendation: which tier of the Proof-to-Plan Framework™ fits your situation
- Confidence that you're investing in the right next step
Our Framework
Proof-to-Plan Framework™
Our tiered engagement model lets you start where you're ready — from a fast diagnostic to a comprehensive strategy. Every tier ends with a clear recommendation: Proceed, Pause, or Prepare.
Snapshot — Proof Audit
$6,500
(fixed-scope)
Timeline: 3–5 business days
Key Outcomes
- Baseline + KPI starter set for one workflow
- Top 3 opportunities ranked by impact, feasibility, and risk
- 1-page "Allowed / Not Allowed" AI + data rules draft
- Investment framing: Innovation / Transformation / Operations
- Clear recommendation: Proceed / Pause / Prepare
Sprint Plan
Starting at $12,500
Timeline: Custom based on scope
Key Outcomes
- 12-month roadmap with 90-day detail
- Ranked opportunity shortlist by impact, feasibility, and risk
- Budget ranges: Innovation / Transformation / Operations
- KPI scorecard + success definitions
- Data, security, and tool usage guardrails
- Clear recommendation: Proceed / Pause / Prepare
Blueprint Roadmap
Starting at $49,000
Timeline: 4–6 weeks
Key Outcomes
- Ranked opportunity portfolio + sequencing
- Vendor-neutral 3-year strategic roadmap
- Structured financial investment model
- Data readiness + governance assessment
- Executive ownership + adoption plan
100% Credit to Blueprint
If Snapshot or Sprint are upgraded within 45 days, the full fee applies toward the Blueprint. Pricing is based on complexity (business units, systems, data governance, stakeholder count). We confirm final scope after a short discovery call.
CAIO Executive Oversight
$7,500 – $15,000/month | 3-month minimum
For leadership teams that want the Blueprint to turn into real execution. We provide vendor-neutral governance and decision support—running a monthly executive cadence, tracking KPIs and ROI against the agreed baseline, managing risks and exceptions, and keeping vendors accountable—so initiatives stay aligned, on budget, and measurable.
FAQ