Foundation Build.
Productivity lift measured in the P&L.
A tailored AI-native operating system across 8–15 workflows — front-, mid-, and back-office. Built, deployed, and run on retainer until the P&L moves.
And — honestly — who it's not.
✓ YOU'RE A FIT IF
- +Your firm is established, multi-employee, mid-market scale.
- +You've already bought AI licenses and aren't seeing the lift.
- +The CEO/COO is sponsoring this directly — not pushing it down to IT.
- +You want measurable P&L impact in 90–120 days, not a roadmap to file away.
- +You're ready to deploy significant capital into the operation this year.
- +You're willing to put the operations team in the room for the Sweep.
✗ NOT A FIT IF
- –You're pre-revenue or early-stage (look at Promoat instead).
- –You want to delegate this to a junior PM and check back at the end.
- –You're shopping for slideware or a 'strategy' deliverable.
- –You expect the operating layer to come at the price of off-the-shelf software.
- –You're not willing to instrument the workflows in scope.
Three operations. One engagement.
Every Foundation Build runs the same three-phase architecture — sequenced, gated, instrumented.
The Sweep
The Install
The Retainer
Engagement timeline, week by week.
Sweep
Operations map, AI spend audit, ROI model, Install plan.
Layers 1–2
Model selection. Knowledge ingestion. Governance signoff.
Layer 3
Agent build for workflows 1–8. First KPIs instrumented.
Layer 4
Workflow rebuild. Team training. Phased rollout.
Layer 5
Observability live. QBR. Retainer kicks off.
Before. After.
- –AI tools used ad-hoc by individuals; no operating layer
- –Productivity gains anecdotal, not measured
- –Monthly close run on partner labor and spreadsheets
- –Knowledge stuck in inboxes, drives, and senior partners' heads
- –Vendor stack growing; ROI on it untracked
- +Workflow agents running 8–15 named processes autonomously
- +Productivity lift measured in the P&L, reviewed monthly
- +Monthly close cut from 12 to 5 days; partner hours redirected
- +Knowledge layer retrieval covers 90%+ of internal queries
- +AI stack consolidated; cost-per-output tracked per workflow
A real conversation, not a price card.
The Foundation Build is a major operational commitment — appropriate for established firms ready to deploy significant capital into the next chapter of how the business runs. The retainer runs at roughly the cost of a senior internal hire — without ramp time, retention risk, or hiring cycles. Specific numbers depend on workflow count, multi-site complexity, and the depth of governance scope.
We don't publish numbers because they don't mean anything without scope. We talk through investment on the Ops Call — operator-to-operator. If the math doesn't work for you, we say so on the same call.
Book the Ops Call →What we commit to.
The named workflows in scope, instrumented and lifting P&L within 120 days.
If a workflow in scope isn't measurably moving by the QBR, we keep working on it on our dollar. The standard is plain English: human-directed, ruthlessly efficient, measured.
Human-directed
Measured
Owner-optional
What this looks like in practice.
“Monthly close from 12 days to 5. $1.2M annualized capacity recovered.”
- THE OPERATION
- Mid-Atlantic CPA firm. 35 partners, 140 staff. Pre-engagement: $42K/yr AI license spend; no measured impact.
- WHAT WAS BROKEN
- Monthly close averaging 12 business days. Partner hours per close ~95. Reconciliation a partner-time sink.
- THE MISSION
- Close in 5 days. Reclaim 60+ partner hours/month. Stand up a CAS service line on the same operating layer.
- WHAT WE SHIPPED
- Agentic close pipeline, reconciliation knowledge layer, governance dashboard, CAS service-line templates. 14 weeks Install. 11 workflows.
- THE RESULT
- Close at 5 days by month 4. Partner-hours/close reduced 63%. CAS service line live in month 6, contributing 8% of incremental revenue.
What's next after Foundation Build.
Year 1
Foundation Build live across 8–15 workflows. Retainer running. Monthly KPI review.
Year 2 expansion
Additional workflows added. Vertical knowledge bases extended. Multi-site rollouts.
Honest anti-promises.
The Sweep ships an operating roadmap and an ROI model — not a strategy deck.
Every phase is fixed-fee. Scope changes get a new SOW, not an invoice surprise.
The Tiger Team that sells the work runs the work. Same operators end-to-end.
The Retainer isn't optional. If you don't want ongoing operation, this isn't the right offer.
Book an Ops Call.
30 minutes. Operator-to-operator. No deck. No follow-up nurture sequence designed to wear you down.
Book an Ops Call →