Foundation Build.
Productivity lift measured in the P&L.
Eight to fifteen workflows rebuilt as an AI-native layer across front-, mid-, and back-office. Fixed-fee build, fixed timeline, run on retainer until the lift shows up in the P&L.
And — honestly — who it's not.
✓ YOU'RE A FIT IF
- +Established, multi-employee firm running between $5M and $50M.
- +You've already bought AI licenses and aren't seeing the productivity lift.
- +The CEO or COO is sponsoring this directly — not pushing it down to IT.
- +You want measurable P&L movement in 90–120 days, not a roadmap to file away.
- +You're prepared to deploy serious capital into the operation this year.
- +Your operations team can be in the room for the Sweep without it being a fight.
✗ 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 a strategy deck or a 'roadmap' deliverable.
- –You expect the operating layer to cost what off-the-shelf software costs.
- –You're not willing to instrument the workflows in scope. (We measure everything.)
What you actually get when you sign.
Every Foundation Build ships the same three movements — a paid sweep, a fixed-fee build, a retainer. Below is the line-item list for each.
The Sweep
The Install
The Retainer
Engagement timeline, week by week.
Sweep
Operations mapped end-to-end. AI spend audited. ROI model and install plan filed.
Models + knowledge
Models picked per workflow. Firm knowledge ingested. Governance signed off by IT and legal.
Agents online
Agents built for the first 8 workflows. First KPIs instrumented and reporting.
Workflows rebuilt
The workflows themselves rebuilt around the agents. Team training. Phased rollout.
Live + handoff
Dashboards live, QBR delivered, retainer kicks off the next month.
Before. After.
- –AI tools used ad-hoc by individuals; no operating layer beneath them
- –Productivity gains anecdotal, never measured, never defended in the boardroom
- –Monthly close run on partner labor and spreadsheets
- –Firm knowledge stuck in inboxes, drives, and senior partners' heads
- –AI vendor stack growing; ROI on any of it untracked
- +Agents running 8–15 named workflows autonomously, with human checkpoints
- +Productivity lift measured in the P&L, reviewed monthly with the sponsor
- +Monthly close cut from 12 days to 5; partner hours redirected to client work
- +Knowledge layer covers 90%+ of internal queries with auditable retrieval
- +AI stack consolidated; cost-per-output tracked at the workflow level
A real conversation, not a price card.
The Foundation Build is a major capital commitment to the operation — appropriate for firms ready to make a real bet on how the next chapter of the business runs. The retainer carries roughly the cost of a senior internal hire — without the ramp time, the retention risk, or the eighteen months it takes to know if the hire was the right one. Final numbers depend on workflow count, multi-site complexity, and the depth of the 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.
Every workflow in scope, instrumented and moving the P&L within 120 days.
If a workflow in scope isn't measurably moving by the first QBR, we keep working on it on our dollar. The standard is plain: human-directed, measured, owner-optional.
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 a year in AI license spend; no measured impact on the P&L.
- WHAT WAS BROKEN
- Monthly close averaging 12 business days. Roughly 95 partner hours burned every close. Reconciliation was a partner-time sink no junior could carry.
- THE MISSION
- Get close down to 5 days. Reclaim at least 60 partner hours a month. Stand up a Client Advisory Services line on the same operating layer.
- WHAT WE SHIPPED
- An agentic close pipeline. A reconciliation knowledge layer. A governance dashboard signed by the managing partner. CAS service-line templates. 14 weeks of Install. 11 workflows live.
- THE RESULT
- Close down to 5 days by month four. Partner-hours-per-close down 63%. CAS service line live in month six, contributing 8% of incremental revenue by month nine.
What's next after Foundation Build.
Year 1
Foundation Build live across 8–15 workflows. Retainer running. Monthly KPI review in the boardroom.
Year 2 expansion
Additional workflows added to scope. Vertical knowledge layer deepened. Multi-site rollouts to satellite offices.
Common questions.
Honest anti-promises.
The Sweep ships an operating plan and an ROI model. If you want slideware, this isn't the build for you.
Every phase is fixed-fee. Scope changes get a new SOW. No invoice surprises.
The operators who scope the work ship the work. The names don't change between sales and delivery.
The retainer isn't optional. If you want a one-time build and no operator running it, hire someone else.
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 →