Foundation Build.
Productivity lift measured in the P&L.
Eight to fifteen workflows across front-, mid-, and back-office, rebuilt around AI that does the work. 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 delivered.
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
- +Firm knowledge in one governed system, answering internal questions with an audit trail
- +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, built to run without the owner in the room.
Human-directed
Measured
Runs without the owner
What this looks like in practice.
“Monthly close from 12 days to 5. Sixty partner hours a month back on client work.”
- 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
- Agents running the monthly close. A reconciliation knowledge base. 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. Sixty partner hours a month back on client work. 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.
Stated plainly, up front.
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. We talk through your operation and the numbers. If we're not the right fit, we say so on the call.
Book an Ops Call →