The 90-Day Install Plan.
Week-by-week. The skeleton every Foundation Build is shaped to.
The default Install timeline. Beachhead Builds compress this to 45–75 days; Right-Hand Builds rebalance toward owner-extraction workflows. The shape is invariant.
Phase boundaries are the things that get reviewed by the executive sponsor; week boundaries are internal. The Sweep gate (end of week 3) is where scope is locked and the Install becomes billable; everything before that is exit-able. The Layer 5 milestone (end of week 17) is where Retainer formally begins.
The plan is generated for every engagement at the end of the Sweep — tailored to the workflows in scope and any vertical-specific governance rules. The visual you're looking at is the canonical default. Real engagements modify the per-week content; the overall structure rarely changes.
How a 11-workflow CPA close engagement maps onto this plan.
Sweep (Wk 1–3): Mapped front/mid/back office. Reconciled $42K AI license spend. ROI model identified 11 workflows. Governance signoff from CTO + peer-review partner.
Layers 1–2 (Wk 4–6): Claude Sonnet for partner-level drafting, GPT-5 for cross-validation, self-hosted Llama for high-volume close steps. Knowledge layer over 3 years of engagement files.
Layer 3 (Wk 7–10): Agents for 8 of 11 workflows built first (the highest-leverage ones). Voice tuning on client-facing comms. KPIs instrumented for close speed, partner-hours/close, realization rate.
Layer 4 (Wk 11–14): Workflow rebuild around the agent layer. Training on the new close flow. Phased rollout — Q1 month close first, full firm by week 14.
Layer 5 (Wk 15–17): Observability dashboard live. Audit logs to firm SIEM. QBR with managing partner. Retainer formally begins week 18.
RESULT BY MONTH 4: CLOSE FROM 12 TO 5 DAYS. PARTNER-HOURS/CLOSE −63%. CAS SERVICE LINE LIVE MONTH 6.
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