Services built for how professional services firms actually grow.
Most firms don't need a dozen consultants. They need one operator who can see the whole business and build what's missing. Our services are structured around that reality — starting with a focused assessment, moving into defined capability builds, and scaling into ongoing leadership when the breadth of work demands it.
Tier 1 — Assessments
Start Here
The best way to begin is with a clear picture of where you are. Our assessments are fixed-scope, fixed-price engagements that deliver a prioritized roadmap — not generic recommendations, but specific actions ranked by business impact and implementation effort.
Combined Assessment Recommended
Operational maturity and AI opportunity assessed together in a single engagement. This is our recommended starting point because the two are deeply connected — the most impactful AI applications address operational bottlenecks, and the most effective operational improvements leverage AI.
What you get: A unified assessment and roadmap covering operational gaps and AI opportunities, with an integrated set of prioritized recommendations.
Timeline: 3–4 weeks. Fixed price.
Request an AssessmentOperational Maturity Assessment
A structured evaluation of your firm's internal operations — delivery processes, governance, sales and engineering alignment, data practices, hiring, and support functions — measured against what your firm needs at its current size and growth trajectory.
What you get: A written assessment with a prioritized roadmap of capability gaps, ranked by business impact and effort.
Timeline: 2–3 weeks. Fixed price.
Request an Assessment →AI Opportunity Assessment
An evaluation of where AI can create the most leverage within your operations and delivery model. This goes beyond surface-level tool adoption to identify structural opportunities — automating project governance, compressing discovery, accelerating development, streamlining process assessment.
What you get: 3–5 high-impact AI opportunities, each with a feasibility analysis, estimated effort, expected outcome, and recommended approach.
Timeline: 2–3 weeks. Fixed price.
Request an Assessment →Tier 2 — Capability Builds
Build What's Missing
These are defined engagements with a clear objective, deliverable set, and timeline. Each one stands up a functioning capability — not a plan for one. The engagement ends when the capability is operational and your team can sustain it.
Operational Capability Standup
We design and implement operational functions your firm currently lacks — product management, sales engineering, customer success, help desk, data engineering, or others. This includes process design, tooling, role definition, documentation, and a transition period to ensure the capability runs without us.
Deliverable: A functioning operational capability with processes, tools, and trained staff.
Timeline: 6–12 weeks.
Discuss this engagement →AI Agent & Automation Build
We design, build, and deploy custom AI solutions that automate specific business processes. Built on production-grade tooling — not prototypes or demos. Past builds include agents that automate project management workflows, assess hundreds of process maps for automation potential, and accelerate discovery for bespoke software engagements.
Deliverable: A deployed, working AI system with documentation, monitoring, and handoff to your team.
Timeline: 4–10 weeks.
Discuss this engagement →Governance & Compliance Program
We design and implement an information governance program covering data governance, information security, and privacy — aimed at a specific compliance outcome such as SOC2. Includes policy development, tooling implementation, and the automated structures needed to maintain compliance without dedicating headcount to a large governance team.
Deliverable: A complete governance program — policy documentation, tooling, automated monitoring — ready for audit preparation.
Timeline: 8–12 weeks.
Discuss this engagement →AI-Accelerated Development Transformation
We move your development team from AI-assisted (using copilots and chat tools ad hoc) to AI-accelerated (using a structured orchestration model that produces high-quality, predictable results with a smaller team). This is not a training workshop — it's an implementation engagement that changes how your team works.
Deliverable: An implemented AI orchestration framework with measured before/after productivity metrics, documentation, and team enablement.
Timeline: 8–12 weeks.
Discuss this engagement →Sales & Revenue Operations Build
We establish or restructure the revenue-facing infrastructure of your firm — sales engineering, structured pursuit team processes for proposals and RFP/RFI responses, pipeline management, and the critical alignment between engineering and sales teams. Built by someone who has led pursuit teams, managed a regional pipeline, and built sales engineering functions from scratch.
Deliverable: Functioning revenue operations — processes, tools, pursuit playbooks, and measurable improvements in win rates, proposal quality, or pipeline velocity.
Timeline: 8–12 weeks.
Discuss this engagement →Team Design & Build
We build, rebuild, or restructure teams — defining roles, designing hiring pipelines, standing up new teams from scratch, or overhauling existing ones. Our approach starts from a core conviction: teams fail because of ineffective leadership and a bystander mentality, not because of technical gaps. We build teams with distributed functional leadership at their foundation.
Deliverable: A functioning team with defined roles and operating processes, a restructured team with a transition plan, or a redesigned hiring pipeline — often a combination.
Timeline: 4–10 weeks.
Discuss this engagement →Tier 3 — Fractional Leadership
Ongoing Operational Leadership
For firms that need sustained leadership across the breadth of the business, we embed as a fractional operational leader. This is the full expression of what we do — identifying and prioritizing gaps, building capabilities, deploying AI, bridging engineering and sales, overseeing governance, and developing your leaders.
Leadership development is a core part of this engagement. Growing firms don't just need new systems — they need the people running those systems to grow with the business. We prepare individual contributors for their first leadership roles, help leaders step up to leading other leaders, and guide senior leaders into executive positions. This work is most effective when it's connected to real operational context, not delivered as abstract training.
What's included: Ongoing operational assessment and prioritization · Capability building across any area · AI strategy and implementation · Engineering-sales alignment · Governance oversight · Team building and hiring · Leadership development at every level · Regular reporting and strategic alignment with firm leadership.
Engagement model: Monthly retainer, 2–4 days per week. Minimum 3 months; 6–12 months recommended for meaningful transformation.
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