Principal-led, end-to-end
The same person who shaped the audit ships the workflow. No junior handoff, no translation loss between design and deployment.
Productized first build · $9,500 · 21 days
Your first workflow, shipped in 21 days. Fixed price. Yes or no.
After the audit identifies a workflow worth building, this is the productized way to ship it. One queue. Principal-led. $9,500 — no negotiation, no scope creep, no waiting on a custom quote. Skip the custom-quote negotiation. Fixed price, fixed scope, fixed timeline — so the only question after the audit is whether to proceed.
Available only after the AI Audit confirms there’s a single workflow ready to ship. The audit costs $499/$999 and is the prerequisite — both sides know what we’re building and why before the 21 days start.
Why productized
After the audit, you should know exactly what to expect.
Most consulting firms turn the post-audit moment into a custom-quote conversation. Two more weeks of scoping calls. A statement-of-work draft and redraft. A negotiation. The momentum dies, and many engagements never get out of that inflection.
The productized first workflow removes that step. The price is the price. The scope is one queue. The timeline is 21 days. After the audit, you know enough to say yes or no — and we know enough to deliver against a known fee.
When custom is the right path
Productized first. Custom when productized doesn’t fit.
Some engagements need a multi-workflow program, deep custom integration with an unusual stack, or a phased rollout across multiple business units. Those are real engagements — and they’re still principal-led — but they live outside the productized fee.
The audit names which path fits your situation. Most middle-market engagements start as one productized first workflow and grow into the broader retainer relationship after the first one proves itself in production.
What’s included
Six things ship in the box. No add-ons, no surprise line items.
Approval gates and escalation paths designed in
Every decision rule and escalation point is explicit, written down, and signed off before anything goes live. Auditable from day one.
Run logs and exception queues
Every action the workflow takes is logged. Every case it can't handle confidently is queued for human review with full context.
Runbook and handoff documentation
Your team gets the operating manual: how it works, how to change rules, where to look when something breaks, and how to extend it later.
30 days of post-launch support
Included. We watch the first month with you — drift, edge cases, anything we missed. Bugs we caused, we fix.
Verified before live
The workflow runs against historical data and a controlled cohort of real cases before it touches production. Nothing ships unless you sign off.
What “one queue” means
Six recurring shapes that fit the productized scope.
These are the queues that ship cleanly inside 21 days. The audit confirms which one of these — or which adjacent variant — is the right starting workflow for your operation.
- Intake & lead routing
Inbound contact-form leads, RFIs, or service inquiries — read, draft a response in your voice, file against the right account, escalate ambiguous cases to a person with full context.
- Document review
First-pass analysis of incoming contracts, invoices, applications, or compliance documents — risk flags surfaced, full content routed to the right reviewer, exceptions queued.
- Recurring reporting
Weekly or monthly reports assembled from your data sources, drafted in the firm's format, reviewed by the analyst, and shipped on schedule. Hours of partner time per cycle, recovered.
- Vendor invoice triage
Invoices read and matched against POs, exceptions queued for the controller, clean ones routed for fast approval. The accounts-payable bottleneck most firms have not fixed.
- Customer support routing
Tickets read, classified, and routed to the right specialist — with a draft response for the rep to review. Triage that used to consume a senior operator's morning.
- Outbound follow-up
Stalled prospects, expired contracts, renewal candidates — the agent runs the cadence the team meant to run, drafts the outreach, and queues anything that needs human judgment.
The 21-day timeline
Four phases. Each one ends with something you can read.
- Days 1–3
Build kickoff
The principal works with you to convert the audit's recommendation into a precise build spec. Decision rules. Escalation gates. Voice. Edge cases. Approval thresholds. By end of day 3 the spec is signed off and the build begins.
- Days 4–10
Design and validation
First version of the workflow runs against your historical data — six to twelve months of past cases — so we see how it behaves on cases with known answers. Failure modes get named and corrected before any production data touches it.
- Days 11–17
Production build
Workflow integrates with your stack (CRM, email, accounting, ticketing — whatever it depends on), runs in shadow mode against live cases for a controlled cohort, and the operator who will own it day-to-day reads the output and grades it.
- Days 18–21
Deploy and handoff
Live. Routine cases auto-handle, exception queue routes to the operator, the runbook ships with it. The principal stays on for 30 days of post-launch support against drift and edge cases.
What this is NOT
The constraints that make the price honest.
Productized scope only works if both sides agree on the boundary. These are the cases where the productized path is the wrong tool — and we say so before accepting the engagement.
Not multiple queues.
One workflow, one queue, one outcome. Two queues is two engagements (or, more often, the second one ships next quarter once the first one is producing data).
Not custom integration with legacy systems we haven't seen.
Standard stack pieces (modern CRMs, email, accounting, ticketing, document stores) are within scope. Bespoke integrations against on-prem legacy systems, private APIs, or unusual data formats need a separate engagement.
Not a strategy engagement.
If the question is "where should we invest in AI over the next 24 months" rather than "build us this specific workflow," Strategic Consulting is the right room.
Not a research project.
We don't take on workflows that depend on capabilities the underlying models don't reliably ship today. The audit catches this before we agree to build.
The fee
$9,500
Fixed · 21 days · principal-led · no scope creep
The fee covers the build, end-to-end. Design, training data prep, integration with your stack, validation against historical cases, deployment, and the runbook. 30 days of post-launch support is included.
Hosting is optional. The standard monthly retainer ($500–$3K depending on workflow complexity) is available if you’d rather we keep it running, monitor it against drift, and respond to incidents. If you want to take the runbook and operate it internally, the handoff is documented and the exit is clean.
Audit fee ($499/$999) is the prerequisite, paid before this engagement starts.
Where this fits
The five steps, with this engagement at step three.
- 01
Fit Call
Free · 20 min
- 02
AI Audit
$499 / $999
- 03
First Workflow
$9,500 · 21 days
- 04
Deploy
Included
- 05
Monitor, Improve, Host
Monthly retainer
The productized first workflow lives at step three. The audit at step two is what confirms one of these is ready to ship. After it’s live, most engagements either continue with the monthly retainer (step five) or roll into a second workflow on the same productized terms.
Yes or no
$9,500. 21 days. One queue, shipped.
Start with the free 20-minute fit call. If we agree there’s a workflow worth building, you proceed to the audit. After the audit confirms it ships in 21 days on this scope, the productized engagement begins.