Services & pricing

AI Operating Consulting for B2B SaaS and Services Firms

How this works

Four engagements, one path. Everything is priced against named deliverables — the artifacts you keep, not the hours we spend. Start with the free call; we'll tell you which step is worth doing, or that none of them are yet.

Step 01

The Clarity Call

A 20-minute working call. You describe how the business runs; we name the operating constraint we can already see and tell you what we'd look at first — or that you don't need us yet.

What you receive

A named primary operating constraint
A written summary of the signals we heard
A recommended next step, including “nothing yet”

20 minutesFree

Book a Free Call

Step 02

The Operating Snapshot

One workflow, five business days, one number. The smallest piece of paid work that still changes a decision — and the fastest way to see how we work.

What you receive

One workflow mapped end to end
A defensible monthly cost for the friction inside it
One recommendation: redesign, automate, or leave alone
A two-page read-out you can forward unedited

5 business daysCAD $950

See the Snapshot

Flagship

Step 03

The Operating Diagnostic

A 7–14 day independent read of one operating system: workflows, revenue loops, and the decisions leadership repeats weekly. You receive artifacts, not a slide narrative.

What you receive

Workflow and decision-system map
Priced friction ledger, ranked by cost
Scored AI opportunity shortlist with a defensible first project
Measurement hypotheses for each recommendation
90-day action plan with named owners

7–14 daysFrom CAD $500

See what's in it

Step 04

Embedded Operating Partner

Days-per-week senior capacity inside your operating cadence: implementing what the diagnostic found, redesigning the workflows behind it, and holding the measurement honest.

What you receive

One redesigned workflow or decision system per month
Monthly operating review with a written read-out
Vendor and build evaluation before spend
Quarterly recalibration and handover notes

Quarterly minimumFrom CAD $1,500 / mo

Start with a free call

Scope commitment

Diagnostic scope and price are agreed in writing before work starts, and they don't move mid-engagement. If the first working session shows the diagnostic isn't the right instrument for your situation, we stop and you aren't invoiced for it.

What you actually get

Two of the diagnostic artifacts.

Sample structures, shown so you know the shape of the deliverable before you buy. Real engagement content is confidential.

DOC 01 · FRICTION LEDGER · ILLUSTRATIVE

Priced friction points, ranked

Handoff — qualified lead to onboarding: HIGH · 6 HRS/WK
Rework loop — scoping to delivery: HIGH · 9 DAYS
Manual leadership reporting: MED · 4 HRS/WK
Renewal risk signal not routed: MED · REVENUE

Sample structure — real engagement content is confidential.

DOC 04 · 90-DAY PLAN · ILLUSTRATIVE

Sequenced actions with owners

Days 0–30 — redesign onboarding handoff: OPS LEAD
Days 0–30 — instrument the baseline: DATA
Days 30–60 — first AI project ships: PRODUCT
Days 60–90 — operating review cadence: CEO

Sample structure — real engagement content is confidential.

What we go deep on

Six capabilities we bring to every engagement.

Not separate products — the muscles used inside the Diagnostic and the Embedded Operating Partner. Named here so you know what you're actually buying.

Workflow Intelligence

Mapping how work actually moves, where handoffs slow it, and where AI removes the friction — not just the keystroke.

AI Opportunity Scoring

Ranking every candidate use case by impact, effort, dependency, and reversibility. So the roadmap is defensible, not vendor-led.

Revenue Intelligence

Reading the revenue loops — pipeline, onboarding, retention, expansion — for where money leaks silently and where AI actually closes the gap.

Decision Intelligence

Redesigning the decisions leaders repeat weekly: pricing, scope, hiring, prioritization. Turning them into packets, not threads.

Fractional AI Leadership

Sitting in your operating cadence for a quarter or more. Founder-led. No junior team, no offshore handoff.

Implementation Oversight

Vendor evaluation, build QA, and operating reviews so what the Diagnostic recommended actually ships.

Fit

Who this is for — and who it isn't.

Good fit

20–500 person B2B software or tech-enabled services company
Post-product-market-fit, growing, and feeling the strain operationally
AI ideas outnumber the quarters available to deliver them
Leadership willing to change process, not just buy tooling

Not a fit

Pre-product-market-fit teams still finding a first customer
Buyers who want a large delivery team rather than a senior operator
Organizations seeking a tool recommendation without process change
Anyone needing guaranteed percentage savings before a baseline exists

By business type

Read the version written for you.

B2B SaaS

Activation, onboarding, support-to-product, renewal, roadmap decisions, AI-in-product.

Tech-enabled services

Scoping drift, utilization, client reporting, knowledge handoff, margin, productized offers.

Not sure where to start?

Book the free call. Or weigh us honestly against a large consultancy, an automation agency, or a full-time hire first.

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