Know Exactly Where to Focus Before You Invest
Stop second-guessing your AI strategy. Get clarity from operators who've actually built businesses.
Everyone's telling you to adopt AI. But where do you start? What's real and what's hype? We'll assess your operations, identify the highest-impact opportunities, and give you a roadmap you can actually act on.
30 minutes. No pitch. Just clarity on whether we can help.
Sound familiar?
You know AI is important, but you're not sure where to start. You're not sure if the tools you've tried are the right ones.
You've seen impressive demos, but you're skeptical they'll work for your specific business.
You're worried about investing in the wrong technology, or implementing AI before your operations are ready.
You've hired consultants before and got a 50-page report that sits on a shelf.
Your team is asking questions about AI, and you want to give them better answers than 'we're looking into it.'
You need a clear path forward. Not more noise.
Walk Away With Clarity
Every engagement delivers a clear, actionable roadmap. Not another jargon-filled report.
Operations Assessment
We review your current processes, systems, and workflows to find inefficiencies and opportunities you might be missing.
AI Readiness Evaluation
Honest assessment of where AI can add value, and what needs to happen in your operations before AI adoption makes sense.
Prioritized Recommendations
A ranked roadmap of what to tackle first, based on impact and feasibility for your specific situation.
Implementation Guidance
Clear next steps for each recommendation. Whether to DIY, hire specialists, or engage us to implement.
Advice From Operators, Not Career Consultants
We've built and run businesses. Our recommendations are grounded in what actually works.
Colin Cox
25+ years in leadership & operations
Built and led teams across multiple industries. Uses AI daily to run this company and advise clients.
Tony Lam
30+ years in tech & finance
C-suite experience across technology and financial services. Brings technical depth with business sense.
Assessment Engagements
Choose the depth that fits your needs. All engagements include our Actionable Roadmap Guarantee.
Focused Assessment
Starting at $3,500
- 2-3 sessions with Colin & Tony
- Focus on one area (AI readiness, single department)
- Prioritized recommendations document
Best for: Testing the waters or tackling one specific challenge
Comprehensive Assessment
Starting at $8,000
- 4-6 sessions across multiple areas
- Stakeholder interviews included
- Detailed roadmap with implementation guidance
Best for: Getting the full picture across your organization
Enterprise Assessment
Starting at $20,000
- Deep-dive across the organization
- Multiple stakeholder interviews
- Presentation to leadership team
Best for: Large organizations needing board-ready deliverables
Need Ongoing Strategic Guidance?
After your assessment, continue with an Advisory Retainer for ongoing support as you implement. Monthly plans starting at $1,500 based on access level.
Bonus: Assessment fee credited toward first 1-2 months when you commit to 6+ months of retainer.
Actionable Roadmap Guarantee
If you don't walk away with a clear, actionable roadmap, we'll continue working until you do. No extra charge. We don't deliver jargon-filled reports that sit on a shelf.
Limited Availability
We work with 3-4 advisory clients at a time
This ensures you get our full attention, not a junior associate reading from a script.
30 minutes to see if we're the right fit. No pitch, no pressure.
Common Questions
Isn't this expensive just for advice?
Compare it to a wrong technology investment or failed implementation. Advisory helps you avoid expensive mistakes and focus resources where they'll have the most impact. A few thousand in clarity can save tens of thousands in wasted effort.
We already know what we need to do.
Often organizations know they have problems but not the root causes or right sequence to address them. We bring an objective outside perspective and help you prioritize what matters most.
Can't we just skip to implementation?
You can, but most failed implementations trace back to skipping the strategy phase. A few sessions of clarity now can save months of rework later.
We've hired consultants before and got nothing useful.
We're operators, not career consultants. Our recommendations are grounded in what actually works, and we're honest about what we can help with and what requires other specialists.
What if we need help implementing?
We offer implementation through our Automation Services, AI Training, and Smart Presence products. But we'll also tell you when something is better handled by other specialists.
We're not ready for AI yet.
That's exactly what advisory is for. We'll assess your current state, identify prerequisites, and give you a realistic path to AI readiness. Not pressure you to adopt before you're ready.