01 / FREE FIT CHECK
Find one high-friction task
Free
Self-guided first step
- Identify work that repeats
- Clarify the business outcome
- Decide whether deeper analysis is warranted
THE OFFER LADDER
Use the smallest engagement that can produce a real decision.
Each level has a distinct job. The assessment creates the prescription. The Concierge turns the best opportunity into working behavior. Larger builds are scoped separately.
02 / AI TOOLS ASSESSMENT
Get the prescription
$999
Fixed fee | principal-led
- Pre-work questionnaire
- 45-minute discovery
- Three to seven ranked opportunities
- Tools, cost, risk, and implementation plan
- Report plus 45-minute review
03 / AI CONCIERGE
Put the plan to work
$1,800/mo
Initial 90-day term
- Two 45-minute working calls each month
- One active workflow lane
- Asynchronous support
- Client hub and build inventory
- Monthly value report
WHY THE ASSESSMENT COMES FIRST
A tool list is not a strategy. You need a ranked prescription.
01
Map the friction
We look for repeated work, slow handoffs, information gaps, and decisions that depend on scattered context.
02
Score value against effort
Opportunities are ranked by outcome, frequency, risk, required access, implementation burden, and time to proof.
03
Prescribe the path
You get the recommended tools, cost assumptions, controls, implementation sequence, and the best first move.
04
Choose the delivery route
Implement it internally, build it with the Concierge, or scope a separate second-brain, automation, or managed-agent project.
YOUR ASSESSMENT DELIVERABLE
Enough detail to make the next move without guessing.
Executive summary
The business outcome, current constraint, and recommended priority in plain language.
Opportunity map
Three to seven workflows ranked by value, effort, risk, and readiness.
Tool and cost prescription
Recommended products, integration assumptions, expected operating cost, and alternatives.
Implementation sequence
A practical first-week plan, dependencies, owners, access needs, and approval points.
ROI assumptions
Time, throughput, revenue, quality, or risk-reduction assumptions you can validate.
Next-step options
DIY path, Concierge path, or separately scoped build with no forced upsell.
THE AI CONCIERGE
Done with you, until the workflow becomes how the business works.
The first working session establishes your AI workspace and aims to ship something useful immediately. Later cycles use Assess, Operate, Adjust: select one workflow, put it into real use, inspect the evidence, and improve it.
Between calls, you have an asynchronous support lane with a one-business-day target. Your client hub stores recordings, decisions, prompts, actions, build inventory, and the monthly value report.
Discuss AI Concierge01
Intake before the call
Outcome, friction, current tools, files, access constraints, risk, and the decision to make.
02
Foundation and first win
Configure the workspace, organize the context, and ship a practical improvement during the first cycle.
03
Build and adoption
Create the workflow, document it, assign the human review point, and help the team use it in real work.
04
Visible value
Track what changed, evidence of value, open risks, next actions, and the best next workflow.
WHEN THE CONCIERGE REVEALS A BIGGER OPPORTUNITY
Expand only after the first workflow earns it.
Company Second Brain
A governed knowledge workspace that organizes approved internal context, research, decisions, and reusable operating knowledge.
Workflow Automation
Connected systems that move information, prepare work, trigger follow-up, and keep humans at the right approval points.
Managed AI Agents
Specialized agents with defined jobs, tools, access boundaries, reliability monitoring, alerts, and a separate service scope.
CONTROL IS PART OF THE ARCHITECTURE
Useful AI without pretending risk does not exist.
PII and model gate
Sensitive information is classified and minimized before any public-model route is considered.
Least privilege
Tools and agents receive only the access required for the approved job.
Human approval
Publishing, outreach, financial actions, and other consequential steps stay behind explicit review.
Decision ledger
The client hub records what changed, why it changed, who approved it, and what evidence supports the next move.
COMMON QUESTIONS
What the program is, and what it is not.
Is the AI Concierge unlimited custom development?
No. The program keeps one active workflow lane so progress stays concrete. Larger integrations, production agents, or infrastructure builds receive a separate scope.
Do we have to use a specific AI model?
No. Tool and model choices follow the use case, sensitivity, integration needs, and economics. Local models and approved external routes can work together.
What happens in the first month?
We complete intake, establish the working environment, select the first workflow, ship an initial useful version, and create the client hub and evidence baseline.
Can our team implement the assessment without the Concierge?
Yes. The assessment is designed to stand on its own. The Concierge is available when you want principal-led implementation and an ongoing improvement rhythm.
START WITH THE PRESCRIPTION
Find the AI work that is worth doing.
The $999 AI Tools Assessment gives you a ranked opportunity map, implementation plan, and a clear decision about what comes next.