Live Pilot · Platform is operational

Standardize AI delivery without rebuilding every engagement.

Consultant-first delivery infrastructure. Run structured audits, generate roadmaps, reuse workflow blueprint packs, and export client-ready PDFs. The AI layer personalizes the roadmap and recommendations using your audit inputs within a fixed delivery structure you control.

Audit + scoring Personalized roadmap Workflow blueprints Client-ready exports

What this pilot is

This is a live pilot for consultants and agencies doing active client delivery. It’s usable end-to-end today: audit → roadmap → blueprints → exports. Run it on one client and decide if it becomes part of your standard delivery stack.

Don’t want to adopt new software yet?

You can start without logging in or doing calls. Choose a format, send back the information, and we’ll run it through the system for one engagement and return the exports to you. If you want to reuse it afterward, you can create an account and we’ll transfer that workspace.

Full capture

More thorough. Takes longer to complete. Produces a deeper, more tailored set of findings and recommendations.

Rapid capture

Faster to complete. Slightly less tailored, but still produces a clear prioritized roadmap and clean client-ready outputs.

What you can produce today
Live pilot outputs (not “coming soon”)
vPilot
Deliverable
AI Readiness Audit
Deliverable
30 / 90 / 365 Roadmap
Assets
Blueprint Starter Pack
Export
Client-ready PDFs

Purpose

This does not replace your services. It replaces repetitive prep work: scattered docs, inconsistent audits, and deck-driven deliverables. You keep strategy + implementation. This standardizes the workflow and outputs.

AI demand is rising. Delivery is still fragmented.

Clients want AI strategies and implementations, but delivery is often stitched together with slides, docs, and ad-hoc tooling. That creates inconsistent outputs, slows onboarding, and makes scaling hard.

Client pain

Unclear priorities, disconnected initiatives, and strategies that stall after phase one.

Agency pain

Rebuilding discovery and deliverables every engagement limits leverage, delegation, and consistency.

What breaks most often

Discovery gets reinvented, roadmaps vary by consultant, and deliverables live in decks instead of a delivery system. The result is drift, rework, and lower margin.

Why this works for delivery teams

If you deliver AI work more than once, the bottleneck usually isn’t ideas it’s repeatable delivery. This pilot standardizes the messy middle: discovery → planning → reusable rollout assets → client-ready exports.

Standardize discovery and scoring

Use the same audit structure each engagement, capture evidence, and score consistently.

Make roadmaps faster to deliver

Generate a roadmap in minutes, then refine it with your expertise before it goes to the client.

Build reusable delivery IP

Use blueprint packs as your baseline so implementation is consistent and easier to delegate.

Without a system

Custom discovery every engagement
Inconsistent outputs by consultant
Hard to delegate and onboard staff
Deck-driven delivery that drifts over time

With this pilot

Standard audit + scoring (repeatable)
Roadmap + next steps generated from inputs
Reusable workflow blueprints as your IP base
Client-ready exports without rework

Bottom line

If you deliver AI work more than once, you shouldn’t be rebuilding the same discovery and deliverables every time. This is a delivery backbone that makes engagements consistent and scalable.

A systemized delivery backbone for AI engagements.

This turns AI strategy into a repeatable delivery workflow with export-ready outputs. It’s built for consultant delivery teams not end-user self-serve.

Audit Engine

Structured questions, scoring, and evidence capture to produce readiness findings consistently.

Roadmap Generator

Produces a 30/90/365 roadmap with priorities, stages, and clear next steps.

Blueprint Library

Reusable workflow rollout packs with SOPs and implementation steps.

Personalized, but still structured

The AI/LLM layer uses structured audit inputs (scores + notes + constraints) to tailor recommendations and roadmap steps. The format stays consistent so you can review quickly, edit easily, and deliver a clean, repeatable output.

What it replaces

Scattered Notion/Docs, inconsistent audit spreadsheets, and slide decks that become the “system.” Exports come from the platform so your team isn’t assembling deliverables by hand every time.

How it’s used in real engagements

The platform supports your consulting work it doesn’t replace it. You still own strategy, implementation, training, and change management.

1

Audit

Capture structured inputs, evidence, and scoring with minimal rework.

2

Roadmap

Generate a 30/90/365 plan quickly, then refine it before sharing with the client.

3

Deploy

Use blueprint packs as the baseline for implementation and follow-on work.

Where this saves time (practically)

You stop rebuilding audits and deliverables. Your team runs the same structure every time, and exports are produced from the system not rebuilt in a deck.

Pricing

Choose how you want to run it. You can have us run one engagement for you asynchronously, or use the platform directly on a per-workspace basis.

We run one engagement

$250 one-time

You send back the Full or Rapid capture. We run it through the workflow and return the exports. No calls. No onboarding. No subscription required.

Live Pilot Pricing

$99 / workspace / month

For active consulting use during the pilot. One workspace typically represents one client engagement.

Planned post-pilot pricing

$349 / workspace / month

Pricing increases after the pilot ends at the official launch.

Agency-friendly economics

Workspace pricing is designed to be passed through cleanly as a delivery expense. Most agencies bake it into a retainer or project fee and apply whatever markup fits their offer.

Roadmap: where this expands after the pilot

The pilot delivers the full core workflow: audits → roadmaps → blueprints → exports. Everything below is optional upside. Future versions add executive visibility, training/adoption, pulse signals, integrations, analytics, and eventually governance + agent orchestration.

Version 1 Consultant-Ready Delivery Layer

Consultant-Controlled Client Views: roadmap progress, implementation stages, workflow rollout, high-level outcome indicators.
Training & Adoption (Starter): micro-lessons and readiness checklists tied to deployed workflows.
Pulse Signals (Basic): lightweight adoption/sentiment signals to identify blockers and guide follow-on work.
Expanded Workflow Libraries: industry and function blueprint packs to accelerate delivery.
Partner Enablement: consultant training, playbooks, and credibility assets.
Consultant Reporting (Light): automated client updates and engagement summaries from live system data.
Basic Roles & Permissions: consultant admin, consultant staff, client executive (read-only), team member.
Purpose: make it core delivery infrastructure and a retention driver.

Version 2 AI Transformation Operations Layer

Outcome Dashboards (Advanced): adoption trends, workflow usage, maturity progression, longitudinal insights in consultant-managed views.
Training Engine (Full): learning paths, usage tracking, and custom uploads aligned to deployed workflows.
Pulse & Change Signals (Advanced): trend analysis and pattern-based insights to guide transformation strategy.
Integration & Automation Layer: Zapier / Make / API triggers, workflow activation, and operational logging.
Blueprint Customization Toolkit: drag-and-drop editing that generates SOPs, steps, and rollout guidance.
Consultant Analytics Suite: cross-client pipeline visibility, engagement health, delivery tracking, revenue attribution.
Collaboration Layer: comments, assignments, notifications, and coordination for delivery teams.
Purpose: evolve into an AI ops layer across client portfolios.

Version 3 Full AI Transformation OS

AI Agent Orchestration: multi-agent workflows, guardrails, governance controls, audit trails, rollback protections.
Automation Monitoring: execution logs, performance scoring, drift detection, and cost visibility across workflows.
Multi-Tenant Partner Model: co-branded environments, partner analytics, revenue dashboards, tiered access.
Template & Blueprint Marketplace: premium templates and revenue-sharing with consultants and creators.
AI Governance & Compliance: risk scoring, model oversight, safety controls, audit-ready reporting.
Org-Wide Transformation Support: change management modules, forecasting, scenario planning, workforce impact modeling.
Purpose: become transformation infrastructure for delivery, operations, and governance.

Why this roadmap exists

The pilot proves export quality and standardized delivery. The next versions add retention layers: executive visibility, adoption measurement, integrations, and governance so more delivery can live inside one system.

Live pilot access

The platform is live and intended for real consulting work. If you run even one engagement per month, you’ll feel the leverage quickly.

Pilot pricing: $99 / workspace / month.

If it’s not useful for your delivery workflow, cancel. The roadmap is optional upside, not a commitment.