Leadership wants cover and a roadmap.
The tools may already be live. The board still can’t point to work that actually changed.
So the calendar fills with a long assessment from a national firm: multi-phase, multi-workstream, a deck that looks serious.
That can be the right buy when you need cover.
It is the wrong buy when you already know the tools are in and Tuesday still looks the same, and what you need is a decision on one everyday path.
Cover. Calendar. A multi-phase roadmap. Often more discovery before anyone owns a single redesigned workflow.
You get recommendations. You often still leave without a fundable first path the operating team runs on Monday.
Intake. A working session. A written memo.
Fixed $997 for mid-market teams. Not a retainer. The fee credits toward Training, Advisory (only when there is no project), or Project work within 30 days if you continue. You can also pause after the memo.
The job is an accurate read before the next spend: one stuck everyday workflow, named, with a clear next step.
Keepables are not inside the Review. They come later if you continue.
| Long Big 4 / national assessment | AI Operations Review | |
|---|---|---|
| Intent | Cover + roadmap | Accurate read before next spend |
| Shape | Multi-month, multi-workstream | Intake + working session + memo |
| Fee posture | Large SOW / phased work | $997 fixed (mid-market) |
| What you keep | Deck / recommendations | Decision-ready memo |
| What happens next | Often another phase, hire, or more seats | Focused sessions + keepables if you continue, or pause |
| Risk | Long calendar and estimate loops that feel unpaid | Wrong if you only want free theater |
You still need to name the one everyday workflow worth funding first.
We will not recreate unpaid estimate theater to “activate” someone else’s roadmap for free. If the tools are live and the work did not change, the useful next step is a bounded diagnosis you can stop after, not another free scoping loop.
Primary:Book the AI Operations Review ($997, not a retainer)
Secondary (quieter):AI Operations Reality Check (free), if you only want a short snapshot first
Enterprise note: the $997 Review is a mid-market door. Large enterprises with no named workflow owner should not treat it as the instrument. Ask about a scoped sessions / discovery pack instead.