One-time engagement · 2 weeks
Find out what your team is already running, what company data is leaving the building, and which processes are genuinely worth automating — before you spend anything on licences or builds.
Founding-client rate · credited in full against implementation within 90 days
The terms, in full
$2,500 now, credited back in full if you build within 90 days.
Scope
Week one establishes what is true today. Week two turns that into decisions you can act on.
Deliverable
Not a slide deck of AI trends. A document about your business that someone who was not in the room can act on.
Your AI tool inventory, data exposure map, identity and governance gaps ranked by risk with a specific fix against each, and a scored shortlist of automation candidates with hours and effort sized. Written to be read by an owner, not an engineer.
We walk through the report together, in plain terms, and you get to argue with it. Anything you disagree with, we would rather hear during the call than have you quietly ignore the document afterwards.
The honest no
There is an obvious conflict in being paid to assess whether you should buy the thing we sell. So here is the commitment: if the assessment concludes you are not ready, we write that down and we do not pitch you a deployment. Some businesses need identity and data governance sorted before AI is safe to widen. A few do not have a process worth automating yet, and the right advice is to wait. You keep the report either way — being told not to spend $80,000 on licensing is worth more than the fee.
There is a call first. If your environment or your goals do not suit this engagement, we say so on that call and no invoice is raised. We would rather turn the work down than deliver an assessment that tells you nothing you did not already know.
Questions
A written findings report covering your AI tool inventory, data exposure, identity and governance gaps, and a scored shortlist of processes worth automating with sizing on each. Then a readout call to walk through it and answer questions. The report is yours regardless of whether you work with us afterwards.
Two weeks. We need read access to your Microsoft 365 tenant, about an hour each with three or four people who do the repetitive work, and thirty minutes with whoever owns IT. That is close to the whole ask.
Because it is a founding-client rate while this practice is being established in Alberta, and it will not stay there. We would rather do this work at cost for the first clients and have the findings to show for it. If you proceed to implementation within 90 days, the full $2,500 is credited against that work, so the assessment costs you nothing on net.
We tell you, in writing, and we do not sell you a deployment. Sometimes the honest answer is that identity and data governance need fixing before AI is safe to expand. Occasionally it is that no process in the business is worth automating yet. You keep the report either way — that is what you paid for, and knowing not to spend is worth the fee.
We confirm fit on a call first. If your environment or your goals do not suit this, we say so on that call and no invoice is raised. We would rather turn work down than deliver an assessment that tells you nothing.
No. Most assessment clients keep the provider they have. We work alongside them and hand over anything they should own going forward. Managed IT is a separate conversation you never have to have.
We work under a mutual NDA, use read-only access wherever the task allows it, and never move your data into an AI tool as part of the review. Findings are anonymised before they inform anything we publish.
Tell us a little about the business. We will come back within one business day to set up the fit call — no invoice until we have both agreed it makes sense.
