What does the deliverable actually look like?

A 15-30 page written diagnostic. Specific levers, prioritized for your unit count or SKU count or revenue band. Per-source-system inventory. Per-vertical compliance overlay coverage. Per-lever build sequence with named owners. Concrete enough to hand to your in-house engineer, your existing agency, or an external vendor. Includes the measurement structure that proves whether each lever worked.

How is this different from a vendor-built AI readiness checklist?

Vendor checklists (Microsoft, Cisco, Avanade, the major consultancies) score you against a generic maturity model — useful as a sanity check, weak as a decision-making tool. The Completions assessment names specific levers in your specific operation, runs the 4-question buyer-decision flow against your domain, and applies the 5-component orchestration shape checklist to your stack. Different deliverable, different decision quality.

What happens at the end of the assessment?

A single decision: extend into the Tier 2 build sprint, hand the plan to your internal team or an external vendor, or stop. We do not pressure into continuation. The buyer leaves with an architecture they can hand off, a vendor consolidation map, and the orchestration-shape recommendation that prevents the wrong-shape six-figure vendor signature.

How is pricing handled?

Tier 1 AI Readiness Assessment is a 2-3 week diagnostic. We scope on a 30-minute consultation and send a private engagement link after we agree on scope. Pricing is calibrated so a director or VP can sign off without board approval, and so it filters for real budget and seriousness.

SaaS, fintech, B2B-SaaS-tooling. AI training programs, cohort courses, packaged software products. Single-location operators or companies under $5M revenue. We will tell you up front if there is no fit and recommend a different resource.

How fast can you start?

Tier 1 engagements typically begin within 1-3 weeks of contract signing. We run one to two assessments in parallel — there is a real schedule, not infinite capacity. The week-by-week cadence (Week 1 source-system inventory + buyer-research review; Week 2 4-question + 5-component diagnostic + per-lever whitespace map; Week 3 written deliverable + decision conversation) is the same regardless of vertical.

Is "AI Readiness Assessment" the same thing as an "AI strategy audit"?

Yes. We use both terms. "AI Readiness Assessment" is the more common buyer phrasing; "AI strategy audit" describes the same productized engagement. One deliverable. Both terms map to the same Tier 1 service in the engagement ladder.

Tier 1 — AI Readiness Assessment

You are about to sign a vendor RFP and you cannot tell whether you need a tool or an orchestration. Get the 4-question diagnostic + the 5-component checklist + the per-vertical build sequence first.

2-3 weeks. 15-30 page written deliverable. Single decision at the end. Per-vertical scoping for multi-unit franchise, multi-location specialty retail, or DTC ecommerce. Structurally cheaper than the wrong six-figure vendor signature.

Book the Tier 1 consultation Read the brand thesis first

30-minute consultation. We scope on the call. Private engagement link after.

The recurring scene

Six vendor pitches on the calendar. The board wants the AI strategy by end of quarter. Lever-hunting paralysis sets in.

The CEO or board asked “what is our AI strategy” in Q3. The CMO or CTO has scheduled six vendor pitches over the next six weeks. Each vendor will pitch orchestration language. Each will deliver a tool. The buyer cannot articulate the difference between the two shapes — not because they are unsophisticated but because the buyer-side procurement language has not caught up to the architectural reality. The wrong shape signature is six figures a year. The right shape is something else entirely.

Lever-hunting paralysis is the structural problem. Is the first lever Klaviyo flow architecture? Salsify per-channel feed validation? GBP per-location governance? Quiz funnel personalization? Triple Whale attribution interpretation? Per-state compliance overlay? Each is a real lever for some operations. None is the right lever for every operation. The Tier 1 diagnostic is the engagement that names which 3-5 levers compound in YOUR operation, in what order, with what governance — before you sign the vendor that lever- hunts on your behalf.

is calibrated so a director or VP can sign off without board approval. 2-3 weeks is calibrated to land before the vendor RFP window closes. 15-30 pages is calibrated to be hand-off-able to your in-house team, your existing agency, or an external vendor. The architecture-first move is structurally cheaper than the vendor-first move every time the orchestration shape is the right answer — which for most multi-location and multi-marketplace operations running 3 or 4 yeses on the 4-question flow is, in fact, the right answer.

What the 2-3 weeks produces

The 4-question buyer-decision flow + the 5-component orchestration checklist applied to YOUR specific stack

The diagnostic runs the 4-question buyer-decision flow against your domain (task vs domain · shared context yes/no · brand or compliance constraints · runtime > 6 months) and the 5-component orchestration shape checklist (multiple agents with boundaries · shared context layer · brand-voice gate · editorial governance routing · telemetry) against your current stack. The output names which components exist, which are gaps, and which 3-5 levers to sequence in what order.

For multi-unit franchise (50-500 units)

Inventory of source systems (Yext + Birdeye + Podium + Meta Business Suite + Marketing 360 + FranchiseSoft). Per-vertical compliance overlay surface (FTC chain-rule disclosure + per-state advertising overlay + brand voice across N franchisees). Per-franchisee brand-voice drift surface. Co-op decision-support whitespace. Per-location GBP governance gap. Per-location review velocity surface. Output: orchestration shape sketch + 3-5 lever sequence with named per-franchisee playbook owners.

Persona detail: /for/franchises.

For multi-location specialty retail (10-300 stores)

Inventory of source systems (Shopify Plus + Amazon Seller Central + Walmart Marketplace + Target Plus + Salsify / Productsup + PIM + reviews + lifecycle + MAP). Per-channel policy coverage gap. Per-store BOPIS friction surface. Returns-signal routing audit. Per-jurisdiction overlay coverage. Per-SKU brand-voice gate coverage. Output: orchestration shape sketch + 3-5 lever sequence with named per-SKU and per-store playbook owners.

Persona detail: /for/multi-location-retail.

For DTC ecommerce ($5-50M revenue)

Inventory of source systems (Klaviyo + Shopify Plus + Triple Whale + Recharge + Postscript + Octane AI + Rebuy + Crowdin / Lokalise). Per-axis save-flow routing coverage gap (most brands are on 1 axis). Lifecycle cohort drift surface. Quiz brand-voice coverage. International translation brand-voice coverage. Per- jurisdiction overlay coverage. Output: orchestration shape sketch + 3-5 lever sequence with named per-cohort playbook owners and the 4-axis routing matrix configuration recommendation.

Persona detail: /for/dtc-founders.

Engagement cadence

Three weeks. Three deliverable checkpoints. One decision.

Week 1

Source-system inventory + buyer-research review

Per-vendor stack inventory across your active surface. Buyer-research review against the per-vertical persona research already on file. Stakeholder interviews (typically 3-5 conversations). Documented source-system audit shared at end of week.

Week 2

4-question + 5-component diagnostic + per-lever whitespace map

Apply the 4-question buyer-decision flow against your domain. Apply the 5-component orchestration shape checklist against your stack. Identify per-lever whitespace. Surface the 3-5 candidate levers. Draft recommendation shared mid-week for in-progress feedback.

Week 3

Written deliverable + decision conversation

15-30 page written assessment delivered end of week 3. Decision conversation within a week of delivery. Single decision: extend to Tier 2 build sprint, hand the plan to your in-house team or an existing agency, or stop. No pressure to continue.

What changes

What the buyer walks OUT with that they did not walk IN with

An architecture you can hand to your in-house team OR your existing agency OR an external vendor. The 4-question + 5-component diagnostic applied to your specific stack with the gaps named. The 3-5 lever sequence prioritized for your unit count, SKU count, or revenue band. The vendor consolidation map — which vendors to keep, which to swap, which to consolidate, which to add. The orchestration-shape recommendation that prevents the wrong-shape six-figure vendor signature.

The board conversation about AI strategy stops being a defensive explanation. The CMO or CTO walks into the next board meeting with a written architecture, a sequenced plan, and a clear decision on whether to extend the engagement into a build sprint or hand the plan off internally.

The vendor pitches scheduled over the next six weeks stop being the source of the AI strategy. The vendors become the implementation; the orchestration shape becomes the strategy; the conversation shifts from “which platform should we buy” to “here is the shape we need; which component do you provide.”

The Tier 1 engagement ends with a single decision — extend / hand-off / stop — with no pressure to continue. Roughly half of assessments extend; half hand off. We do not push continuation against the assessment findings.

Frequently asked

What does the deliverable actually look like?: A 15-30 page written diagnostic. Specific levers, prioritized for your unit count or SKU count or revenue band. Per-source-system inventory. Per-vertical compliance overlay coverage. Per-lever build sequence with named owners. Concrete enough to hand to your in-house engineer, your existing agency, or an external vendor. Includes the measurement structure that proves whether each lever worked.
How is this different from a vendor-built AI readiness checklist?: Vendor checklists (Microsoft, Cisco, Avanade, the major consultancies) score you against a generic maturity model — useful as a sanity check, weak as a decision-making tool. The Completions assessment names specific levers in your specific operation, runs the 4-question buyer-decision flow against your domain, and applies the 5-component orchestration shape checklist to your stack. Different deliverable, different decision quality.
What happens at the end of the assessment?: A single decision: extend into the Tier 2 build sprint, hand the plan to your internal team or an external vendor, or stop. We do not pressure into continuation. The buyer leaves with an architecture they can hand off, a vendor consolidation map, and the orchestration-shape recommendation that prevents the wrong-shape six-figure vendor signature.
How is pricing handled?: Tier 1 AI Readiness Assessment is a 2-3 week diagnostic. We scope on a 30-minute consultation and send a private engagement link after we agree on scope. Pricing is calibrated so a director or VP can sign off without board approval, and so it filters for real budget and seriousness.
Who is this not for?: SaaS, fintech, B2B-SaaS-tooling. AI training programs, cohort courses, packaged software products. Single-location operators or companies under $5M revenue. We will tell you up front if there is no fit and recommend a different resource.
How fast can you start?: Tier 1 engagements typically begin within 1-3 weeks of contract signing. We run one to two assessments in parallel — there is a real schedule, not infinite capacity. The week-by-week cadence (Week 1 source-system inventory + buyer-research review; Week 2 4-question + 5-component diagnostic + per-lever whitespace map; Week 3 written deliverable + decision conversation) is the same regardless of vertical.
Is "AI Readiness Assessment" the same thing as an "AI strategy audit"?: Yes. We use both terms. "AI Readiness Assessment" is the more common buyer phrasing; "AI strategy audit" describes the same productized engagement. One deliverable. Both terms map to the same Tier 1 service in the engagement ladder.

Book the 30-minute Tier 1 consultation

We scope on the call. Private engagement link after. Same person reads every submission and replies within one business day.

Book the consultation

What comes after the assessment

The assessment outputs scope the next tier — not the other way around

The Tier 1 deliverable produces the source-system inventory, the orchestration shape sketch, the 3-5 lever sequence, and the vendor consolidation map. Operators typically use those outputs to scope one of the next tiers — but no tier requires the next.

Tier 2 — Build

AI Swarm Setup Sprint (4-8 weeks)

Brand spec completion, event bus + audit log on your infrastructure, editorial governance routing live, first two agents in production with a 30-day operating tail.

See the Setup Sprint →

Tier 3 — Operate

Fractional CMO with AI Swarm (6+ months)

1-2 days/week embedded executive who orchestrates the swarm + brings remaining agents online + runs quarterly drift audits. You own every artifact.

See the fractional engagement →