Advisory

Strategic guidance from a senior operator who has built this. Get clarity on your AI roadmap without committing to a full done-for-you engagement. One-day audits, 90-day strategy plans, quarterly fractional advisory - every engagement produces written deliverables your team can act on.

Advisory

Strategic guidance from a senior operator who's built this. Get clarity on your AI roadmap without committing to a full DFY engagement.

"I don't sell AI strategy decks. I ship the playbook I've already used to build my own AI pipelines — adapted to your business, delivered in days not quarters, priced so you don't need a board approval to hire me."

Three options: a one-day audit if you want a sanity check, a 90-day roadmap if you want a full plan, or quarterly fractional advisory if you want an ongoing thinking partner. Every Advisory engagement produces written deliverables your team can act on with or without us.

What we advise on

Senior expertise across the full AI/content/automation stack — drawn from running production systems, not theory:

  • AI content pipeline architecture — HeyGen, Pikzels, Claude Code, voice cloning, multi-channel distribution. When to build, when to buy.
  • MCP server architecture — when to wrap your own tools vs use generic SaaS. Auth patterns. Spec compliance. Vendor lock-in mitigation.
  • Autonomous agent architecture patterns — decision boundaries, escalation rules, memory architecture, audit trails. Framework evaluation (LangGraph, CrewAI, Claude Agent SDK) and safe-deployment patterns drawn from production research and adjacent systems work.
  • AI tooling evaluation — is that $30K/year SaaS actually worth it? Which tools to keep, kill, or build around.
  • Multi-channel content strategy — YouTube + Shorts + LinkedIn + blog + Reels + TikTok + X from one input. What scales, what doesn't.
  • Solo operator economics — how to ship without hiring a team. Where AI replaces headcount, where it doesn't.
  • AI ROI measurement — what to track, what's vanity. How to defend AI investments to your board.
  • Quality gates + anti-detection — how to ship AI content that doesn't read as AI. Voice match, fact check, anti-repetition.
  • Vendor lock-in risk assessment — which platforms are safe long-term, which are extraction traps.

Pipeline Audit

$3,500 one-time
What changes Avoid spending $50K+ on the wrong build. Get a written sanity check on your current AI/content/automation infrastructure in 5 days.

You receive a 10-15 page audit document with these exact sections:

  • Current state map — every tool you currently pay for, what it does, what it doesn't, where it overlaps
  • Time sink audit — top 10 manual processes burning your team's hours every week, with hour estimates
  • AI opportunity map — every workflow where AI could realistically help, ranked by ROI
  • Build-vs-buy analysis per opportunity — sometimes Zapier is enough, sometimes you should hire, sometimes you should build
  • Tooling waste assessment — SaaS subscriptions you're paying for but underusing
  • "Don't build this" list — what AI is wrong for in your specific business right now
  • 12-month prioritized roadmap with phase + cost estimates

Plus: 2-3 stakeholder interviews + 60-min walkthrough call. Delivered within 5 business days.

ROI: ~1% the cost of a typical wrong build. Most buyers save multiples of the $3,500 fee by killing one misaligned SaaS subscription or avoiding one wrong $40K+ build based on audit findings.

90-Day Strategy

$5,500 one-time
What changes Get a custom 90-day execution roadmap your team can run. Implementable with us, with internal engineers, or with any other vendor.

Includes everything in Pipeline Audit, PLUS a 25-30 page playbook:

  • Week-by-week 12-week plan — what gets built, what gets bought, what gets killed, in what order
  • Tool selection matrix per phase — specific products evaluated against your stack
  • Cost projections per phase — what each phase costs in tooling + labor
  • Team allocation — who on your team owns what, including new hires if needed
  • Success metrics per phase — what to measure to know it's working
  • Risk + dependency matrix — what could break each phase, and how to de-risk it
  • Decision points — explicit "stop and reassess" gates at week 4, 8, and 12
  • Vendor shortlist + intro emails if you're outsourcing pieces

Plus: 2-hour strategy session with stakeholders + 30 days of email support post-delivery. Delivered within 10 business days.

ROI: Get 6 months of in-house strategy work compressed into 90 days. Saves $50K+ of internal planning + opportunity cost of inaction.

Quarterly Fractional

$7,500 per quarter
What changes Senior AI/automation strategist on retainer at fractional cost. Thinking partner for your roadmap without the $250K+ full-time hire.

What a quarter looks like:

  • Quarter kickoff (2 hours): Review last quarter's wins + losses, plan next quarter's priorities, refresh the 90-day playbook
  • Mid-quarter check-in (1 hour): Course-correct, unblock active builds, evaluate new tooling that emerged
  • Quarter retrospective (1 hour): What worked, what didn't, what to keep doing
  • Updated playbook delivered every quarter reflecting what changed
  • 2 hours of ad-hoc Slack/email access per quarter (architecture reviews, vendor evaluations, "should we do X" questions)
  • First-look access to new playbooks, frameworks, and competitive intel as we publish them
  • Vendor evaluations on demand — "is this $30K/year tool worth it?" answered with data

Renews quarterly. Cancel anytime with 30 days notice. No multi-quarter commitment required.

ROI: ~$30K/year vs $250-300K/year for a full-time CTO/CSO. ~10x cost savings, without losing strategic depth on the specific questions you actually need answered.

Ad-hoc Strategy Block — $1,400

Available to active clients only (Quarterly Fractional retainer or active DFY engagement). 4-hour block at $350/hour equivalent. Use for one-off architecture reviews, vendor evaluations, or strategic questions outside your retainer scope. Booked as needed, no commitment.

Our guarantees

  • 14-day satisfaction guarantee: If the audit doesn't surface at least 3 actionable opportunities you weren't already pursuing, full refund — no questions.
  • 30-day stack-fit revision: Any recommendation that doesn't apply to your specific stack, we'll revise free within 30 days.
  • All deliverables yours forever: Use them with us, with another vendor, or in-house. No content lockdown, no IP grab.
  • Quarterly Fractional cancellation: Cancel anytime with 30 days notice. No multi-quarter commitment.

Common questions

Q: How is this different from the Discovery Sprint in the AI Agents service?

The Discovery Sprint ($7,500) is specifically scoped for an upcoming agent build — it produces a fixed-price proposal. Pipeline Audit ($3,500) is broader: a sanity check on your current infrastructure across content, agents, and automation, with no build commitment expected. If you know you want to build an agent, start with Discovery Sprint. If you want a strategic view first, start with Pipeline Audit.

Q: Why pay $3,500 for a one-day audit when consultants charge $500/hour?

You get a written deliverable at the end, not just hours of conversation. The audit document is something your team can act on long after the call ends — and includes a prioritized list of opportunities ranked by ROI, build-vs-buy analysis per opportunity, and tooling recommendations. Senior operator hourly rates run $300-500/hr, so this is roughly 7-12 hours of senior thinking, packaged.

Q: What if I just want to ask a one-off question?

Book the free 60-minute discovery call (it's free for everyone). If your question is complex enough to require more, we'll scope a Pipeline Audit. We don't sell hourly consultations.

Q: What kind of companies does Advisory fit?

B2B SaaS founders/leadership who want strategic guidance before committing to a $25K+ build. Or growing companies who need an ongoing AI strategist but don't have budget for full-time leadership. Companies under $1M ARR are often better served by free content; companies over $20M ARR usually want the full DFY engagements, not advisory.

Need ongoing advisory beyond quarterly?

For companies needing more than quarterly engagement, custom monthly or weekly fractional advisory is available. Book a 15-minute call to scope it →

Common questions about Advisory

What does an Advisory engagement actually produce?

Written deliverables your team can act on with or without us. Pipeline Audit ($3,500): one-day audit of your AI content / MCP / agent stack with at least 3 actionable opportunities. 90-Day Strategy ($5,500): full roadmap doc covering quarterly goals, build sequencing, vendor evaluation, and ROI measurement. Quarterly Fractional ($7,500/quarter): ongoing advisory + monthly review calls.

How is Pipeline Audit different from 90-Day Strategy?

Pipeline Audit is a one-day read of where you are now and what to fix this quarter. 90-Day Strategy is a multi-week engagement that produces an executable roadmap with build sequencing and vendor recommendations. Audit is for "is what I have working?". Strategy is for "what should I build next quarter?".

Can I upgrade from Advisory to a full build?

Yes — Pipeline Audit fee credits 100% toward any subsequent build engagement (Content Ops retainer, MCP Suite, Agent Build) within 90 days. 90-Day Strategy fee credits toward Custom Agent Builds or Productized Pipelines. We are deliberately not boxed-out by tier — Advisory is meant to be the entry point for buyers who need to scope before committing to delivery.

Do you offer guarantees on Advisory deliverables?

Pipeline Audit has a 14-day satisfaction guarantee — if we do not surface at least 3 actionable opportunities you were not already pursuing, full refund, no questions. All Advisory engagements include a 30-day stack-fit revision free if any recommendation does not apply to your specific stack. All deliverables are yours forever.

Ready to talk?

15 minutes. We will map your situation to the right engagement (or tell you it is not for you).

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