Engagement terms, summarized

This page summarizes the commercial terms of an advisory engagement. The signed engagement agreement is the document of record; nothing here replaces it.

Tiers and billing

• Lite (Direction): $6,000 per month.
• Core (Decisions): $10,000 per month.
• Executive (Operating Rhythm): $15,000 per month.
• Billed monthly in advance. Rolling monthly after the third month.
• 3-month minimum term, then rolling monthly.
• Prices reviewed annually; existing clients keep their rate for the engagement year.

Time caps

Each tier carries a monthly time cap covering sessions, async responses, and document work. Caps are stated in the engagement agreement, not marketed as headlines, because accountability is structured around outcomes rather than hours.

The diagnostic

The diagnostic is $5,000, invoiced at start, delivered in two weeks. It is credited in full against the first retainer month if an advisory engagement begins within 90 days of delivery.

The ceiling and the graduation clause

• We serve at most 5 advisory clients at once. The ceiling is published and enforced; a waitlist applies beyond it.
• When engagement scope justifies a full-time AI leader, we help define the role and hire our replacement. Documented decision history transfers to you; it was always yours.

Independence

We accept no implementation work, no vendor commissions, and no referral fees, during and after the engagement. If a conflict of interest ever arises, we disclose it in writing within one business day.