Stage 01·2-4 weeks

Diagnose.

Find the friction before you fix anything. Two services based on your needs. Most customers start here.

Standalone

Strategic Assessment

The diagnostic that reveals where AI can reduce operational expenses, accelerate revenue execution, and improve team effectiveness.

2-4 weeks

$25,000–$50,000

Scoped by team size and complexity

Full assessment of your business operations
Identification of internal silos, buyer and customer friction
Current end-to-end processes that need to be redesigned
Current vs. desired expectations of the team in an AI-native world
Identification of inefficiencies and productivity improvements
Identify what's working well so we can keep and accelerate
Strategic Assessment report and AI-native Blueprint of what to do, in what order, and what the investment will be
Identify baselines and expected ROI
Standalone

StackSherpa

The diagnostic that evaluates your existing tech stack for consolidation opportunities.

2-4 weeks

$10,000 - $25,000

Scoped by team size and complexity

Survey teams and cross-reference with IT/Finance records (or review your list if you have them already documented)
Inventory the apps in your existing tech stack
Identify how each is actually used across departments (business purpose), and uncover any unapproved, "unofficial" tools
Identify metadata and how data moves across teams and systems
Identify bottlenecks and overlapping functionality
Identify opportunities for tool consolidation and optimization
StackSherpa report with recommendations in concert with your Strategic Assessment and AI-native Blueprint or standalone

"This is a consulting firm that will take your $10M business to $100M. They've got the skills, processes and guidance that take your roadblocks to a clear roadmap."

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Ashley Perez
Verified Review

Next Stage

02. Align — Executive Alignment & Strategy Workshop