Advisory

A clear AI plan, and a senior person to hold it

Two services that sell judgement. A four-week roadmap gives you a costed plan you can present to your partners, your board or your lender. A fractional leadership retainer keeps a named founder in the room while the plan runs. Workshops are the cheapest way in. A workshop starts at CAD $10,000 and the roadmap at CAD $35,000.

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Fit

Who buys advisory, and what triggers it

The buyer owns an AI outcome and has no senior AI person to hand it to. The trigger is usually a date.

Who it suits

An owner or general manager who is asked for the AI plan and has none.
An operations or finance lead who has to pick between tools and vendors.
An executive who tried AI tools in a few teams and now needs someone to own the whole picture.

What triggers it

A partner, board or lender expects a credible plan by a set date.
A budget cycle needs a costed, sequenced AI proposal that survives questions.
An AI project has run for months with no decision to continue or stop.
Hiring a permanent senior AI leader is the right answer but will not land in time.

What is fractional AI leadership?

A named founder acts as your senior AI lead for an agreed number of days each month. Those days go to chairing the AI review meeting, checking architecture and vendor decisions, and preparing material for your board or owners. We keep the roadmap current as things change. You keep every decision.

Service one

The AI roadmap, four weeks

A costed, sequenced plan for a business line or a whole business, written so you can present it. The four weeks are fixed in the written scope before we start.

Show the detail

Suits an owner who is asked for an AI plan and has none. You get a ranked list of use cases, build options and a costed sequence.

Week-by-week schedule for the four-week roadmap, showing what happens and what it produces.
Week	What happens	What it produces
1	Current state. We interview your leaders and list what already runs, including tools bought without anyone tracking them, and the rules that apply to you.	A current-state assessment and a list of your obligations
2	Use case discovery. We run working sessions with your teams to surface candidate workflows and score each against the seven dimensions the governance sprint uses.	A ranked list of use cases with the evidence behind each score
3	Options and controls. Two or three ways to build it, with where the data sits, what each depends on, what it costs and what you give up, plus who decides what.	Architecture options and a control model
4	Sequence and cost. What to fund first and why, what has to be true before each step, and where the sequence lands against your budget year.	A sequenced plan, a cost envelope and the decision pack

What you receive

Current-state assessment: What runs today, who owns it, what it costs, and where it stands against the rules that apply to you.
Ranked use case list: Candidate workflows scored on the seven dimensions published on the workflow scorecard, with the evidence beside each score so a reviewer can challenge one number instead of the whole ranking.
Architecture options: Two or three, each with its data location, dependencies, cost and trade-offs. Where data residency matters, we apply the eight dimensions in sovereign AI to each.
Control model: Who decides what, which decisions stay with a person, how changes get approved and how incidents are handled, organized against the twelve domains in security and governance.
Sequenced plan and cost envelope: What to fund first, build, run and human-review costs per option, and the assumptions stated and dated so you can test the figures.
Decision pack: The material you present, written so that someone who missed the meeting can follow the reasoning.

Warning

What the roadmap is

A plan and a costed recommendation. It is no security assessment and no legal opinion, and it commits you to nothing further with us. It names the option we would not pick as well as the one we would, and where the right answer is to hire, the plan says so.

Service two

Fractional AI leadership, monthly

A named founder for an agreed number of days each month, cancellable with notice. It follows a roadmap, and it also stands alone when a plan exists and nobody holds it. It is separate from the Retainer in AI Team Setup, which adds one skill a quarter to your agent team.

Show the detail

Suits a business that has a plan and nobody to hold it. You get a named founder for an agreed number of days a month.

Included

What the retainer covers

A named founder, identified in the agreement, who changes only with your written agreement.
Chairing or supporting your AI review meeting, with the record kept.
Architecture, vendor and model decisions reviewed before you make them.
Material for your board, owners or executive committee, in their format.
The rules that apply to you tracked against their own deadlines.
The roadmap kept current as budgets and priorities change.
Access between scheduled days for a decision that cannot wait.

Excluded

What it does not cover

Delivery work. We scope and contract build work separately.
Any officer role in your company. Accountability stays with your executive.
An independent audit opinion, which has to come from someone who is not also advising you.
Staff placement by the seat, or signing authority of any kind.

Why fractional instead of a permanent hire?

For a permanent capability, a permanent hire is usually right, and the roadmap tells you when. The constraint is the calendar: a senior AI leader takes months to find. The retainer covers the months between your decision and their start date, then hands over to them. We design it to end that way.

Entry point

Workshops, half a day or a full day

The cheapest way to find out whether AI is worth funding in your business. Three tracks, each as a half day or a full day, each leaving the attendees with something to keep.

Show the detail

Suits an owner or team that wants to test the water first. Each track leaves the attendees something to keep.

Owner track

For the people who approve

What an AI agent can and cannot be trusted to do, which rules apply in your sector, and what to ask a supplier. For owners and leadership tables.

Output: the questions your business should ask, written down.

Manager track

For the people who will own it

How to pick a candidate workflow, read an evaluation result and hold a supplier to an acceptance threshold. For managers and team leads.

Output: two or three candidate workflows scored by the attendees.

Technical track

For the people who will run it

Retrieval and grounding, why citations fail, building a golden dataset from real cases, evaluation design and change control. For technical staff and data teams.

Output: a starter evaluation set built from your own cases.

The half day covers the same ground at briefing depth without the hands-on exercise. The full day produces the take-away in each track. A workshop commits you to nothing further, and we would rather it ended in a decision not to proceed than in a project nobody wanted.

How it is sold

Sold through Consulting

Call: A free 30-minute session. We say whether a roadmap, a sprint, a workshop or nothing is the right first step, and you keep the notes.
Scope and price: Scoped and priced in writing before any work begins. The roadmap runs four weeks, the retainer is monthly, and a workshop is one day or half of one.
Where to start: Unsure which AI jobs to build first? The Diagnostic on Consulting takes 2 weeks and costs CAD $5,000 plus GST/HST. Book Core Setup within 30 days and we credit the Diagnostic fee in full. We quote roadmap, retainer and workshop fees after the call.
Setting up your own agent team: That is AI Team Setup, with fixed prices and a guarantee.

Next step

Bring the question and the date it has to be answered by

A 30-minute working session tells you whether a roadmap, a sprint or neither is the right first step. You keep the notes either way.

The request, review or commitment that set the deadline
The date a plan or decision has to exist
The business lines in scope
Whether a budget line exists, and in which year
Who the plan goes to

If you already have candidate workflows, the ten-day sprint is the better first step, and we will say so. The roadmap is for the case where you have none yet.

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