The Engagement Model

Four programs. One trajectory.
Each builds on the last.

You don’t need all of them at once. Most companies start with the first and the rest follows naturally — because once you see clearly, you want to act.

00

Executive AI Capability

The on-ramp

Hands-on, executive-level training that makes a leader confidently and independently capable with AI — judgment and operating skill, not button-pushing.

Operating multiple roles through the day without cross-contaminating context. Practical safety and guardrails. Steelmanning and structured multi-perspective review. Desktop versus enterprise solutions, third-party versus self-hosted models — and why it matters for confidential information. Building your own workflows on model-agnostic scaffolding, so you can swap models without rebuilding.

Format
1:1 or small-group · hands-on
Investment
Scoped on the strategy call
The Programs

From strategic literacy to a compounding capability.

01

AI Readiness

Strategic literacy

A cohort-based program that teaches your leaders and teams how to think about AI — not which buttons to push. Built on the four-tier framework, delivered in small groups of 5–20, in English or Spanish.

This isn’t individual contributor training. Your people walk away understanding what AI actually is, where it’s real and where it’s hype, how to evaluate any tool or vendor without technical staff, and how to structure their knowledge so it’s ready for whatever ships next quarter.

Nobody feels threatened. Everyone gets smarter. And the leaders in the room start seeing exactly where their business needs to change.

Format
4–6 week live cohort
Investment
$3K–$7K per seat · $10K–$20K per org
02

AI Transformation Advisory

The re-architecture

Sold to the owner. Delivered in three phases designed to produce honest, actionable results without political contamination.

Phase One: A session with the owner and senior leadership to establish strategic intent — what does success look like, what’s in scope, what are the priorities. Commander’s intent: clear guidance on the “why,” then leadership steps back.

Phase Two: A week of closed-door working sessions with your department leads and process owners. No senior leadership in the room. Your people map the real delivery chains, challenge legacy assumptions, and redesign processes for the age of AI — candidly, experimentally, without anyone performing for the boss.

Phase Three: The working group briefs senior leadership on findings, recommendations, and a transformation roadmap. Decisions get made with full information from the people who actually know the processes.

Format
~2 weeks, on-site or hybrid
Investment
$25K–$75K depending on scope
03

AI Knowledge Stack Sprint

The build

We build your company’s AI Knowledge Stack — the three-layer infrastructure that turns your institutional knowledge into a durable, AI-executable asset. Standardized in architecture. Bespoke in content. Yours to own.

This is the deliverable that makes everything else compound. Without it, every AI initiative starts from scratch. With it, any agent — Claude, GPT, Gemini, whatever ships next — can execute against your actual business knowledge immediately.

The Sprint produces a working system, not a strategy document. At the end of 30–60 days, your knowledge is structured, your contradictions are flagged, and your first agent workflows are running against real specifications.

Format
30–60 day deliverable sprint
Investment
$25K–$75K depending on scope
04

AI Continuity Retainer

The compounding

AI capability isn’t a project — it’s a posture. The retainer keeps your Knowledge Stack current, your team fluent, and your business prepared for whatever ships next. You don’t fall behind. You don’t rebuild every six months. You compound.

We maintain your spec library as your business evolves. We run weekly rebuilds and automated drift detection — catching contradictions and stale knowledge before your team does. When a new AI capability launches, we update your agent specs so you’re using it on day one. And we keep your people current — not generic training, but specifically how to use what’s new against your specific business.

You’re not paying for a regeneration script. You’re paying for the judgment to know when the script’s output is wrong and what to do about it.

Format
Ongoing monthly engagement
Investment
$8K–$20K per month
The Proprietary Asset

The AI Knowledge Stack:
three layers your company owns forever.

Every client gets the same architecture. Every client’s content is unique. That’s what makes it scalable for us and irreplaceable for you.

Layer 1

The Source of Truth

Your institutional knowledge — SOPs, decision rules, role definitions, process specs, customer knowledge, product knowledge — structured, tagged, queryable, and version-controlled. Built once. Maintained continuously. This is the durable asset everything else is built on.

Layer 2

The Compiled View

Synthesis pages, role briefings, decision trees, and contradiction reports — auto-generated from Layer 1 on a schedule. Human-browsable. Agent-readable. Always rebuilt from the source, so it never drifts. This is what your executives actually look at.

Layer 3

The Agent Interface

The specs, prompts, and pipelines that let any AI agent execute against your knowledge without translation. Claude today, something else tomorrow — it doesn’t matter. Your stack is AI-agnostic by design. This is the future-proofing layer.

Why This Works

Built on disciplines that were proven long before AI existed.

Systems Engineering (MSSE)

Decomposing large complex problems into manageable pieces. Defining requirements before building solutions. Verifying and validating — did you build the thing correctly, and did you build the right thing? This is how you prevent expensive mistakes.

Marine Corps Doctrine

Commander’s intent: every AI agent needs a mission purpose and a desired end state. Delegation and supervision: the same skills that make a good leader make a good AI operator. Information management: getting the right information to the right person in the right format at the right time.

Skunk Works Execution

Rapid prototyping and systems development under real constraints. Technical leadership that moves from design to delivery fast. The program management discipline to keep complex projects on budget and on schedule.

Business Acumen

Multiple businesses built from scratch. Financial literacy, strategic thinking, and market awareness combined to make fast, effective decisions. Solutions that aren’t demos or experiments — real enterprise capability for real business outcomes.

Get Started

Stop experimenting.
Start compounding.

The first step is a conversation about where your business is today and what AI readiness actually looks like for your specific situation. No pitch. No pressure. Just clarity.

Schedule a Conversation

Available in English and Spanish · Remote and on-site engagements