Q4 2026 plan, first half of 2027

For $10–50M software and professional-services firms, and for founder-led software companies. The agent copy is the Markdown version. Prices are on the pricing page.

Choose and start this quarter

  1. Name the lead for AI enablement and transformation. That is an internal owner working with the CEO and COO, or an Interim / Fractional AI Officer.
  2. Run one diagnostic. The AI and Automation Audit, or the Customer Data Taskforce Sprint.
  3. Pick the asset that diagnostic points to. An Org Skills Library, an Org Bot Library, or both.
  4. Use AI Advisory at $500 a month when the firm is not ready to name a lead.

True by 30 June 2027

  1. A named lead is running the AI cadence with the CEO and COO.
  2. One diagnostic has been acted on, and the next body of work has an owner.
  3. The firm has a skills library agents can execute, a first set of organization bots in production, or both.

An Officer who starts this quarter completes the 90-day minimum in the first quarter. Head of Sales Assist stays available as a quoted retainer when the gap is the sales team.

Book a call. 15 minutes. A fit conversation, not a pitch.