# Q4 2026 plan, 1H 2027 accomplishments

> Sun Business Group, LLC · John Williams  
> For founder-led software companies and for software or professional services firms in the $10–50 million range.  
> Updated 4 October 2026.  
> Prices: [pricing.md](https://www.sunbusinessgroup.com/resources/pricing.md)

Q4 2026 is when the firm chooses and starts. The first half of 2027 is when the work should be accomplishable in public. An Interim / Fractional AI Officer who starts this quarter completes the 90-day minimum in the first quarter, so the two horizons are one engagement.

## Choose and start in Q4 2026

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 at one, two, or three days a week.
2. **Run one diagnostic.** The AI and Automation Audit, or the Customer Data Taskforce Sprint. The DIY sprint guide is free. Facilitated onsite is typically $5,000. Remote facilitation is quoted.
3. **Pick the asset that diagnostic points to.** An Org Skills Library, an Org Bot Library, or both. Skills codify workflows as SKILL.md files. Bots are defined, designed, built, and deployed in Grok, Meta, Microsoft, and Google environments. Sun Business Group delivers the bot library.
4. **Use AI Advisory at $500 a month** when the need is a monthly operating conversation and the firm is not ready to name a lead. One GROW hour a month, plus bi-weekly notes. No minimum term.
5. **Use fxops.ai** when the question is whether the public site is agent-ready. WebMCP Eval comes first. Webtools Build follows. Guided Discovery is the conversation when the question is agentic traffic, transactions, or how teams adopt AI. The two shared Grok bots, Social Supervisor and WebMCP Evaluator, are the public example of that technical work.

Head of Sales Assist stays available as a quoted monthly retainer when the gap is the sales team.

## 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 org bots in production, or both.

## How this answers a buyer who already has a plan

An existing AI transformation plan is the input. Q4 assigns the lead, runs one diagnostic, and selects the asset. 1H 2027 is the accomplishment window for those three outcomes.

**Book:** https://calendly.com/jwill-sbg