Strategy
Decisions on paper, $18K–$55K. Not in PowerPoint.
Senior-partner-led advisory engagements. Output is a CFO/CEO/Board-grade memo — not a 60-slide deck. AI Readiness Audit, SaaS Vendor Consolidation, Build-vs-Buy Roadmap. 2–6 weeks. Fixed scope, fixed price.
SCOPE CONTRACT · STRATEGY
Strategy ships a written memo with a 90-day execution plan. It is not a slide deck and it is not an ongoing retainer.
- A written memo (7–14 pages) with evidence-cited reasoning
- A board-ready 1-page executive summary that stands alone
- A 90-day execution plan with owners and dates
- Calculator outputs + benchmarks baked into the memo where relevant
- 60-minute walkthrough with the decision-maker on delivery
- Q&A absorption — memo updated post-walkthrough if material gaps surface
- Annex slides (≤ 10) only when explicitly requested for board presentation
- Slide-deck-as-the-product (we write memos; decks are derivative)
- Ongoing retainer hours or fractional-CXO billing
- Certification programs or training engagements
- Generic management consulting unrelated to engineering or AI decisions
- Implementation of the recommendation (use Build, Upstream, Agents, or AI Pod for that)
- "Continue advising us" — Strategy is fixed-window; the memo is the deliverable
CATALOG · 3 OPTIONS
Where to use AI. Where not to.
A 2-week senior-partner-led audit of your tech stack, team capabilities, data posture, and competitive position. Output: a written memo identifying 3–5 high-conviction AI use-cases, 3–5 explicit "don't do these" calls, and a sequencing recommendation.
- Window
- 2 weeks fixed
- Output
- Written memo (~25 pages)
- Price
- $18K fixed
What to keep. What to replace. In what order.
A 4-week audit of every SaaS contract you carry — Klaviyo, Datadog, Salesforce, HubSpot, Workday, etc. Output: a memo with TCO comparison, replace-vs-keep call per vendor, sequencing for the next 12 months, and a cost-recovery model.
- Window
- 4 weeks fixed
- Output
- Memo + TCO model
- Price
- $32K fixed
A 12-month build-vs-buy roadmap.
A 6-week engagement reviewing every major tech decision on your 12-month roadmap. Output: a memo with build / buy / hybrid recommendation per workstream, vendor short-lists for "buy" calls, scope sketches for "build" calls, and a quarter-by-quarter execution plan.
- Window
- 6 weeks fixed
- Output
- Memo + roadmap + vendor shortlist
- Price
- $55K fixed
Where Strategy engagements concentrate.
Financial Services · B2B SaaS · Healthcare · FMCG
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A 30-min Strategy call. Then a written SOW.
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