Implementation Retainer
Three to six months. We run the install — vendor selection, integration, rollout. Your team learns by doing. We leave when your operator can run the OS without us on the phone.
No-pitch policy. We'll scope it together or tell you straight if it's not a fit.
The roadmap is signed. Now you need someone to run it. The retainer is done-with-you — your team owns the work, we own the install. Three to six months. Aligned on outcomes, not hours.
Four deliverables. No fluff.
Weekly install sprints with measurable outcomes
Operator training and SOP capture as we go
Live impact dashboard tied to your P&L
Hand-off package — your team runs it without us
The work, step by step.
Sprint planning + data plumbing
Set up the integration layer, the impact dashboard, and the weekly cadence. Your team meets us once a week. We meet your team's tools every day.
Module installs
Sales Agent and Support Agent first (most ROI, fastest to install). Marketing Engine second. Ops Layer rolling. Each module ships with operator training built in.
Tuning + governance
Skill-change review queue. Audit log. PII redaction. Compliance pack for the vertical. Custom workflows your team requests. No black box.
Hand-off
Your team runs it without us. We document everything we built, train your operations lead, and make a clean exit. Optional: keep us on quarterly retainer for new acquisitions.
Acquirers who completed the Day-91 Roadmap and want help executing. Holdcos rolling AI install across 3+ portfolio companies. PE platforms with a value-creation plan that requires a credible install partner.
Ready to start?
Thirty-minute demo. I look at your CRM, rank three install candidates by payback, and tell you straight whether the engagement fits your business. You walk away with a plan either way.