How an Engagement Works.

Two phases. Clear deliverables. Full ownership transfer.

Most businesses don't have an AI problem. They have a knowledge problem. Every engagement starts by understanding how the business actually operates before any systems are built.

What you leave with.

A step-by-step reference your team follows for every core process — estimating, change orders, PM onboarding — so they don't call you every time something comes up.

A searchable knowledge base your team queries for answers instead of asking you.

Your pricing history structured and ready to use — so estimates and change orders start from real numbers, not rebuilt from memory each time.

Document production that generates contract packages, change orders, and client communications from your standards — in minutes instead of hours.

AI tools that work because they're built on how your business actually operates — your pricing, your standards, your judgment, your history.

Full ownership of everything captured and built — every document, workflow, and system belongs to your business and keeps working after the engagement ends.

Phase 1

Operational Architecture Engagement.

2–4 weeks · Fixed fee

We spend time inside the business — observing, mapping, and extracting how it actually operates. Not the ideal version. The real one.

At the end of Phase 1, your business has something it almost certainly never had before — a complete, structured record of how it actually operates. Workflows documented. Decisions written down. Pricing logic captured. Knowledge that lived in one person's head now accessible to the whole team. That's valuable whether or not you build anything on top of it.

Workflow Maps

Knowledge Inventory

Decision Architecture

AI Implementation Roadmap

Investment $10–15K

Phase 2

AI Operating System Build.

4–12 weeks · Fixed fee

We build the systems identified in Phase 1 — grounded in your actual operations, tested against real work. Systems your organization fully owns and can continue evolving independently.

Construction OS

Estimating Systems

Change Order Systems

Knowledge Assistants

Document Production Systems

Workflow Automation

Investment $25–50K

Scope is defined before anything is signed.

What the scoping call covers

  • Where operational knowledge currently lives — and where it doesn't
  • Which workflows cause the most friction for your team
  • Team structure, handoff points, and who holds the knowledge
  • Current documentation state and AI readiness
  • Whether Phase 1 is the right entry point

What gets agreed before signing

Before Phase 1 begins, 3–5 priority workflows are identified and agreed in writing. The engagement is scoped to those workflows — nothing open-ended.

Example — Residential GC

Estimating · Change orders · PM onboarding

Everything shared during an engagement is confidential. Every document, workflow, and piece of operational knowledge we capture belongs entirely to your business — during and after the engagement.

Start with a 30-minute scoping call.

Book a 30-Minute Call

No commitment until scope is agreed. Phase 1 stands alone as a deliverable.