Services

Every engagement starts with clarity.

We do not parachute in with a tech stack. We start by understanding where your operation actually is — then we build the path forward together.

"Structure First. Automation Second."

Service Tiers

Four ways to engage. One standard of rigor.

Tier 1
Clarity Before AI Self Assessment
The first honest look at your operational foundation.
No Commitment Required

What is included

  • One question per SIM pillar — five total
  • Immediate results showing your highest-priority gap
  • Curated resource sent to your inbox after submission
  • No sales call required to receive your results

The best place to start. Takes less than ten minutes and tells you which pillar needs your attention before you adopt any new technology.

Take the Assessment
Tier 2
Clarity Assessment
A full operational diagnostic across all five SIM pillars.

What is included

  • Deep-dive diagnostic across all five SIM pillars
  • Stakeholder interviews and process documentation review
  • Gap identification and risk prioritization
  • Structured readiness report with scored pillar findings
  • Recommendations roadmap with sequenced action steps
  • Executive debrief and findings presentation

Required before the 90 Day Operational Review. You cannot build a roadmap without an honest map. This engagement gives you both.

Start the Conversation
Tier 3
90 Day Operational Review
Hands-on partnership to close gaps and build the foundation.

What is included

  • Requires Clarity Assessment completion first
  • Bi-weekly working sessions and implementation support
  • SOP documentation and process mapping
  • Team workflow analysis and role clarity
  • Technology stack audit and alignment review
  • Compliance framework review and gap remediation
  • Progress tracking against SIM readiness benchmarks
  • 90 day final readiness report

For organizations ready to move from assessment to action. We work alongside your team to close the gaps identified in your diagnostic.

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Tier 4
Operational Redesign
Operational clarity across multiple operations or investments.

What is included

  • Multi-operation or multi-investment diagnostic
  • Cross-portfolio operational risk assessment
  • SIM scoring across all entities reviewed
  • Comparative readiness analysis
  • AI and automation investment risk evaluation
  • Portfolio-level recommendations and sequencing plan
  • Board or investor-ready findings presentation

For investors, holding companies, and multi-operation owners who need to understand what is actually working and what is quietly at risk before making the next move.

Start the Conversation

Common Questions

What you are probably wondering.

Do I have to start with the Clarity Assessment before the 90 Day Operational Review?
Yes. The 90 Day Operational Review requires a completed Clarity Assessment. We do not build a roadmap without a map. The assessment is what tells us and you exactly where to focus.
What industries do you work with?
Our primary focus is cannabis operators, nonprofits, healthcare organizations, and financial services or government-adjacent businesses. If your organization operates in a compliance-heavy environment where documentation, audit readiness, and operational clarity matter — we can help.
We already use AI tools. Is it too late to work with you?
No. We regularly work with organizations that have already adopted AI or automation and are experiencing the gaps those tools revealed. The assessment will tell us exactly what needs to be addressed and in what order.
How long does the Clarity Assessment take?
Most assessments are completed in two to three weeks depending on organization size and how quickly your team can provide access to documentation, systems, and stakeholders.
Do you offer payment plans?
Yes. Payment structures are discussed during your initial consultation. We work with clients to find an arrangement that keeps the engagement moving without creating financial strain on the organization.

Not sure where to start?

The Clarity Check takes less than ten minutes and gives you an honest picture of your operational readiness across all five SIM pillars.

Take the Clarity Check