Consulting Services

Fixed-Price Outcomes.
No Hourly Ambiguity.

Every engagement is scoped, priced, and deliverable-defined before we start. You know exactly what you’re buying — and exactly what you’ll have when we’re done.

Start with a Free Assessment →
The Service Ladder

Start Where You Are. Scale as You’re Ready.

Five productized engagements built around the OIS Framework. Most clients start with a Diagnostic — and the roadmap tells them where to go next.

01 Best for startups & early-stage orgs

Startup Foundation

Data integrity doesn’t have to be an afterthought. This engagement sets up your CRM and operational data structure correctly from day one — so you’re not unwinding bad habits at $20M ARR.

Organizations that build the foundation right from the start spend a fraction of what growth-stage companies pay to fix the same problems later.

CRM setup & configuration Field & object architecture Process documentation Data governance baseline
$1K–$5K
Fixed price
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02 Most common starting point

Data Integrity Audit

A seven-pillar diagnostic of your current operational state. Every score is 1–5, for a total possible score of 35. You leave with a prioritized 90-day roadmap and a quantified revenue leak estimate — before you spend a dollar on tools or implementation.

Most clients are surprised by how much recoverable value sits inside their current data. The audit makes it visible — and gives you a defensible number to bring to leadership.

7-pillar scorecard (1–5 per pillar) Revenue leak quantification Prioritized 90-day roadmap Executive findings brief
$3K–$10K
Fixed price
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03 Design the blueprint before building anything

Systems Architecture

A technical blueprint for your future-state data architecture. Every broken connection mapped, every integration planned, every data flow documented — before a line of code is written or a vendor contract is signed.

Building a blueprint before the build is the discipline most operators skip — and the one that prevents the expensive rework that defines most technology projects.

System integration map Future-state data model Vendor & tool recommendations Build vs. buy analysis
$8K–$25K
Fixed price
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04 End-to-end execution

Full Systems Integration

The complete engagement: CRM restructuring, automation deployment, and executive reporting dashboard — leaving your data, processes, and systems clean and solid enough to support AI adoption when you’re ready. We don’t hand you a plan and walk away — we build it with you.

Clients who complete this engagement have the AI-capable data foundation that most companies claim to have — and don’t. It’s what makes the next five years of technology investment actually work.

CRM restructuring Automation deployment AI-capable data foundation Executive reporting dashboard
$20K–$60K
Fixed price
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05 Ongoing operational intelligence

Continuous Improvement

For organizations that want a standing operational intelligence practice — not a one-time fix. Monthly retainer covers ongoing data governance, reporting refinement, system health monitoring, and strategic advisory.

For teams in regulated industries, this is the difference between audit-ready and audit-reactive. You’re not scrambling when the request comes — you’re already there.

Monthly advisory sessions Data governance oversight Reporting refinement System health monitoring
Monthly
Pricing on request
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The OIS Engagement Model

Why Fixed-Price Matters

Hourly consulting creates a perverse incentive: the longer it takes, the more the consultant earns. Fixed-price engagements flip that dynamic. We’re incentivized to work efficiently and deliver results — because our reputation, not our billing rate, is what keeps clients coming back.

Every engagement starts with a scoped statement of work. You approve it before we start. No surprises.

Defined deliverables, always

You know what you’re getting before the engagement starts — documented in writing.

No scope creep surprises

Changes require a new agreement. The original scope stays protected.

Results-driven, not hours-driven

We succeed when you have what you paid for — not when the clock runs out.

No Cost. No Pitch.

Not Sure Where to Start?

The Free Assessment is a structured conversation that identifies your single biggest operational bottleneck — and tells you exactly which engagement makes sense to start with.