Services & Contact

Client-ready services, scoped with you instead of sold off a price sheet.

Every engagement below is framed around a clear operating outcome, what is included, and the next move it unlocks. If you already know where you want to start, contact us. If not, we will help you choose the lightest useful first step.

Consultant-led deliveryNo public rate cardScope tied to real deliverables
Start Here

Pick the engagement that matches your pressure.

Use this page to decide whether you need a first signal, a deeper diagnostic, or implementation support.

1

Signal

Start with the free intake or a focused snapshot when you need a fast read before scoping work.

2

Diagnostic

Choose a deeper diagnostic when leadership needs contradiction mapping, root-cause clarity, and defensible priorities.

3

Implementation

Move into intervention or continuous support once the issue is clear and the work needs execution support.

Private Equity Map

The PE ladder starts with lifecycle-specific scans and expands into the broader ecosystem only when the evidence warrants it.

This is the connective tissue between the free PE entry points, the paid PE ladder, and the larger execution, advisory, AI, and enablement ecosystem.

Five free lifecycle scans

Pre-Close / Diligence

Human Capital Thesis Risk Scan

Free · ~10 min

Pressure-test the organizational assumptions hiding underneath the investment thesis before close.

48-Hour Workforce TriageDeep-Dive Assessment

Post-Close / First 100 Days

Value Creation Readiness Scan

Free · ~10 min

Check whether sponsor priorities have translated into leadership ownership, routines, and real mobilization.

48-Hour Workforce TriageDeep-Dive Assessment

Hold Period / Active VCP Execution

Investment Thesis Execution Scan

Free · ~10 min

Surface where the organization is quietly fighting the value creation plan during active execution.

48-Hour Workforce TriageDeep-Dive Assessment

Transformation / Major Change

Transformation Execution Scan

Free · ~10 min

Use when AI, ERP, pricing, integration, or operating-model change is the main execution pressure.

AI Readiness & Opportunity AssessmentAI Strategy Blueprint

Pre-Exit / Value Durability

Exit Execution Readiness Scan

Free · ~10 min

Test whether gains are embedded enough to survive lower sponsor pressure and a change of ownership.

Deep-Dive AssessmentExpandPro Continuous Intelligence

How the account expands

1. Signal

Start with the right free scan for the PE moment.

All five PE intakes stay free, take about ten minutes, and use the same HCEI backbone so the signal stays comparable across the ownership lifecycle.

Free Portfolio Scan · Free
2. Validate

Stay light while the issue is still being proven.

Use the PE-specific paid ladder when one company or one initiative needs a sharper call before you move into heavier scope.

48-Hour Workforce Triage · $2.5KDeep-Dive Assessment · $7.5K-$12.5K
3. Escalate

Move into broader operating work only when the evidence warrants it.

Once the contradiction is cross-functional, enterprise-wide, board-critical, or implementation-heavy, the account should expand into the broader execution ecosystem.

Workforce Alignment Operating Review · $15K-$45K+Alignment Intervention Sprint · $10K-$65K+Strategic Alignment Engagement · $35K-$150K+

Adjacent ecosystem: Targeted Alignment Accelerators / Enterprise Advisory and Ongoing Support

4. Sustain

Keep the gains visible between board cycles and through exit prep.

Recurring intelligence, retained guidance, and ongoing operating support keep value from leaking back out after the first intervention.

Quarterly Alignment Partnership · $5K-$7.5K/moExpandPro Continuous Intelligence · $1.5K-$8K+/moWorkforce Alignment Operating Partnership · $5K-$25K+/mo

Adjacent ecosystem: Organizational Health / ExpandLMS Adaptive Microlearning

5. Expand

Route transformation, AI, and enablement work into the right adjacent lane.

When the pressure is really AI readiness, ERP rollout, pricing transformation, capability build, or learning transfer, route the client into the matching ecosystem instead of forcing every issue into one PE product.

AI Strategy Snapshot · $750-$2.5KAI Readiness & Opportunity Assessment · $2.5K-$10KAI Strategy Blueprint · $15K-$65K

Adjacent ecosystem: Leadership, Manager, and Workforce Enablement / AI Strategy Expansion & Advisory Add-Ons / Bundled Solutions

Private Equity Services

Portfolio-company contradiction products built for operating partners.

This PE line is the front door, not the full ceiling. Start with the lifecycle-appropriate scan, validate the signal fast, and expand into broader operating, advisory, AI, or retained support only when the economics justify it.

Private Equity EntryFree - contradiction visibility before the next board review

Free Portfolio Scan

Fast portfolio-company contradiction scan built for operating partners who need a first read on where strategy, incentives, and execution are fighting each other before value keeps leaking.

6-10 minute intake + 48-hour turnaround

What's included

Contradiction Index scoreTop contradictions surfacedDollar impact ranges15-minute walkthrough

What you walk away with

  • Executive contradiction snapshot
  • Top contradiction summary
  • Estimated value leakage range
  • Walkthrough-ready next-step brief

Best for

Single-portco screeningBoard-review preparationExecution-risk visibilityPre-triage qualification

Contact us for scope, sequencing, and fit.

PE Triage$2,500 - validate the signal before deeper spend

48-Hour Workforce Triage

Pressure-test the initial contradiction signal, quantify whether the issue is real and urgent, and turn the first scan into a sharper operating decision before committing to a larger scope.

Delivered within 48 hours

What's included

Full alignment mapFinancial modelExecutive debriefPrioritized next-move list

What you walk away with

  • 48-hour triage brief
  • Portfolio contradiction map
  • Financial drag estimate
  • Executive decision memo

Best for

Signal validationUrgency confirmationBoard-level decision supportDeep-dive readiness

Contact us for scope, sequencing, and fit.

PE Deep-Dive$7,500-$12,500 - root-cause analysis + 90-day roadmap

Deep-Dive Assessment

Trace the contradiction across stakeholders, isolate the root cause, and translate the findings into a board-ready ninety-day roadmap with clear intervention logic.

2-4 weeks

What's included

Multi-stakeholder interviewsRoot-cause analysisNinety-day roadmapBoard-ready narrative

What you walk away with

  • Deep-dive contradiction report
  • Root-cause analysis summary
  • 90-day intervention roadmap
  • Board-ready operating narrative

Best for

Portfolio-company root cause workCross-functional diagnosisIntervention designBoard-readout preparation

Contact us for scope, sequencing, and fit.

PE Partnership$5,000-$7,500/mo - keep leakage from returning

Quarterly Alignment Partnership

Retained operating guidance that monitors contradiction severity between board meetings, tracks ROI, and keeps value from leaking back out after the first intervention.

Quarterly cadence / annual retainer

What's included

Ongoing monitoringQuarterly contradiction reviewsRetained operating guidanceROI tracking

What you walk away with

  • Quarterly contradiction review
  • Retained operating guidance memo
  • ROI tracking updates
  • Board-cycle alignment summary

Best for

Portfolio oversightValue-protection follow-throughQuarterly operating cadenceRecurring ROI visibility

Contact us for scope, sequencing, and fit.

Workforce Alignment Services

Services that diagnose contradiction, reduce friction, and stabilize execution.

These engagements move from targeted diagnostic depth into broader operating review, intervention design, and sustained alignment support.

Rung 2$497 - signal validation before deeper scope

48-Hour Workforce Alignment Triage

A fixed-fee executive triage that pressure-tests the first scan signal and returns a 48-hour call on whether the contradiction is real, urgent, and worth investigating further.

Delivered within 48 hours

What's included

8 guided validation promptsPrimary contradiction pressure-test48-hour executive triage analysisHighest-priority contradiction readoutEstimated drag and exposure framingLive Contradiction Map summaryPrioritized next-move listExecutive debrief guidance

What you walk away with

  • 48-Hour Triage Brief
  • Contradiction Map Summary
  • Priority Contradiction Narrative
  • Estimated Drag Snapshot
  • Recommended Next Moves

Focus areas

Fast contradiction validationExecutive urgency framingCross-functional friction triageDecision bottleneck visibilityDeep-dive readiness

Contact us for scope, sequencing, and fit.

Rung 3Root-cause analysis + targeted intervention planning

Deep-Dive Workforce Alignment Assessment

An in-depth Workforce Alignment diagnostic designed to trace a validated contradiction across stakeholders, identify operational friction sources, and prioritize the first intervention.

1–3 weeks

What's included

Deep-dive contradiction analysis8–15 detailed questions per dimensionMulti-stakeholder input collectionRoot-cause interpretationWorkforce Alignment severity mappingOperational friction analysisBenchmark positioningExecutive synthesis review90-day intervention planning

What you walk away with

  • Workforce Alignment Diagnostic Report
  • Contradiction Severity Analysis
  • Root-Cause Analysis Document
  • Operational Friction Map
  • Benchmark Comparison Summary

Focus areas

Strategy ↔ ExecutionTeaching ↔ ReinforcementPolicy ↔ PracticeCapability readinessAccountability alignment

Contact us for scope, sequencing, and fit.

Rung 4Cross-functional organizational systems analysis

Workforce Alignment Operating Review

Comprehensive organizational review designed to identify systemic contradiction patterns suppressing execution, workforce adaptability, and operational consistency.

4–6 weeks

What's included

Multi-department Workforce Alignment analysisLeadership stakeholder interviewsCross-functional contradiction mappingOrganizational operating reviewCapability system analysisWorkforce operating risk identificationStrategic execution analysisReinforcement system evaluationBenchmark-informed exposure modeling

What you walk away with

  • Workforce Alignment Operating Report
  • Organizational Contradiction Map
  • Cross-Functional Friction Analysis
  • Leadership Alignment Summary
  • Capability Gap Blueprint

Focus areas

Enterprise execution alignmentLeadership operating consistencyOrganizational capability resilienceReinforcement systemsWorkforce adaptability

Contact us for scope, sequencing, and fit.

Rung 5Continuous Workforce Alignment visibility + benchmark monitoring

ExpandPro Continuous Intelligence

Recurring Workforce Alignment intelligence layer providing continuous measurement, contradiction tracking, intervention monitoring, and executive reporting.

Annual agreement preferred

What's included

Continuous Workforce Alignment monitoringQuarterly contradiction trackingExecutive intelligence dashboardsBenchmark progression visibilityIntervention effectiveness monitoringAlignment movement analysisQuarterly executive synthesisTrend-aware contradiction analysisAI-powered organizational insight generation

What you walk away with

  • Quarterly Alignment Reports
  • Executive Benchmark Summaries
  • Contradiction Trend Analysis
  • Alignment Movement Tracking
  • Intervention Effectiveness Reports

Focus areas

Recurring operational visibilityAlignment progression trackingOrganizational stability monitoringIntervention accountabilityBenchmark movement visibility

Contact us for scope, sequencing, and fit.

Rung 6Targeted contradiction reduction + operating fix

Alignment Intervention Sprint

Focused implementation sprint designed to correct one urgent contradiction pattern and redesign the systems, behaviors, workflows, or reinforcement loops causing the breakdown.

6–10 weeks

What's included

Priority contradiction selectionIntervention design workshopRoot-cause validationManager reinforcement mappingWorkflow or process redesign supportCommunication alignment planningAccountability adjustment recommendationsMeasurement and reward review30/60/90-day implementation planProgress tracking structure

What you walk away with

  • Alignment Intervention Plan
  • Contradiction Reduction Strategy
  • Manager Reinforcement Guide
  • Workflow Adjustment Map
  • Accountability Redesign Brief

Focus areas

Manager reinforcementAccountability alignmentWorkflow frictionRole clarityCommunication consistency

Contact us for scope, sequencing, and fit.

Rung 7Intervention implementation + execution stabilization

Strategic Alignment Engagement

Strategic advisory engagement focused on reducing contradiction severity, reinforcing organizational alignment, and stabilizing operational execution systems.

4–9 months

What's included

Executive alignment workshopsLeadership operating cadence designReinforcement system implementationStrategic communication alignmentAccountability framework redesignIntervention orchestrationWorkforce operating stabilizationQuarterly executive advisory sessionsTransformation reinforcement tracking

What you walk away with

  • Strategic Alignment Roadmap
  • Reinforcement Operating Framework
  • Leadership Alignment System
  • Accountability Architecture Plan
  • Organizational Stabilization Strategy

Focus areas

Strategy ↔ ExecutionTeaching ↔ ReinforcementLeadership alignmentOrganizational operating consistencyAccountability reinforcement

Contact us for scope, sequencing, and fit.

AI Strategy Core

AI services built for readiness, governance, and rollout decisions.

These offers help leadership teams decide where AI belongs, what the workforce needs first, and how to turn urgency into a sequenced program instead of a scattered tool push.

AI EntryExecutive AI signal scan + opportunity framing

AI Strategy Snapshot

Fast executive AI diagnostic that clarifies whether the pressure is primarily readiness, governance, workflow, use-case prioritization, or capability adoption before the client commits to a larger program.

5–7 business days

What's included

Executive AI strategy intakeCurrent-state AI usage and tool scanHigh-value use-case opportunity screenAdoption friction and readiness reviewGovernance and policy risk flaggingWorkforce capability signal readExecutive decision-criteria alignmentRecommended next-step pathway

What you walk away with

  • AI Strategy Snapshot Brief
  • AI opportunity shortlist
  • AI readiness signal summary
  • Governance risk notes
  • Executive decision memo

Focus areas

Executive AI triageUse-case clarityReadiness questionsGovernance signal visibilityInitial ROI framing

Contact us for scope, sequencing, and fit.

AI ReadinessDeeper readiness validation + use-case prioritization

AI Readiness & Opportunity Assessment

Cross-functional assessment that validates AI readiness, identifies the best first use-case lanes, surfaces governance gaps, and clarifies what the workforce needs before a larger AI rollout.

2–4 weeks

What's included

Cross-functional AI readiness diagnosticWorkflow and use-case prioritization interviewsRole capability and enablement reviewGovernance, policy, and risk assessmentData, process, and tooling readiness reviewAdoption barrier analysisOpportunity sizing and sequencingExecutive readout workshop

What you walk away with

  • AI readiness assessment report
  • Prioritized AI opportunity matrix
  • Workflow readiness map
  • Workforce capability gap summary
  • Governance and risk checklist

Focus areas

AI readinessUse-case prioritizationWorkforce enablementGovernance designAdoption barriers

Contact us for scope, sequencing, and fit.

AI BlueprintExecutive roadmap + governance + rollout design

AI Strategy Blueprint

Strategic planning engagement that turns AI urgency into a sequenced roadmap with the right use cases, governance model, capability plan, measurement approach, and rollout structure.

4–8 weeks

What's included

Executive AI strategy workshopsUse-case portfolio selectionAI operating model designGovernance architecture planningWorkforce capability and change planAI measurement and ROI frameworkVendor and tool decision supportImplementation sequencing and pilot scoping

What you walk away with

  • AI Strategy Blueprint
  • Executive use-case roadmap
  • AI governance model
  • Workforce readiness plan
  • Pilot and rollout sequence

Focus areas

AI strategyGovernance architectureWorkflow redesign prioritiesCapability buildingMeasurement and ROI

Contact us for scope, sequencing, and fit.

Need Help Choosing?

We can route you to the right service after one short conversation.

If you already have a named problem, we will point you to the best-fit engagement. If you need a signal first, start with one of the public intakes and we will respond from there.

  • Use Contact us when you already want a scoped service conversation.
  • Use the Workforce intake when the execution pressure still needs a first contradiction read.
  • Use the AI readiness intake when the question is governance, rollout, or use-case priority.
Scoped with confidentiality in mind