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Advisory

AI transformation strategy your finance team can actually approve.

For leaders with a board mandate to go AI-native — and a quarterly reporting cycle that won't wait. We deliver the audit, the org design, and the business case. You take it to finance.

Book an Advisory Call How It Works

Who it's for

Built for the leader carrying the AI mandate.

Strategy work for senior operators who need clarity, not theory — and a plan their finance team will actually sign.

.01

You have a board mandate.

The directive came down from the top: get to AI-native. Now you own the timeline, the budget, and the quarterly progress report.

.02

You're being asked to do more with less.

Headcount targets are flat or declining year over year. Output expectations aren't. The math only works if the team operates differently.

.03

You need an outside voice finance will trust.

You see the destination. You need a credible third party to translate it into numbers, milestones, and a roadmap procurement and infosec can move on.

How It Works

Three phases. Months, not quarters.

From first conversation to a board-ready plan in 6–8 weeks. From there, ongoing support through the rollout.

  1. .01 3–4 weeks

    Audit

    A full diagnostic of how your team works today. People, process, tools, LLM usage and cost, data readiness. We map the operational chains where AI changes the math — and the ones where it does not yet.

  2. .02 2–3 weeks

    Roadmap & Business Case

    Future-state org design — orchestrators, pod structure, where roles change. A phased 3/6/9/12-month rollout. A KPI framework and a defensible business case for finance and procurement.

  3. .03 3–12 months

    Implementation Support

    Working sessions with your team. Training, tool rollout, vendor selection support. Quarterly board-prep so the story stays consistent as the rollout phases in.

What you get

Documents you can act on. Numbers finance can underwrite.

No 80-page slide deck. The deliverables are the working artifacts your team and your board actually need.

.01

Current-state audit

Written diagnostic of your team, tools, processes, data hygiene, and AI usage today.

.02

Future-state org design

Orchestrator model, role redefinitions, and a skills map for moving people horizontally.

.03

Phased roadmap

Sequenced 3/6/9/12-month plan with milestones, dependencies, and decision gates.

.04

Board-ready business case

Cost, expected efficiency, headcount plan, and a defensible ROI model finance can underwrite.

.05

Tool & LLM rationalization

Which model for which task. License vs. API vs. credit-pool. Where to consolidate, where to expand.

.06

KPI & training framework

How you will measure progress and ROI. How you will bring the team to the new way of working.

Engagement formats

Three ways to work together.

Start with clarity. Extend into rollout support if the audit proves the case.

Audit

4 weeks

A standalone diagnostic. For teams who need a clear-eyed view of where they are before committing to a full transformation plan.

  • Current-state audit document
  • Tool & LLM rationalization
  • Top 3–5 opportunities

Fit: You want a third-party assessment before going further.

Contact for pricing
Most common

Audit + Roadmap

~8 weeks

Audit plus future-state org design, phased roadmap, business case, and KPI framework. The full package you take to finance and the board.

  • Everything in Audit
  • Future-state org design
  • Phased 3/6/9/12-month roadmap
  • Board-ready business case

Fit: You're ready to commit and need a defensible plan to fund and sequence the work.

Contact for pricing

Annual Advisory

12 months

Audit and roadmap up front, then monthly working sessions, quarterly board-prep, and on-call support through tool rollout and team training.

  • Everything in Audit + Roadmap
  • Monthly working sessions
  • Quarterly board-prep
  • On-call rollout support

Fit: You're owning a multi-quarter transformation and want operator-grade support all the way through.

Contact for pricing

The Approach

Operators who have run the playbook.
Not consultants making slides.

Every recommendation comes from operating a real revenue org under the same pressure. We have sat in the seat with a board mandate, a flat headcount budget, and a quarterly reporting cycle — and built AI-native workflows that survived contact with finance, procurement, and infosec.

Advisory work that ships in months, not quarters. Plans your team can run with on Monday, not bind for the shelf.

What it isn't

  • Not a McKinsey deliverable. No 80-page slide deck.
  • Not "use ChatGPT more." We assume you are already past that.
  • Not vendor-neutral theatre. We have opinions and we will tell you them.
  • Not a 12-month engagement before anything ships.

When the audit surfaces a build need

We ship the agents too.

Most advisory clients eventually want at least one workflow built. If you are one of them, you get a direct handoff — no new sales process, no spin-up time. The same team that mapped the opportunity builds the system.

See how Build works →

FAQ

Common questions, direct answers.

  • .01 Do you also build the agents?
    Yes. Advisory is a standalone offering, but most clients eventually move at least one workflow into our Build practice. If that is the path, the handoff is direct — same team, no re-discovery.
  • .02 How is this different from McKinsey, Bain, or Gartner?
    Different artifact, different team. We deliver working plans in 6–8 weeks, not slide-driven engagements over quarters. The people leading the work have actually operated AI inside revenue and ops teams under board scrutiny — not just researched it.
  • .03 What if our infosec or procurement process takes months?
    We start in parallel. The audit does not require vendor approvals. By the time procurement clears the tools you will need, you have the roadmap and business case ready to deploy them.
  • .04 Do you train our team?
    Yes — training is part of the Audit + Roadmap and Annual Advisory tiers. We run working sessions with the team that will actually operate the new workflows, not generic AI literacy.
  • .05 Will you work alongside our existing consultants or internal team?
    Yes. Advisory is meant to amplify your internal team and any partners already in motion, not replace them. We align with whoever is in the room.
  • .06 Are you a fit for non-US companies?
    Yes. The team works across time zones. Most engagements are fully remote with travel for key working sessions when it materially helps.
  • .07 What size company is this for?
    Typically marketing, sales, ops, or transformation orgs from ~25 people to several hundred. Smaller teams usually need an Audit only. Larger orgs get the most from Annual Advisory.
  • .08 How much of our team's time does this take?
    Audit: ~10–15 hours from the leader and key team members. Roadmap: a few additional working sessions. Annual Advisory: a monthly cadence of 1–2 hours plus async.

Get Started

Tell us what's driving the transformation.

A short brief and we will send back a written response within one business day — typically with a few clarifying questions and a proposed scope.

AgentPrime works with a small number of advisory clients at a time. Every engagement gets direct senior involvement.