Phase 1
AIOS Fit Check (free)
A five-minute readiness assessment. No call required, no form that dumps into a CRM. You answer a short set of questions about how your business runs today, and you get a readiness band and a next-step recommendation back in the browser.
What it measures:
- AI-readiness of your operations. Where the repeatable work actually lives, and how much of it is currently held together by people.
- Decision patterns. Where decisions get made, who makes them, and how much re-work happens because context didn't move with the decision.
- Data centralization. Whether your numbers live in one place your team trusts, or get rebuilt every week from scratch.
- Team posture. How your operators currently work, and whether they'd pick up a new system or push it away.
What you get:
A readiness band, a short read on the gaps we’d focus on first, and a recommendation for what to do next. That might be “you’re ready for a Blueprint.” It might be “you’re not ready yet, here’s what to fix first.” We say both.
Phase 2
AIOS Blueprint (paid)
Most companies spend months going back and forth with vendors, running pilots that go nowhere, or waiting for someone internally to figure out AI. The Blueprint compresses that into roughly fifteen hours of focused work and produces the spec for your AIOS install.
15 hours
Structured diagnostic
1 spec
Written install plan, numbers where they exist
What we do in a Blueprint:
- Workflow mapping. We sit with your operators and trace the work as it actually runs, not as the org chart says it runs.
- Data source inventory. Every system that holds a number that matters, what it holds, where it leaks, who owns it.
- Decision-pattern analysis. Where the CEO is still the bottleneck, where context fails to travel, where the same call gets made three times a week.
- Implementation plan with integration order. Which of the five layers gets installed first for your business, which modules we borrow, what gets built custom, and why.
If you proceed to Build, the Blueprint fee credits toward the engagement. One hundred percent.
Strategy without execution is just a PDF.
We write specs, not decks.
Phase 3
AIOS Build
Your team runs the system, not us. We train operators and leadership during the install, voice dictation, prompt hygiene, approval patterns, escalation paths. By the time we step back into the Run retainer, the people using AIOS every day are the people who own it.
The five principles
The AI has to know the business before it can help run it. Every install begins with the strategy, the team, the processes, and the way you handle clients. Skip this and every later layer drifts.
The three KPIs we install against
Every Build is graded on three numbers.
Hours
Away-From-Desk Autonomy
Hours you can step away from the business without anything breaking.
60-70%
Task Automation %
The share of repeatable work the system runs on its own. Above is often a bad trade; below leaves hours on the table.
RPE
Revenue Per Employee
When AIOS carries operations, headcount is free to build, sell, and serve. RPE climbs without hiring.
Phase 4
AIOS Run (retainer)
The install is a project. The run is a retainer. AI moves fast. What was cutting-edge six months ago is often table stakes today, which is why we stay on as the named firm that owns the system alongside you. New automations get installed, the layers get retuned when priorities shift, and the system keeps pace with how the business actually changes.
What Run covers:
- New automations as the business changes. New client types, new service lines, new bottlenecks. The system gets extended to carry them.
- Cross-layer upgrades. When a new model, a new tool, or a new pattern is worth picking up, we install it into the right layer and retire what it replaced.
- Retuning when priorities shift. If the business pivots, AIOS should pivot with it. We rework context, retune automations, and adjust gates so the system stays aligned to what actually matters this quarter.
The monthly leadership session.
A monthly working session with Ed for leadership, not a generic advisory retainer. The agenda comes from your AIOS telemetry, where the system is stuck, where headroom is opening, where the next compounding move sits. No blank-page strategy conversations.
Paused if paused, continued as long as it pays for itself.
Frequently asked