Status:Now Booking Q3 / Q4
Doc:OPS-MANUAL-001
Rev:2026.05
Clearance:Founder-Level
Filed:AI Strategy + Audit
Scope:14-Day Engagement
Output:Written Brief + Roadmap
Range:$500K – $10M
DOC. NO. LL-001 / Ops Briefing↓ OPS-MANUAL-001

Find theLeverage.Pull it.

// MISSION

What's working. What's not. What to do next. In writing. In fourteen days. Then you decide what to act on — build it in-house, hire it out, or stand it down.

01
// Etymology / On The Record
DOC. ETY-001
NounFrom Latin levāreOperator-class
LEVERANT
/ˈlev-ər-ənt/noun, plural: leverants
CLASSIFIED / DEFINITION
► Definition

One who applies leverage — a practitioner who locates the small inputs that move large outcomes. A person or firm that identifies leverage points within a business and pulls them.

“Give me a lever long enough, and a place to stand, and I shall move the world.”

— Archimedes / c. 250 BCE / Field-tested
02
// Process / Engagement Sequence
DOC. SEQ-001 / 14 DAYS / 03 PHASES

A two-week diagnostic.
No long retainers.

01
Phase A

Discover

CODE: RECON // Days 01 – 04

Map the operation. Interviews with you and your team. A forensic look at where time, money, and attention actually go. A read on the tools you've already bought and what they're doing for you.

    ► Outputs
  • Stakeholder Interviews
  • System Access Review
  • Operations Inventory
02
Phase B

Diagnose

CODE: ANALYZE // Days 05 – 09

Locate the highest-leverage points. The workflows AI moves. The ones it doesn't. The constraints that decide which projects are worth attempting at your scale — and which are noise.

    ► Outputs
  • Leverage Analysis
  • Constraint Identification
  • Opportunity Scoring
03
Phase C

Deliver

CODE: DEPLOY // Days 10 – 14

A written strategy document. A prioritized 90-day roadmap. A working session to brief your team. Build it in-house, hire it out, or have us run point on deployment.

    ► Outputs
  • Strategy Document
  • 90-Day Roadmap
  • Working Session
03
// Deliverables / Equipment Manifest
DOC. MAN-001 / 04 ITEMS

Built for Execution.

Item 01 / 04REF. STR-DOC
01

Strategy Document

Twenty to thirty pages. Current state, leverage points, AI opportunity map, risks, and a written thesis on where to invest first.

PDF + Editable DOCX
Item 02 / 04REF. RDM-90
02

90-Day Roadmap

A phased plan — what to build first, what to wait on, what to ignore. Time, cost, and complexity estimates for every initiative.

Notion + Spreadsheet
Item 03 / 04REF. LEV-MAP
03

Leverage Map

A visual map of your operations ranked by AI leverage — impact, effort, and time-to-value on a single page.

Diagram + Walkthrough
Item 04 / 04REF. WORK-SES
04

Working Session

Ninety minutes with your team to walk the findings, answer questions, and align on what gets done. Recorded for the people who couldn't attend.

Zoom + Recording
04
// Fit Assessment / Self-Qualify
DOC. QUAL-001

Honest about who this is —
and isn't — for.

Strong Fit

If you —

  • 01Run a small business doing $500K – $10M and feel AI should be doing more than it currently is
  • 02Have bought tools and burned a quarter on pilots without a coherent strategy
  • 03Want a clear-eyed outside read on where to invest your time and capital
  • 04Are ready to act on the brief once you have it in writing
Probably Not

If you —

  • 01Want someone to “do AI” without first understanding the business
  • 02Are looking for generic ChatGPT training for your team
  • 03Need a single chatbot or a quick fix — not where leverage lives
  • 04Aren't ready to act on what we find
05
// Application / Intake Form
DOC. FORM A-001
FORM A-001 / Application for EngagementConfidentialResponse: 48hrs

Tell us about your business.

We take a limited number of audit engagements per quarter. The form below determines fit. Response in 48 hours. No follow-up required on your end.

FormA-001
StatusConfidential
Response48 Hours
Fields09 Required

// Confidential. Response within two business days. No follow-up required.