Four steps. Each one stands on its own.
A ten-minute read, a conversation, a written map before anything is built, and someone alongside to keep it current. For you, or for the organization. Here is how an AI engagement begins, step by step, what it costs, and the questions people are usually embarrassed to ask.
Get your bearings: the Bearing, under ten minutes, free, no account. Your result comes up on the screen right away.
Map first. Build second. Stay as long as it helps.
You can stop after any of them and keep what you have. Most people take the first one tonight and decide about the rest in the conversation. What the map recommends and the build delivers is a Navigator: a system built around you or the organization, from a well-set-up personal AI to a private system of agents.
The Bearing
ten minutes · free · no accountYou do: about nineteen quick questions on how you use AI and how your work actually runs. Every question is about something that happens, not something you believe.
You get: a one-page map, the settings to check in your AI, what's ready now, what can wait, what stays closed, and one thing to do tonight. It comes up on the screen right away.
The conversation
thirty minutes · freeYou do: book a call with the person who would do the work, and tell them what you are carrying. We go through what's really possible for you, what guardrails you'd want and what's already happening in your organization, and if you'd rather, we open your AI together and do one real job on it.
You get: a clear look at what's involved, a note afterward on what we heard, what we'd do first and what we can't see yet, and a straight answer on whether a map makes sense, what it would involve, and what it would cost. If it does not make sense, we say so, and you leave with something you did not walk in with. No script and no pitch.
The Terrain Map
about $3,500 for a small organization · two to four weeksYou do: working sessions across two to four weeks, as many as the size of the organization calls for, walking the operation the way it actually runs, with the people who run it.
You get: a written document you keep, before anything is built. Where AI takes the work on. What gets built together. What stays with you, and the one line it must not cross. A go, fix or wait call on every opportunity we find, and what each would cost to build.
The Build, then Alongside
scoped from the map · weeks, not months · then monthly or quarterlyYou do: the build with us, not delivered to you. On the platforms you already pay for, inside limits you set, with nothing sent, spent or remembered for good without you.
You get: working systems, the practice that keeps them yours, and a standing relationship: a monthly or quarterly review, a person to call between them, and once a year the whole thing read against where you said you were going.
Everything you can do alone is free. Everything that takes our hours has a number, and you hear it before you decide.
Free
With a number
Maps run about $3,500 for a small organization, less for solos and individuals, and more for larger ones. We fix the price after the conversation, and it credits in full toward a Build of $10,000 or more within ninety days.
Every map so far has shown the owner something about their own organization they did not know, and we expect yours to; what happens if it does not is written into the engagement letter.
What happens to my data?
It stays yours. Your context lives in files on your side, in your own tenant. We keep no copy of your organization on our servers.
Which AI do you use?
Whichever fits you. We build on the tools you already pay for where that is right, and on open models you can run yourself where it is not. We are certified in the major platforms and neutral among them, because the files are the system and the software underneath will change.
What about the AI my team is already using?
The Bearing asks, and the map accounts for it. What is running on personal accounts, what it touches, and what to do about it, which is rarely to ban it.
What if I am not technical?
Most owners we work with are not. The hard part is knowing the organization well enough to capture it. We do the mechanics with you.
What if I already use one of the big ones?
Keep using it. We set it up so it works from what you know instead of guessing, and so what it learns about the organization lives where you can read it and take it with you.
Who owns what gets built?
You do. The files, the prompts, the data, the systems. Yours to leave with, files and all.
How long does it take?
Ten minutes to start. The map takes two to four weeks. A build takes weeks, not months.
What if it does not work for me?
You stop, and you keep what you have. Every step stands alone, and the map is expected to show you something you did not know.
Will you try to sell me something on the call?
No. If there is a fit we say what the next step is and what it costs. If there is not, we say that too.
A senior core, Andrea Greene and Chris W. Greene, with a bench of specialists brought in by the job across law, finance, hospitality, people and change, data and AI. Between them: fifteen years running an inn ranked the best in Colorado, a home-management company sold for the way it ran, change leadership through acquisitions at The Home Depot, a law practice for startups and their boards, thirteen years on a university faculty, tenured, teaching innovation and entrepreneurship, a finance degree and years running treasury and budget, and Claude Certified Architect - Foundations, from Anthropic. You talk to the person who does the work.
Start where you are.
Ten minutes, free, no account. Then a conversation, if you want one, with the person who would do the work.