Service tiers
Three ways to start.
Whether you need an initial assessment, hands-on cleanup, or an ongoing partner — there's an engagement that fits.
Engagement framework
Your roadmap to AI-ready data.
Three tiers of service, six pillars of scope, and an ongoing cadence that keeps your systems fresh long after we hand off.
Tier 01
Data audit
Tier 02
Cleanup & setup
Tier 03
Ongoing advisory
The six pillars of scope
Foundation
Financial ops
Sales
Internal ops
Reporting
Governance
Long-term integrity
Asset register & maintainers.
Every tool, every dataset, and every dashboard is tagged with an owner. The original workbook is always yours — a permanent reference for your business.
The ongoing cadence
Weekly, monthly, quarterly.
Weekly
Pull metrics & owner's report
Team / Fred
Monthly
AI quality spot-check
Team / Fred
Quarterly
Permissions & access audit
Team / Fred
Tier 01 — Start
Data Audit
Fixed fee · $1,250–$2,750 · most land at $2,000
- Full inventory of where data lives
- Risk & redundancy report
- AI-readiness scorecard
- Prioritized cleanup roadmap
- 90-min walkthrough call
Timeline: 2–3 weeks from kickoff to report
Start hereMost popular
Tier 02 — Build
Cleanup & Setup
Project-based · $5,500–$22,000
- Everything in the Audit, often credited
- Hands-on data cleanup
- System consolidation
- Naming & governance standards
- Two AI pilot implementations
- Staff training & 60-day support
Timeline: 8–14 weeks depending on scope
Get startedTier 03 — Partner
Ongoing Advisory
Monthly retainer · $750–$2,750/mo
- Quarterly data health reviews
- New AI tool evaluation & rollout
- Vendor & security oversight
- Priority support
- CPA-led financial integration
Commitment: 90 days initial, then month-to-month
InquireCompare tiers
What's included at each level.
| What's included | Data Audit | Cleanup & Setup | Ongoing Advisory |
|---|---|---|---|
| Data inventory across all systems | |||
| AI-readiness scorecard | |||
| Prioritized cleanup roadmap | |||
| Hands-on data cleanup | As needed | ||
| System consolidation | |||
| AI pilot implementations | 2 pilots | Ongoing | |
| Staff training | |||
| Quarterly data health reviews | |||
| New AI tool evaluation | |||
| Priority support | 60 days | ||
| CPA-led financial integration |
Ready to make your data actually useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes