Four categories of work.
The scoping engagement is the on-ramp. Everyone starts there.
The build engagements and the fractional partnership are what comes after. Engagements range from $5,000 to $100,000. Monthly partnership after a build is $5,000 to $8,000. Investment detail is on the pricing page.
AI Operations Scoping Engagement.
What I hear. You’ve already tried things. ChatGPT, maybe a paid tool or two. You can see what’s possible, but the path from here to your team’s actual workflow isn’t obvious yet. 76% of small businesses use AI today, and only 14% have it integrated into core operations (Goldman Sachs 10K Small Businesses Voices, Feb 2026, n=1,256). A two-week scoping engagement gives you the plan and the price for three things worth building. You walk out knowing what to do.
Two weeks together. Week 1 is a 60-minute scoping conversation, followed by my work behind the scenes (workflow mapping, tool research, an honest tool-by-tool fit assessment, ROI shape). Week 2 is the writeup and the readout call.
What you walk out with.
- A 60-minute scoping interview, live transcribed
- A map of how the area you want to start with works today: the systems, the people, the bottlenecks
- Three projects worth building, each with an investment range and a timeline
- A tool list: what to buy, what to skip, and what NOT to buy yet
- A 10-15 page written plan, yours to keep
- A 60-minute readout call when the plan is ready
Kari helped me bring structure to my business. She helped me turn a head full of ideas into an actual strategy, with clear priorities, a stronger pricing/offer structure, and a realistic plan I could actually stick to. We worked on financial planning, strategy, and marketing, and the biggest shift was that I stopped just guessing and started making decisions with a clear plan.
Start here. Everyone starts here. If you decide to build, the scoping work credits forward into the build engagement.
Investment. $5,000 fixed. 2 weeks.
Internal Admin Automation.
What I hear. I see this one in every operation I walk into. The office manager juggling three calendars, the bookkeeper categorizing the same kinds of transactions every Friday, your director of operations writing the same shape of update every month. The repetitive middle of the work is eating the people you most need on the actual judgment calls.
A 3 to 6 month engagement after the scoping document is locked. I build the operational pipelines, train the internal owner on each, and document the runbook so the work keeps working after I leave.
What gets built.
- Conversation-to-document pipelines: your meetings become written deliverables, same day
- Multi-session evidence packagers for compliance work, B Corp recertification, and audit prep
- Stakeholder self-service portals where they update their own profile or record without needing an account
- Internal operating systems for board prep, quarterly reports, and recurring deliverables
- Quality checks built into the pipelines: banned words and house-style enforced automatically, not optional
- A runbook for each tool, so the person on your team running it can run it without me
Choose this when the immediate problem is the team’s hands and hours: the B Corp recertification cycle, the quarterly board prep, the recurring compliance work, the documentation pile.
Investment. $30,000 to $100,000 depending on scope (the scoping document tells you which end).
Outbound and Opportunity Work.
What I hear. There’s growth work that needs to happen at a scale you can’t staff for: overnight outbound that finds the right contacts, drafts personalized email in your voice, and logs everything to a sheet you wake up to. Or you have a recurring need to scan for grants, RFPs, conference CFPs, and pitch competitions, and you don’t have time to read every funder’s eligibility against your profile.
A 3 to 6 month engagement after the scoping document is locked. I build the outbound and opportunity-sourcing pipelines, integrate them with your CRM or sheets, and hand over the running system with a per-pipeline runbook.
What gets built.
- Overnight outbound pipelines. Finds verified contacts, surfaces one real personalizing detail per person, drafts outreach in your voice, logs everything to a sheet ready for you to send.
- Matching pipelines (startup to investor, candidate to employer, member to opportunity)
- Opportunity monitors for grants, RFPs, CFPs, and awards, with first drafts attached
- A memory layer that learns from your dismissals, so the same wrong opportunity doesn’t surface twice
Kari helped our start-up build an outreach strategy. After we ran through our warm leads, she showed us how to find new prospects, write the outreach emails, follow up, and book meetings. She walked us through the tools to make it work and, just as important, helped us shift how we thought about the process.
Choose this when the immediate problem is the top of the funnel: volume of outbound, pace of opportunity capture, or grant and RFP coverage.
Investment. $30,000 to $100,000 depending on scope.
Fractional AI Operations.
What I hear.“We worked together on a build. What’s next for the systems we built?” You did the scoping. We did the build. Your team is running the operating layer day-to-day. But the business keeps moving, the AI tools keep improving faster than anyone can track alone, and the systems we built need to evolve.
This tier is the ongoing partnership where I stay close to the operation, add new pipelines as the work shapes shift, retire what isn’t earning its slot, and train your internal owner toward eventual self-sufficiency.
Each month, a standing operating review covers what’s working, what’s broken, and what’s next. One or two pipelines get added or retired based on what the business needs that quarter. Cost is monitored across every AI tool deployed, no surprise bills, no forgotten subscriptions. Your internal owner is trained over time, so the function survives when I eventually wind down. I don’t take referral fees from any tool, which means the tools that stay on the stack are the ones that earn their place.
Choose this when you’ve worked together on a build and the question is what comes next, how to keep it running, and how to get to a point where the systems are self- sustaining on your team.
Investment. $5,000 to $8,000 per month after the initial build engagement.
You don’t have to know which service yet.
The Scoping Engagement is the on-ramp for every build and every partnership. We figure out which of these four fits your operation during the scoping conversation, and the written plan tells you the rest.
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