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Every week brings a new tool
Vendors are loud, models keep shipping, and your inbox fills with pitches. You want one trusted opinion on what is actually worth picking up.
Advisory retainer
A fractional advisor on call for the firm
A light-touch monthly retainer with Sam. Steady strategic guidance on where AI fits next, which tools to pick, and what to build, without the cost of a full Omni Command Centre engagement.
Monthly rhythm. Founder-level access. Cancel any month.
Why firms keep someone on call
You do not need full-time. You need someone on the other end of an email.
Owner-operators don't need a Big Four consultancy. They need a single number to call when a vendor sends a quote, a partner asks a question, or a workflow stalls.
Partners ask, you guess
A partner sees a LinkedIn post about an AI tool and asks if you should use it. The honest answer is "I do not know". An advisor closes that gap in an email.
You are running pilots in the dark
A workflow pilot is in flight and you are not sure if it is on track. A monthly call with someone who has run dozens of these turns the dial up fast.
A full retainer is too much, too soon
You are not ready to hand the operating layer over and pay every month for it. You want a steady advisor while the shape clarifies.
Quotes need a second opinion
An agency quotes you $40k for a build. Is that fair, is the scope right, is the tech the right shape. Five minutes of advisor time saves the wrong call.
Strategy keeps drifting
Last quarter you had a plan. This quarter the plan looks dated. A monthly cadence with the same person keeps the strategy alive instead of frozen in a slide.
What is included
A clear monthly rhythm with founder-level access
The retainer is shaped for owner-operators who want steady guidance, not a 100-page quarterly report. Light-touch, high-signal.
01
Monthly strategy call with Sam
A 60-min call every month. We review what you are working on, what is in the way, and the next move. Recorded, with written notes you can share internally.
02
Async access in between
Email, Slack, or wherever your firm runs. Answers on quotes, vendors, builds, prompts, and partner questions inside one business day for in-scope queries.
03
Tool and vendor evaluations
Send us a quote or a vendor proposal. You get a written read on whether the scope, tech, and price line up. No vendor relationships of our own. We tell you the truth.
04
Quarterly roadmap reviews
Every quarter we sit down with the partners and refresh the firm's AI roadmap. What worked, what is next, what to defer. Keeps strategy alive between bigger engagements.
How it works
The first month, and every month after
The retainer is built on a steady monthly rhythm and async access in between. Predictable enough to plan around, light enough to fit a busy firm.
01
Discovery
A 30-min call. We confirm the firm, the team, the current state of AI work, and what you want the retainer to actually do. We agree the rhythm and the in-scope topics.
02
Onboarding
First month is a deeper read on the firm. A short context doc, a working channel, and a kickoff call that catches Sam up enough to be useful from week one.
03
Monthly rhythm
A standing monthly call, written notes, async access in between, and a short monthly memo summarising decisions, recommendations, and the next moves on the roadmap.
04
Quarterly review
Every third month is the deeper session. We pull the roadmap back into focus, retire what is done, and reshape the next quarter against what the firm has actually learned.
Best fit
Who this is for
You will get the most from this if
- You run a 4-30 person professional or financial services firm.
- You have a few workflows already in flight or ready to go.
- You want a single number to call when an AI question comes up.
- You are not ready to commit to the full Omni Command Centre yet.
This is probably not right if
- You want us to build everything for you each month. Look at the Omni Command Centre.
- You need a one-off roadmap before doing anything else. Start with the Strategy Audit.
- You want quarterly reviews and a 100-page deck. We do not do that.
Advisory retainer vs Omni Command Centre
Two different shapes of relationship
Both monthly. Different scopes. Most firms move from one to the other as the work shape changes.
Advisory retainer
Light-touch guidance
- Monthly strategy call
- Async access between calls
- Tool and vendor evaluation
- You and your team do the building
- Cancel any month
Omni Command Centre
Managed operating layer
- We build, install, and run agents and apps every month
- Full Omni Ops, Apps, Voice, and Advisory bundle
- Standing weekly rhythm
- We do the building, your team uses the output
- Retainer-scoped to the work
FAQ
Common questions
How much does the retainer cost?
Scoped per firm. We confirm cost on the discovery call once we understand the rhythm and the surface area. Light-touch by design, so it is meaningfully below a full Omni Command Centre.
Can we cancel any time?
Yes. Month-to-month. No long-term commitment. The retainer earns its place every month or we agree to stop.
Do you build for us under the retainer?
No. The retainer is advisory and async support. If the firm needs us to build something, we scope that as a separate Custom build or, if the surface area is bigger, an Omni Command Centre engagement.
What counts as in-scope async access?
Strategy questions, tool and vendor evaluations, prompt and workflow reviews, partner-facing questions about AI. We confirm the boundary on the discovery call so nobody is surprised either way.
Can we start with the Strategy Audit and move to a retainer?
Common path. Audit lands the roadmap, retainer keeps it alive. Most retainers start that way and the audit cost essentially pre-pays the first month of context-building.
Who is on the other end of the email?
Sam. Founder-level access by design. No junior consultant, no shared support inbox. That is what firms book this for.
Advisory retainer
Want one number to call when AI questions come up?
Book a 30-min call with Sam. We will scope the retainer rhythm and confirm whether advisory is the right shape, or whether the audit or Command Centre fits better.
Book a 30-min call