Our Services

$2,500 $1,500 for smaller organizations and early-stage companies

What it is: A paid, structured diagnostic completed before any full engagement begins. Not a sales call. Not a free consultation. A real deliverable — in your hands within five business days.

Most organizations come in knowing something is broken but not where. The Discovery Sprint finds it.

What's included:

60-Minute Structured Intake Interview A focused conversation covering your goals, your current tools, your team structure, and your failure history. What has been tried before and why it didn't stick.

Friction Audit A documented breakdown of your top 3–5 operational pain points, each scored by severity. This is the map of where your implementation is breaking down.

Hand-off Gap Assessment A specific diagnostic of where the gap between purchase and adoption begins. For L&D teams, that's usually between the LMS launch and actual employee engagement. For Fintech companies, it's almost always between contract signing and client go-live. This is where adoption dies.

TTFV Definition A collaborative agreement on what "first value" means for your organization — in writing, specific, and measurable. Not a generic goal. Your goal.

AI & Tool Readiness Check An assessment of your current tool stack and your organization's readiness to adopt AI-enabled workflows. This determines what's possible in a full engagement and what needs to be built first.

Engagement Recommendation A clear, honest recommendation: full CLEAR engagement, phased start, or not a fit. If the engagement isn't right for your situation, that will be in the report.

Delivered within 5 business days of your intake call.

Who this is for: L&D leaders and Fintech operations teams who suspect implementation is the problem but need a clear diagnosis before committing to a full engagement.

Who this is not for: Organizations looking for a free strategy session. This is a paid diagnostic with a real deliverable. The fee signals mutual seriousness.

$12,000–$15,000 · 8 weeks

What it is: The full CLEAR Framework™ engagement for mid-market L&D teams rolling out a new platform or Series A Fintech companies hitting their first implementation bottleneck. Structured. AI-enabled. Documented from day one.

Most rollouts fail because the plan lives in someone's head. This engagement puts it in writing, in Asana, with clear ownership and a system that doesn't collapse when one person is out.

What's included:

C — Clarify Signed SOW. Stakeholder Power/Interest Grid. AI and data governance review. TTFV target defined and agreed upon in writing before any work begins.

L — Lay Out Full Work Breakdown Structure built in Asana with owners, dependencies, and deadlines. Communication Contract signed by both parties. Critical path identified. Change order protocol established upfront.

E — Execute Weekly Loom status updates — a 3-minute walkthrough of your Asana board every week without exception. Sprint 1 delivered. Champion Sync completed. First AI-enabled workflow deployed inside your environment.

A — Adjust Weekly Risk Register review. Scope creep log maintained. Adoption tracking against your TTFV target. Every Yellow item gets a mitigation plan. Every Red item gets an escalation response — not a status update.

R — Record Digital Vault in Notion handed over at close — your SOPs, playbooks, and process documentation in one searchable place. TTFV Outcome Report delivered. Lessons Learned filed.

RevOps Add-On: Basic automation handoff configured between your core tools — connecting your CRM, project management, and communication systems into a single workflow.

Payment: 3 installments — signing, midpoint, close.

Who this is for: Companies with 500–2,000 employees launching a new LMS or training initiative, or Series A Fintech companies where implementation is slowing down client onboarding and creating early churn risk.

Who this is not for: Organizations that need multi-team coordination across departments or have enterprise-level compliance requirements. That's what CLEAR Enterprise is built for.

$18,000–$35,000 · 12 weeks

What it is: Everything in CLEAR Essentials, built for organizations where a failed rollout carries real financial, operational, or compliance consequences. Multi-team. Multi-sprint. Fully documented.

What's included — in addition to everything in Essentials:

C — Clarify (Expanded) Multi-stakeholder mapping across departments. Expanded AI governance review across all active tools and data environments.

L — Lay Out (Expanded) Multi-team Work Breakdown Structure with cross-department dependencies. Full Communication Contract rollout across all stakeholder groups.

E — Execute (Expanded) Three full implementation sprints. Multi-cohort onboarding. Bi-weekly Champion Syncs instead of monthly.

A — Adjust (Expanded) Adoption tracking dashboard with Green/Yellow/Red escalation visible to your leadership team. Formal Change Order process for any out-of-scope requests.

R — Record (Expanded) 2–3 AI workflows deployed and documented. Full SOP library in your Digital Vault. 30-day post-close check-in included.

Optional RevOps Bridge: Full automation ecosystem built, tested, and documented — connecting your CRM, project management, and communication systems into a single source of truth that runs without manual intervention.

Payment: 4 installments — signing, week 4, week 8, close.

Who this is for: Enterprise L&D rollouts across multiple teams or locations. Series B+ Fintech companies selling to banks, credit unions, or financial advisors where implementation delays have a direct ARR or compliance cost.

Who this is not for: Organizations that haven't completed a Discovery Sprint. Every Enterprise engagement starts there.

Two retainer options are available after every CLEAR engagement.

Maintenance Retainer — $3,000-$5,000/month Steady-state support for organizations that want their systems monitored and maintained after close. Includes Asana board monitoring, minor SOP updates, automation error resolution, and a monthly 30-minute Champion sync. Up to 4 hours of async support per month.

Optimization Retainer — $6,000-$8,000/month Active scaling support for organizations expanding to new teams, departments, or sites. Everything in Maintenance, plus active AI workflow builds, new automation scenarios, HubSpot pipeline updates, and new team onboarding support. Up to 10 hours of async and sync support per month. Priority 24-hour response on flagged issues.

Ask about ongoing support when you book your Discovery Sprint.