Every engagement begins with one paid Discovery session. What comes after Discovery — if anything comes — takes one of three forms. The form is chosen together at the end of Discovery, against what the leverage area actually requires. No form is more valued than another. They are different ways to realize the same leverage.
Workflow redesign, teaching, and a written playbook. You run the new pattern yourself. Right when your existing team is capable and the bottleneck is mainly cognitive or workflow-shaped — not missing infrastructure.
The deliverable is a new operating pattern you actually use. Not a document you’ll file and forget. The teaching is embedded in the redesign; the playbook is the record of what you’ll do differently on Monday.
Workflow redesign, teaching, setup, and the first real implementation done together. Right when learning alone would fail without setup, and setup alone would fail without learning.
This is usually the best shape of the engagement when AI genuinely belongs in the workflow but has never been introduced carefully. The first real run of the new pattern happens with both of us in the room. What’s learned from that first run becomes part of the pattern.
The above, plus heavier build, refinement, and support. Right when something concrete needs to exist — and needs to keep working after it’s built.
This shape fits when the leverage area is structural: a system, a knowledge base, a workflow engine, a reusable asset that will carry work forward without needing to be rebuilt every quarter.
Ongoing work is not a default. It is offered only after the first engagement has produced real movement and both parties see the shape of further leverage worth pursuing together. Partnership is the end of a conversation, not the beginning of one.
Applied Leverage engagements are quoted after Discovery, based on the specific form and scope the leverage calls for. The shape of the engagement is what determines the fee, not the hours. Discovery itself is a fixed fee, stated on the Begin page.
If you would like to work together, the first step is a Discovery session. Begin →