Done-With-You Engagement

You've seen what's possible. The invisible factory. The compounding intelligence. The 90-day roadmap. Now you want it mapped to YOUR company — your systems, your people, your P&L.

AI Discovery & Roadmap

In two weeks: a custom AI roadmap your board will fund. Specific to your systems, your people, your P&L.

We apply the same frameworks from The Operator's AI Playbook directly to your business. You get a complete AI implementation plan built for your operation — not a generic template, not a slide deck, not a retainer proposal.

Weeks

Deliverables

40-50

Page Blueprint

Book Your Discovery Call

The Problem

The book gives you the framework. But implementing across a real company with real systems, real politics, and real people takes pattern recognition from someone who's done it.

Which processes first? Which tools for YOUR systems? How do you get the CFO to fund it? What about the department head who thinks AI is a threat? How do you sequence it so early wins build momentum for the big projects?

These questions don't have generic answers. They have YOUR answers — and we've found them for dozens of companies like yours.

What You Get

Seven deliverables. Every one built from your actual data, your actual processes, your actual people.

Leadership Discovery Session (90 min)

Walk your leadership team through the 5 Discovery Questions live. Surface the invisible factory in your operation. Map assumptions to reality.

$3,000

Department-by-Department AI Analysis

Structured analysis of 4-6 departments. Your department heads answer targeted intake questions. We analyze the responses and identify every AI opportunity hiding in your workflows.

$2,500

Custom P&L AI Map with ROI Estimates

Your actual P&L — not a generic template — annotated line by line with AI opportunities, estimated ROI, and implementation difficulty for each.

$2,000

Team Adoption Profile Assessment

Your people mapped to the 4 Adoption Profiles with specific interventions for each person and team. Know exactly who to activate first and how to move the skeptics.

$1,500

90-Day Implementation Roadmap

Your systems. Your vendors. Your people. Phase 1, 2, and 3 with named owners, specific tools, measurable milestones, and gate checkpoints.

$2,000

The AI Blueprint (40-50 Pages)

A polished board-ready deliverable. Executive summary, department-by-department analysis, prioritized roadmap, financial projections. Hand it directly to your board, PE sponsor, or leadership team.

$5,000

30-Day Follow-Up Call

Check in 30 days after delivery. Review progress, troubleshoot blockers, adjust the roadmap based on what you've learned in month one.

$500

Total Value

$16,500

Your Investment

$4,997

Under most expense approval thresholds. 3.3:1 value ratio.

How It Works

Week 1: Discovery

90-minute kickoff with your leadership team
Structured intake forms to 4-6 department heads
P&L review and initial opportunity mapping

Your time: 90 minutes leadership + 30 min per dept head

Week 2: Your Roadmap

Department-by-department AI opportunity analysis
Team adoption profile mapping with interventions
Custom 90-day roadmap and AI Blueprint delivery

Your time: 60-minute presentation of findings

Not a 6-month engagement. Not a quarterly project. Two weeks. One deliverable. Done.

Who It's For

$5-500M companies with operational complexity and a P&L worth optimizing.

Manufacturers Distributors & wholesale Medical and dental groups Law firms Home services companies Construction & trades Professional services Food & beverage Any operator running a P&L

COOs, GMs, business owners, PE operating partners. If you run a P&L and manage people and processes, this was built for you.

Who's Running This

Josh Schultz is an operator, not a consultant. He's worked inside manufacturers, distributors, home services companies, medical practices, law firms, construction companies, and PE-backed portfolio companies — always focused on making businesses run better through systems, process, and technology.

He runs hundreds of AI agents across his own operations, managing almost 1,000 skills and thousands of scripts, templates, and reference materials. The frameworks in The Operator's AI Playbook come from real engagements with real companies. The Discovery Questions have been used in dozens of businesses. The 11 Primitives come from cataloging what actually works in production.

This is the same process he runs with his clients. Floor time, not slide decks.

The Guarantee

If the roadmap doesn't identify at least $100K in annual savings opportunities, full refund.

We've done this across dozens of companies. The opportunities are always there — most companies are sitting on 10-30x this in hidden operational cost. If somehow yours isn't, you pay nothing.

One Engagement. One Deliverable. One Price.

No contracts. No retainers. No scope creep.

AI Discovery & Roadmap

$4,997

90-minute leadership discovery session
4-6 department AI analysis
Custom P&L AI Map with ROI estimates
Team Adoption Assessment (4 profiles)
Custom 90-day implementation roadmap
40-50 page AI Blueprint deliverable
30-day follow-up call
$100K savings guarantee

Book Your Discovery Call

30-minute call. No pitch. Just fit.

Ready to map your Invisible Factory?

Book a 30-minute call. We'll talk about your operation, your goals, and whether this is the right fit. No deck. No pitch. Just a conversation.

Book Your Discovery Call

Frequently Asked Questions

How long does the engagement take?

Two weeks. Week 1 is discovery — kickoff call with leadership, intake forms to department heads, initial analysis. Week 2 is analysis and roadmap — we build the P&L map, adoption assessment, 90-day roadmap, and the final AI Blueprint deliverable.

What if we've already started implementing AI?

Good. We'll assess what you've built, identify what's working, and focus the roadmap on the gaps. Most companies that have "started" have one or two experiments running — the Discovery & Roadmap shows you the full landscape of opportunity you haven't touched yet.

What industries do you work with?

Any $5-500M company with operational processes and a P&L. Manufacturing, distribution, medical groups, law firms, construction, home services, professional services, food and beverage. The frameworks apply universally — the vocabulary changes, the math doesn't.

What's the deliverable format?

A polished 40-50 page PDF — the AI Blueprint. It includes an executive summary, department-by-department analysis, P&L AI map, team adoption assessment, prioritized 90-day roadmap, and financial projections. Designed to hand directly to your board, PE sponsor, or leadership team.

Do we need to prepare anything?

Access to your P&L, an org chart, and 90 minutes of your leadership team's time for the kickoff. Your department heads will each spend 30-45 minutes on structured intake forms. That's it.

What happens after delivery?

You have everything you need to execute. The 90-day roadmap has named owners, specific tools, and measurable milestones. Most companies run it themselves. The 30-day follow-up call helps you course-correct. If you want ongoing support, we can discuss that — but the engagement is designed to stand alone.

Is this a consulting engagement?

It's a focused engagement, not a retainer. One engagement, one deliverable, one price. No ongoing contracts, no monthly fees, no scope creep. You get the Blueprint, you execute the roadmap.

Do I need to read the book first?

No. The Discovery & Roadmap uses the same frameworks from The Operator's AI Playbook, but we run them for you. That said, clients who've read the book get more out of the kickoff because they already speak the language.

What if the roadmap doesn't find enough savings?

If the roadmap doesn't identify at least $100K in annual savings opportunities, you get a full refund. We've never had to issue one.

Want to understand the frameworks first?

Get The Operator's AI Playbook — $24.99