Services Process Pricing Fractional Revenue & Operations Case Studies FAQ Call (854) 845-5600 Text (854) 845-5600 Email

Stop running the business from memory.

TAG helps growing owner-led businesses get senior revenue and operations help before a full-time COO, CRO, or VP-level hire makes sense.

Trigger Source Decision Action Approval Proof

Four steps. No guessing.

Choose your project size, reserve your date, complete your profile, and get your results.

01

Choose Your Project Size.

Select the service band that matches the size and complexity of the operating leak you need reviewed.

02

Reserve Your Date.

Secure your review window online so the work has a real start date.

03

Complete Your Profile.

Answer the business, workflow, tool, and priority questions so we can review the right context.

04

Get Your Results.

Receive the recommendation, risks, timeline, and next steps for your AI decision.

Built around the tools you already use.

TAG reviews how AI fits your existing stack before recommending a new tool, vendor, agent, or build path. We are stack-aware, not platform-locked.

Microsoft 365 Google Workspace OpenAI Anthropic Salesforce HubSpot Slack Stripe Zapier n8n monday.com Notion
Restaurant business owner reviewing operations on a phone before adding AI to the workflow.

AI is already in your tools. But which ones can you trust?

AI is easy to turn on. Trust is not. We inspect the trigger, source, decision, action, approval line, and proof trail before deciding whether AI belongs in the workflow.

  • What can AI safely touch?
  • Where does a human need to approve?
  • What proof is required before scaling?
  • What should be blocked or simplified first?

There is a practical starting point before a full-time hire.

Start with the work that is slipping now. If the business needs deeper senior attention, move from a focused review into an audit, roadmap, or fractional leadership conversation.

Revenue & AI Operations Gut Check

$2,500

Best for one urgent leak or decision that needs a fast outside review.

  • Where is follow-up, quoting, CRM, or ownership breaking down?
  • Is an AI idea useful, risky, or premature?
  • What should be fixed first?
  • Is deeper work worth it right now?
Buy and schedule

Revenue & Operations Audit

$7,500

Best for established teams with real sales, customer, team, or operations complexity.

  • Which revenue leaks are costing attention each week?
  • Where are managers missing visibility or accountability?
  • What reports, handoffs, and CRM habits need to change?
  • Where can AI safely reduce manual work?
Reserve sprint date

90-Day Operating Roadmap

$15,000+

Best when several workflows, tools, people, reports, or AI opportunities need one plan.

  • What needs to happen in the next 30, 60, and 90 days?
  • Which workflows should be fixed before new hiring or software?
  • What should managers inspect every week?
  • Which AI opportunities belong in the operating plan?
Reserve with deposit

Before kickoff, we check fit so the first engagement matches the problem you actually need solved.

Stop running the business from memory.

Use the Fractional Revenue & Operations page when the real issue is founder dependency, missed follow-up, weak handoffs, CRM trust, manager cadence, reporting, and daily execution.

See Revenue & Operations Leadership

You don't have an unlimited budget. Let's review your plan before you spend.

Tailored AI Group reviews your plan, walks you through what has worked for others, and helps bring clarity to an uncertain time.

01Not Sure What To Do?

You need to be aware of not only what happens today, but what could happen tomorrow. Where things can break, and what AI would change for better or worse.

02Are You Getting the Truth?

Putting AI in your business with your team and your customers needs to come from a place of strength and certainty of how the AI is gathering the intelligence.

03Ready to Run Blind?

The pressure to race into AI is overwhelming, but what's worse is while AI is busy working nobody is reading everything, and that means you're flying with blind trust in a computer to handle your business.

04How Will You Prove It's Working?

Proof is the ultimate part of this equation. If you don't know what must be logged, reviewed, tested, and approved to ensure the AI is doing what you think it's doing then it's easy to get lost quickly.

Examples by industry.

Representative case studies show how AI decisions change when the workflow, source, approval line, and proof trail are clear first.

Real estate

A 25-agent brokerage goes from paper to AI-native.

Lead response, listing marketing, transaction milestones, and broker visibility moved out of manual workflows.

Read case study
Automotive

Three dealerships, one AI operating layer.

Sales, inventory, service retention, F&I, and management reporting were connected across rooftops.

Read case study
Healthcare, legal, audit, HR

Specialized workflows need specialized boundaries.

See examples for multi-specialty healthcare, civil litigation, accounting, and municipal HR.

View all case studies

Questions buyers usually ask.

Ask EVE for quick routing, or contact us directly if you already know what you need.

What if we are not sure which service to buy?

Start with Ask EVE or contact TAG directly. If the problem is narrow, use the Revenue & AI Operations Gut Check. If sales, operations, CRM, reporting, or manager cadence are slipping, use the Revenue & Operations Audit. If several workflows, people, tools, or AI opportunities are involved, use the 90-Day Operating Roadmap.

Why do we start with the clearest operating leak?

Most AI and operations projects stall because the team tries to solve too many problems at once. We start with the clearest leak so we can name the trigger, source, decision, action, approval line, and proof before you spend more money.

Do you recommend specific AI tools or vendors?

Only after review. The point is to decide what fits the workflow before you buy more tools. Our decision work is designed to be vendor-neutral, and any referral, reseller, or implementation relationship should be disclosed before it affects a recommendation.

Will this work with the tools we already use?

Yes. We review how AI fits your existing stack before recommending a new platform. That includes Microsoft 365, Google Workspace, OpenAI, Anthropic, Salesforce, HubSpot, Slack, Stripe, Zapier, n8n, monday.com, Notion, and similar business systems.

Is this a course, consulting, or implementation?

The first paid layer is hands-on revenue and operations support. We may use diagnosis, roadmap work, training, or AI workflow design, but the public service is not a course or generic AI advice.

What do we actually get at the end?

You get a clear readout or roadmap that names the operating leaks, risks, approval line, proof requirements, timeline, and next steps. The output should help you decide what to fix, simplify, pilot, or inspect next.

What if AI is not worth it for us right now?

That is a valid result. If the likely return does not justify the cost, complexity, or risk, we will say so and recommend a simpler next step instead of forcing an AI project.

How much time does our team need to commit?

Most engagements need a kickoff call, access to the people who understand the workflow, and a small set of examples or process notes. We are not trying to create a second job for your team. We are trying to extract the decision clearly and quickly.

Do you need access to private company data?

Not by default. We start with workflow review, sample artifacts, interviews, and business context. If deeper access is needed later, the access boundary, approval path, and handling requirements should be defined first.

Can you work with regulated or sensitive businesses?

Yes, but the first step is usually stricter. We identify where AI can help, what data it should not touch, who needs to approve the output, and what needs legal, compliance, security, or industry review before anything gets implemented.

How do you prevent AI mistakes or hallucinations?

We design around source of truth, evidence links, approval lines, human review, and proof requirements. The goal is not to trust an AI answer blindly. The goal is to define where AI can act, where it must ask, and how the business verifies the result.

Why not just buy ChatGPT, Claude, Gemini, Copilot, or an AI agent tool ourselves?

Buying the tool is usually the easy part. The harder part is knowing which workflow it should touch, what data it can use, who approves the output, what proof is required, and what could go wrong. We help answer those questions before the purchase.

How is pricing based on company size and complexity?

Focused reviews usually fit the $2,500 Gut Check. Broader operating problems usually fit the $7,500 Revenue & Operations Audit. Larger roadmap work starts at $15,000 and begins with a $3,000 date-hold deposit.

Do you build the AI system too?

The first engagement gives you the readout or roadmap. Build support, staff training, documentation, or fractional support can be scoped after the operating problem is clear.

Can you train our staff after the roadmap?

Yes. Training can be scoped after we know the workflow, the tools, the approval rules, and the real risks. We do not want to train people on generic AI tricks if the business needs a specific operating process.

Can we book and pay online?

Yes. Choose the service, pay through Stripe checkout, and reserve the date through Trafft. If the service band is wrong, we will flag it before kickoff.

Is this legal, financial, or compliance advice?

No. TAG provides revenue and operations leadership, AI workflow readiness guidance, and decision support, not legal, financial, tax, medical, or compliance advice.

Find the leaks before the business gets heavier.

Tailored AI Group will help you see what is stuck, overdue, unclear, or still too dependent on the owner.

Pick My Service