Choose Your Project Size.
Select the service band that matches the size and complexity of the operating leak you need reviewed.
TAG helps growing owner-led businesses get senior revenue and operations help before a full-time COO, CRO, or VP-level hire makes sense.
Choose your project size, reserve your date, complete your profile, and get your results.
Select the service band that matches the size and complexity of the operating leak you need reviewed.
Secure your review window online so the work has a real start date.
Answer the business, workflow, tool, and priority questions so we can review the right context.
Receive the recommendation, risks, timeline, and next steps for your AI decision.
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.
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.
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.
$2,500
Best for one urgent leak or decision that needs a fast outside review.
$7,500
Best for established teams with real sales, customer, team, or operations complexity.
$15,000+
Best when several workflows, tools, people, reports, or AI opportunities need one plan.
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.
Tailored AI Group reviews your plan, walks you through what has worked for others, and helps bring clarity to an uncertain time.
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.
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.
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.
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.
Representative case studies show how AI decisions change when the workflow, source, approval line, and proof trail are clear first.
Lead response, listing marketing, transaction milestones, and broker visibility moved out of manual workflows.
Read case studySales, inventory, service retention, F&I, and management reporting were connected across rooftops.
Read case studySee examples for multi-specialty healthcare, civil litigation, accounting, and municipal HR.
View all case studiesAsk EVE for quick routing, or contact us directly if you already know what you need.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
No. TAG provides revenue and operations leadership, AI workflow readiness guidance, and decision support, not legal, financial, tax, medical, or compliance advice.
Tailored AI Group will help you see what is stuck, overdue, unclear, or still too dependent on the owner.