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Turn AI opportunities to increase business value into a prioritized roadmap. Know which outcome to pursue first, the evidence behind it, and what needs to happen next. Start by defining a focused Quick Win and build from what you learn.
Groundwork is paid discovery. The roadmap and supporting analysis are yours to keep and act on, whether or not we build anything together.
A complimentary 30-minute conversation about one priority and mutual fit. See how billing works.
What you get
A plan you can explain to your board.
A prioritized set of opportunities, each with the evidence, people, and success criteria to make an investment decision.
An example roadmap
Imagine a $100M company across five operating units.
Fictional opportunities, assumptions, and people.
Compare the priorities
Start commercial intelligence and the finance foundation in parallel. Revenue assurance follows once the data and loss baseline are ready.
First waveValue rank #2
Ready to scope
Equip the commercial team to win more strategic work
Give a six-person enterprise sales team owned commercial intelligence for 200 qualified strategic opportunities per year.
Expected EV includes supported expansion, costs, timing, and risk. Before the Caritas fee.
What supports the case
Interviews, system records, access checks, and research. 4 illustrative source groups.
First waveValue rank #3
Ready to scope
Give the CFO an owned financial operating system
Equip a CFO and apprentice to steward a governed financial operating system across five units, without the assumed expansion in outside support and analyst hiring.
Expected EV includes supported expansion, costs, timing, and risk. Before the Caritas fee.
What supports the case
Interviews, system records, access checks, and research. 4 illustrative source groups.
Next waveValue rank #1
Needs a prerequisite
Protect earned revenue across five operating units
Make billable work visible, recover earned revenue and internalize revenue assurance across a $100 million enterprise.
Expected EV includes supported expansion, costs, timing, and risk. Before the Caritas fee.
What supports the case
Interviews, system records, access checks, and research. 4 illustrative source groups.
Readiness determines what starts. Expected value includes supported effects beyond the initial success criteria.
The roadmap in motion
From evidence to a clear next decision.
Research gives each opportunity a business case. Your people help define the outcome and what success looks like. The roadmap makes the next investment decision easier to see.
A 30-second silent walkthrough. The opportunities and people are fictional. Play it when you are ready.
Read the walkthrough
Interviews, systems of record, and external research become a prioritized set of opportunities.
Each opportunity brings together a value hypothesis, the people who must agree, and three observable criteria for success.
Choose a focused first Quick Win. Keep later expansion conditional on what the first result teaches you.
You keep the roadmap and a clear next decision. Implementation is scoped and priced separately.
The value case
Estimate the value. Show the assumptions.
An opportunity should earn its place on the roadmap. We assess the potential gains and the downside of doing nothing, grounded in your operating reality.
Where the evidence supports it, we connect revenue, cost, and risk improvements to an estimated range of enterprise value. For an earnings-based business, that may mean EBITDA and an explicit valuation multiple.
Direct gains, avoided losses, and supported follow-on effects each contribute to expected incremental enterprise value. We account for uncertainty, timing, and additional costs, and count each benefit once. The value case can extend beyond the first Quick Win’s success criteria.
How we build the case
01
Understand the work
Focused conversations with your team reveal the bottlenecks, workarounds, and outcomes that matter. We start by defining a promising, narrow outcome.
02
Check the evidence
With your authorization, we inspect available systems of record and test access, including programmatic access where available. Relevant external research adds context. Gaps are recorded explicitly.
03
Make the investment case
We compare opportunities, work through the value assumptions, and recommend the next move. As you learn and priorities change, Groundwork can keep the pipeline current.
From clarity to a working result
Choose the first Quick Win.
When an opportunity is ready, we agree a separately priced Quick Win in a Box: a measurable result, working software you own, and an internal operator trained to use, maintain, and extend it.
We price commercial Quick Wins at 20% of expected incremental enterprise value, including supported scaling and second- or third-order effects, appropriately discounted. We agree the scope, success criteria, and price before activation.
One focused outcome and one to three measurable success criteria.
Your sponsor, client-side verifier, internal operator, and our delivery lead.
Confirmed access, a baseline, and how success will be verified.
50% at activation. 50% on verified success.
Half of the Quick Win fee depends on the agreed initial success criteria. The longer-term value case can be broader; its financial results are estimates. You choose whether to proceed.
How billing works
Activate once. Pay for the time you use.
We share our role-based rate card before you decide. Before substantive discovery begins, you accept the $1,000 activation fee, those rates, and a hard monthly cap on metered work.
One-time activation
$1,000
Invoiced when Groundwork begins, before additional interviews, material or system review, estimates, and custom recommendations. Separate from the monthly cap.
Metered by the minute
Live time + required compliance
Meetings with your team, plus security reviews, onboarding, and paperwork your organization requires. Accepted hourly rates are prorated to the minute. At most two of our people are billable in any meeting.
Included while active
The work between sessions
Supporting async analysis, research, data mapping, demonstration prototypes, and write-ups are included. This work is not time-billed.
An agreed monthly ceiling. A hard cap applies to metered work, set with you in advance.
No retainer or minimum usage. You pay for the metered work that actually happens.
Monthly, NET 15. Metered work is invoiced at month-end, payable within 15 days.
Bring one priority. We will use the complimentary fit call to decide whether Groundwork is the right next step.
You get a prioritized opportunity roadmap and supporting analysis: the outcomes to pursue, the evidence behind them, value estimates where supported, the people and data access they need, and a recommended sequence. Readiness gaps and open questions are included so you can distinguish a scoped opportunity from an idea that needs more investigation. You keep the work whether or not you build with us.
Is the first call free?
Yes. The first 30-minute fit call is complimentary. We discuss one priority, assess mutual fit, and decide whether Groundwork makes sense. Detailed discovery, additional stakeholder interviews, document or system review, estimates, timelines, and custom scoping begin after you explicitly accept Groundwork, including the $1,000 activation fee and role-based rate card.
How does billing work?
A $1,000 one-time activation fee is invoiced when Groundwork begins. Live meetings and the compliance work your organization requires are billed at the role-based hourly rates you accept in advance, prorated to the minute. At most two of our people are billable in any meeting. Supporting async analysis, research, data mapping, demonstration prototypes, and write-ups are included while Groundwork is active. Metered work is invoiced at month-end, NET 15.
How do I control the monthly spend?
We agree a hard monthly cap on metered work before work begins. The one-time activation fee is separate from that cap. There is no retainer and no minimum usage charge. No standing meeting is mandatory. An optional sponsor sync is billed as live time only if held, and counts toward the cap.
How do you estimate the value of an opportunity?
We start with available evidence and an operating baseline, then estimate a range of potential gains and downside avoided, with explicit assumptions. Where appropriate, we connect those changes to enterprise value using EBITDA and a stated valuation multiple. Supported scaling and second- or third-order effects are included in expected incremental enterprise value, discounted for their uncertainty, timing, and additional costs. We distinguish them from the initial outcome, avoid counting the same benefit twice, and identify unsupported assumptions.
How is the Quick Win fee related to expected value?
We price commercial Quick Wins at 20% of expected incremental enterprise value, including supported scaling and second- or third-order effects discounted for uncertainty, timing, and additional costs. That value case can extend beyond the narrower success criteria for the initial Quick Win. We agree the scope, criteria, fee, and payment terms before activation. Payment remains 50% at activation and 50% on verified success against those agreed criteria. Expected value is an estimate, not a guaranteed financial return.
Do I get working software from Groundwork?
Groundwork delivers the roadmap and analysis. Any prototype used during discovery is for demonstration and feedback. Working software, code ownership, and training for your internal operator come through a separately scoped Quick Win in a Box.
Do I have to build the roadmap with you?
No. You can act on the roadmap with your own team, another partner, or us. If you choose a Quick Win in a Box, we first agree a measurable outcome, the people responsible, the required access, and one to three success criteria. You pay 50% of the Quick Win fee at activation and the remaining 50% only on verified success. Groundwork can continue alongside delivery to assess future opportunities.
Keep going
What Groundwork leads to
Choose a focused Quick Win, or bring your leadership team to a live build.