Ongoing Engagement · Monthly Retainer · 6-Month Minimum

AI Transformation
Retainer

A Company Brain is not a project you complete and file away. Your business changes. Your AI knowledge needs to keep up. The Retainer keeps it current, growing, and connected to your active AI deployment.

What It Is

A dedicated company intelligence partner. Every month.

As your organization evolves, new processes emerge, key people change, AI capabilities expand, and your knowledge architecture needs to keep pace. The Retainer gives your organization a dedicated company intelligence partner to maintain that foundation and connect it continuously to your AI deployment.

Most Retainer clients come from completed Blueprint or Diagnostic engagements. They have built the foundation and want to keep it current, expand it, and ensure it continues to support new AI use cases as they emerge.

The Retainer is not a monitoring service. It is an active engagement — monthly knowledge capture sessions, process update cycles, adoption reviews, and strategic advisory tied to your real AI deployment priorities.

Engagement Type
Monthly retainer. Scope adjusted based on active AI deployment priorities.
Minimum Commitment
6 months. Most clients continue for 12–24 months as AI deployment scales.
Format
Remote-first. Monthly cadence with priority access for urgent capture needs.
Best Preceded By
AI Readiness Diagnostic · Company Brain Blueprint
Can Be Combined With
Critical Knowledge Capture · Agent-Ready Workflow Design · Engagement Accelerators
What Happens Each Month

Active support. Every cycle.

01

Knowledge capture sessions

Two structured sessions per month for ongoing knowledge capture, process updates, or documentation of newly identified critical workflows and decisions.

02

Company Brain maintenance

We review, update, and expand the knowledge architecture as processes evolve, new people join, and AI use cases develop. Your foundation stays current.

03

AI adoption review

We review what your AI tools are producing, identify where they are breaking down, and trace the cause back to the knowledge or process layer that needs updating.

04

Strategic advisory

Monthly session with your leadership team covering AI deployment priorities, emerging blockers, knowledge risks, and recommended next investments.

What You Receive Monthly

Delivered every month.

The Retainer produces both ongoing maintenance output and a monthly strategic package your leadership team can act on. Scope is adjusted based on your active AI priorities — some months are heavy on knowledge capture, others on adoption review or governance.

2 knowledge capture or workflow mapping sessions Company Brain updates and version control AI adoption review and issue log Automation opportunity backlog Monthly strategic advisory session Priority access for urgent knowledge capture needs Quarterly executive readout and roadmap review Ongoing governance support and documentation
Who It Is For

This engagement is right when:

You are actively deploying AI across teams

Your organization has AI running in production and needs ongoing knowledge support to keep agents performing, catch breakdowns early, and expand into new use cases.

Knowledge risk is ongoing

People keep leaving, new processes keep emerging, and the knowledge architecture needs active maintenance to stay current. A one-time project is not enough.

You need a standing AI transformation advisor

Your leadership team wants a trusted outside perspective on AI deployment decisions, knowledge investments, and transformation priorities — connected to the actual state of your operations.

Ready to keep your Company Brain current?

Most Retainer clients start after a completed Blueprint. If you are not there yet, start with the Diagnostic. If you are, let us talk about what ongoing support looks like for your organization.