For consultants & small firms
Keep client work moving.
Your Client Services Lead connects discovery, proposals, delivery and billing, leaving more time for the advice and relationships your clients value.
Focused TruTeam from CAD $5,000 · Assessment, build and training
Illustrative team in action · fictional business
From discovery to delivery and payment.
Your Client Services Lead coordinates the work around your advice and client relationships.
Illustrative expanded setup. A focused TruTeam starts with one connected process; the broader journey is scoped separately, with its own price and timing.
Arrive prepared for discovery.
The team researches public business information, gathers internal examples and prepares your brief and agenda. Connected tools handle scheduling and reminders.
Turn the conversation into a proposal.
Notes become scope, effort and fees using your methods and rates. You approve the recommendation and terms; the team sends and follows up the proposal.
Start the engagement.
Acceptance opens the workspace and project plan, triggers document requests, books the kickoff and prepares the initial invoice under your billing rules.
Prepare research and deliverables.
The team extracts source-linked findings, flags gaps and assembles reports or presentations using your methods. Document reminders and progress updates keep preparation moving.
Keep scope and billing visible.
Recorded effort is checked against the budget. Out-of-scope requests are flagged for a change proposal, billing milestones tracked and unpaid invoices followed up.
One coordinated update
From your Client Services Lead
- Discovery brief ready
- Approved proposal sent
- Client workspace and kickoff arranged
- Report conclusions and a scope change need review
The decisions you keep
Advice, interpretation, client relationships, quality decisions and commercial approval stay with you.
Work taken off your plate
Less proposal repetition, research assembly, document chasing and delivery administration.
Talk about your workFive assistants · one lead + four specialists
One place to ask. Clear jobs behind it.
Speak to one lead. Each AI assistant uses your business information for a defined job; the lead coordinates only the specialists needed.
- Client Services Lead
- Coordinates the engagement and brings you key decisions.
- Research & Knowledge Assistant
- Prepares briefs and sourced findings; flags evidence gaps.
- Proposal & Commercial Assistant
- Builds scopes and fees; follows up approved proposals.
- Delivery Coordination Assistant
- Organizes workspaces, plans, documents and delivery updates.
- Admin & Billing Assistant
- Coordinates scheduling, billing and recorded payments.
A useful implementation
What we build with you.
- Training to operate, maintain and grow your AI team included.
- Target two-week assessment and proposal
- Five AI assistants: one coordinating lead and four specialists
- One repeatable process connecting people, assistants and software
- Business knowledge, workspace and the standard connections needed
- Access and approval rules, testing and documentation
Your information and tools
Approved methods, service descriptions, fee guidance, discovery notes or approved transcripts, research sources and selected CRM, document, project and billing tools. We confirm connection support, permissions and any custom work before the build.
Your part in making it work
Choose a person to lead the setup. Share usable examples, arrange access and join reviews, testing and training.
Training to operate, maintain and grow
Learn to direct assistants, check results, keep knowledge and instructions current, build simple workflows and maintain your workspace and connections. Practice testing changes and planning useful additions. More complex engineering or maintenance is optional work you can commission.
Grow through use
Start with useful work. Build from there.
Save reviewed research, methods and deliverables as shared knowledge. Reuse what works, then add onboarding or billing workflows as your needs develop.
How your team becomes more usefulInvestment and first phase
A focused start from CAD $5,000.
One-time implementation of a focused TruTeam and one connected process. Complex customization or connections are priced with you before extra work.
Timing and participation
A focused TruTeam targets two weeks for assessment and proposal, then two weeks for build, testing and training—about one month. Scope, access, inputs and participation affect timing. Custom or complex builds take longer, with a schedule established through assessment.
Your accounts. Your choice of support.
TRU’s one-time implementation fee includes training. There are no ongoing TRU fees. Your AI platform account and subscription remain yours; you pay your chosen providers. You do not need an ongoing TRU support or maintenance contract. Complex additions or maintenance can be commissioned by choice.
Have more complex work across people, tools or processes? We can assess and quote a custom implementation. Your industry does not determine your package.
A practical first conversation
Where could your AI team take work off your plate?
Tell Jared where work gets stuck. We’ll discuss your priorities, how work gets done today and where your AI team could help.