Ways to Engage
Every ThrivAI engagement is designed to create the right amount of structure at the right time — starting small, validating evidence, and building only when the firm is ready.
Engagement ladder
Start with the free snapshot. Move into a paid engagement only when you have a specific decision to validate, a workflow to build, or a governance gap to close.
A directional self-assessment across the six dimensions of AI execution — strategy, workflow, tool fit, governance, measurement, and adoption. No sensitive client data. No account setup. Scored results with a band and recommended next step.
What you receive
Directional assessment only. Results are based on self-reported responses and do not constitute a compliance review, legal opinion, or guarantee of any outcome.
Take the snapshot →A structured first look at where AI fits your firm — before choosing tools, vendors, or implementation scope. Ranks your top AI opportunities against your current operating reality and identifies what evidence needs to be validated before building.
What you receive
AI Opportunity Snapshot produces directional prioritization. It does not guarantee AI outcomes, revenue improvement, or compliance readiness.
Book a discovery call →A deep 8-layer diagnostic that validates stakeholder evidence, surfaces governance exposure, and produces a firm-specific AI roadmap. Used when a firm needs more than a directional read — they need evidence-validated priorities before implementation begins.
What you receive
Diagnostic Sprint findings are based on structured intake and stakeholder interviews. Recommendations are directional — not a guarantee of implementation outcomes or regulatory compliance.
Book a discovery call →A 3-week sprint that builds the AI governance infrastructure a regulator or examiner would expect. Produces a scored evidence pack, draft supervisory procedures, and a Governance Evidence Score (GES) across 5 dimensions.
What you receive
Governance Sprint does not provide legal advice and does not guarantee examination readiness or regulatory compliance. All supervisory procedure language requires review and adoption by the firm's compliance counsel before use.
Book a discovery call →Implementation-grade engagements that build an AI operating system in a specific domain — growth, operations, or AI compliance. Each sprint is scoped after the diagnostic validates the priority and the firm has the foundation to build.
Growth Accelerator delivers
Operations & Capacity Sprint delivers
Operating Sprints produce advisor-reviewed hypotheses and workflow plans. They do not guarantee AUM growth, staffing reduction, margin improvement, or compliance outcomes.
Book a discovery call →Ongoing monthly support that keeps AI workflows, governance cadence, and measurement discipline moving after the roadmap is built. Prevents the plan from stalling when owners are busy and decisions wait too long.
What you receive each month
Retainer work tracks evidence-informed progress. It does not claim ROI, staffing reduction, revenue growth, or compliance outcomes without validated supporting evidence.
Book a discovery call →At a glance
| Engagement | Investment | Timeline | Scored output | Governance doc | Roadmap | Ongoing support |
|---|---|---|---|---|---|---|
| AI Readiness Snapshot | Free | 4 min | ✓ | — | — | — |
| AI Opportunity Snapshot | $2,500+ | 2 wks | ✓ | — | 30-day | — |
| Diagnostic Sprint | $7,500+ | 3–4 wks | ✓ | Risk summary | 90-day | — |
| Governance Sprint | $8,000–$10,000 | 4–5 wks | GES 0–100 | Full evidence pack | 90-day | — |
| Operating Sprints | $18,500–$32,500 | 6–8 wks | ✓ | Domain-specific | 30/60/90 | — |
| Advisor Retainer | $2,500–$10,000/mo | Monthly | Monthly | Ongoing cadence | Quarterly refresh | ✓ |
Not sure where to start?
The AI Readiness Snapshot scores your firm across 6 execution dimensions and tells you which engagement makes the most sense next — if any. No account setup, no sensitive data required.