Project Solutions & Advisory
AI Enablement
Projects to mature your adoption of AI. Each one is built to take your firm from control and consistency toward more output, higher close rates and qualified leads.
Where most firms are today
In most firms we talk to, AI use is mainly uncoordinated and lacking strategy.
It arrived from the bottom up. Each consultant picked a tool, wrote their own prompts and judged the output by eye, and leadership found out afterward.
The cost shows up in time, licenses and lost placements. Consultants spend hours rewriting drafts that don't sound like your firm. Licenses get bought twice and then sit unused. AI slop lands in client and candidate inboxes under your name, and a generic submission is easier for a hiring manager to pass on.
We advocate the reverse: adoption led from the top by your leadership team, with one plan the whole firm follows. Each project is scoped to one level.
Three levels of maturity
Choose where to take your firm
Each level includes everything in the one before it. Each project is a flat monthly retainer over one, two or three months, and every one is shaped around your firm. We recommend Gold, because it is the level aimed at new business.
Where most firms start
Uncoordinated
AI without standards
Everyone uses AI their own way. Nobody can see which tools are in use, what data has gone into them, or what went out to clients and candidates. With no standard to work to, the output changes from desk to desk.
Signs you are here
- Tools that nobody approved, paid for on personal cards
- Client and candidate notes pasted into personal accounts
- The same email written five different ways
- No view of who uses what, or what you pay for it
Bronze
Basic adoption
Standards, control and visibility.Get your hands around what everybody is doing: one approved toolset, one AI policy, and one standard every desk works to.
1-month term · $4,500 in total
Built for
Control and consistency
Where AI runs
Approved tools
What we deliver
- An audit of the AI tools your people use today, what data goes into them and what they cost
- An AI policy and tool standard signed by your leadership team
- Business licenses rolled out, and duplicate tools retired
- Your writing rules and banned phrases built into the tools your team uses
- Shared prompts and templates for your most common tasks
- Hands-on workshops by role: recruiters, sales, delivery and back office
You'll know it worked when
Leadership can see which tools are in use, on what data and at what cost, and everyone follows one policy.
Silver
Advanced adoption
More output and higher close rates.AI built into your daily work and connected to your ATS and CRM, with a person approving anything that leaves the building.
2-month term · $19,000 in total
Built for
Output and close rates
Where AI runs
Main workflows
Everything in Bronze, plus
- Your close rates today, at each stage: submittal to interview, interview to offer, and offer to acceptance
- A map of your main workflows, marking the steps AI should take on
- AI built into those workflows, from call notes to submissions to a read on each deal
- Connections to your ATS, CRM, email and calendar
- A review step for drafts that go to clients and candidates
- An adoption dashboard and a champion in each team
You'll know it worked when
Consultants handle more each week, and more submittals turn into interviews and more offers are accepted than when we started.
Recommended
Gold
Embedded adoption
Qualified leads in your pipeline.AI researches target firms and drafts outreach, under rules your leadership sets.
3-month term · $45,000 in total
Built for
Qualified leads
Where AI runs
Across the firm
Everything in Silver, plus
- An ideal client profile and target-account list agreed with your leadership team
- Campaign research and personalized outreach for your BD team to send
- A research agent that finds target firms and decision-makers (in development)
- Your ATS and CRM data cleaned up and made one system of record
- An AI governance register: approval rights, spend tracking and an audit trail
- Your website and content set up to help AI assistants find and cite your firm
- Pipeline, margin and productivity measures reported to leadership monthly
You'll know it worked when
Your BD team books more first meetings with prospects who fit your profile, and you start to get leads from people who found you on ChatGPT.
What a project can cover
Examples of the work
Every project is bespoke. These twelve modules are examples of what we cover, and we choose the mix with you in the first phase. Ten already run in our own CRM. The research agent is still in development, and answer engine optimization (AEO) is work on your website.
Firm voice and content
Your house style and banned phrases written down once and applied to drafts, to cut down on rewriting.
Branded resumes
In one click, a candidate's resume becomes a branded copy with contact details removed, ready to attach. The candidate record can be created at the same step.
Submission drafting
The hiring-manager email is drafted from the candidate's call and the client's brief, in your house style.
Client intelligence
A report on a client or prospect, built from its own website, for call prep.
Call notes to CRM
Screening and interview calls become proposed profile updates and write-ups on the record.
Interview-to-offer deal health
After each round, a read on the chances of an offer and of acceptance, with the risks to address.
Answer engine optimization (AEO)
Getting found when buyers ask ChatGPT and other AI assistants who to call: your website and content structured so those assistants are more likely to cite your firm.
Candidate sourcing sequences
People found and added to your database, with outreach drafted for each step, matched to each job order.
Campaign research
Market and account research with cited sources, turned into a campaign brief that draws on what your firm already knows about each company.
Personalized outreach
Copy for each LinkedIn and email step of a campaign, with a personal line for each contact. Your team sends.
Research agent
An agent that finds firms and decision-makers who match your ideal client profile, within a set budget, and stages them for a person to accept.
AI governance register
A register that sets which AI actions need approval, with spend tracking and a measure of how much people edit what AI writes.
How the project runs
Three phases, whatever the length
Phase 1 · Assess
Where you are today
We interview your leaders, sit with your desks and read your systems. You get a written account of current AI use and its risks, and the baseline numbers we measure the project against.
Phase 2 · Build
Policy, tools and workflows
We build what your project calls for, and your people test each piece on live work before we hand it over.
Phase 3 · Hand over
Training and ownership
We train each role, name an owner for every workflow, and walk your leaders through the measures.
One rule at every level
Nothing reaches a client or candidate without a person’s authority.
A task runs on its own only when a person entitled to approve it has approved that type of work. The approval is on record, and they can switch it off.
Find the right level
Start with a conversation. We'll tell you which level fits and what it would take.
We confirm the scope with you before the first month starts.