SERVICES — THE ENGAGEMENT MODEL

Six stages.
One discipline.

Every OpX engagement moves through the same arc — Align, Diagnose, Architect, Implement, Coach, Advise. Begin where the work begins. You own everything we build.

Stage 01

Align.

Buyer: CEO, COO, Chief of Staff, or sponsoring executive

Timeline: 1–2 weeks

Deliverable: Operating Context Brief — strategic objectives, success metrics, constraints, and the questions the engagement needs to answer.

Business Objectives & Operating Context

Before diagnosing what's broken, we understand what the business is actually trying to do. Strategic objectives, growth targets, constraints, the operating reality leadership is navigating. You can't redesign a system without knowing what it's meant to produce. Most engagements begin here. Align is the entry point that ensures the diagnostic measures what actually matters to the business — not just generic operational metrics.

What We Do

Executive interviews to understand strategic intent and near-term priorities.

Review of board materials, OKRs, growth plans, and strategic narratives.

Mapping of constraints — capital, headcount, regulatory, cultural.

Definition of success for the engagement and how it will be measured.

Stage 02

Diagnose.

Some clients take the Blueprint and execute independently. Most continue into Stage 3 because the diagnostic makes the highest-value workflow obvious.

Pattern Recognition & Capacity Mapping

We inject pattern recognition into your organization to map how work, decisions, and information actually move — not how the org chart says they do. The output is a quantified Capacity Blueprint that ranks the highest-value workflows to redesign first.

What We Examine

• Capacity allocation across teams and functions

• Org structure and reporting topology

• Decision paths — who decides, when, context

• Bottlenecks, handoffs, and dependency chains

• Customer journey and where the org touches it

• Data flows, sources of truth, and reporting loops

• Communication paths — formal and informal

• Operational exhaust — calendars, meetings, CRM hygiene

Two Tiers

Department Diagnostic

For a single function: Revenue, GTM, CS, Ops, or Finance.

Buyer: VP / Director / Head of Function

Timeline: 2–3 weeks

Deliverable: Department Capacity Blueprint

Executive Diagnostic

For cross-functional, C-suite-sponsored operating model review.

Buyer: CEO / COO / Chief of Staff

Timeline: 4–6 weeks

Deliverable: Enterprise Capacity Blueprint and prioritized workflow roadmap

Stage 03

Architect.

Timeline: 3–6 weeks, depending on scope

Deliverable: Architecture Specification — a complete blueprint of the redesigned operating model, the workflows to be built, and the change required to support them.

Outcome: A reviewed, approved design ready for implementation.

System Design & Operating Model Redesign

We design the future state. The organization gets redesigned as a system: how decisions should move, how coordination should happen, where agentic workflows fit into the new operating model. Architecture is design work — separate from build work — and rushing it produces brittle systems.

What We Design

Org and operating model redesign — where roles, responsibilities, and decision rights need to shift.

Systems of coordination — how information and signals flow through the new architecture.

Decision velocity infrastructure — what triggers action, what requires review, what runs autonomously.

Agentic workflow specifications — pattern logic, escalation criteria, ownership, success metrics.

Data and integration architecture across existing systems.

Governance model for AI agents and automated decisions.

Stage 04

Implement.

Typical Scope: 2–4 workflows per engagement, often run in parallel.

Timeline: 4–8 weeks per workflow, depending on complexity and system access.

Ownership: You own the data, keys, infrastructure, and operating playbooks.

Build & Deploy

The architecture from Stage 03 becomes live infrastructure. We build the agentic workflows, deploy the system architecture, and operationalize the org design changes inside your existing stack. No rip-and-replace. The work meets the organization where it already operates.

What We Build

  • Live agentic workflows beginning in shadow mode and progressing to full autonomy.
  • Pattern logic encoding the behavioral truth of how your organization works.
  • Architecture documentation, runbooks, and escalation criteria.
  • The Zero-Storage architecture pattern, deployed inside your environment.
  • Operational rollout of org design changes, in partnership with internal leadership.
  • Operating manual handed to the internal owner.

Example Workflows

• Pipeline coverage analysis for the CRO

• CSM capacity rebalancing triggered by account health changes

• Executive inbox triage tied to company priorities

• Weekly business review automation

• ARR risk monitoring and escalation

• Headcount and capacity planning workflows

Stage 05

Coach.

Bundled: Included with the first workflow built in Stage 4.

Extended: Available as an add-on for additional workflows or post-engagement support.

Outcome: An internal team capable of running and evolving the system without OpX in the room.

Knowledge Transfer & Capability Building

OpX does not build black boxes. We train your team to operate, extend, and improve the architecture independently. The goal is capability transfer, not dependency.

What It Includes

Weekly Working Sessions With your internal builder — typically a Chief of Staff, Ops Lead, or technical PM.
Operating Playbook Customized for your specific stack and workflows.
Recorded Training Library Covering pattern engineering principles, agent governance, and escalation criteria.
Workflow Extension Guidance Frameworks for applying these principles to additional use cases.

Stage 06

Advise.

The continuing partnership — and where the work compounds. Three tiers, designed for a relationship that scales with your ambition: from a single deployed workflow to a full-organization AI transformation.

Why advisory, not managed services: Managed services makes the partner responsible for uptime. Advisory makes the partner responsible for judgment. As models, agents, and best practices change, you deserve a guide — not a help desk.

Pulse

Keep deployed workflows running and optimized.

Cadence

Monthly working session + async support

Response

48 business hours

Includes

Quarterly Capacity Review; one new workflow per year.

Partner

Expand across departments and build new workflows as needs evolve.

Cadence

Bi-weekly sessions + on-demand advisory

Response

24 business hours

Includes

Quarterly Reviews; two new workflows per year; CoS office hours.

Principal

Embed as your executive team's AI operating model advisor.

Cadence

Weekly sessions + named advisor in executive forums

Response

Same-day, business hours

Includes

Quarterly Reviews; unlimited workflow design; ELT/Board presence.

The Horizon

What this builds, and when.

Within 30 Days

Capacity made legible.

  • Quantified Capacity Map of the engaged scope.
  • Ranked list of high-value workflows.
  • Capacity recovery estimates.
  • Two-quarter implementation plan.

Within 90 Days

First system in shadow mode.

  • At least one live workflow running in shadow mode.
  • Internal builder trained on the architecture.
  • Operating playbook delivered.
  • First measurable reduction in coordination overhead.

Within 12 Months

An evolving operating model.

  • Three to five deployed workflows operating autonomously.
  • Faster decision cycles, lighter status-meeting load.
  • Internal team capable of extending the architecture.
  • An OpX advisor who stays as the system evolves.

Find your capacity.

It begins with a 30-minute discovery conversation. No pitch — just diagnosis, out loud, with a real point of view.