Comprehensive Discovery Sprint
The full deep dive before you commit to training or a build. It bundles the assessment, the governance framework, and a hands-on pilot on your own workflows into one engagement, so the firm is genuinely ready, not just briefed, before the larger work begins. The fee credits toward the engagement that follows.
We recommend this before training. Training lands far better when the platform decision is already made, the governance is already on paper, and the team has already watched AI work on its own deals. This sprint puts all three in place.
Vendor-neutral across Microsoft 365 Copilot, ChatGPT Enterprise, Claude, and Gemini. Prefer to take the pieces separately? The AI Readiness Sprint ($8,500) and AI Governance ($9,500) are available on their own.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Four Parts, One Engagement
Everything in the standalone Readiness Sprint and AI Governance engagements, plus a working pilot. The $8,500 and $9,500 pieces are roughly $18,000 of it; the pilot and the integration are the rest.
Readiness & Platform Decision
A workflow and data-security assessment (stakeholder interviews across deal team, IR, and operations), a vendor-neutral platform decision memo (Copilot vs. ChatGPT Enterprise vs. Claude vs. Gemini), a prioritized use-case map, and a 90-day roadmap. The full AI Readiness Sprint.
Governance Framework
An AI use policy, a supervision and monitoring approach, an AI vendor due-diligence framework, and a maintained LP DDQ answer bank. The full AI Governance engagement, so the rules are in place before the firm scales usage.
A Hands-On Pilot
One or two priority workflows built and run on your own redacted material under NDA: a working proof of concept (for example, data-room triage feeding a draft IC memo section), plus a build-scoping spec for what to build first. Leadership sees a real result, not a slide about one.
Partner Readout & Recommendation
A readout to the partner group tying it together, with a clear recommendation on what comes next: training, a build, a rollout, or the retainer, and in what order.
The fee credits forward. The $30,000 credits in full toward any engagement of $25,000 or more booked within 90 days: a firm-wide Guided Launch, a Custom Build, a Firm AI Rollout, or the AI Operating Partner retainer. Do the deep dive, then put it toward the work.
Choose the Comprehensive Sprint If...
You are planning to train the firm and want it set up to succeed, not learning on a platform nobody chose.
The partners want to see AI work on a real deal before they approve a larger investment.
You want the platform decision, the governance, and a pilot done in one coordinated engagement, not three.
You would rather one comprehensive scope than assemble the pieces yourself.
An LP or the IC wants both a plan and proof before the firm commits budget.
You want the fee to count toward the build or rollout that follows, not be a separate sunk cost.
Comprehensive Discovery Sprint FAQ
What does it cost?
$30,000 over three to four weeks. The fee credits in full toward any engagement of $25,000 or more booked within 90 days, so for firms that go on to train or build, the sprint effectively pays for itself.
How is it different from the $8,500 AI Readiness Sprint?
The AI Readiness Sprint is the assessment alone. This adds the full AI Governance framework and a hands-on pilot on your real workflows. It is the deep dive we recommend before a larger engagement; the Readiness Sprint is the lighter option if you only need the assessment.
Why before training?
Because a cohort that walks in to a chosen platform, a governance policy, and a working pilot starts from a running start. Training the firm before those decisions are made wastes half the room's attention on questions the sprint already answered.
Can we still take the pieces separately?
Yes. The AI Readiness Sprint ($8,500) and AI Governance ($9,500) are standalone. The Comprehensive Discovery Sprint bundles them with the pilot for firms that want the full pre-engagement picture in one go.
Start With the Full Picture
A 30-minute call to scope the sprint, confirm the pilot workflows, and set dates.
Book a Discovery CallThe Pieces, and What Comes Next
AI Readiness Sprint
Just the assessment, platform decision, and roadmap. $8,500.
AI Governance
Just the policy, supervision approach, vendor framework, and LP DDQ answers. $9,500.
Training & Enablement
The recommended next step once the firm is set up. The sprint fee credits forward.