AI that's safe to deploy.
Useful from week one.
Operated like infrastructure.
Three productized engagements for organizations that know AI matters but need it to be real. Strategy, adoption, and operations — pick the doorway that fits where you are.
Quiz takes about three minutes. No PDF gate, no upsell.
- Products
- 3
- Compass, Cultivate, Backbone
- Agents
- 11
- Productized + ready to ship
- Verticals
- 5
- Specialized playbooks
Strategy. Adoption. Operations.
Pick the doorway that matches your role and where you are. Not sure? Take the AI Readiness quiz — it takes about three minutes.
Compass
A clear AI plan, with the governance to execute it safely.
- Pricing: From $2,000/mo + $8,500–$15,000 onboarding
- First milestone: Discovery + draft strategy
Cultivate
Your team is meaningfully more productive within 90 days, with proof for the board.
- Pricing: From $3,000/mo + $15,000–$40,000 onboarding
- First milestone: First sprint shipped
Backbone
Your AI works, your tools are right-sized, and your IT gets faster every quarter.
- Pricing: $150–$250 per seat / mo
- First milestone: Inventory + baseline live
Six layers, one operating model.
The AI Practice operates the entire stack — from the data layer at the bottom to governance at the top. Compass owns governance. Cultivate ships into surfaces. Backbone keeps it all running.
11 productized agents, ready to ship.
Each agent is built to solve a specific job — donor engagement, member services, client intake, IT triage, board prep. Deployed via Cultivate, operated via Backbone.
- Email + M365 Copilot
Donor Engagement Agent
Drafts personalized donor outreach grounded in your CRM history and gift records.
Nonprofits - Chat (web + portal)
Member Services Agent
Answers member questions instantly, with handoff to staff for anything outside its sandbox.
AssociationsHospitality + Private Clubs - Web form + chat
Client Intake Agent
Runs structured intake interviews, captures conflict-check inputs, and produces a clean matter file.
LegalProfessional Services
AI for the verticals we already serve.
Each vertical has its own pain, its own compliance posture, and its own agents. The Practice ships into your sector, not 'in general'.
- Nonprofits Donor engagement, grant prep, lean ops. See sector
- Associations Member services agent, RFP triage. See sector
- Legal Client intake, conflict checks, document review. See sector
- Hospitality + private clubs Member concierge, event planning support. See sector
- Education FERPA-aware tutoring, admin automation. See sector
When the AI Practice isn't right.
If any of these describe you, we'll tell you so — and point you somewhere else.
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Organizations that have not yet decided whether AI matters. We are not the right firm to convince you.
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Organizations buying AI as a status signal. The Practice is built for measurable outcomes; if that is not the goal, you will not get value.
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Organizations expecting AI to replace named roles by quarter's end. The Practice does not promise that, and we will not write it into a SOW.
About the AI Practice
How do I know whether to start with Compass, Cultivate, or Backbone?
Buyer first: ED/CEO who needs a plan and a board narrative → Compass. COO/Operations leader who needs adoption and outcomes → Cultivate. IT director or CFO who has tools running and needs them operated → Backbone. The AI Readiness quiz is the fastest way to triangulate — it takes about three minutes.
Can I buy more than one?
Most multi-product clients pair Compass with either Cultivate or Backbone — strategy plus build, or strategy plus operate. The three together is rare and usually only fits orgs of 250+ people with active multi-team AI programs.
How is the AI Practice different from a vCIO?
The vCIO covers all of IT strategy. The AI Practice is AI-specific. Most clients with both have the vCIO sit in the Compass QBR so AI strategy stays connected to the broader IT roadmap.
What does the agent catalog actually contain?
Eleven productized agents covering common SMB and nonprofit workflows: member services, donor engagement, client intake, member concierge, IT triage, finance close support, RFP analysis, and others. Each agent ships into your environment with documentation and adoption metrics. See the catalog for details.
What governance frameworks do you support?
NIST AI RMF, ISO/IEC 42001, and customer-specific frameworks (HIPAA, FERPA, SOC 2, CMMC, PCI) are all in scope. Compass authors the policy and runs the risk register; the IT Partnership Compliance add-on handles framework attestation.
What about BAA, data residency, and tenant isolation?
BAAs are in place with Microsoft and our core AI platforms. We honor data residency and tenant isolation requirements; we will not move your data into a vendor that does not meet your framework. Backbone monitors this continuously; Compass governs which vendors are eligible in the first place.
When does AI replace the vCIO?
It does not. The vCIO is the human accountable for technology strategy; AI changes what they spend their time on. Vendors that promise "AI replaces your CIO" are selling a product, not running an organization.
Is the AI Practice a separate contract from the IT Partnership?
Yes. They are separate engagements with separate SOWs and pricing. Many clients buy both; some buy only the AI Practice or only the partnership. There is no bundle discount because the value is independent — we will not pretend otherwise.
Two ways to start. Both real.
The AI Readiness quiz routes you to the right product in three minutes. The scorecard scans your domain in 60 seconds and surfaces what your current setup is missing. Pick the one that fits where you are.