Excelerating Business Growth
Program Brief / 30-Day Launch

One Program. Your Expertise Packaged And Ready To Sell.

The STAR Program is a 30-day build-with-you engagement. In four weeks your firm leaves with one productized service line — defined, priced, systemized, staffed by AI agents, and already in front of clients.

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Format
Build-with-you engagement, not a course or workshop
Duration
30 days from kickoff to a live, sellable offer
Foundation
One STAR solution matched to your practice area
Automation
Prebuilt AI agents deployed into your delivery process
Firm Time
One partner sponsor plus 2–4 delivery team members
Cadence
Weekly working sessions, async build between them
Outcome
A packaged, priced service line with recurring revenue
01 / Fit

Built For Firms That Sell Judgment, Not Hours.

  • Accounting, tax, audit, consulting, legal, and wealth firms with 50–500 people
  • Firms whose best work depends on a few individuals
  • Firms with compliance or project revenue that want recurring advisory
  • Firms that have tried to productize and stalled at pricing or delivery
Not A Fit
  • Firms looking for a marketing campaign rather than a service line
  • Solo practices with no delivery team to enable
  • Firms unwilling to standardize any part of how work gets done
02 / The Sequence

Four Weeks. Four Decisions. Four Sets Of Working Assets.

Each week ends with something usable: an approved offer, a working process, live collateral, and a trained team. Nothing carries over as homework.

Week 01

Blueprint

Decide exactly what you are selling, to whom, and at what price.

  • Practice diagnostic: where revenue depends on individual partners
  • Select the STAR solution and the systems in scope for this launch
  • Define the client profile, promise, and boundaries of the offer
  • Set the value-based price, tiers, and the recurring component

A signed-off offer you can put in front of a client.

Deliverables
  • Productization blueprint
  • Offer definition & scope document
  • Value-based pricing model with tiers
Week 02

Delivery System

Make the work repeatable without spending more partner hours.

  • Map the delivery process stage by stage with owners and hand-offs
  • Build templates, workpapers, and client-facing deliverables
  • Configure the AI agents that assemble, draft, and check the work
  • Set the quality gates where professional judgment is required

Repeatable delivery that protects judgment where it matters.

Deliverables
  • Process maps & standard procedures
  • Deliverable templates
  • Configured AI agents in the workflow
Week 03

Go To Market

Put the offer in front of real clients with language that converts.

  • Build the positioning, proof points, and objection handling
  • Write the proposal, scoping call script, and follow-up sequence
  • Assemble the collateral: one-pager, deck, and website copy
  • Select the first 10–25 clients and prepare the outreach

Offers in front of named clients, not sitting in a folder.

Deliverables
  • Sales enablement toolkit
  • Proposal & scoping scripts
  • Client target list with outreach plan
Week 04

Launch & Coach

Lock in adoption so the system survives a busy season.

  • Train the delivery team on the process and the agents
  • Run the first live engagements with review checkpoints
  • Coach the partner group on pricing conversations and scope control
  • Set the measures, dashboard, and cadence for ongoing review

Revenue booked and adoption holding after week four.

Deliverables
  • Team training & enablement sessions
  • Leadership coaching plan
  • Measures & review cadence
03 / What It Is Built From

8 STAR Solutions. 99 AI Agents. One Launch.

The program does not start from a blank page. You pick the STAR solution built for your practice, and the AI agents attached to its systems come with it.

See The AI Agents
04 / How We Work Together

Clear Roles For The Thirty Days.

We Provide
  • The STAR framework and systems for your practice
  • The prebuilt AI agents and their configuration
  • Pricing models, proposal language, and collateral
  • Facilitation, training, and partner coaching
Your Firm Provides
  • A partner sponsor with authority to approve the offer
  • Two to four delivery team members for the working sessions
  • Access to current process documentation and pricing history
  • The first client list for the launch window
05 / How Success Is Measured

The Program Is Judged On Revenue, Not Deliverables.

  1. 01

    Offer priced and approved by the partner group

  2. 02

    Delivery hours per engagement after standardization

  3. 03

    Proposals issued in the launch window

  4. 04

    Recurring revenue committed within 90 days

  5. 05

    Percentage of delivery steps handled by agents

  6. 06

    Team adoption of the standard process

06 / Questions

What Firms Ask Before They Start.

Is this training or implementation?

Implementation. The weekly sessions exist to make decisions; the build happens between them and you finish with working assets, not notes.

What happens after the 30 days?

You have a template. The next service line follows the same blueprint, the same agents, and the same pricing model — usually in less time than the first.

Do the AI agents replace our professionals?

No. Agents do the assembly, drafting, and checking. Every judgment point stays with a professional and is documented as a review gate.

How do you price the program?

It is scoped on the call: the solution you start from, the number of systems in the launch, and how much of your team you want enabled.

Let's Scope Your 30-Day Launch.

One call. A clear plan for the offer, the systems, and the agents behind it.

Book Your Strategy Call