Execution Index Transformation Intelligence Platform

Execution Index Transformation Intelligence Platform

For firms helping clients put AI to work

Turn a live AI question into a clear client decision.

The AI Execution Plan gives your firm a paid engagement for helping a client choose a practical scope, bring the right people into the decision, and agree on what the next thirty days need to prove. You keep the relationship and deliver the implementation, advisory, or managed work that follows when the evidence supports it.

Talk through a client question

Bring a real situation. We will see whether the plan gives your client a useful next step.

The authenticated Acme demo-team AI Execution Plan workspace showing assessment coverage, execution fit, and ranked workflow candidates — The Acme demo team's live AI Execution Plan workspace.

XI confirms the readings, calculates execution fit, and ranks the work from the team's own inventory.

Where it fits

Use it as the first paid engagement, or put it at the front of work already in scope.

In either case, the AEP helps the client decide where to begin before anyone commits to a tool, rollout, or larger program. You set the client price, keep the account, and carry forward the work your firm is qualified to deliver.

How we start

Start with one client. Build the partnership from the work.

One real client gives us what we need to shape the offer, divide responsibility, and decide whether a broader rollout makes sense.

Align around one live client question

Name the client decision, the executive sponsor, why it matters now, and who needs to be in the room.

Map what your firm can deliver

We learn your services and products, who owns each one, and which client signals could support a responsible handoff.

Work one client engagement together

We choose the delivery lead, complete the three readings, prepare the room, and help the client choose a practical scope, the people involved, and the evidence it will review after thirty days.

Return to the evidence at day thirty

We compare the result with the terms the client set, identify appropriate follow-on work, and refine the roles and commercial model.

Repeat the model or bring delivery in-house

You can keep using assisted delivery, roll the offer out more broadly, or prepare a named employee to earn independent practitioner status through observed work.

How it connects to your catalog

When the evidence fits, the AEP connects the client decision to work your firm already knows how to deliver.

We map that connection before the first engagement. The client's evidence determines the route, and your team verifies every recommendation that depends on the client's environment.

MSPs and AI implementation firms

The client question: Which workflow should we tackle, and should we use Copilot or Copilot Studio, Claude, GPT/Codex, or another component?
What the AEP clarifies: The AEP identifies the work, the people and system conditions around it, and the proof the client will review.
What can follow: Your team can verify the environment, recommend the right tools, and deliver configuration, security, governance, training, managed services, or AI spend management.

Consulting and transformation firms

The client question: Is this client ready for the larger program, and where should the work begin?
What the AEP clarifies: The AEP can stand as the first paid engagement or become the evidence layer inside work already in scope.
What can follow: Your firm can carry strategy, operating-model, governance, adoption, and change work once the client has chosen the first move.

Coaching and advisory networks

The client question: How do we turn a broad team challenge into a focused engagement our practitioners can carry?
What the AEP clarifies: The AEP gives a named practitioner a team decision, prepared materials, and a thirty-day evidence return.
What can follow: Team coaching, leader development, advisory, and operating-rhythm work can follow. Each practitioner earns XI qualification through observed delivery.

AI products and platforms

The client question: Where can our product help this client prove value on real work?
What the AEP clarifies: The AEP helps the client choose a practical scope, identify the people involved, and agree on what the next thirty days need to prove before choosing a product path.
What can follow: When the evidence fits, your team can support onboarding, integration, governance, instrumentation, adoption, and account expansion.

What one client engagement produces

The platform prepares the evidence and the materials for the room.

The client's three readings become the reports, slides, facilitator materials, and participant workbook for the AI Execution Day. Your team brings the relationship, the context, and the professional judgment.

The team's AI opportunities ranked from the work people actually do
The people and system conditions around the highest-ranked work
A one-page First Move and the proof terms the room sets for day thirty
The reports, presentation, facilitator guide, and participant workbook for the room

Who owns what

The client should always know who is responsible.

Unleash Epic

We own the platform, the integrity of the three readings, the AEP method and materials, and our part of assisted delivery.

Your firm

You own the client relationship, verify the client's environment, deliver the work your expertise supports, and keep the continuing account.

The client

The client chooses the scope, the people involved, what the next thirty days need to prove, and the judgment at the review. The readings support that decision and leave it in human hands.

Questions

Do we need an AEP-trained employee before we start?

You can start before someone on your team qualifies for independent delivery. We help shape the first engagement and put the right delivery owner in the room while your practitioner learns through the work.

Can we set our own client price?

Yes. You may sell the plan on its own or include it in a broader scope. You control the client price and own the continuing relationship. We make sure the scope and promises stay accurate.

How does the AEP connect to the work we sell?

Before the first engagement, we map your catalog and the client signals that may point to each offer. The client's readings determine the first move. When the evidence reveals a need that matches your expertise, we prepare a clear handoff.

What makes someone a qualified practitioner?

We watch them do the work. A qualified practitioner can prepare the client, lead the room, explain the readings without overclaiming, establish the proof terms, and return at day thirty without Unleash Epic protecting the engagement.

What should we bring to the first conversation?

Bring one client AI question that is already live, the relationship context, and a plain description of what your firm could deliver if the need is there. You do not need a finished offer or a volume commitment.

The first conversation