We are looking for our first client in six industries. On purpose, out loud.
The operator is not new. This company's client list is.
Where this company actually is
Six months of building. No client stories yet.
Our founder spent over a decade in the executor seat, four and a half years of it as an agency COO. In January he left iExcel and gave himself one rule: build everything with AI, or do not build it at all.
Six months of that produced what you can read on the rest of this site. A menu of twelve named builds. Published prices. An audit that computes its answer from your systems. What it has not produced is a single Modern BizOps case study, because the company is six months old and we are not going to invent one.
So we are doing the version that survives a diligence-heavy buyer. We are looking for one founding client in each of six industries. You get the terms below. We get the first case study this company can point at. Both halves are written down before anybody signs anything.
True today
- Over a decade in the executor seat, four and a half years of it as an agency COO.
- Six months building AI-first, under one rule, with no exceptions made.
- A published menu of twelve builds, each with a price and a clock on it.
- An audit instrument that connects to more than twenty of the tools you already run.
Not true yet
- No Modern BizOps case study.
- No client logos and no testimonials.
- No reference at this company for you to call.
- No vertical pack published, because a pack waits for a real stack to shape it.
The six
Each of these six industries has one build we start with.
These are the industries where we know the system of record and the one pipeline the whole business runs on. Each has an anchor build, and the founding client in that industry is the company it gets built for first.
The anchor build is where a vertical starts. The whole menu of twelve builds is open to a founding client, and the audit is what decides which one goes first.
One founding client per industry.
Commercial field services
Fire and life safety, commercial HVAC and mechanical, facilities.
Anchor build
Deficiency-to-Quote Pipeline
An inspection finds a deficiency, the deficiency becomes a quote, and the quote gets followed up until it closes.
Accounting and CPA firms
Client accounting and tax practices.
Anchor build
Client Document Chase Engine
Document requests go out, reminders chase themselves, and the partner sees which clients are holding up which returns, without anybody keeping a spreadsheet of it.
MSPs and IT services
Managed service providers running a PSA and RMM stack.
Anchor build
Cross-Sell Signal Engine
The stack you already run gets mined for security and project signals, and the follow-up motion runs off them.
Law firms
Practices running Clio or a comparable practice management system.
Anchor build
Intake-to-Engagement Pipeline
Every inquiry is captured, qualified, conflict-checked, and followed up to a signed engagement letter.
Staffing and recruiting
Agencies running an ATS such as Bullhorn.
Anchor build
Candidate Speed to Submit
A candidate lands, gets screened, and reaches a submittal without waiting in somebody's inbox for two days.
Insurance agencies
Mid-market commercial lines agencies on AMS360 or Epic.
Anchor build
Renewal Review and Producer Follow-Up Engine
Renewal dates are mined from the agency management system, review packets get assembled, and producer follow-up is sequenced.
What you get
The discount lands on the first build.
Everything on the pricing page still applies to a founding client. Two things change, and one constraint comes with them.
The audit, still $2,500
Founding terms do not touch this number. You pay what anyone pays, and it still credits 100 percent toward your first build or your first Partner month when you start within 90 days. If we find nothing worth building, you get the fee back and you keep the findings.
The incentive, on the first build
Founding terms are 25 percent off your first build, plus the first two months of the Care Plan included. The Care Plan is the monitoring, the fixes and the monthly optimization pass that keep a shipped system from drifting.
One seat per industry
One founding client per industry. When an industry is taken, these terms come off the table for that industry, and the next company in it pays the published prices.
The audit is deliberately not the discount. A free diagnosis has to sell you something to pay for itself, and at that point it is not a diagnosis any more. Paying for it is what buys you a finding that can tell you no.
Every other number is on the pricing page, unchanged, so you can check exactly what the founding terms move and what they do not.
What we ask back
The other half of the trade.
The discount buys proof, so three things have to be true on your side before the work starts.
A named automation owner
One person at your company owns the system after we hand it over. That is a requirement on every build we do. On a founding build it is also what makes the write-up possible, because somebody has to be accountable for the numbers we publish.
The outcome written up, with real numbers
We measure the before, we measure the after, and we write it up as a case study with the actual figures in it. You read every line and approve it before it goes anywhere.
A review on a company surface
One review at the end, on a surface where other buyers can find it, and only if the work earned it. We do not ask on day one and we do not write it for you.
All of it is on this page before the call, because the write-up is the part of this trade that is easiest to spring on somebody late. If you read it now and it is a problem, say so on the call and we will quote you the published prices.
Questions a first client asks
Are we the guinea pig here?+
You would be first at being a Modern BizOps client, and that is what the founding terms are paying you for. The audit instrument and the build menu already exist and already run. They are six months of full-time work, built by somebody with over a decade in the executor seat and four and a half years of that as an agency COO.
Why is the audit not discounted as well?+
Because the discount is worth more where the money is. The AI Revenue Audit stays at $2,500 and a first build is several times that, so 25 percent off your first build beats the same percentage off the diagnosis. The audit still credits 100 percent toward your first build or your first Partner month, so the fee comes back to you either way.
How public is public?+
Public enough to be checkable. You are named as a founding client, the write-up carries real numbers you approved, and a review goes on a company surface at the end. If your business cannot be named, tell us on the call. It usually means these are not the right terms for you, and the published prices are still there.
What if my industry is not one of the six?+
Then the menu and the audit still apply and you should book the call anyway. The six are where the first builds go, because we know the systems of record inside them and a vertical pack has to be shaped by a real stack. If you are outside them, we will tell you plainly on the call whether we are the right people for the work.
What happens if the build does not deliver?+
The scope is fixed and written before the work starts, so an overrun costs you nothing and there is no change order. The systems, the data and the runbook are yours, and every retainer carries a quarterly out, so the longest commitment is three months. A founding client is not signing a longer leash than anyone else. If it does not work, the write-up says that too.
One per industry
Book the call and take your industry.
Every price is published, so there is nothing left to quote. The call is where we work out whether your business is the right first one in its industry, and we will say so plainly if it is not.
Book a call