How the partnership works

One engagement.
Not a menu.

Most firms sell you a service and bill you for the next one. We work as one embedded partnership: a monthly fee, a senior team, a queue of builds, and your people trained to run what we ship. The capabilities below are lanes inside that relationship — not products you pick from.

●One monthly fee ●3-month initial term ●You own what we build ●Greer, SC
Why a sherpa team

We've been
at altitude
before.

A sherpa doesn't carry you. They know the path, they've climbed it themselves, and they help carry the weight — moving with you under shared judgment.

That's how we're built: a small, senior team of specialists — an operational expert, a technical expert, and an integrator (business strategist and project manager in one) — assembled by founder John Constantine, a former publicly traded CEO who led IPOs, M&A, and the post-COVID pivot of ARCpoint Labs from 120 locations to over 350.

We don't represent a single vendor. We don't sell a packaged program. The people who scope your work are the people who do it — leaving your organization stronger, smarter, and more capable than we found it.

$100M+
Revenue grown across multiple ventures and industries
60+
Custom AI and technology solutions built and deployed
200%+
Average return on investment across engagements
Hundreds
Client employees trained on the systems we build
20+
Full AI SaaS platforms built from the ground up
TSX-V
Publicly listed company — capital markets, governance & M&A
350+
Franchise locations operated across national networks
What's included

Every month,
six things.

The reason it's one fee is so you stop doing arithmetic before you ask for something. No hourly meter, no per-build quote, no invoice for a question.

01

The senior team

An operational expert, a technical engineer, and an integrator — with founder John Constantine in every engagement.

02

The builds

Working tools shipped from your idea queue, prioritized with you and hardened for production.

03

Weekly training

Standing sessions that make your people genuinely capable on what we deploy.

04

Executive advisory

Monthly review with leadership on roadmap, spend, and decisions needing an owner or board.

05

Your client portal

Live project tracking, the AI idea queue, and per-person training status.

06

Dev-phase AI costs

The API and tooling spend we run up while building is ours, not a line on your invoice.

Full structure, ownership, and market cost context on the investment & terms page.

The lanes

Four capabilities,
one relationship.

These aren't four products with four price tags. They're the lanes we work in, and most engagements draw on several at once — because an AI build usually needs an operating change and a trained team to actually stick.

01

Executive Coaching

For the leader in the arena

High-stakes coaching for CEOs, founders, and C-suite executives who need a trusted advisor who has actually sat in the chair — not just studied it. We bring the perspective of a team that has navigated public markets, M&A, rapid growth, and organizational complexity firsthand.

  • Vision clarity & strategic decision-making
  • Board governance & accountability systems
  • Leadership identity & culture architecture
  • Crisis navigation & turnaround leadership
  • AI Certified consultant training
  • Organizational alignment & team design
  • Capital markets & investor readiness
  • M&A preparation & integration support
02

Sales & Growth Strategy

Built to scale, not just close

Two decades of leading national sales and marketing teams — translated into systems that generate predictable revenue, sharpen team execution, and build franchisable growth engines. Drawing on Sandler, Challenger, and Carnegie frameworks.

  • Go-to-market & pipeline architecture
  • Sales playbooks & methodology training
  • CRM strategy & automation design
  • Franchise & multi-unit growth systems
  • Revenue forecasting & KPI architecture
  • Field sales management & hiring
  • AI-powered sales roleplay & coaching
  • Lead generation & outbound systems
03

AI Consulting & Implementation

Deployed systems, not theory

We help small and mid-sized businesses identify where AI delivers real, measurable value — then we build it. Multi-agent architectures, agentic workflow design, and full Claude ecosystem integration. 60+ solutions across industries. We speak from experience, not slides.

  • AI readiness assessment
  • Agentic workflow design & deployment
  • Claude ecosystem integration
  • Multi-agent system architecture
  • n8n & automation pipeline design
  • Outsourced Chief AI Officer (fractional CAIO)
  • AI team training & change management
  • Operational efficiency via AI automation
04

Customer Application Development

From whiteboard to marketplace

Full-stack AI-powered applications built for real business problems. Platforms that historically cost hundreds of thousands — delivered faster and for far less. IP co-ownership model available, allowing your organization to own a stake in what we build together.

  • SaaS platform design & development
  • AI-powered customer-facing apps
  • Anthropic API & LLM integration
  • React / TypeScript production builds
  • IP co-ownership model available
  • Dashboard & reporting tools
  • CRM & workflow integrations
  • Ongoing QA & platform management
The rhythm

How an embedded
partner stays present.

Embedded only means something with a cadence you can count on. Ours is fixed, so we never become someone you have to chase for an update.

WEEKLY

Working session

Standing time with your team on what's being built, what's blocked, and what ships next. Not a status report — the actual working meeting.

WEEKLY

Training block

Hands-on time getting your people capable on what we've deployed. The capability has to stay when we step back, and that only happens on purpose.

MONTHLY

Executive review

Progress against the roadmap, spend, and the decisions that need leadership or board input. Where we answer to you rather than update you.

CONTINUOUS

Idea queue

Anyone in your company can submit an AI idea. We triage, size, and sequence it — all visible in your portal, so the roadmap adapts as your team learns what's possible.

The first 90 days

What the initial
term looks like.

The 3-month initial term isn't a lock-in, it's how long real AI work takes to show results. Here's what happens in it, so you know what you're buying before you buy it.

Days 1–30

Find the twenty minutes

We sit with your team and map where the time actually goes — the repetitive work, the systems that don't talk, the knowledge trapped in three people's heads. Then we pick the first build: something with a visible payoff, not the hardest problem you have.

  • Operations and systems review
  • AI readiness across departments
  • Portal set up, idea queue opened
  • First build scoped and started
Days 31–60

Ship something real

The first tool goes into production — not a demo, something your team uses on Monday. Training starts in parallel, because a tool nobody's confident with is a tool nobody uses.

  • First build in production
  • Weekly training underway
  • Second build scoped from the queue
  • Governance and acceptable-use policy drafted
Days 61–90

Prove it and sequence what's next

We measure what the first build actually saved and put a number on it. Then we sequence the roadmap for the next quarter based on what your team has learned it can ask for.

  • Measured results on build one
  • Second build shipping
  • Quarterly roadmap agreed
  • Decision point: continue month to month, or stop
The right fit

Who we work
best with.

We work with small and mid-sized businesses — typically 5+ employees and roughly $3M+ in revenue. Founder-run companies, businesses with executive teams and boards, and PE-backed operators all fit. The real qualifier is whether someone can approve and move.

Growth-Stage Companies

You've proven the concept and now need systems, strategy, and infrastructure to scale without breaking what you built. You want a partner who has been through the growth cycle — not studied it.

SMB, Mid-Market & PE-Backed

Real complexity, but no budget or need for a full-time C-suite executive in every seat. Whether you answer to a board, a sponsor, or only yourself, you need senior thinking without the overhead.

AI-Ready Organizations

You know AI is important and you're ready to do something real about it — but you need a guide who has actually built and deployed systems, not a consultant who has read the same articles you have.

Engagement models

The partnership,
or something smaller.

The monthly partnership is our default because it's what produces durable results. But sometimes you need one thing done well rather than an ongoing relationship — and we'll scope that honestly instead of trying to convert it.

Summit Session

One-day strategic intensive

A focused, high-impact day working directly with your leadership team to map your biggest challenges, clear the fog, and leave with a concrete action plan you can execute immediately.

  • Full-day on-site or virtual session
  • Pre-work assessment & preparation
  • Strategic action plan deliverable
  • 30-day follow-up check-in included
Email Geoffrey to book →
THE DEFAULT

AI Partnership

Ongoing monthly engagement

The full relationship: senior team, builds from your queue, weekly training, executive advisory, your portal, and dev-phase AI costs. We become part of your leadership team rather than a vendor you brief.

  • Weekly working session & training
  • Monthly executive review
  • Continuous idea queue
  • Includes the fractional CAIO role
  • 3-month initial term, then monthly
Email Geoffrey to start →

Project Engagement

Scoped initiative

Defined-scope engagements targeting a specific outcome — a single tool built, a sales system, an AI implementation, or a go-to-market strategy. Clear deliverables, clear timeline, no conversion pressure.

  • Defined scope & deliverables
  • Fixed timeline with milestones
  • Weekly progress updates
  • IP co-ownership available
Email Geoffrey to scope →
Ready to start the climb?

Let's find your
summit together.

The first conversation is just that — a conversation. No pitch decks. No commitment. Just an honest exchange about where you are, where you want to go, and whether we're the right team.

Email Geoffrey — our AI Chief of Staff → Or use the contact form