Services

One ladder, four steps, one destination: you own it.

Every engagement follows the same path — discover what's there, organize it, build on it, and hand you full ownership. Each step is a complete deliverable on its own.

Philosophy

The knowledge foundation comes first

AI without business context gives generic, useless outputs. Every tool we build sits on a knowledge foundation specific to your business — so it works the way it should from day one.

Step 1 · Discover

Discovery & Audit

A structured 90-minute intake session covering financial data, KPIs, business context, operations, systems, and AI use cases. Every question maps directly to your knowledge vault — this isn't a generic questionnaire, it's the blueprint for everything that comes after.

Deliverable: Clarity Audit Report

An 8-page report covering:

  • What We Found — in your language, no jargon
  • Your Knowledge Vault — structure specific to your business
  • Dashboard Preview — mockup of the end product
  • Your AI Use Cases — prioritized by impact
  • Your Clarity Path — week-by-week timeline
  • Your Investment — two pricing paths
$750 – $1,500
Step 2 · Illuminate

Knowledge Vault Build

A structured, organized knowledge base — built in your own storage — that captures everything an AI tool needs to know about your business, and everything your business needs to know about itself. It reduces key-person risk and helps onboard staff, whether or not you ever add AI on top of it.

Platform: plain markdown files on your shared drive by default — no new platform, no new license, readable by any AI tool. That also means you're never locked into one AI provider — if you switch tools or a better model comes along, pointing it at your vault is a quick retool, not a rebuild. SharePoint / Microsoft 365 for teams already in that ecosystem.

Seven vault sections

  • Business Overview
  • Financial Foundation
  • KPI Library
  • Business Context
  • Operational Processes
  • Data Source Map
  • AI Use Case Library
$2,000 – $10,000
Step 3 · Build

Business Dashboards

Custom dashboards that turn your data into clear, visual, actionable intelligence — built on the vault foundation, handed off with full ownership. Built in Python/Dash, or Power BI for Microsoft shops.

Typical components

  • KPI summary row — revenue, margin, cash, AR overdue, open jobs
  • Revenue trend — 12 months, prior-year comparison
  • Profitability breakdown by customer or product line
  • AR aging buckets with dollar amounts
  • AI Insight Panel — narrative, anomaly alerts, plain-language queries
$4,000 – $12,000
Step 3 · Build

Custom AI Tool Builds

Purpose-built tools that automate or augment a specific workflow — scoped from your AI Use Case Library, built, and handed off with training. Not AI for AI's sake: every tool solves a specific, felt pain point identified in the audit.

Examples

  • Invoice and document processing automation
  • Customer follow-up and outreach sequences
  • Internal Q&A tools powered by your knowledge vault
  • Reporting automation — replace manual weekly reports
  • Data extraction and classification pipelines
  • Job or project profitability prediction
$6,000 – $20,000+
Step 4 · Re-Engage

Not a retainer — a running head start

When your business is ready for more — a new dashboard view, a new AI tool, a vault update — we already know your business. No discovery needed. Faster delivery, tighter scope, priced accordingly.

Quarterly Vault Health Check

One working session per quarter: refresh stale vault content, verify the dashboard numbers still tie, and scan for new AI use cases. No hosting, no standing access — cancel anytime.

$500 – $750 / quarter

Sustain Retainer

For clients who want ongoing access rather than a project-by-project relationship. Covers a monthly check-in, data refresh, and minor additions.

$750 – $1,500 / month
Two Ways to Work Together

Ownership vs. Subscription

Ownership is the primary path — presented on every proposal alongside subscription, so you can choose what fits.

Ownership (Primary) Subscription (Secondary)
Who hostsYouSix4Six Insights
Who pays AI costsYou — your own API account, ~$5–20/moSix4Six Insights — absorbed in subscription
Data liability after handoffZeroSix4Six Insights in chain of custody
Ongoing feeNone (optional Health Check)$750 – $1,500/mo
Re-engagementNew projectSubscription expansion

Not sure which step you need?

That's what the Discovery & Audit is for. Start there — everything else follows from what we find.

Book a Discovery Audit