Pricing
Real numbers you can read before the call.
Pick a single discipline, or take the integrated seat. Every engagement is month-to-month after the first quarter, and if it is not working by day 60, either of us can call it.
Evaluating a portfolio company or a fund-wide AI program? Private equity engagements are structured per deal and per fund, not by the retainers below. See the PE engagement structure →
Entry Point
Diagnostic Sprint
$2,500
fixed fee, two weeks, credited in full toward any engagement below
I run the Sophizo ROI formula on your actual pipeline, forecast accuracy, and RevOps cost structure, and deliver a board-ready ROI projection and a prioritized Architecture Map that tells you exactly which path below fits. You keep everything, whether or not we go further. Most clients start here.
Revenue Operations
Fractional RevOps Leader
As low as $3,500/mo
single discipline, month-to-month after the first quarter
For companies whose forecast, pipeline, and tool stack stopped agreeing with each other.
- Revenue architecture audit and remediation roadmap
- Forecast discipline: bull, base, and bear scenarios your board can trust
- Pipeline hygiene, stage definitions, and handoff repair
- Tool stack rationalization: most clients cut 20 to 30% of spend
AI Advisory
AI Advisor
Custom
advisory retainer, scoped to your AI roadmap
For leaders who need an owner for AI strategy, not another tool pilot that stalls at proof of concept.
- AI opportunity map across your revenue engine, ranked by ROI and risk
- A 2026 AI doctrine your board and auditors can defend
- Governance artifacts: model registry, usage policy, human-in-the-loop controls
- Three-horizon portfolio so quick wins fund the compounding bets
AI Governance
AI Governance
From $7,500
fixed-fee Governance Sprint, Accelerator from $45K
For companies where AI is already in production and the board, auditors, or enterprise buyers are starting to ask who owns the risk.
- Model and tool inventory: what is running, where, and on whose data
- Usage policy, approval workflow, and human-in-the-loop controls
- Audit-ready documentation your security reviews can pass
- Board-level governance brief in language your directors read
The Integrated Seat
Fractional AI Officer
$14,500/mo
one seat, month-to-month after the first quarter
The whole job in one seat. RevOps, AI advisory, and governance run by one operator instead of three vendors who never talk to each other.
- Everything in RevOps, AI Advisory, and AI Governance, owned end to end
- AI architected directly into your revenue engine, not bolted on
- Production agents shipped and run, not slide decks
- One accountable owner your board can put a name to
Claude for Small Business
Claude for Small Business — Revenue Readiness Sprints
Fixed-fee implementation for SMBs adopting Claude for Small Business. Three engagement modes. No hourly rates. No retainer required to start.
Fixed · One-Time · 3 Weeks
Done For You
$4,995
Best for: Founders and CEOs who want the operating system without the process
- HubSpot CRM audit and full connector activation
- ICP-specific lead triage criteria and prompt architecture
- Market signal intelligence overlay
- Wave-position campaign attribution configuration
- AI governance framework aligned to NIST AI RMF
- 30-day operating rhythm documentation
- Approval playbook
- 30-day post-sprint support window
Fixed · One-Time · 3 Weeks
Done With You
$6,500
Best for: Operators who want to own the capability, not just receive it
- Everything in Done For You
- Weekly build sessions with your team present
- Workflow documentation written for internal use and training
- Full capability transfer — never dependent on Sophizo to maintain it
- Team training on every configured workflow
Fixed · One-Time · 3 Weeks
Governance-Ready
$8,500
Best for: SMBs selling into enterprise, operating in regulated industries, or with EU customers
- Everything in Done With You
- Written AI policy document
- AI risk register
- Monitoring cadence documentation
- Incident response protocol
- Governance summary for legal review or enterprise prospect due diligence
- EU AI Act alignment documentation
- ISO 42001 alignment documentation
- Annual NIST AI RMF review (year 1 included)
Extend the Engagement
Full detail- Fractional CROfrom $5,500/mo
- Fractional CMOfrom $4,500/mo
- Fractional RevOpsfrom $3,500/mo
- Fractional AI Advisorfrom $2,500/mo
- Revenue Operating System bundle$11,500/mo
Sprint investment applies as a full credit toward month one of any add-on or the bundle. See full details at sophizo.net/claude-for-small-business.
Questions before the call
Not sure which engagement fits? Take the free Revenue Architecture Audit to see where your revenue engine stands, or read the Sophizo Method to understand how every engagement is run.
Still deciding? Start with the number.
The Diagnostic Sprint answers the only question that matters: what is AI already doing to your revenue, and what is the highest-ROI move next. $2,500, two weeks, credited in full toward whatever comes next.