Engagements — Anselmo & Co.

Engagement i.

The Audit

Fast turnaround · Where every engagement begins

The audit is a structured diagnostic of your operation. We spend time understanding how your business actually runs — the tools you use, the workflows that work, the things that fall through the cracks — and produce a written report that names your highest-leverage AI opportunities and ranks them by impact. Critically, we also tell you whether to buy a platform, build something custom, or wait. We have no stake in that answer.

What you get

A structured review of your current tools, workflows, and operational pain points
Written report with your top AI opportunities ranked by time saved and revenue impact
A clear buy vs. build vs. wait recommendation for each opportunity
60-minute debrief and roadmap call
A scoped proposal for whatever we recommend tackling first

This is right for you if

You know AI should be part of your operation but are not sure where to start
You have been pitched by AI platforms and want an independent view on what is actually worth buying
You want a clear, prioritized roadmap before spending money on implementation
You have real operational complexity — more work than you can manage manually, and processes that could genuinely benefit from automation

Engagement ii.

The Sprint

Scoped to the work · Done-for-you or done-with-you

A sprint is where we execute. Once the audit identifies the right first move, we scope and deliver it — whether that means configuring a purpose-built platform, building a custom workflow, or connecting tools your business already uses. We do not have a preferred approach. We do whatever the audit says is right. Timing is scoped before we start so there are no surprises.

What a sprint might involve

Selecting, configuring, and implementing a purpose-built AI platform for your business type
Building a custom voice agent or lead response automation from scratch
Setting up automated quote follow-up integrated with your existing CRM or field service software
Connecting and configuring AI scheduling or dispatch tools
Stitching together multiple tools your business already has into a working automated workflow

Every sprint includes

Scoped timeline and deliverables agreed upfront — no scope creep
Build or configuration work, whichever the job calls for
Integration with your existing tools and software
Team walkthrough and plain-language documentation
30-day post-launch check-in

Engagement iii.

The Operating Partner

Monthly · Advisor-led · Flexible scope

The AI landscape is changing faster than any single business can track. The Operating Partner engagement is for businesses that want someone on their side as it evolves — advising on what new platforms and tools are worth considering, keeping existing systems healthy, and helping them make better decisions when vendors come knocking. Some months that means implementing something new. Some months it means a strategy call and a clear "not yet." We structure the engagement around what your business actually needs.

What an ongoing relationship covers

Staying current on the AI platform landscape so you do not have to evaluate every vendor pitch yourself
Advising on platform upgrades, switches, or additions as your business grows
Keeping existing AI systems tuned and performing as underlying models improve
Async support when something breaks, a vendor pitches something new, or a question comes up
Periodic strategy sessions on where AI is headed and what it means for your operation
Implementation work when the moment is right — not on an artificial monthly cadence

Two modes, one relationship

Advisory only — we guide the decisions, you or your team execute. Lower monthly investment, right for businesses with internal capability.
Advisory plus implementation — we guide and build. Higher monthly investment, right for businesses that want a fully managed relationship.

Three ways we work together.