THE ENGAGEMENT MODEL
Discovery.Implementation.& Advisory.
Three ways to work with us.
Each engagement built on the last.
Start where you are. Move when you're ready.
Engagement 01 · Discovery → 02 · Implementation → 03 · Advisory.
DISCOVERY
Find the $50–100M+ Before Your Competitors Do
A 5-day external analysis that identifies and quantifies specific revenue and efficiency opportunities in your business. Every concept stress-tested. Every dollar figure defensible. A deliverable your finance team can question and your leadership team can run with.
$15,000 flat for the 5-day Discovery. No success fee. No hidden fees. Implementation scoped post-Discovery.
$50–100M+
typical aggregate projected NPV per Report
5 Days
from kickoff to deliverable
Built to surface $5M+
every figure traceable and defensible
IMPLEMENTATION
Your Meridian Report Found the Value.Now Capture It.
Every implementation engagement is scoped by what your Meridian report revealed. No two look alike — because no two companies have the same opportunities. We build the systems, infrastructure, and models that turn identified value into realized revenue.
AI Infrastructure
Local deployment on your hardware. Your data stays in your environment. Purpose-built for your scale and security requirements.
Custom Models
Domain-specific models trained on your proprietary data. Built to your use case, not a generic template. Production-grade systems you own completely.
Integration & Buildout
Connect AI to your existing systems, workflows, and data. Designed to work with what you already have — not replace it.
Security & Governance
Comprehensive security assessment. Compliance framework mapped to your regulatory environment. Documentation your team can act on.
1. Architecture & Readiness
Scope the engagement from your Meridian findings. Assess what's needed, identify any prerequisites. No surprises downstream.
From Meridian findings
2. Build & Integration
Develop the systems. Build the models. Integrate with your infrastructure. Regular checkpoints with your team throughout.
Regular checkpoints
3. Deploy & Train
Go-live with your team trained and monitoring active. Operational runbooks delivered.
Operational runbooks
4. Handoff & Support
Executive presentation. Full documentation. Everything you need to operate independently. 30-day post-engagement support.
30-day support
Typical implementations: 6–8 weeks. Every engagement is fixed-fee, tied to specific deliverables. No hourly billing. Your Meridian report defines the scope — we build your proposal after you've seen your number.
The report scopes the engagement. Discovery first.
ONGOING
Stay Ahead of What's Next
After implementation, the landscape keeps moving. The advisory retainer keeps a dedicated strategist in your corner — someone who already knows your business, your models, and your competitive position.
Monthly strategy call — emerging opportunities, model performance, evolving risks
Async access — direct line for decisions that can't wait
Quarterly opportunity scan — clients typically find $2M+ in new opportunities in year 2
$15K/month. Scoped to your needs.
Ask About AdvisoryBuilt for Leaders Who Move on Evidence
CFO / VP Finance
Dollar figures that survive board scrutiny. Full audit trail from identification through realization.
CEO / President
Speed and certainty. 5 days to see your number. 6–8 weeks to start capturing it.
PE Operating Partner
Portfolio-wide visibility. EBITDA-focused analysis built for your fund thesis and exit timeline.
CTO / CISO
Technical rigor you can verify. No black boxes. No vendor lock-in. You own everything we build.
Best for companies with $25M–$1B in revenue and active or planned growth initiatives.
Operator Speed. Builder Accountability.
Working Systems, Not Decks
We deliver working systems, not recommendation decks. You don't hire us for slides — you hire us because your Meridian report found the value and you need someone who can capture it.
Fixed-Fee Transparency
Every engagement is fixed-fee with defined deliverables. No hourly billing, no incentive to stretch timelines. Senior-level strategy and implementation from kickoff to handoff.
Skin in the Game
Our incentive isn't the report fee — it's the work you hire us for after. So the Report has to be good enough that you want to build on it. Fixed fees on implementation and 6-month and 12-month value realization assessments hold us accountable to the numbers we identified.
One Relationship. Three Phases.
MERIDIAN REPORT
5 days
Find the value
IMPLEMENTATION
6–8 weeks
Capture it
ADVISORY RETAINER
Ongoing
Keep the edge
Most clients start with the Meridian Value Report. Those who find significant opportunity move into a custom implementation engagement. The advisory retainer keeps you ahead as the landscape evolves. Each phase informs the next. Nothing is wasted.
Questions
Every Engagement Starts with Discovery.
15 minutes. No pitch. Just a conversation about what's possible.
Or email directly: hello@pilottopayoff.com