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Copp Oak Advisors

AI Opportunity Review · $999

One focused decision. A clear next move.

Bring one bounded problem or decision. The Review is a 45-minute diagnostic, an AI Opportunity Brief within two business days, and a separate 30-minute walkthrough.

What you receive

Enough clarity to make the next decision well.

The Review is a focused diagnostic, not an audit, implementation, technical architecture, vendor procurement, legal opinion, or guarantee. It includes no Company Brain Seed, synchronization, live connection, or software configuration.

What we heard

A concise view of the current workflow, business consequence, owner, and constraints.

Where value may sit

Up to five practical recommendations only when evidence supports them, with the costs, effort, assumptions, confidence, and limitations made clear.

What not to do yet

The tempting tools, assumptions, or risks that should not drive the decision.

One recommended next move

A practical action, owner, and decision—not a catalog of software.

Known assumptions

The facts that should be verified before money or time is committed.

How the Opportunity Review works

01

Share the problem

Complete a short eligibility check without sending confidential or sensitive information.

02

Work it through

Spend 45 minutes on the workflow, business value, people, information, and risk.

03

Receive the brief

Get the AI Opportunity Brief within two business days, then use a 30-minute walkthrough to choose whether to act, investigate, or stop.

Price and credit

$999, with a clear path forward.

The fee covers intake review, the diagnostic, senior synthesis, the AI Opportunity Brief, and the walkthrough. The full $999 is credited toward a $6,500 Opportunity Blueprint when its SOW is signed and first payment is made within 30 calendar days after Brief delivery; the qualifying remaining price is $5,501. You keep the Brief whether or not you continue.

Cancel at least 24 hours before the session for a full refund, or reschedule once without charge with 24 hours’ notice. Late cancellations and no-shows are non-refundable. If Copp Oak must cancel, you may reschedule or receive a full refund. These launch terms remain subject to lawyer review.

Commercial activation pending

Checkout and paid scheduling are not connected yet.

Paid booking remains intentionally inactive until the required launch clearances, lawyer-reviewed terms, insurance, and data-handling controls are complete. No payment or sensitive intake is collected by this page.

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