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Copp Oak Advisors

Ways to work together

Clear starting points. Work scoped to the real need.

Copp Oak starts with a free Fit Call, then works from a clear business decision into a practical Build. Prices below are launch anchors, not a promise that every engagement fits a fixed package.

Navigate

Choose the right first move.

Fit Call

20 minutes

Confirm the problem, sponsor, timing, data, risk, and right next step. It is a fit conversation, not free consulting.

Free

AI Opportunity Review

45-minute diagnostic · Brief in two business days · 30-minute walkthrough

Turn one bounded problem into a concise Decision Brief with up to three opportunities and one recommended next move.

$999

Opportunity Blueprint

Usually 2–3 weeks

Rank several opportunities, set a measured 90-day roadmap, and leave with a read-only Company Brain Seed.

$6,500

Build

Turn a sound decision into a working system.

Build work is custom. A Fit Call establishes whether the problem, timing, and ownership are right for a scoped engagement.

Build Sprint

Usually 2–6 weeks

Put one bounded workflow into use with acceptance criteria, tests, human approvals, training, and ownership transfer.

From $10,000

Company Brain Build

Scoped after a Blueprint

Turn a static Seed into a synchronized, permissioned context and memory foundation owned by the client.

From $15,000

Steward

Keep one bounded process useful and governed.

Steward Agent Solution

One bounded recurring process · three-month initial term

Deploy a versioned, client-owned agent team for one bounded recurring process, with a named operating owner, least-privilege tools, evaluations, observability, cost controls, rollback, and human approval for material external actions. Available only for a Company Brain or Action Plane product Copp Oak built, or materially rebuilt and accepted through a Copp Oak Build Sprint.

From $2,500/month

Larger Steward Agent Solution

Larger or more integrated scope · three-month initial term

Coordinate a larger or more integrated set of bounded specialist agents around one recurring process, with the same client ownership, evaluation, observability, cost, approval, incident, and rollback controls. Available only for a Company Brain or Action Plane product Copp Oak built, or materially rebuilt and accepted through a Copp Oak Build Sprint.

From $5,000/month

Credit path

Discovery should keep its value.

The $999 AI Opportunity Review is fully credited toward a $6,500 Opportunity Blueprint when its SOW is signed and first payment is made within 30 calendar days after Brief delivery. A qualifying Blueprint carries a non-stacking $3,500 Build Sprint credit when the Sprint SOW is signed and its first payment is made within 30 calendar days after the final readout.

Credits are one-time, non-refundable, non-transferable, have no cash value, and do not apply to Steward, taxes, travel, third-party software, platform or model use, or reimbursable expenses.

A clear first step

Bring the business problem. We will help find the right first move.

A Fit Call is 20 minutes, free, and focused on whether Copp Oak is the right next step. No tool pitch. No obligation.