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Copp Oak Advisors

Navigate → Build → Steward

The right work, in the right order.

Copp Oak begins with business judgment, builds only what earns its place, and stays close enough to keep the result useful. Choose a focused first decision or a broader path from priorities to delivery.

How Navigate, Build, and Steward work

01

Navigate

Navigate

Find the opportunities that matter. Establish the baseline, understand the risk, and choose the right first move.

A focused decision or measured 90-day roadmap.

02

Build

Build

Build the client-owned context foundation and the bounded Action Plane product selected during Navigate. Test it in the real business and transfer ownership clearly.

A working system with tests, training, and a named operating owner.

03

Steward

Steward

Deploy a bounded team of AI agents to run one recurring process in the client environment. Define its inputs, outputs, permissions, evaluations, observability, cost controls, rollback, and human approval points.

A governed Action Plane product with defined outputs and acceptance criteria.

Build

Put one valuable workflow into use.

A Build Sprint is a fixed-scope implementation around one business outcome. It may use AI, existing software, automation, a lightweight internal tool, or a combination. The method follows the problem.

Build

Usually 2–6 weeks

Build Sprint

From $10,000

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

Plan a Build Sprint

Build

Scoped after a Blueprint

Company Brain Build

From $15,000

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

Explore the Company Brain

Steward

Deploy one governed process.

A Steward is a client-deployed, bounded team of AI agents that runs one recurring process and produces defined outputs. It is an Action Plane product above the Company Brain context and memory plane—not a general autonomous system or primarily a Copp Oak-operated retainer. It is available only for a Company Brain or Action Plane product Copp Oak built, or materially rebuilt and accepted through a Copp Oak Build Sprint. One bounded solution starts at $2,500 per month; larger or more integrated multi-agent solutions start at $5,000 per month. Both are Day Zero working anchors, normally with a three-month initial term. Human advisory, maintenance, incident response, release assurance, or temporary operation is separate and never implied.

Steward

One bounded recurring process · three-month initial term

Steward Agent Solution

From $2,500/month

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.

Plan a Steward

Steward

Larger or more integrated scope · three-month initial term

Larger Steward Agent Solution

From $5,000/month

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.

Discuss a Larger Steward

Credit path

Good discovery should keep its value.

Your $999 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. If you continue into a Build Sprint, a qualifying Blueprint carries a non-stacking $3,500 Build credit when the Sprint SOW is signed and its first payment is made within 30 calendar days after the final readout.

One path, no double counting, and no pressure to continue.

A clear first step

Not sure which level fits? Start with 20 minutes.

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