Beyond the dev retainer.
Into agency IP.
A strategy first engagement that starts by reviewing your retained client model, finds the highest value AI opportunities, and turns them into a prioritized roadmap with your leadership team. Then we build the first generation of services: competitor monitoring, tailored intelligence reports, ticket history analysis, quarterly opportunity reports, internal agents, and executive dashboards. Every service is built as a reusable framework that scales across your whole book of clients, so what we build becomes agency IP you own and sell, not another round of billable hours.
The retainer model has a ceiling.
You already deliver great development work. The opportunity is to stop selling hours and start selling intelligence, using the data your delivery already generates.
Retainers reward hours, not outcomes
Traditional dev retainers cap your value at capacity. Clients treat you as a ticket queue instead of a strategic partner driving their growth, and margin stays flat.
Your delivery data is a mine you don't dig
Every Jira ticket, Shopify build, and support thread holds patterns: recurring issues, technical debt, roadmap opportunities. Today that intelligence dies in the backlog.
One off automations never become IP
Building bespoke automation per client is billable hours in disguise. Without reusable frameworks, nothing you build makes the next client faster, cheaper, or better.
Strategy first, then reusable build.
This starts as a consulting engagement, not a build ticket. We review your current services and retained client model, then work with leadership to identify and prioritize the highest value AI opportunities into a roadmap you own. From there we build the first generation of services, each one designed as a reusable framework: a new client onboards through configuration, not a rebuild from scratch. The systems connect the data you already have across Shopify, Jira, Asana, Google Workspace, and your analytics stack, and use the right model for each job across OpenAI, Anthropic, and Gemini. Competitor monitoring surfaces UX, merchandising, performance, and CRO opportunities, intelligence reports get tailored per client, ticket history turns into quarterly opportunity reports, and executive dashboards translate operational and development data into recommendations leadership can act on. The outcome is a set of productized, AI powered service lines that become durable agency IP, the thing that lets you grow beyond selling time.
What we build. Phase by phase.
Every phase ships something leadership signs off on before the next begins. Strategy first, then one reusable service at a time.
- Review of current services, retained client model, and delivery data across Jira, Asana, Shopify
- Leadership working sessions to define the AI roadmap and where value is highest
- Opportunity map: every proposed service ranked by client impact and build effort
- A prioritized roadmap and a recommended first build, approved by leadership
- AI competitor monitoring surfacing UX, merchandising, performance, and CRO opportunities
- Automated ecommerce intelligence reports tailored to each client
- Built as a reusable framework: new clients onboard by config, not rebuild
- Data connected across Shopify, analytics, and your reporting stack
- Jira and Asana history analysis surfacing recurring issues, technical debt, inefficiencies
- Quarterly opportunity reports generated from development history, not task lists
- Shopify platform update and trend analysis filtered to each client's relevance
- Internal AI agents that improve delivery, reporting, and project management
- Executive dashboards combining operational, development, and business insights
- Actionable recommendations surfaced, not raw metrics dumped
- Reusable frameworks documented so your team can deploy to any retained client
- Handoff, training, and adoption support so the systems get used
- Continuous expansion of the AI service catalog as new opportunities surface
- New LLMs, tools, and workflows evaluated and adopted as the technology evolves
- Each new service productized as agency IP you can sell across the book
- Quarterly roadmap reviews with leadership to keep the strategy ahead of the market
Eight weeks. Roadmap to first services.
A consulting sprint, then reusable services shipped two weeks at a time. Click any stage to see exactly what lands.
Deliverables this stage
- Review of services, retained client model, and delivery data across Jira, Asana, Shopify
- Leadership working sessions defining the AI roadmap and value priorities
- Opportunity map ranking every service by client impact and build effort
- A prioritized roadmap and recommended first build, approved by leadership
Deliverables this stage
- AI competitor monitoring for UX, merchandising, performance, and CRO opportunities
- Automated ecommerce intelligence reports tailored to each client
- Reusable framework so new clients onboard by config, not rebuild
- Data connected across Shopify, analytics, and your reporting stack
Deliverables this stage
- Jira and Asana analysis surfacing recurring issues, technical debt, inefficiencies
- Quarterly opportunity reports generated from development history, not task lists
- Shopify update and trend analysis filtered to each client's relevance
- Internal AI agents improving delivery, reporting, and project management
Deliverables this stage
- Executive dashboards combining operational, development, and business insights
- Actionable recommendations surfaced, not raw metrics dumped
- Reusable frameworks documented for deployment to any retained client
- Handoff, training, and adoption support so the systems get used
Let's define your AI roadmap together.
A 30 minute call with your leadership team to walk the consulting-first approach, talk through where the highest value opportunities likely sit in your retained model, and see how one reusable service is built to scale across every client. US based and ready to start with the roadmap sprint. Happy to walk through commercials on the call.