Project-Path | Engagement Models

How We Work Together

Every organization has different needs, timelines, and budgets. We offer flexible engagement models designed to deliver real value—whether you need a focused solution or ongoing strategic support.

Our Pricing Philosophy

We price based on value delivered, not hours logged. The ranges below reflect typical investments—your actual scope depends on complexity, timeline, and how much heavy lifting you need from us versus your team. We'll discuss specifics during our discovery call and always provide a clear proposal before any work begins.

Project-Based Engagement

A defined scope with clear deliverables and timeline

Starting Investment

$8,000 – $35,000

Based on scope

Ideal for organizations with a specific challenge or opportunity. We define the problem, design the solution, build it, and hand it off—with documentation and training so your team can run it independently.

Best For:

Building a document intelligence system, automating a specific workflow (invoicing, vendor onboarding, reporting), or creating a project communications framework.

What's Included:

Discovery session to define requirements
Solution design document for approval
Full build and implementation
Testing with your real data/scenarios
Documentation and team training
30 days post-launch support

Monthly Retainer

Ongoing support for evolving needs

Monthly Investment

$2,500 – $7,500

3-month minimum

For organizations that need ongoing automation support, system maintenance, or want to tackle multiple smaller improvements over time. Think of it as having a fractional automation team on call.

Best For:

Companies with multiple automation needs, growing operations requiring continuous optimization, or those who've completed a project and want ongoing enhancement.

What's Included:

Dedicated monthly hours (scope-dependent)
Priority response within 24 hours
System monitoring and maintenance
Incremental improvements and new features
Monthly check-in and roadmap review
Rollover of unused hours (up to 25%)

Strategy & Assessment

Clarity before commitment

Investment

$2,500 – $5,000

One-time

Not sure where to start? We'll audit your current operations, identify the highest-impact automation opportunities, and deliver a prioritized roadmap—so you can make informed decisions about what to build and when.

Best For:

Organizations exploring automation for the first time, those with scattered systems needing consolidation, or anyone who wants expert guidance before investing in a larger engagement.

What's Included:

2-3 hour discovery workshop
Current-state process documentation
Opportunity identification and scoring
Prioritized automation roadmap
Budget estimates for recommended projects
Findings presentation and Q&A

Add-On: Ongoing Advisory

$750/month

For clients who've completed a project and want to stay connected without a full retainer. Get monthly office hours for questions, troubleshooting, and guidance as your team runs the systems independently.

2 hours of advisory time monthly

Email support with 48-hour response

Quarterly system health check

Cancel anytime

What You Can Expect

Clear Proposals

You'll receive a detailed scope document before any work begins. No surprises, no hidden fees.

Realistic Timelines

Most projects complete in 4-8 weeks. We'll give you an honest timeline based on scope and your team's availability.

You Own Everything

All systems, documentation, and workflows we create are yours. No lock-in, no proprietary dependencies.

Let's Find the Right Fit

Not sure which engagement makes sense? Let's talk. A 20-minute conversation will help us understand your situation and recommend the best path forward—no obligation.

Schedule a Discovery Call

Typical response within 24 hours