Practical, bottleneck-first workshops aligned with our services — internal knowledge assistants, CRM intelligence, quoting & documents, ERP & workflow, support, and revenue & voice programmes. Delivery is remote, hybrid, or onsite (Sydney / NSW by default).
All prices are indicative AUD ex GST for a standard cohort; final quotes depend on attendees, travel, materials, and scope after discovery.
Formats & indicative rates
E = executive briefing · W = workshop intensive · P = pilot enablement series · C = custom corporate.
| Format | Duration | Delivery | Indicative (ex GST) |
|---|---|---|---|
| Executive briefing (E) | ½ day (3–4 h) | Remote or onsite Sydney | $1,900 – $2,800 |
| 1-day intensive (W) | 1 day | Hybrid or onsite | $3,800 – $5,500 |
| 2-day intensive (W) | 2 days | Hybrid or onsite | $6,800 – $9,800 |
| Pilot enablement (P) | 4 × ~2 h over 4–6 weeks | Remote live | $5,200 – $7,800 |
| Custom corporate (C) | Scoped in discovery | Mixed | From ~$12,000 or day rate POA |
Programmes by pillar
Each programme maps to a focus area on our services page for consistent scoping and pilots.
AI knowledge base & internal ops
Grounded assistants, playbooks, and adoption after launch.
KB-01
Grounded knowledge ops for internal assistants
W 2d: $6,800 – $9,800 · P: $5,200 – $7,800
Format: W (2 days) or P (4 × 2 h)
Delivery: 2-day workshop preferred, or remote enablement series
Modules
- M1 — Source-of-truth map
- M2 — Chunking, metadata & citations
- M3 — RBAC & sensitive documents
- M4 — Lab: evaluate answers & “unknowns”
Technologies: Doc repos, LLM + RAG, vector store, SSO groups
KB-02
Running the assistant after launch
$5,200 – $7,800
Format: P (4 × 2 h)
Delivery: Remote live
Modules
- M1 — Override playbooks
- M2 — Freshness / drift checks
- M3 — Escalation & ticketing handoff
- M4 — Metrics that matter
Technologies: Your production stack, analytics / exports
KB-03
Executive briefing: internal AI without key-person roulette
$1,900 – $2,800
Format: E (½ day)
Delivery: Remote or onsite Sydney
Modules
- M1 — Use cases & risk
- M2 — Pilot scope & success measures
- M3 — Q&A
Technologies: Concepts; optional stack preview
CRM intelligence & pipeline
Hygiene, conversation intelligence, and executive funnel clarity.
CRM-01
CRM hygiene & fields for reliable AI layers
$3,800 – $5,500
Format: W (1 day)
Delivery: Hybrid or onsite
Modules
- M1 — Field & pipeline hygiene standard
- M2 — Activity capture
- M3 — Data quality checks
- M4 — Readiness checklist for AI
Technologies: Client CRM admin / APIs
CRM-02
Conversation intelligence in production
W 2d: $6,800 – $9,800 · P: $5,200 – $7,800
Format: W (2 days) or P
Delivery: Hybrid / onsite or remote series
Modules
- M1 — Consent & retention
- M2 — Email / call ingestion pattern
- M3 — Summary → CRM update with human gate
- M4 — Audit trail
Technologies: CRM APIs, transcription tooling, workflow automation
CRM-03
Executive briefing: funnel signal without vanity dashboards
$1,900 – $2,800
Format: E
Delivery: Remote or onsite
Modules
- M1 — Decision questions
- M2 — Roadmap & ownership
- M3 — Q&A
Technologies: CRM + reporting concepts
Quoting, proposals & documents
Extraction, validation loops, and quote-to-cash guardrails.
DOC-01
Document extraction & validation loops
1d: $3,800 – $5,500 · 2d: $6,800 – $9,800
Format: W (1–2 days)
Delivery: Hybrid or onsite
Modules
- M1 — Doc types & golden samples
- M2 — Extract → validate UX
- M3 — Exception queues
- M4 — Mini lab on sample PDFs
Technologies: OCR / LLM extraction, schema validation, storage
DOC-02
Quote-to-cash guardrails with AI assistance
$6,800 – $9,800
Format: W (2 days)
Delivery: Hybrid or onsite
Modules
- M1 — Process map: enquiry → invoice
- M2 — Margin & history rules
- M3 — Human-in-the-loop approvals
- M4 — Pilot acceptance tests
Technologies: CPQ / spreadsheets / CRM + finance
DOC-03
Executive briefing: where quoting leaks time
$1,900 – $2,800
Format: E
Delivery: Remote or onsite
Modules
- M1 — Pick one quote family
- M2 — Pilot outline
- M3 — Q&A
Technologies: Light process discovery
ERP & workflow orchestration
Stack maps, signals, and when to harden beyond low-code.
ERP-01
Stack map & integration patterns
1d: $3,800 – $5,500 · 2d: $6,800 – $9,800
Format: W (1–2 days)
Delivery: Hybrid or onsite
Modules
- M1 — System-of-record diagram
- M2 — Integration styles (sync vs event)
- M3 — Failure modes & monitoring
- M4 — Prioritised backlog
Technologies: iPaaS, webhooks, REST, queues (patterns)
ERP-02
Inventory & purchasing signals
$3,800 – $5,500
Format: W (1 day)
Delivery: Hybrid or onsite
Modules
- M1 — Signal definitions
- M2 — Cadence & owners
- M3 — Dashboard / alert sketch
- M4 — Next steps
Technologies: ERP / inventory + exports
ERP-03
Cash & anomaly visibility for leadership
E: $1,900 – $2,800 · W 1d: $3,800 – $5,500
Format: E or W (1 day)
Delivery: Remote / hybrid / onsite
Modules
- M1 — KPI tree
- M2 — Anomaly heuristics
- M3 — Governance & Q&A
Technologies: Finance + ops exports
ERP-04
Beyond low-code sprawl
$3,800 – $5,500
Format: W (1 day)
Delivery: Hybrid or onsite
Modules
- M1 — When Zapier / Make is enough
- M2 — When to harden
- M3 — Refactor patterns
- M4 — Plan
Technologies: Make, Zapier, n8n vs custom integration
Support triage & scheduling
Human-in-the-loop triage and constrained scheduling.
OPS-01
Support triage with human-in-the-loop
1d: $3,800 – $5,500 · 2d: $6,800 – $9,800
Format: W (1–2 days)
Delivery: Hybrid or onsite
Modules
- M1 — Categories & routing
- M2 — Suggested reply pattern
- M3 — Escalation
- M4 — Single CRM / ticket record of truth
Technologies: Ticketing + CRM
OPS-02
Scheduling under constraints
$3,800 – $5,500
Format: W (1 day)
Delivery: Hybrid or onsite
Modules
- M1 — Constraint model
- M2 — Tools vs manual
- M3 — Hand-offs
- M4 — Pilot
Technologies: Calendars, field-service tools (concepts)
Revenue, marketing intel & voice
Leakage, pipeline-quality marketing, and compliant call intelligence.
REV-01
Revenue leakage: CRM + finance
1d: $3,800 – $5,500 · 2d: $6,800 – $9,800
Format: W (1–2 days)
Delivery: Hybrid or onsite
Modules
- M1 — Leakage categories
- M2 — Required joins
- M3 — Pilot metrics
- M4 — Owner & cadence
Technologies: CRM, Xero / MYOB, exports / BI
REV-02
Marketing intelligence tied to money
$3,800 – $5,500
Format: W (1 day)
Delivery: Hybrid or onsite
Modules
- M1 — Funnel integrity
- M2 — Campaign → pipeline view
- M3 — Budget guardrails
Technologies: Ads + CRM + optional warehouse
REV-03
Voice & call intelligence: coaching without creep
1d: $3,800 – $5,500 · 2d: $6,800 – $9,800
Format: W (1–2 days)
Delivery: Hybrid or onsite
Modules
- M1 — Legal & consent
- M2 — Storage & retention
- M3 — QA sampling
- M4 — CRM update policy
Technologies: Telephony, recording, transcription
Bundle examples
Combined agendas for common rollout patterns — final pricing after scope call.
Pilot launch pack
~$11,000 – $16,000 (bundle discount may apply)
Structure: Executive (E) + 1-day workshop (W) + enablement series (P)
Delivery: E remote · W hybrid · P remote
Stack focus: Per chosen pillar below
RevOps bridge
~$13,000 – $18,000
Structure: CRM-01 (1d) + DOC-02 (2d) + REV-01 (1d); optional executive session
Delivery: Workshops spread over 1–2 weeks
Stack focus: CRM, documents, finance exports
ERP clarity week
~$9,000 – $14,000
Structure: ERP-01 (2d) + ERP-02 or ERP-03 (1d)
Delivery: Consecutive days or 3 × 2–3 h blocks
Stack focus: Stack map, ERP / BI touchpoints
Discuss training for your team
Share pillar (e.g. CRM-02, ERP-01), preferred format, rough headcount, and whether you need onsite outside NSW. We'll respond with a scoped quote or suggest a discovery call.
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