Private. Never shared.Stop bleeding senior capacity to work AI handles in week one.
Your senior team spends 20-30% of every week on admin AI can run today. Start with a free 60-second scan of your firm: see your AI readiness score and the top 3 automations to install first. No credit card, no call.
- 60-second scan
- No credit card
- Your data, never sold
Sample AI Operator Index scores. Yours is generated from your firm's live data, not a template.
Non-technical leaders who need AI - not an engineering team.
You are a CEO, COO, owner, or VP at a services firm of 50 to 500 people. You bill services - hourly, project, or retainer. You know AI is not optional and you do not have time to figure it out yourself. The kit is for you.
Built for firms like yours
- Law firms
- Accounting & CPA
- Financial advisory / RIA
- Wealth management
- Consulting
- Architecture & engineering
- Insurance & brokerage
- Agencies & creative
- Real estate
- Healthcare-adjacent
- Hospitality groups
- Other professional services
Not sure your firm fits? Email sales@revenueinstitute.com and a strategist will tell you in one reply.
As featured in
Coverage of Revenue Institute and founder Stephen M. Lowisz - the team behind your AI Operator Score.
You already know AI can run half your firm's busywork. You still do not have a plan for Monday.
Every operator at a 50 to 500 person firm has three options. Most pick the wrong one.
Option 1
Hire a name-brand consultancy.
$25k to $80k. Six to twelve weeks of discovery, then a 60-page deck. Tools and rollout sold separately.
Slow. Expensive. Generic deck.
Option 2
DIY it internally.
Three to six months of senior and ops capacity. Read nine vendor decks, pick two wrong, build governance from scratch.
You will get there, eventually, after the leverage window closes.
Option 3
Wait until you have time.
Competitors compound. Your hiring math gets worse. The leadership conversation about AI keeps getting tabled.
This is what most firms are doing right now. It is not working.
The kit collapses option one and option two into one purchase. The diagnostic + the rollout plan + the governance docs + the vendor shortlist + the strategist call, generated for your specific firm, in minutes, for $249.
Real pages from real Briefs. Yours is generated from your scan.
No templates with your name pasted in. Everything below is built for a sample firm. Run the free scan and every page is rebuilt for yours - your industry, your detected tech stack, your hiring signals, your regulatory frame, your numbers.
Sample - your firm name here
Executive summary
Your biggest leverage point is the intake-to-engagement gap, not headcount.
Operator Index
42 / 100
Foundational
Top 5 Plays
Play 2 - Lead Qualification
Why this Play first for your firm
Your intake volume is high (detected form schemas on /contact and a 24-hour SLA on your engagement letter page) but qualification still happens manually, slowing engagement letters by 4 to 6 days. This Play recovers that window.
Expected impact
Time
-72%
Cost
$2k/mo
ROI
5.2x
Deliverable 1 of 7
Your AI Operator Brief
30 to 40 pages, generated live for your firm
- Firm intelligence summary in your firm's own words
- AI Operator Index with 6-dimension breakdown
- All 12 Plays scored, ranked, and explained
- Weekly 90-day roadmap with owner assignments
- Industry context with regulatory considerations
- Pre-written board memo, ready to forward
Deliverable 2 of 7
12 Plays Scorecard
One-page wall poster, ready to print
- Every Play in the book scored on Fit, ROI, and Complexity
- Designed to be pinned to a wall or handed to a COO
- Letter-size PDF, also viewable in your hub
- Updates automatically if you refresh your Brief
12 Plays Scorecard
Stonebridge CPAs
Sample - your firm name here
Accounting + Tax - AICPA governance frame
Operator Index
61
Building Momentum
Play 1
Hands-Free CRM
Play 6
Billing and Collections
Play 9
Meeting Prep
Play 7
Email Assistant
Play 5
Client Onboarding
Play 12
Predictive Reporting
Play 2
Lead Qualification
Play 11
Knowledge Base QA
Play 4
RFP Generator
Play 3
Dead Lead Reactivation
Play 10
Hiring Screening
Play 8
Emergency Response
Sample - your firm name here
AI Strategy Session
Meridian Architects
Architecture + Design - AIA Code of Ethics
Prepared by Revenue Institute - May 2026
Slide 3
Your top 3 Plays
- 1.Play 4 - RFP Generator
- 2.Play 5 - Client Onboarding
- 3.Play 9 - Meeting Prep
Slide 8
90-day frame
Slide 14
Monday commits
- - Owner: Play 4
- - Week-1 spend
- - AI champion
Deliverable 3 of 7
Leadership Activation Kit
60-minute meeting in a box. Drop-in ready.
- Pre-filled deck in PPTX + Google Slides with your firm's name and logo
- Facilitator script telling you what to say on each slide
- Pre-written first-Monday team announcement email
- Board memo summarizing the recommendation
- Three exercises for the leadership session
Deliverable 4 of 7
Governance Pack
6 editable Word + Google Docs, tailored to your industry
- Acceptable use policy your CFO can sign without legal review
- Vendor approval checklist matched to your industry's compliance frame
- Data handling matrix covering LLM, customer, and employee data
- Incident response runbook with named escalation paths
- Employee training outline and AI disclosure language
- All docs come in editable Word + Google Docs
Acceptable Use Policy
6 pages
Vendor Approval Checklist
4 pages
Data Handling Matrix
3 pages
Incident Response Runbook
5 pages
Employee Training Outline
8 pages
AI Disclosure Language
3 pages
Acceptable Use Policy
Sample - your firm name here
Cascade Wealth Advisors - effective [DATE] - drafted for SEC-registered RIAs subject to Reg BI and Form ADV Item 17
1. Purpose
This policy governs the use of generative AI tools at Cascade Wealth Advisors. Its purpose is to ensure compliance with client confidentiality, SEC Marketing Rule, and fiduciary duty obligations while enabling productivity gains from AI tooling.
2. Approved AI Tools
- Anthropic Claude (enterprise tier, zero-retention)
- Microsoft Copilot for M365 (firm tenant only)
- n8n self-hosted (orchestration)
- Any tool listed in the Approved Vendor Register
3. Prohibited Inputs
Advisors and staff must not input the following into any non-approved AI tool: non-public client portfolio data, planning notes containing PII, account numbers or beneficiary details, custodial statements...
Prepared for
Birchwood Insurance Partners
Sample - your firm name here
Insurance + brokerage - NAIC + state DOI
Stack budget
$120 / seat / mo
HubSpot
CRM
Mid tier
$50+/mo
n8n
RIOrchestration
Low tier
$20/mo
Claude
LLM
Pay/use tier
~$50/mo
HubSpot
Primary pickCRM + automation
Sales Hub Pro
$50/seat/mo
Why this for your firm: We detected HubSpot tracking pixels on birchwoodinsurance.com, so you already have the foundation. Sales Hub Pro adds workflow automation and conversation intelligence - the two pieces Play 1 actually needs. No replatform required.
Alternatives ranked
Deliverable 5 of 7
Vendor Shortlist
Real picks. Real pricing. Real reasoning.
- Named tool picks for your top 5 Plays - not a generic vendor matrix
- Real monthly pricing pulled from a curated database
- Integration notes against your detected tech stack
- Ranked alternatives if the primary pick is off the table
- RI partner discount codes where they exist
- Setup time estimates so you can plan the calendar
Deliverable 6 of 7
30-minute strategy call with Revenue Institute
Your strategist arrives pre-briefed with your full Brief and Strategy Interview transcript. No discovery questions. No "tell me about your firm." Sample firm on this preview: Harborline Consulting (sample - your firm name here, management consulting, 54 employees, client confidentiality + SOC 2 in scope). Walk in, walk through your first Play, walk out with a real next step.
- Bundled at no extra cost - included in the $249
- Real human strategist, not a sales rep
- Book any time in the next 90 days
Sample prep sheet shown for illustration. Your strategist builds the real one from your Brief, then you book any time in the next 90 days.
Deliverable 7 of 7
The AI Workforce Playbook
By Stephen M. Lowisz, founder of Revenue Institute. The book is the canonical reference; your kit is the firm-specific application of it.
Print hardcover + digital PDF
- Digital PDF drops in your inbox the second you check out
- Hardcover ships next business day to the address on your receipt
- Every Play in your Brief cites the chapter you can read for deeper context
60-second scan. No credit card. Then unlock the full kit for $249.
$249 costs less than one billable hour at $400/hr.
Below is what that one hour of senior capacity unlocks across a 50-person services firm at $400/hr senior billing, 48 working weeks. Same math runs inside your Brief, expanded to all 12 Plays against your actual headcount, billing rates, and overhead.
| Play | Year 1 value | |
|---|---|---|
Play 1 - Hands-Free CRM 9 partners x 4 hrs/wk off the admin plate | $691k | |
Play 2 - Lead Qualification Intake + scoring runs without partner time, 6 hrs/wk reclaimed | $1.04M | |
Play 5 - Client Onboarding 50 onboardings/yr x 8 hrs saved each | $160k | |
| Year 1 reclaimed capacity from the top 3 Plays alone | $1.9M | |
Numbers are conservative and exclude the other 9 Plays. Your Brief sizes the full opportunity using your actual answers, named tools, and competitor benchmarks.
$249 versus every other way to get this answer.
Name-brand consultancy
$25k - $80k
6 to 12 weeks of meetings
- Discovery, then a 60-page deck
- No vendor or tool specificity
- Rollout sold separately
DIY internal project
3 to 6 months
Of partner + ops capacity
- Read 9 vendor decks, pick 2 wrong
- Build internal governance from scratch
- Hope you sequenced it right
ChatGPT / free AI tools
$0
Depends on your prompt skills
- Generic strategy doc, not scored to your firm
- No governance templates or vendor pricing
- No implementation plan or accountability
AI Operator Kit
$249
Brief in your hub in minutes
- 30 to 40 page firm-specific Brief
- Named SKUs + monthly pricing
- Strategist call + governance pack included
Three things you can verify before you spend a dollar.
Named client results are further down the page. Before that, here is the actual case for the kit - the parts you can check yourself.
Methodology
The same scoring used in Revenue Institute engagements.
The AI Operator Index is the diagnostic Revenue Institute opens client engagements with. The kit packages it - same 12 Plays, same sub-scores, same readiness criteria - for firms that want the answer without a $25k retainer.
Author
Built on the field manual by Stephen M. Lowisz.
Founder of Revenue Institute. Operator background across legal, financial advisory, and consulting. The book itself ships with the kit; every Play in your Brief cites its chapter.
Output, not theory
30 to 40 page Brief, generated for your firm in minutes.
Every recommendation is keyed to signals captured from your firm: industry, tech stack, hiring posture, regulatory frame. No generic decks. No template-with-your-name-pasted-in. If the Brief reads templated we redo it and refund you.
"I wrote the book because I watched too many good firms freeze. They knew AI mattered, but nobody handed them the actual plan. The kit is that plan, built for your firm, not a template. If it ever reads generic, email me and we redo it and refund you. We have not had to yet."
Stephen M. Lowisz - Founder, Revenue Institute - author of The AI Workforce Playbook
The same Plays your kit scores, already running inside real firms.
Revenue Institute installs these 12 Plays for a living. Your kit scores and sequences the exact same Plays for your firm. Here is what they produced - and which Play did it.
"This was not a generic AI rollout. They learned how a search firm actually runs - candidate pipelines, client updates, the follow-up that quietly slips - and built around it. Our recruiters were using the new systems the same week, and the admin load on the team dropped almost immediately."
Janelle Osborne
COO, Qualigence
Executive Search Firm
"What stood out most was that this did not feel like a generic AI project. It was tied directly to how our business runs, how our team works, and where revenue was being lost. Revenue Institute gave us a system that made the team more efficient almost immediately."
Dr. Tomi Bryan
Founder, Tomi Bryan Consulting
Management Consulting
"They took the time to understand how an agency really wins and ships work - lead qualification, proposal turnaround, the handoffs between sales and delivery - then built systems around it. The clarity they brought to our pipeline and the speed of implementation exceeded every expectation."
Denis Vandervecht
VP Sales, 10Clouds
Development Agency
136 hrs/week reclaimed
Plus $250K a year in software licenses eliminated
Plays 1 + 6 - Hands-Free CRM, Billing & Collections
Karbon - accounting practice platform
Read the case studyCase study84% of ops automated
And 32% revenue growth in the first 90 days
Plays 1, 5 + 7 - CRM, Onboarding, Email Assistant
Tomi Bryan Consulting - management consulting
Read the case studyCase study142 min/day saved per rep
And 23% lower client acquisition cost after a two-firm merger
Play 2 - Lead Qualification
Private equity firm - systems merger
Read the case studyReal, named outcomes from Revenue Institute engagements - each driven by a Play your kit scores and sequences for your firm. Full write-ups at revenueinstitute.com/case-studies.
From checkout to a firm-specific plan in minutes, not weeks.
- 1
Confirmation hits your inbox
Your receipt and the digital book PDF arrive in seconds, before you close the tab.
- 2
Your kit appears in your hub
Brief, Scorecard, Governance Pack, Leadership Kit, and Vendor Shortlist - all built for your firm, in minutes.
- 3
Book your strategist call
Thirty minutes with a Revenue Institute strategist, pre-briefed on your hub. Optional, no homework, your timeline.
- 4
Hardcover ships next morning
Your print copy of The AI Workforce Playbook goes out the next business day. Hub access is yours for life.
Everything an executive usually asks before buying.
Will the Brief actually be about my firm, or is this a template with our name pasted in?
Every recommendation is keyed to the signals we capture from your firm - your industry, your tech stack, your hiring posture, your regulatory frame, your stated value prop. The Plays are scored against your firm's sub-scores, not picked from a default list. If you read the Brief and it feels templated, email sales@revenueinstitute.com and we will manually redo it AND refund your $249. We can offer that because we have not had to do it.
Can I see what the Brief looks like before I buy?
Use the free preview at the top of this page. Enter your work email - we read your firm's domain and scan its public footprint in under 60 seconds, then show you your AI Operator Index score, your top 3 Plays, and a firm-specific ROI estimate. No credit card required. The full Brief, Scorecard, Governance Pack, Leadership Kit, and Vendor Shortlist are what you are paying for.
I am not technical. Can my operations lead actually install these Plays?
Yes. The 12 Plays are designed for a professional services firm with no engineering staff. The Vendor Shortlist names the exact off-the-shelf tools (n8n templates, HubSpot configurations, document automation) and the Brief walks through Week 1 to Week 12 with owner assignments, KPIs, and the prompts to use verbatim. The strategist call is included for the edge cases.
Why not just hire a consultant?
Hire one if you can. A senior diagnostic from a name-brand firm runs $25k to $80k and takes 6 to 12 weeks. This kit is the diagnostic + the rollout plan + the governance docs + the strategist call, generated in minutes, for $249. If you decide you also want hands-on implementation, that is a separate Revenue Institute conversation. The kit will tell you whether you need it.
Is this a lead gen trap to sell me a $25k consulting engagement?
No. The kit is the product. A 30-minute strategist call is included because some firms want to talk through their Brief before acting - that call is pre-briefed on your firm, not a discovery session. Revenue Institute offers implementation services, but the strategist will not bring it up unless you ask. If the call felt like a pitch, email sales@revenueinstitute.com and we refund the full $249.
Why not just use ChatGPT to figure this out ourselves?
ChatGPT writes the email. The kit tells you which Play to install Monday. Different jobs. ChatGPT will give you a generic AI strategy doc; the kit reads your firm's stack, hiring signals, and regulatory frame, scores every Play against them, and hands you a 30-page Brief, governance pack, vendor shortlist, leadership deck, and 90-day rollout. The Brief also tells you exactly where ChatGPT belongs in your stack.
How quickly will I see the kit?
The Brief renders in your private hub within minutes of checkout - not hours, not days. The digital book hits your inbox in seconds. The hardcover ships the next business day. The strategist call books on your timeline.
What if my firm is smaller (or larger) than 50 to 500 people?
The methodology is built for executive-led services firms in that band. Below 50, several Plays do not pay off yet and the Brief will say so directly. Above 500, you are typically past the kit and into a real engagement - email sales@revenueinstitute.com and we will route you. If you fall outside the band and the Brief is not useful, we refund you, no questions.
30-day money back - how does it actually work?
One click in your deliverables hub. No exit survey, no retention call, no questions. The print book is yours to keep. Refunds process in 5 to 7 business days back to the same card.
Will you sell my data or train AI on it?
No. Your firm's information, your answers, your Brief - none of it is sold, none of it is used to train anyone's models. Your data is yours. Full stop.
Who built this?
Revenue Institute, the consulting firm behind The AI Workforce Playbook by Stephen M. Lowisz. The methodology is the same one Revenue Institute uses internally to open client engagements. The 12 Plays are the spine of the book.
Still on the fence? Email sales@revenueinstitute.com and a strategist will reply same day.
See your firm's AI score in 60 seconds. Free.
Run the free scan, get your readiness score and your top 3 Plays, then unlock the full kit - 30 to 40 page Brief, 12 Plays scored, governance pack, vendor shortlist, strategist call, and the book - whenever you are ready. $249, 30-day money back.