TCI scope library

Know exactly what an add-on delivers.

These templates support a written order. They are not an accepted order, and work starts only after capacity, schedule and payment authorization are confirmed.

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$350

Private owner-advisory session

One 60-minute decision session and a written next-action brief.

Request this add-on

Acceptance

  • One scheduled session delivered
  • Decision, owner and next action recorded

Client supplies

  • One decision question
  • Relevant redacted records at least two business days before the session

Excluded

  • Legal, tax, insurance or licensing opinion
  • Execution of the chosen action
$900

Three-session advisory package

Three 60-minute sessions tied to identified launch milestones, each with written next actions.

Request this add-on

Acceptance

  • Three sessions delivered within the accepted order term
  • Three dated action briefs

Client supplies

  • Milestone questions and records before each session

Excluded

  • Unlimited access
  • Professional regulated advice
$750

Application and document-readiness review

One organized readiness register identifying supplied, missing, conflicting and externally confirmed items.

Request this add-on

Acceptance

  • Register cites each supplied record
  • Gaps, owner and next action are stated

Client supplies

  • Redacted current records
  • Target classification and filing stage

Excluded

  • Government filing
  • Eligibility decision
  • Legal approval

Package protection: Do not purchase separately when your active package includes this scope: Implementation Client or Buildout Client.

$750

CPA meeting and tax-readiness preparation

A records checklist, issue list and meeting action brief for an independently retained CPA.

Request this add-on

Acceptance

  • Questions and records are organized
  • Unknowns remain marked for the CPA

Client supplies

  • Entity and ownership facts
  • Available bookkeeping and payment records

Excluded

  • Tax advice or return preparation
  • CPA fees

Package protection: Do not purchase separately when your active package includes this scope: Implementation Client or Buildout Client.

$750

Provider research and coordination

A scoped comparison and meeting-preparation packet for one provider category.

Request this add-on

Acceptance

  • Selection criteria and sources shown
  • Shortlist and unanswered questions delivered

Client supplies

  • Location, budget and provider need

Excluded

  • Provider guarantee
  • Third-party fees
  • Regulated recommendation

Package protection: Do not purchase separately when your active package includes this scope: Implementation Client or Buildout Client.

$1,250

Bookkeeping and job-costing setup

A documented intake, coding and job-cost workflow configured for client and professional review.

Request this add-on

Acceptance

  • Test records follow the approved workflow
  • Owner, exception path and handoff are documented

Client supplies

  • Client-owned approved account
  • Chart, jobs and reviewer requirements

Excluded

  • Bookkeeping service
  • Tax advice
  • Historical cleanup unless separately scoped

Package protection: Do not purchase separately when your active package includes this scope: Buildout Client.

$1,250

One controlled AI workflow

One low-risk administrative workflow with inputs, prompt/instructions, test log, approval rule and handoff.

Request this add-on

Acceptance

  • Normal and exception cases tested
  • No autonomous regulated decision or customer commitment
  • Named human approval and fallback

Client supplies

  • Client-owned approved account
  • Redacted examples and responsible owner

Excluded

  • Custom software
  • Advanced integrations
  • Autonomous sending or pricing

Package protection: Do not purchase separately when your active package includes this scope: Implementation Client or Buildout Client.

$1,500

90-day accountability engagement

Scheduled milestone reviews, follow-up records and a final closeout brief.

Request this add-on

Acceptance

  • Cadence and milestones set at kickoff
  • Final status, open risks and next actions delivered

Client supplies

  • Weekly status and evidence
  • Attendance by decision maker

Excluded

  • Done-for-you execution
  • Unlimited meetings
$2,500

Five-page Starter Site

Up to five responsive pages, intake-led copy, contact form, basic on-page SEO, analytics and two consolidated revision rounds.

Request this add-on

Acceptance

  • Approved pages render on mobile/desktop
  • Form destination, domain and analytics tested

Client supplies

  • Business facts, lawful assets, domain access and one decision maker

Excluded

  • Original photo/video
  • Paid media
  • Ongoing SEO
  • Advanced integrations

Package protection: Do not purchase separately when your active package includes this scope: Implementation Client or Buildout Client.

$4,500

Ten-page Signature Site

Up to ten responsive pages with custom conversion structure, service-area content, lead capture, local-search foundation, analytics and three revision rounds.

Request this add-on

Acceptance

  • Accepted SOW pages and functions delivered
  • Form, domain, analytics and handoff tested

Client supplies

  • Complete strategy intake, lawful assets and timely consolidated feedback

Excluded

  • Ecommerce
  • Custom business software
  • Paid media
  • Ongoing SEO

Package protection: Do not purchase separately when your active package includes this scope: Buildout Client.