Grow your business
Pricing
You already know
something has to change.
We help small and mid-size businesses get AI-ready — by fixing processes first, aligning your people, and building a technology roadmap that actually fits your business.
You didn’t build this business to spend your days putting out fires. There’s a better way to operate — and it starts with clarity.
Every week there’s a new tool, a new buzzword. You want to be ready — but you need a guide, not a vendor with an agenda.
The right people are already in your organization. They just need their work to match how they’re wired — and a clear path to follow.
AI Readiness
Diagnostic
The clearest picture of where you stand — and exactly what to do next.
- 2-hour deep-dive discovery session
- Full process assessment across core workflows
- Technology & tools audit
- People readiness snapshot
- Written report with prioritized recommendations
- 30-minute follow-up Q&A call included
↳ Fee credited toward any Tier 2 engagement
Transformation
Sprint
A focused 90-day partnership that creates real, lasting operational change.
- Everything in the Diagnostic, included
- Process mapping & redesign for 2–3 workflows
- Motivation Code assessments for key staff
- Technology stack selection — right tools for your stage
- Full implementation roadmap with quick wins
- Bi-weekly check-ins for 90 days
- Partner resources for specialized implementation
Advisory
Retainer
Continuous guidance as your business evolves, grows, and adopts new technology.
- Monthly strategy & accountability check-ins
- Roadmap progress reviews & pivots
- New initiative scoping & advisory support
- Quarterly full re-assessment
- Priority access & direct consultant line
- Partner network access for execution
↳ Ideal follow-on to a completed Sprint
Before any technology is introduced, we map and improve your core processes. AI built on broken workflows just automates the chaos faster. We clean it up first.
Using Motivation Code assessments, we understand how your team is wired — and align roles and change initiatives to how they actually work best.
Only then do we introduce technology — the right tools, at the right time. No vendor agenda. No unnecessary complexity. Just a clear, achievable path forward.
No agenda. No fluff. Just results you can see.
Every engagement delivers a concrete, written output you can take and use — whether we work together again or not. The Diagnostic alone gives most clients more clarity than months of internal debate. That’s the promise of working with a consultant who’s been inside businesses like yours.
to Results
Not always — but most clients find it’s the fastest way to get clarity and build a foundation for whatever comes next. Its fee also credits toward a Sprint.
Absolutely. Small teams often have the most to gain from operational clarity — and the most to lose from the wrong technology choices. The model flexes to your size and budget.
SDC has deep expertise in independent insurance agencies and serves SMBs of any industry in the Greater Orlando area. Real businesses with real operational challenges.
That’s built into the model. SDC maintains relationships with vetted developers, change specialists, and implementation partners — the right expertise for every phase.
Let’s find out where you stand.
Book a free 30-minute AI Readiness Snapshot call. No pitch. Just clarity.
schulzdigitalconsulting.com · Orlando, FL · Independent Insurance Agencies served nationwide