One session. Your plan. Your own Caddy to build it.
Blueprint is one working session with the Caddy team, one to three hours, recorded. We map the manual work that costs your business the most, hand you a phased plan for retiring it, and install your own Caddy before we hang up. Your Caddy keeps the recording, learns your business from it, and builds the plan with you, one phase at a time.
What happens in the room. Discovery and architecture in one sitting.
Most AI engagements start with weeks of discovery before anyone draws a plan. Blueprint compresses that into one working session. You bring the people who actually run the work. We bring the questions that find where the hours go.
- The map. We walk your operation end to end and find the handful of processes carrying most of the manual cost. Not thirty ideas. The five that matter.
- The plan. Each one gets a shape: what the system does, what it connects to, what it needs from you, and what to build first. Phased, in plain language, in writing.
- The install. Before the session ends, your own Caddy is running on your machine, loaded with everything we just found.
Everything is recorded. That recording is not a souvenir. It is the first thing your Caddy reads.
A system that heard the whole conversation. Then builds with you.
Your Caddy runs on your own enterprise AI plan, inside your own accounts. It starts by reading the session recording, so it knows your business the way we do after the call: the people, the tools, the exceptions, the things you said out loud that never made it into a document.
Then it works the plan with you, phase by phase. It does the heavy lifting: the research, the drafts, the wiring, the checks. You do the part only you can do: the approvals, the passwords you enter yourself, the connections to the tools you already use. When a step needs a human, it stops and shows you exactly what to do.
The first win lands inside the first week. Not a demo. A piece of work your business no longer does by hand.
Built for owners who want the plan and want to run it.
Blueprint fits a business that wants a real map of its Operator Tax and has someone on the team who will own the build. You get our engineers for the session and your own Caddy for everything after it.
If what you want is a team that builds it all for you, trains your people, and hands you the keys, that is the ACE program. Blueprint is the front door to it: everything you pay for the session counts toward ACE when you step up within thirty days.
Blueprint, asked and answered.
How long is the session?
One working session, between one and three hours depending on the size of the operation. We go until the map is real, not until a clock runs out.
Who should be in the room?
The owner and the people who actually run the work. Two or three voices is ideal. The best sessions include the person who will own the build afterward.
What do I need before we start?
A short intake form and a computer you own for the install. Your Caddy runs on your own enterprise AI plan, and we walk you through setting that up on the call if you do not have one yet.
What happens after the session?
Your Caddy already has the recording and the plan. You open it and it walks you into phase one. When you get stuck, support from the Caddy team is one email away.
Does the session count toward ACE?
Yes. Everything you pay for Blueprint counts toward an ACE engagement when you step up within thirty days of your session.