Quarterly AI Performance Review

Three positions on the same ladder. Strategy Session ($500): one-time, one specific decision or initial planning. Quarterly Reviews ($1,200/quarter): recurring strategic check-ins at the 90-day cadence where most AI decisions actually need attention. Fractional Retainer ($2K–$5K/mo): ongoing weekly engagement with execution oversight. The right choice depends on cadence needs: weekly decisions → Retainer; quarterly checkpoints → this service; one-shot decision → Strategy Session.

2-hour live video working session every 90 days. Pre-session diagnostic survey to focus the live session on YOUR specific situation. Session recording delivered within 24 hours. Written 8–12 page quarterly review document delivered within 5 business days. 30 days of email Q&A access per quarter for clarifying questions or vendor evaluations. Optional mid-quarter check-in available for $400 if a major decision arises between scheduled reviews.

Two options. Quarterly: $1,200 per quarter, paid as you go. Annual prepay: $3,600 for 4 quarters paid upfront (saves $1,200 vs quarterly billing). Multi-brand engagements for ecommerce groups or agencies: $1,800–$2,400/quarter depending on brand count (covers up to 5 brands in one quarterly session).

Three scenarios. First, businesses making weekly AI decisions or running active implementations needing oversight — fractional retainer fits better. Second, businesses with a single specific decision pending and no ongoing AI work — single Strategy Session fits better. Third, businesses pre-product-market fit or under $300K revenue — AI is usually not the priority lever yet, so other consulting investments are higher leverage.

Yes. Additional mid-quarter check-ins are $400 each (60-minute video session + brief written update). Most quarterly review clients use this 1–2 times per year for major decisions that fall between scheduled reviews — typically vendor commitments over $25K, hiring decisions, or strategic pivots. Frequent need for mid-quarter check-ins is usually a signal that fractional retainer fits better.

Yes. Quarterly billing: cancel anytime with 30 days notice; no fee for unused quarters. Annual prepay: cancellation refund prorated to unused quarters (e.g., cancelling after 2 quarters refunds $1,800 of the $3,600 annual prepay). Pause for seasonal businesses available — engagement pauses for 1–2 quarters with reactivation guaranteed within 14 days when resumed.

Yes. Many clients start on quarterly reviews and graduate to fractional retainers as AI initiatives scale or as business growth requires weekly engagement. Quarterly review fees from the previous 2 quarters credit 50% toward the first month of fractional retainer if you upgrade. The transition typically happens organically — when you find yourself wanting to talk monthly instead of quarterly, it is time to upgrade.

Book a free 30-minute setup call through the contact page. Share: your business, your current active AI initiatives, your annual AI/SaaS spend, and what cadence of engagement you think fits. I will confirm quarterly reviews are the right fit (or recommend a different engagement type honestly) and schedule the first quarterly session within 14 days.