Industry guides

Find the page written for your book.

One partnership model across industries. Start with the guide that matches who you already advise.

What stays constant

One offer shape, 7 books

Every industry page below uses the same partnership. Only the client language and packaging change.

  1. 01

    Same partnership

    Revenue Map, co-branded kit, and delivery under your paper. White-label is an upcharge if you want no Outsized Outcomes mark.

  2. 02

    Different book

    Client questions, objections, and packaging change with the firm type. The offer should sound like your practice, not a generic AI pitch.

  3. 03

    You keep the seat

    You own the relationship and the margin. We never sell direct to your clients.

Finance & accounting

Finance & accounting trust

The densest mid-market trust network, and the densest AI questions. CPA and advisory firms are usually the clearest fit.

01 · Beachhead

~$147knew high-margin revenue · Illustrative

Book
220 business clients
Attach
5% year-one attach

For CPA & advisory

CPA & advisory firms

Keep the AI conversation inside the firm that already has the trust.

Clients askWhat should our AI policy look like before tax season?

Open the CPA guide

Operators & builders

Operators & builders

Same partnership model. Different client language: IT tickets, strategy retainers, and workforce plans.

  1. 02

    For MSPs & IT

    MSPs & IT providers

    Turn the next hard ticket into a billable AI practice, not a referral out.

    Clients ask Who should own AI agents that touch our tickets and CRM?

    ~$97k before managed-ops retainers
  2. 03

    For consulting firms

    Consulting firms

    Attach AI delivery to the retainers and relationships you already own.

    Clients ask Who implements after the strategy deck?

    ~$112k incremental practice revenue
  3. 04

    For staffing firms

    Staffing & recruiting firms

    Own the hire-vs-automate question before someone else takes the seat.

    Clients ask Should we automate this role or keep hiring?

    ~$58k before retainers compound

Deal & wealth

Capital-side advisors

Separate buyers and cycles. Diligence moves fast; wealth moves on trust and data sensitivity.

  1. 05

    For transaction advisory

    Transaction advisory & M&A firms

    Productize AI diligence and post-close pilots next to QoE and deal work.

    Clients ask How should AI show up in diligence?

    ~$95k incremental revenue
  2. 06

    For wealth & RIA

    Wealth & RIA firms

    Meet business-owner clients on AI risk and opportunity inside the planning relationship.

    Clients ask What governance should a founder put in place before the next raise?

    ~$67k before pilots compound

Risk & policy

Risk & policy first

Not a full AI build practice on day one. Start with governance clients and carriers will recognize, then expand.

  1. 07

    Governance first

    Law firms

    Start with governance carriers will accept, then expand into client advisory.

    Clients ask Do we have an AI acceptable-use policy carriers will accept?

    ~$100k practice revenue before implementation
AI Revenue Map

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Book a free 45-minute AI Revenue Map session. We walk your client list segment by segment. Yours to keep either way.