AI operating model advisory

Make autonomous AI accountable before it scales.

Crossbeam helps leadership teams choose a narrow agentic-AI wedge, assign cross-functional ownership, and prove value with a paid pilot before committing to a platform rollout.

Built for strategy, finance, transformation, and operations leaders whose work crosses functional boundaries.

Crossbeam hero

What to expect

Evidence before enthusiasm.

McKinsey reports that leaders expect agentic AI to become a teammate within one to two years, yet only 27% believe it actually will. Crossbeam works in that credibility gap.

No invented certaintyAssumptions, competitors, owners, and failure conditions are made explicit before a recommendation is made.

No software-first theaterThe initial workflow can run manually for three customers before anyone writes production code.

One measurable artifactEvery engagement ends with a decision-ready pilot brief or operating artifact that an executive can inspect, approve, and fund.

The Crossbeam method

Turn a broad AI ambition into a fundable test.

A skeptical, sequential process. If the wedge fails one stage, it is narrowed before the next stage begins.

  1. 01

    Stress-test the wedge

    Name the three likeliest reasons customers will not pay, identify existing alternatives, and narrow the use case until one buyer owns one painful outcome.

  2. 02

    Find the buyer and trigger

    Pin down the role that feels the pain first, the event that starts the search, the workaround failing today, and the budget line that can pay.

  3. 03

    Run the concierge proof

    Deliver the workflow by hand for up to three customers, measure one claim, and produce the single artifact they use to justify the spend.

  4. 04

    Package the path to ten

    Set trial, operating-budget, and enterprise packages; then build a 90-day founder-led pipeline around warm access and direct outreach rather than paid acquisition.

Engagements

Start with the smallest credible commitment.

Pricing reflects the decision being made, not a vague promise to “transform with AI.” For teams without case studies or a validated wedge, the paid diagnostic is the right first step.

Low-commitment trial

Wedge Diagnostic

$3,500

Two working sessions, buyer and competitor pressure test, and a decision brief covering the wedge, ICP, trigger, budget owner, and stop conditions.

Recommended first purchase

Concierge Pilot

$12,000

A four-week manual pilot around one cross-functional workflow, with ownership design, weekly evidence reviews, a measurable before-and-after artifact, and a scale or stop recommendation.

Enterprise engagement

Operating Model Sprint

From $35,000

An eight-week engagement spanning multiple functions, including decision rights, escalation paths, controls, pilot portfolio design, and an executive roadmap.

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Begin with the hard question

Is your AI wedge worth funding?

Bring the use case, the constraints, and the uncomfortable assumptions. Leave with a narrower decision and a test your team can actually run.

Choose an engagement