PIVOTAL MOVE ADVISORS SERVICES
Start with the challenge.
Find the right next move.
You do not need to know which service you need before reaching out. Start with a free 30-minute Pivotal Conversation. We will talk through what is happening, what you have already tried, and whether there is a meaningful next step to pursue together.

WHERE TO BEGIN
The best place to start
Most organizational problems do not fit neatly into one service category. A process issue may be tied to unclear ownership. A technology problem may begin with unreliable data. A stalled AI initiative may have more to do with adoption and decision-making than the tool itself.
The first step is getting clear about the problem.
Free | 30 minutes
Pivotal Conversation
A focused conversation about the challenge you are facing and what you need to accomplish. We will discuss the situation, identify what may be getting in the way, and determine the most useful next step.
The conversation may lead to a working session, assessment, diagnostic, proposal, or a recommendation that you do not need a larger engagement.

Free | Online
Persona or Operational Assessment
An assessment can be a useful starting point when you need a structured view of where you are today.
A persona assessment helps an individual or team understand current readiness, confidence, behaviors, and support needs. An operational assessment examines how work moves through the organization, where friction exists, and which systems or processes need attention.
You receive a clear starting point and practical recommendations based on the results.

SERVICES OVERVIEW
Choose the right level of support
Pivotal Move Advisors offers focused sessions, structured diagnostics, implementation support, and ongoing executive advisory. The level of support depends on the complexity of the problem, the amount of evidence needed, and how involved you want us to be in carrying the work forward.
Investment: $500
Executive Working Session
Make progress on one high-stakes issue.
The Executive Working Session is designed for a leader facing a specific decision, bottleneck, or stalled initiative. We focus on one clearly defined issue and work through it together.
What is included:
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Advance review of relevant background information
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One 90-minute working session
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A written decision summary
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Practical recommendations
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Clear next steps
This session does not include extensive research, stakeholder interviews, detailed data analysis, or implementation. Additional work can be scoped separately.

Investment: Starting at $5,000
Organizational Intelligence Diagnostic
See what is preventing the organization from moving forward.
The Organizational Intelligence Diagnostic gives leadership a clearer view of the systems, decisions, and organizational conditions affecting execution.
The assessment may examine:
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Leadership alignment
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Decision rights and accountability
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Organizational knowledge
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Processes and handoffs
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Technology and practical AI readiness
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Operating cadence
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Strategic execution
What is included:
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Initial scoping and alignment
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Leadership or stakeholder interviews
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Document and materials review
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Findings report
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Prioritized recommendations
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Executive presentation
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Recommended path forward
Final pricing depends on the number of interviews, volume of materials, organizational complexity, timeline, and depth of analysis.

Investment: Custom Pricing
Organizational Intelligence Transformation
Turn the findings into practical change.
A transformation engagement is designed for organizations that understand the problem and are ready to redesign or implement a better way of working.
Every engagement is tailored to the organization. The work may include:
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Organizational or operating-model design
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Decision governance and operating cadence
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Process mapping and redesign
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Paper-to-technology transformation
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Technology selection and implementation guidance
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Practical AI use-case development
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Knowledge-system design
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Leadership alignment
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Change and adoption support
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Purpose-built tools and frameworks
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Implementation planning and oversight
Scope, deliverables, responsibilities, timeline, success measures, and payment terms are documented in a signed proposal.

OTHER SERVICES & ENGAGEMENTS
Choose the right level of support
Pivotal Move Advisors offers focused sessions, structured diagnostics, implementation support, and ongoing executive advisory. The level of support depends on the complexity of the problem, the amount of evidence needed, and how involved you want us to be in carrying the work forward.
Strategic Advisory Partnership

Experienced support for the decisions that do not fit into a single project.
The Strategic Advisory Partnership provides senior leaders with ongoing access to candid, experienced counsel. It can be structured as a fixed-term engagement, fractional leadership arrangement, or monthly retainer.
This may include:
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Recurring executive advisory sessions
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Fractional executive support
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Decision preparation and review
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Leadership alignment
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Operating-model guidance
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Transformation oversight
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Review of plans and materials
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Executive thought partnership
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Support maintaining momentum and accountability
Investment: Starting at $10,000 per month
The final structure depends on the level of access, expected time commitment, meeting cadence, complexity, and responsibilities included.
Focused Workshops
and Tools

Practical support around a defined need.
Not every challenge requires a consulting engagement. Pivotal Move Advisors develops focused workshops, assessments, diagnostics, frameworks, and tools that help individuals and teams build capability around a specific topic.
Available topics may include:
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AI readiness and practical AI use
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Prompting fundamentals
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Operational readiness
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Process improvement
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Organizational knowledge
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Decision-making and accountability
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Leadership and team alignment
Workshops and tools may be purchased by executives, department leaders, functional leaders, program leaders, or managers.
Investment: Pricing varies by format, audience, and customization.
Hourly
Advisory

Targeted help without a packaged engagement.
Hourly advisory is available for clients who need limited strategic, operational, technology, or practical AI support outside a larger project.
Investment: Starting at $110 per hour
Rates may vary based on complexity, urgency, expertise required, and preparation.

HOW ENGAGEMENTS WORK
Clear expectations from the beginning
Every paid engagement begins with a signed proposal or agreement.
It documents:
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The problem being addressed
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Objectives and scope
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Deliverables
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Timeline and milestones
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Client and consultant responsibilities
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Pricing and payment schedule
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Assumptions and exclusions
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How changes to the scope will be handled
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Engagement-specific success measures
Pivotal Move Advisors does not promise revenue, savings, adoption, or performance
outcomes that depend on factors outside the engagement. We commit to the work, access, deliverables, and professional responsibilities documented in the proposal.
