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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.

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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.

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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:

  • Advance review of relevant background information

  • One 90-minute working session

  • A written decision summary

  • Practical recommendations

  • Clear next steps

This session does not include extensive research, stakeholder interviews, detailed data analysis, or implementation. Additional work can be scoped separately.

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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:

  • Leadership alignment

  • Decision rights and accountability

  • Organizational knowledge

  • Processes and handoffs

  • Technology and practical AI readiness

  • Operating cadence

  • Strategic execution

 

What is included:

  • Initial scoping and alignment

  • Leadership or stakeholder interviews

  • Document and materials review

  • Findings report

  • Prioritized recommendations

  • Executive presentation

  • Recommended path forward

Final pricing depends on the number of interviews, volume of materials, organizational complexity, timeline, and depth of analysis.

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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:

  • Organizational or operating-model design

  • Decision governance and operating cadence

  • Process mapping and redesign

  • Paper-to-technology transformation

  • Technology selection and implementation guidance

  • Practical AI use-case development

  • Knowledge-system design

  • Leadership alignment

  • Change and adoption support

  • Purpose-built tools and frameworks

  • Implementation planning and oversight

Scope, deliverables, responsibilities, timeline, success measures, and payment terms are documented in a signed proposal.

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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
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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:

  • Recurring executive advisory sessions

  • Fractional executive support

  • Decision preparation and review

  • Leadership alignment

  • Operating-model guidance

  • Transformation oversight

  • Review of plans and materials

  • Executive thought partnership

  • 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
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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:

  • AI readiness and practical AI use

  • Prompting fundamentals

  • Operational readiness

  • Process improvement

  • Organizational knowledge

  • Decision-making and accountability

  • 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
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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.

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HOW ENGAGEMENTS WORK

Clear expectations from the beginning

Every paid engagement begins with a signed proposal or agreement.

 

It documents:

  • The problem being addressed

  • Objectives and scope

  • Deliverables

  • Timeline and milestones

  • Client and consultant responsibilities

  • Pricing and payment schedule

  • Assumptions and exclusions

  • How changes to the scope will be handled

  • 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.

START THE FIRST STEP TODAY

You do not need to diagnose the problem before reaching out.

Bring the challenge, even if it is still difficult to define. The Pivotal Conversation is designed to help determine what kind of support would be useful and whether Pivotal Move Advisors is the right partner.

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