Every engagement starts with a clarity intake — no blind guesses, no cold meetings.
Fusion Advisory
Insights/Decision

Choosing Between Our Three Engagement Models

Engagement8 min readJune 19, 2026

Deep Dive vs. Strategy Plan vs. Full Transformation. Which fits you?

MS
Mike Sweigart
Managing Partner — Technology & AI

The wrong question is "which engagement is cheapest." The right question is "what decision am I trying to make right now" — because each of our three models exists to answer a different one. Pick by the decision in front of you, and the price sorts itself out. Here is exactly what you get, who each one is for, and the situation where it is clearly the right call.

How do the three engagement models actually differ?

The three models map to three different stages of certainty: the Deep Dive is for picking the direction, the Strategy & Implementation Plan is for committing leadership to a 90-day roadmap, and the Full Transformation is for building the systems. They are not three sizes of the same thing — they are three answers to three different questions. Below, each one broken down by what you get, who it fits, and when to choose it.

The 2-Hour AI Deep Dive — $2,500: for picking the direction

Choose the Deep Dive when you know AI matters but cannot yet name your best one to three plays with confidence. In a focused two-hour working session, we map where time and money leak, test candidate plays against ROI, feasibility, and data readiness, and within 7 days you receive a written plan naming your 1–3 highest-ROI plays, scored and sequenced. You leave with a document you can act on with your own team or hand to us to build. It is the right call when you want maximum clarity for minimum commitment — and roughly 40% of clients find it is all they need to execute internally. If you have never formally engaged an outside AI advisor, this is where nearly everyone should start. You can preview the full arc in what the first 30 days look like.

The Advanced AI Strategy & Implementation Plan — $7,500: for committing leadership

Choose the Strategy & Implementation Plan when the plays are becoming clear but your leadership team is not yet aligned or committed to executing them. This is an onsite half-day with your leadership that produces a documented 90-day roadmap plus a 30-day check-in. The difference from the Deep Dive is not just more time — it is the room. Getting your executives physically together to debate, sequence, and own the plan is what converts a good idea into a funded initiative with named owners and deadlines. You leave with a roadmap the whole team has bought into, not a plan one champion has to sell uphill. It is the right call when the risk is not "what should we do" but "will we actually align and follow through." Before you book it, run through our questions to ask before you engage to confirm your team is ready for the room.

The Full AI Transformation Engagement — $13,000: for building the systems

Choose the Full Transformation when you already know what to build and want it built, integrated, and owned by your team — not just planned. This is a full-day strategy session plus hands-on build and integration, followed by 90 days of optimization and an ownership transfer. We do not hand you a document and walk away; we stand up the systems, wire them into your existing tools, tune them against real usage, and then transfer the keys and the know-how so you are not dependent on us. It is the right call when the cost of delay is real, internal bandwidth is thin, and you want a partner accountable for outcomes through launch and beyond. This is the model for companies past deliberation and into execution.

Why does everyone start with the same intake?

Regardless of which model you choose, every engagement begins with the same required intake — because the first minute of paid time should be judgment, not introductions. The intake captures your revenue, team, systems, and where the pain lives, so whoever sits across from you has already studied your business before the session begins. It also protects you: it surfaces early whether you are a fit for a light Deep Dive or genuinely ready for a Transformation, before anyone spends money in the wrong tier. The intake is not a gate to slow you down — it is what makes the engagement you pick worth its price.

Which engagement is right for you?

The fastest way to choose is to match your situation to the decision each model resolves. Use this as a gut check:

  • Start with the Deep Dive if you cannot yet name your top plays, want a low-risk first step, or plan to execute internally with a clear plan in hand.
  • Start with the Strategy & Implementation Plan if the direction is clear but your leadership needs to align, commit, and own a real 90-day roadmap together.
  • Start with the Full Transformation if you know what to build, the cost of waiting is high, and you want it built, integrated, and handed off — not just documented.

If you are still unsure where your organization sits, our AI maturity diagnostic takes a few minutes and points you to the right starting tier. You can also compare all three side by side on the pricing page.

Can you move up a tier later?

Yes — the models are designed to stack, so a smaller engagement is never a wasted one. Most clients who eventually build with us started with a Deep Dive; the written plan it produces feeds directly into scoping, so nothing is repeated and no analysis is thrown away. Beginning small and scaling into a larger engagement as the evidence justifies it is often the smartest sequence, not a compromise. The goal is to spend at the level your certainty supports today, then invest more only when a proven first result has earned it — the same discipline we apply to the post-engagement roadmap once your first play is live.

The bottom line

Do not choose by price — choose by the decision you are trying to make. The Deep Dive picks your direction, the Strategy & Implementation Plan commits your leadership to a roadmap, and the Full Transformation builds the systems and hands you the keys. Every path starts the same way, so when you are ready, begin with the intake and let the right engagement reveal itself from there.

What’s next?

This article is designed to help you move through the decision stage of your AI evaluation.