Strategy Ninjas Phase 1

Your AI Strategy. Your AI Chief of Staff.

Move from AI access to AI adoption with a documented strategy, a live Cosmo AI Chief of Staff, and a prioritized Phase 2 implementation roadmap delivered in 30 business days.

30 Business Days
Strategy-First
Cosmo Included

AI does not become a strategic advantage because a business buys another platform. It becomes a strategic advantage when the business defines the use case, maps the workflow, trains the context, and gives the team a clear operating model.

01

Teams have access to powerful AI tools but no shared operating system for using them.

02

Subscriptions multiply while workflows, governance, and measurable ROI remain unclear.

03

Generic prompts create inconsistent outputs because the business context was never engineered.

Our Approach: A Responsible AI Roadmap

We Build Intelligence, Then Scale What Works.

Our proven process ensures you only invest in deeper technology once value is proven, an AI strategy is defined, and direction is aligned with your goals.

Three-stage responsible AI roadmap: foundation, implementation, optimization
01You Are Here

Phase 1

Foundation & Fast Wins

Get Cosmo in 14 business days (Standalone), or get Cosmo + your full AI Strategy + Phase 2 Roadmap in 30 business days (Full Phase 1).

30 Business Days
02

Phase 2

Advanced Implementation

Deploy the agents mapped in Phase 1. Team training, operational focus, and custom-built AI workflows.

TBD
03

Phase 3

Ongoing Support & Optimization

Continued workspace enhancement, responsible AI scaling, and strategic support that future-proofs your business.

Ongoing

You only move into advanced agents when they are justified, proven, and valuable.

Week 1

Business Discovery & Expectations

Onboarding kickoff. Learn the business, goals, and current AI usage. Foundation for everything that follows.

Week 2

Systems & Process Audit + Cosmo Build Begins

Validate systems and processes for the AI Strategy. Cosmo build kicks off this week.

Week 3

Strategy Position

Weeks 1-2 provide context to align the AI Strategy. Share first pass of potential agents and validate alignment with business needs and goals.

Week 4

Refinement & Phase 2 Recommendations

Update strategy from Week 3 feedback. Deliver documented AI strategy, Cosmo live, and a clear prioritized blueprint for Phase 2.

Cosmo AI Chief of Staff
C

Included deliverable

Meet Cosmo — Your AI Chief of Staff (Included in Phase 1)

Calendar ManagementEmail HandlingWeb ResearchTask Coordination

Cosmo is built starting in Week 2 and delivered live by Week 4. It connects to up to 4-6 systems of your choice, typically Notion, calendar, email, and web access plus one or two client-chosen systems. We will validate other reasonable systems with you. Third-party API costs and recurring platform fees required to run Cosmo are the responsibility of the client and are not included in the Phase 1 investment.

Year 1 Savings$80,090–$115,690
Year 2+ Annual Savings$79,612–$115,212

Estimated total employment cost: $83,200–$117,000 annually, using a 1.3x employment cost factor.

Estimated hiring and onboarding: $5,475. Cosmo Year 1 cost: $6,785–$8,585.

Sources: salary market estimates vary by geography and seniority. SHRM has reported an average cost-per-hire benchmark around $4,700-$5,500; employment burden is modeled here at 1.3x base salary. Use this as a directional planning tool, not a financial guarantee.

Your $4,997 Phase 1 investment includes your AI Strategy and your AI Chief of Staff. No hidden fees, no surprises.

Full Phase 1 — Strategy + Cosmo

One-time investment. No hidden fees.
$4,997Start Full Phase 1
FeatureDIYFull Phase 1
AI Chief of Staff (Cosmo)NoYes
System Integrations (up to 4-6)NoYes
Business Discovery & Systems AuditNoYes
AI Strategy ReportNoYes
AI Org Chart & Employee StrategyNoYes
Phase 2 Implementation RoadmapNoYes
Recorded Strategy SessionsNoYes
Expert GuidanceNoYes

AI Chief of Staff (Cosmo)

DIYNo

Full Phase 1Yes

System Integrations (up to 4-6)

DIYNo

Full Phase 1Yes

Business Discovery & Systems Audit

DIYNo

Full Phase 1Yes

AI Strategy Report

DIYNo

Full Phase 1Yes

AI Org Chart & Employee Strategy

DIYNo

Full Phase 1Yes

Phase 2 Implementation Roadmap

DIYNo

Full Phase 1Yes

Recorded Strategy Sessions

DIYNo

Full Phase 1Yes

Expert Guidance

DIYNo

Full Phase 1Yes

Investment clarity

DIYVariable

Full Phase 1ONLY $4,997

Alex Mont-Ros headshot

Co-Founder & Chief Executive Officer

Alex Mont-Ros

Alex leads Strategy Ninjas with a strategy-first approach to AI adoption, combining Fortune 20 enterprise experience, entrepreneurship, and disciplined execution.

Former Verizon leader in multimillion-dollar cloud and security deals

Co-built and exited the largest transaction coordination firm in the PNW

Anthropic AI Fluency Certified

Lisa Mont-Ros headshot

Co-Founder & Chief Operations Officer

Lisa Mont-Ros

Lisa turns operational chaos into clarity, helping entrepreneurs make AI and business strategy practical, scalable, and usable in the real world.

Ops and systems powerhouse for scaling teams and portfolios

Co-founder of the largest transaction coordination firm in the PNW.

IBM GenAI Fundamentals Certified

John Lipe headshot

Chief Innovation Officer

John Lipe

John bridges emerging technology and business outcomes through AI systems architecture, creative technology, strategic partnerships, and practical agent deployment.

AI and Web3 innovator with strategic partnerships background

Published and presented through networks reaching 100+ universities

Leads practical AI agents, workflows, and innovation labs

01

Complete your Phase 1 payment and receive onboarding instructions.

02

Schedule the kickoff and submit your current systems, workflows, and business context.

03

Complete four recorded strategy sessions while Cosmo is configured in parallel.

04

Receive the AI strategy report, Cosmo live handoff, and Phase 2 implementation blueprint.

Start Full Phase 1 — $4,997
Is Cosmo a separate product?

No. Cosmo is included inside Full Phase 1. The page intentionally presents one path: Strategy plus Cosmo for a one-time Phase 1 investment of $4,997.

What recurring costs should I expect?

The Phase 1 investment does not include third-party platform or API costs. Depending on the systems selected, clients should expect approximately $149-$299 per month in ongoing platform costs for Cosmo.

How many systems can Cosmo connect to?

The Phase 1 setup includes up to 4-6 systems, typically Notion, calendar, email, web access, plus one or two client-selected systems that are reasonable to validate and connect.

What happens after Phase 1?

You receive a prioritized Phase 2 roadmap that identifies the agents, workflows, and implementation sequence most likely to create operational leverage for your business.

Are the sessions recorded?

Yes. Phase 1 includes four 60-minute strategy sessions, and each session is recorded for reference and team alignment.

Who do I contact with questions before purchasing?

Email [email protected] and the Strategy Ninjas team can help confirm fit, scope, and next steps.