The Quarterly AI Partnership
Clearbay AI doesn't deliver a project and disappear. The partnership model was built to be persistent and consistent — the two things most AI consultants are not.
Automation goals are set for the year, department by department — engineering, production, shipping, service, sales, marketing — and each one is measured every week, so the return is visible, not assumed. The quarterly review is where the whole company looks at that scoreboard together.
What Every Quarterly Review Includes
- 1Evaluate current events — new regulations, new tools, competitor AI adoption, and industry shifts that may affect your strategy and direction.
- 2Department-level accountability — dedicated time for each department to share new ideas, business needs, pain points, and opportunities they've identified.
- 3Project review — active initiatives, completed work, blockers, and measured results from the previous quarter.
- 4Set priorities for next quarter — what to start, what to continue, what to pause, and what to watch.
- 5Written report delivered within 24 hours — summarizing discussions, decisions, action items, and recommendations.
A written report is delivered within 24 hours of every quarterly review — summarizing discussions, decisions, action items, and recommendations. No waiting, no following up. It arrives.
Between Quarterly Reviews
Partners receive curated email intelligence — not a generic newsletter, but tailored to their business, their industry, and their current roadmap. When something relevant happens in AI that affects your company specifically, you hear about it first.
The quarterly partnership model forces department heads, executives, and owners to be personally accountable for discussing ways they can use AI to innovate. The quarterly cadence persists conversations about brainstorms, active initiatives, and future expectations — quarter after quarter, year after year.
Additional Services
Beyond the quarterly partnership, Clearbay AI offers a full spectrum of project-based and retainer engagements — each built around your specific needs.
AI Readiness & Opportunity Assessment
A comprehensive evaluation of your business's current state, data landscape, and team capabilities. We identify where AI can create the most immediate, lasting impact — and build a prioritized roadmap to get there.
Project-basedCustom AI Agent Development
Purpose-built AI agents designed for customer service, internal operations, sales assistance, or complex multi-step workflows. Built around your data, your processes, and your team's daily reality.
Project-basedAI Workshops & Training
Half-day or full-day hands-on sessions for teams of any technical level. Participants don't just hear about AI — they leave having built a working prototype they can show their organization.
Hourly / Flat rateRAG System Development
Retrieval-Augmented Generation systems that let your people query internal documents, manuals, policies, and proprietary knowledge through natural language. Your data, made intelligent.
Project-basedERP & Business System Integration
Deep integration experience with Epicor Kinetic, SAP, and other enterprise platforms — including BAQ design, OData APIs, BPM automation, and Function development. AI that ties into the ERP and the systems you already run. Nothing gets replaced.
Project-based / RetainerAutomation & Workflow Development
Eliminate manual processes with intelligent automation built on n8n, AWS Lambda, and custom workflow tooling. Reduce repetitive work, cut errors, and free your team for higher-value thinking.
Project-basedCustom Model Training & Deployment
Fine-tuning and deploying AI models on your infrastructure for domain-specific performance. From data preparation to inference endpoint, we manage the full lifecycle.
Project-basedAI Ethics, Governance & Compliance
Policy development, acceptable use guidelines, audit frameworks, and compliance documentation for organizations that need AI governance before they can move forward. Included in the partnership or as a standalone engagement.
Included in partnership / Project-basedPredictive Analytics
Data analysis and predictive modeling that gives leadership better visibility into what is likely to happen — not just what already did. Built around the metrics that matter most to your business.
Project-basedConversational Agents
Customer-facing or internal assistants backed by your company's own knowledge base — that answer the question and then do the work: look up the order, book the service call, draft the quote. Not a chatbot. An agent that knows your business and acts on it.
Project-basedSCADA/MES Consulting
Industrial monitoring and manufacturing execution system evaluation, integration planning, and AI overlay for operations teams. Deep familiarity with Rockwell, CompactLogix, and modern SCADA environments.
Project-basedRobotics Evaluation & Integration
As robotics become feasible for regular businesses, Clearbay AI will assist with evaluation, live demonstrations, and integration planning. This is the horizon — and it is arriving faster than most expect.
Project-basedAI Workshops & Training
Half-day or full-day hands-on sessions designed for teams of any technical level. Participants don't just learn about AI in theory — they leave having built a working AI prototype they can show leadership, demonstrate to clients, or deploy as an internal tool. Your team walks away with capability, not just awareness.
Book a WorkshopPricing Philosophy
The goal is not to extract maximum dollars from every engagement — it is to build long-term partnerships where both sides see clear value. Hourly rates, project-based pricing, and flat-rate workshop fees are all available depending on what fits your organization best. If you're not sure which model applies, ask — the answer is always an honest one.
Payment Policy
The first conversation — and the walk through your operation that usually goes with it — costs nothing. Once there is work to do, it is invoiced and paid before work begins. Clients can request services, receive invoices, and pay online through the Clearbay AI client portal at clearbay.ai. This prepayment model keeps engagements financially clear and ensures mutual commitment before any work starts. Payment is processed via Stripe — credit, debit, or bank transfer.
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