A plan for your clients
Your clients can take the AI Execution Plan now. It comes with a PDF copy and a strategy call on the plan.
For MSPs and IT partners
An AI practice for IT partners
Help each client get more from the systems you already run, and grow what they buy from you without hiring an AI team. We find the work worth changing and build the automation behind you, and you keep the client.
The first look is a conversation built on the AI Execution Plan. Bring one real client problem.
Client workspace · Example Co
Example data
What clients are asking
AI questions are landing on IT partners
Your clients already trust you with their systems, so the AI question comes to you first. Answering it well takes a working process with an owner, and that is hard to deliver alone.
What clients have
Tools they already pay for
Your clients pay for software that could do more. Nobody has mapped which work it should take on first, or who owns the result.
What clients need
One process that runs
A list of AI ideas leaves the client to do the hard part. They need one process running inside their business, with a named owner and an approval step.
What partners face
Specialist work to staff
Designing, connecting and supporting AI processes is specialist work. Hiring for it before the demand is steady is a hard call for any firm.
How it works
From stuck work to one running process
Every client goes through the same three moves, and each one is useful on its own.
01
Find the work worth changing
Your client starts with the AI Execution Plan. It ranks the tasks that fill their week by where AI goes first, and it gives each one an owner and an approval.
xi.unleashepic.com
Live page
02
Read what is really in the systems
We read the client's actual tools and data. That shows duplicate or unused subscriptions, tools more than one process could share, and which process each tool serves.
Every tool gets tagged to the processes it serves, inside each system, so the first fix lands on real work.
Client workspace · Operations · Resources
Example data
03
Run one controlled automation
We recommend one first automation, such as a resource cleanup tool, and build it behind you. It runs only on an authorized request, and a person approves before anything goes out.
Each new install starts from a template in a shared library, plus that client's own context. Template improvements can flow back when the client's settings and subscription allow it, and no client data goes back.
Work view · Needs you
Example data
The names behind the method
Execution Intelligence
Execution Intelligence is the method: it finds where work is stuck and what to change first. The AI Execution Plan is where it starts.
Systems Intelligence
Systems Intelligence is the client workspace: it reads the systems, tags each tool to its process and holds the automations.
See how this would work for one of your clients.
Get a first lookFor your own growth
Sales and marketing automations for each partner
The same method works on your own business. We start from the records and tools you already keep, so the automations fit the way your team sells.
A client report from your own records
The report pipeline reads your ticketing system and documentation, fills in a client report under your brand, and drafts the email for you to send. Open items get finished with the client on one call.
A leave-behind pack in your name
A guide, a one-pager and a deck your team can hand to clients, carrying your brand.
Your own support process first
We can start inside your firm: a map of who you support, how work comes in and where it breaks, written so your team can turn it into its how-we-work guide.
The report pipeline runs today on example data. Runs on your client records start once we agree with you where they run.
Client report · PDF
Example data
Draft · waits for you
Example dataFromYou, Your IT Company
ToOwner, Example Co
SubjectWhere AI could help Example Co first
Hi there, I put together where AI could help first, using what we already know about your systems. Most of it is filled in. Can we finish the open items together on a short call? The report is attached.
SendNothing goes out until you press Send.
Proof
Run first on Unleash Epic itself
John tested the method on his own business first and wrote about it in Client Zero.
Our article process now runs as 9 named steps from research to publish prep, with a person approving before anything goes out.
You can try the starting point yourself. The AI Execution Plan is live at xi.unleashepic.com. Take it on your own firm first.
Our article process
Live today- 1Research
- 2Write
- 3Review
- 4Edit
- 5Claims check
- 6Graphics
- 7Tie-backs
- 8Web part
- 9Publish prep
A person approves before anything goes out.
Who builds it
Built by an operator and former auditor
John spent more than 20 years as a military officer, a Big 4 auditor with CISA, a Fortune 500 executive and a business owner.
In the Big 4, he audited the controls that were supposed to make transformations work. Later he ran transformations himself across 80+ locations, and he led finance strategy across 100+ countries at Fortune 500 scale.
He builds AI systems that work inside the processes a business already runs. Each system logs every step under a name and holds sensitive items for the owner's approval.
20+
Years of operating experience
80+
Locations in transformation work
100+
Countries in finance strategy
A veteran service-owned business
What partners get
The partner kit by status
Each piece is marked plainly by status. Anything your client receives says it was prepared by your firm with Unleash Epic, and Systems Intelligence and the Execution Intelligence Dashboard always show as Unleash Epic's.
A client workspace
Each client firm or team gets its own install for its systems, tools and automations. It runs today as a working prototype.
Report and email draft
The pipeline that turns your records into a client report and a draft email runs on example data today.
Shared template library
Templates for each install, with tool tagging being added to the library now.
Leave-behind pack
Guide, one-pager and deck templates are written and ready to use.
The Execution Intelligence Dashboard
A planned live view where each approved process reports when it starts and ends, and what needs a person.
Guardrails
Four rules every AI process runs under
Your clients need someone who decides what the AI is allowed to do and answers for it. With us, that someone is you.
Every AI process we build has a named person who answers for it, and before anything runs, you and your client agree on these four rules.
01
What it can reach
We connect only the client systems the job needs.
02
What it may do
Each process has written rules for the actions it may take.
03
Who approves
A person approves risky or outbound steps before anything goes out.
04
Who steps in
Each process names the person who steps in when it misfires, so your client always knows who to call.
Every step is named and visible, so you or your client can open it and see what it does and who approved it.
Ways to sell and earn
Selling and earning paths for partners
There are two ways to sell the work with us and three ways to earn from it. Partner-led work is our first live motion, so it sits at the top.
Ways to sell
Partner-led, with your client
Prepared by your firm with Unleash Epic
Live today
You sell to your client and own the relationship. We build and run the work behind you.
Implement with us
We build, you keep the client
We build today
Today we do the build, and you keep the client and the ongoing support, with a path for partners to install Execution Intelligence and Systems Intelligence themselves coming later.
Ways to earn
Services you bill
Live today
You bill your client for the work you lead and support, on your own terms.
Embed our tool in your product
Terms to shape together
You build our tool into a product you already sell. It keeps the Unleash Epic name, and we work out the fit with you.
Systems Intelligence subscription share
Not set yet
Terms for a share of Systems Intelligence subscriptions are still open, and we'll set them with our first partners.
Beyond the services you bill, no partner terms are set yet, and we are shaping them with our first partners.
Packaging
Three invoice options for each client
The work underneath stays the same whichever way you present it. You walk your client through cost after the plan, and pricing to your client stays with you.
Itemized
Each piece of Execution Intelligence and Systems Intelligence work gets its own line.
One outcome fee
A named job your client cares about sits on a single line.
Platform plus services
The Systems Intelligence workspace and templates sit on one line, and your services sit on another.
How a client starts
From a first look to a first result
Your client moves forward when they are ready, and you set the terms with them at every step.
- 1
The AI Execution Plan
Your client sees where AI fits in their business and which move comes first.
- 2
Workshop
Their team chooses the first process, names its owner and agrees what result will count.
- 3
30-day build
We build that first process behind you with the four guardrails in place, and your client's owner signs off on the result.
- 4
Monthly support
Once the process runs, you support it month to month and we keep improving the templates behind it.
Questions
Questions before a first call
Ask anything else on the call.
Whose name do my clients see?
Yours. You own the relationship, and everything your client receives, such as reports, the plan and workshop handouts, says it was prepared by your firm with Unleash Epic. Systems Intelligence and the Execution Intelligence Dashboard always show as Unleash Epic's.
Do I need to hire AI specialists?
We do the design and the build behind you. Your team runs and supports the checked processes, the way you support your clients' other systems.
How is client data handled?
Every process follows the four guardrails above, and we agree with you where it runs before it touches a client record.
What does it cost?
Pricing to your client stays with you. We talk through how partner terms are taking shape on the call.
Which client work can it start with?
Any process that runs through tools your client already uses. Marketing, sales, service delivery and finance are all places a first process can start.
Do I have to commit to anything to start?
No. The first look is a conversation built on the AI Execution Plan, and you decide what happens next.
First look
A first look for partners
The form asks for your name, company, email, and phone. After you send it, the form thanks you, and we use what you sent to set up the first conversation.
Bring one real client problem to the first call, and we will work through it with you.