From first call to monthly revenue.
Five steps to get AI into your clients’ businesses, securely and paying its way.
Book a partner callFive steps. From first call to delivery.
- 1
A call
What your clients are asking for, and which part you need first.
- 2
Onboarding
Within three working days, Charlie maps your client base with you.
- 3
The offer
The service and its price, as a fixed project plus a monthly fee.
- 4
Go-to-market
We sell it in your name: existing clients first, then new ones.
- 5
Delivery
Built and run safely, with a value report every month.
It starts with your client base.
On the onboarding call we map your clients, find where AI pays and pick the first five to approach.
- Client base mapped by sectorFrom public evidence and an export you choose to shareDone
- Strongest sectorProfessional practicesFound
- First five clients to approachTimed to renewalsShortlisted
- Offer and priceReadiness assessment plus managed AIIn review
- Outreach to existing clientsFrom your mailbox, with your sign-offQueued
The six parts, in detail.
Strategy
- We do
- Read your client base by sector, find where AI pays and shortlist the first five clients.
- You do
- An hour on the onboarding call, and your client list.
- You get
- A demand read and a shortlist.
Offer
- We do
- Design the service, its scope and its price, as a fixed project plus a monthly fee, and the pack your team presents.
- You do
- Agree the scope and set your price.
- You get
- A ready-to-sell offer.
Go-to-market
- We do
- Run outreach to your existing clients from your mailbox, in your name, with wording you’ve approved and timed to renewals and QBRs. Then new clients in that sector. A person makes every call.
- You do
- Approve what goes out, take the conversations and close the work.
- You get
- Conversations with clients who want it.
Delivery
- We do
- Deliver the AI readiness and governance assessment, the AI policy pack and managed AI, by our team or alongside yours.
- You do
- Approve every change and present the results.
- You get
- Delivery capacity without hiring, and a value report every month.
Security and governance
- We do
- Least-privilege access, read-only first, oversharing fixed before rollout, agents on a short leash.
- You do
- Create the accounts and approve changes.
- You get
- AI your clients’ boards can sign off.
AI Launch
Fast track- We do
- AI Launch is a paid engagement: strategy, offer and go-to-market for one sector you know, done for you.
- You do
- Close the work. Already delivering AI projects? Start here.
- You get
- A managed AI service in market, fast.
Questions about the process.
Do we have to take all six parts?
No. Take one, a few or all of them, and add more when you’re ready.
How does OpSync get paid?
Joining is free. When a client buys, you buy the service from us at an agreed wholesale price and set your own. AI Launch is a separate fixed fee; we give you the figure on the call.
Who can contact our clients?
Nothing goes to your clients without your say-so. Emails go from your mailbox, in your name, with wording you’ve approved. Calls are made by you, or by us introduced as part of your team. We never approach them as OpSync.
How do you access a client’s tenant?
Through named, least-privilege accounts you create, with multifactor authentication, read-only to start. You approve every change. How we handle security
Is this covered by our Microsoft 365 support?
Your client agreement decides. We help you scope AI as a separate project and a monthly service.
What if a client already uses Copilot?
We start with what it can reach today and pick the next workflow to improve.
Let’s build your AI practice.
A 30-minute call with Charlie. We’ll tell you which part to start with.
Book a partner call