Answers for operators
AI services questions answered clearly: how Sophizo works, what engagements cost, and how AI and revenue architecture get built to transfer.
01
A custom team of AI agents that Sophizo sets up, governs and runs for your business, with a named human owner, a written approval rulebook and a monthly audit. Tiers start at $2,500 setup plus $500 a month on a 12-month term.
Explore Agentic AI Teams02
Whichever fits your tools, data and risk. We govern all of them.
See our vendor-neutral approach03
A fixed-fee inventory of every AI tool and personal agent with access to company data, a risk ranking and a one-page policy. $1,500 for up to 50 people, $5,000 for 50 to 500.
Explore the Shadow-Agent Audit04
Sales, Marketing, Finance and Human Resources, with the same method for operations, customer success and IT. Each team is scoped to your business and governed under the R1 to R4 risk standard.
See agent teams by business unit05
A four-level scale Sophizo applies to every agent and every action it can take. R1 is internal reading and drafting. R2 is internal, reversible changes. R3 is anything that reaches a customer, candidate or employee. R4 is money, contracts, legal exposure, hiring decisions, sensitive personal data and access changes.
Review the governance standard06
No. Approvals belong to named people. R3 actions need a person's approval, or a written pre-approved pattern after 30 days of clean logs. R4 actions are always decided and taken by a person.
Review the governance standard07
Every action at every level, with what changed, when and, from R3 up, who approved it. The log is reviewed in a monthly audit.
Review the governance standard08
No. It is platform-agnostic and applies the same way on any agent platform.
Review the governance standard09
R1 and R2 actions can be undone. The owner can stop any agent at any time. Every incident is reviewed, the rulebook is updated, and the agent's level can be lowered.
Review the governance standard10
In AI research it means a system that helps build a better version of itself. We apply the idea to the business: every person, team and business unit runs a learning loop, all feeding one company-wide loop, so the business learns from its own decisions and outcomes. A person approves every change to the rules, at the loop matching its risk level.
Review the governance standard11
It depends on the role, the risk level and whether the agents are passive (they read and alert) or active (they change and send). We use Agent Span of Control: base task capacity divided by risk weight times complexity factor, calculated per role. Try the Ratio Calculator.
Try the Ratio Calculator12
Sophizo provides fractional AI leadership, governed agent teams and Agentic RevOps for startups and growing companies up to $200M in revenue. It rebuilds the operating layer behind revenue rather than running isolated pilots. The work combines senior leadership, revenue architecture, AI workflows, and governance, with the goal of leaving a system the company team can operate independently.
Explore Sophizo's AI advisory13
Owner-led businesses that want AI agents running real work, and growth-stage B2B companies that need senior AI or revenue leadership. The advisory page describes CEOs, founders, revenue leaders, and CFOs working through disconnected pipeline data, low forecast confidence, or AI activity without a revenue architecture.
See fractional AI leadership14
Most clients start with the Diagnostic Sprint: a fixed $2,500, two-week review of the AI stack, pipeline data, forecast logic, and governance posture. It produces a board-ready ROI projection and prioritized Architecture Map. The fee credits in full toward a subsequent engagement, and you keep the deliverables either way.
Explore AI advisory engagements15
The Diagnostic Sprint costs $2,500 and runs for two weeks. It applies the Sophizo ROI formula to your pipeline, forecast accuracy, and RevOps cost structure, then delivers a board-ready ROI projection and prioritized Architecture Map. You keep the work whether or not you continue, and the fee credits toward an engagement.
Explore revenue architecture services16
Agentic AI Team packages carry a 12-month minimum. Advisory and fractional leadership engagements are month-to-month after the first quarter.
Explore fractional AI leadership17
The Agentic RevOps offer is for companies whose forecast, pipeline, and tool stack have stopped agreeing. Work includes revenue architecture review, forecast discipline across bull, base, and bear cases, pipeline hygiene, stage definitions, handoff repair, and tool-stack rationalization. It is priced from $5,000 per month for a single discipline.
Explore Revenue Operations18
Sophizo's stated approach is to build on top of systems a company already owns, rather than requiring a platform replacement. The RevOps page distinguishes a CRM database from a revenue operating system, and describes adding intelligence such as deal scoring, pipeline alerts, and forecasting while keeping the CRM in place.
See the RevOps architecture19
The RevOps offer describes bull, base, and bear scenarios, forecast discipline, and statistical modeling tied to actual pipeline data. ForecastIQ's method audits the process producing the data, builds on company-specific conversion patterns, and publishes predicted versus actual results each cycle. The method page emphasizes forecasts that leadership can defend to the board.
Explore ForecastIQ20
Sophizo's about page describes thin, noisy data as a starting condition, not a reason to begin with custom machine learning. It recommends retrieval and rule-based scoring, enrichment to fill data gaps, and predictive models only when the underlying data can support them. The process begins by fixing the operating architecture and data discipline.
Explore RevOps architecture21
A Fractional AI Officer is an embedded, part-time executive operator who owns an organization's AI strategy, governance, prioritization, and implementation. The role connects board-level decisions to practical workflows, named owners, and measurable outcomes, it is more than a technology vendor or an occasional advisory call.
Learn about the Fractional AI Officer22
The AI Governance offer includes an inventory of models and tools, usage policy, approval workflow, and human-in-the-loop controls. It also describes audit-ready documentation for security reviews and a board-level governance brief. The purpose is to make ownership and risk legible to company leadership, auditors, and enterprise buyers.
Explore AI Governance23
The Sophizo method establishes a MECE revenue foundation before deploying agents. Once the architecture is sound, multi-agent workflows, assistants and retrieval-driven revenue intelligence can enter seller and manager workflows. Each agent is assigned a task-success target, a decision trigger, and a direct connection to a pipeline metric.
Explore AI advisory24
The method starts agents in a controlled environment, then moves them into shadow mode alongside human work without making live decisions. Autonomy increases on low-stakes calls only after the pattern holds, and production follows evidence. Governance work adds inventories, acceptable-use policies, approval workflows, and human review controls.
Review AI governance services25
The integrated $14,500-per-month seat combines RevOps, AI advisory, and AI governance under one operator. Pricing describes end-to-end ownership, AI architected into the revenue engine, production agents, and one accountable owner. It is positioned for situations where the three disciplines are colliding and separate vendors lack a single owner.
Explore the Fractional AI Officer26
Capability transfer is a stated deliverable, not an afterthought. Sophizo describes teaching a client's team to operate, iterate, and extend what is built, with an exit ramp in the contract from day one. The goal is for internal owners to run the system without ongoing dependency on Sophizo.
Explore AI capability transfer27
The pricing page identifies John Utley as the person doing the work. His employers include IBM, a CRM software company as AVP of Sales, and HCL Software. He has three IPO exits as employee #6, #11 and #19. John co-founded a BTC and ETH algorithmic hedge fund in 2018. Sophizo describes its model as senior fractional operators doing architecture-level work.
Explore operator-led AI advisory28
The Sophizo method uses an ROI formula that accounts for revenue base, generative output quality, agentic efficiency, execution speed, and implementation cost. Its measurement discipline follows causal leading indicators rather than lagging vanity metrics, and ties initiatives to ARR, pipeline, or EBITDA so executives can judge whether investment is compounding.
Explore revenue measurement29
Yes. Pricing presents separate RevOps, AI advisory, and AI Governance offers alongside the integrated Fractional AI Officer seat. Its guidance is to choose one discipline when a single problem is clearly the bottleneck, and the integrated seat when RevOps, AI, and governance keep colliding and leadership wants one accountable owner.
Explore AI Governance engagements