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Book a call

Book a Call

Four ways to engage Summit Labs — from a free 30-minute Discovery Call to a full project. Pick the entry point that fits where you are, and we'll go from there.

Use this page to schedule a consulting call — discovery (free) or paid Strategy Hour. General questions or press? /contact. Ready to start a Summit Signal diagnostic? /summit-signal/request.

  • Exploring

    Discovery Call

    Free

    30 minutes

    A conversation about Summit Labs. No prep, no obligation, no deliverable.

    "I'm exploring options and want to know if you're the right partner."

  • Specific decision

    Strategy Hour

    $350

    60-min working session + writeup

    Send a question in advance. We work through it together and you receive a written 1–2 page recommendation within 48 hours.

    Cost is credited toward the AI Readiness Sprint if booked within 14 days.

  • Most common

    Diagnostic

    AI Readiness Sprint

    $2,500

    2-week diagnostic

    Structured review of how work actually flows: two interview sessions, tech-stack and workflow mapping, and an 8–12 page assessment with a prioritized roadmap — integrations, automation, data hygiene, and where AI earns its place (or doesn't). Includes a one-hour debrief.

    Fully credited toward any project of $5,000+ booked within 30 days of debrief.

  • Full build

    Project Engagement

    Custom

    Defined milestones

    Workflow automation, full app buildouts, fractional CTO retainers. Fixed-price, fixed-scope, defined milestones.

    "I know what we need and we're ready to build."

Discovery vs. Strategy

Free call vs. paid Strategy Hour — what's the difference?

The free call is about fit. The paid hour is about your problem.

FeatureDiscovery CallStrategy Hour
Length30 min60 min
Who's the focusSummit Labs (fit conversation)Your business and a specific decision
Prep requiredNoneSend a pre-call questionnaire
DeliverableNoneWritten 1–2 page recommendation within 48 hours
Best for"Are we a fit?""I have a real decision and want senior advice now."
ExamplesInitial intro · scopingBuild vs. buy · vendor evaluation · AI roadmap · M&A tech diligence

Credit forward promise

Your investment compounds.

The $350 Strategy Hour is credited toward an AI Readiness Sprint booked within 14 days. The $2,500 Sprint is fully credited toward any project of $5,000 or more booked within 30 days of the debrief. You don't pay twice for the same work.

What to expect

Your Discovery Call

Not a sales pitch. A focused, honest conversation about whether we're the right partner for what you're trying to do.

  • Current workflows, pain points, and the outcome you'd consider a win.
  • An honest assessment of where AI and automation can actually help — and where they can't.
  • Clear next steps: an engagement, a different direction, or simply clarity.
  • No jargon, no pressure, no obligation.

Clarity before commitment.

The free discovery call always will be free. We're not trying to upsell every conversation. If the right answer is "talk to a different vendor," that's the answer you'll get, on the call.

Best Fit If You...

  • Your team spends hours on manual processes that should be automated.
  • Your tools don't talk to each other and reporting stays fragmented.
  • You need a technology roadmap before spending more on tooling.
  • You're making technology decisions without expert guidance.
  • You've built something that works but it needs to scale.

Probably Not the Right Fit If...

  • You need a basic WordPress or Squarespace site built.
  • You're looking for a full-time employee, not a strategic partner.
  • You want a generic strategy deck without implementation help.
  • Your project budget is under $2,500.

Every discovery call ends with clarity — either a clear path forward together, or an honest recommendation for what would serve you better.

What happens next

After Our Conversation

  1. 01

    Call summary

    A written summary of what we discussed within 48 hours.

  2. 02

    Clear proposal

    Scope, timeline, deliverables, and cost — no surprises.

  3. 03

    Your decision

    No pressure, no fake urgency, no timeline tricks.

Schedule

Pick a Time That Works

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Based in Lakeland, FL — working with businesses everywhere.

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Ask our AI assistant anything about Summit Labs, Summit Signal, Funder IQ, Client Check, pricing, features, or how we can help your business. Drop a CSV or a screenshot for a sample finding right in chat.