Built for Energy Efficiency Contractors

Practical AI. Real Workflows.
Funded By Your TAD Flex Spend.

Three productized consulting packages built around the operating realities of a working trade business. HVAC, weatherization, hydronics, plumbing, mechanical insulation, building envelope. Crews from three people to fifty plus. All three packages priced to fit inside the standard $2,500 TAD flex spend, no escalation needed.

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All three tiers fit inside the $2,500 TAD flex spend. Tier 3 hits the exact ceiling by design, so you can run the full engagement without an additional approval cycle.
The Three Tiers

Pick The One That Fits Where You Are

Each tier is a complete, defined engagement. Pricing reflects the scope. You can move up after Tier 1 if you want to keep building, but each tier stands on its own.

Tier 1

AI Readiness Assessment

Accessible entry point. Diagnostic plus funding map.
$499
Fits 5x inside your TAD flex spend
What is included
  • 60 to 90 minute intake call with you and one to two key team members
  • Workflow mapping across marketing, admin, scheduling, customer communication, and invoicing
  • Written AI Readiness Report (10 to 14 pages)
  • Funding Opportunities Map. Curated small business grants, corporate diversity grants, utility and energy efficiency pipelines matched to your profile
  • Prioritized 90-day action plan
  • 30 days of email Q and A access
Best fit A contractor who wants a clear map of where to start, both on the AI side and on the funding side, before committing to a larger build.
Pay $499 and Start Tier 1 Book a Discovery Call First
Tier 2

Assessment + Custom Toolkit Setup

Mid-tier. Assessment plus Marketing Toolkit plus one AI build.
$1,500
Fits inside TAD flex with $1,000 remaining
What is included
  • Everything in Tier 1 (assessment, funding map, 90-day plan)
  • One custom AI agent or workflow built and configured (lead intake assistant, estimate follow-up, review request sequence, etc.)
  • Marketing and Outreach Toolkit. Branded Canva templates, social posting templates for Facebook and Instagram, customer communication templates for email and text
  • One 60-minute follow-up working session two to three weeks after kickoff
  • 60 days of email Q and A access
Best fit A contractor ready to put a foundational toolkit in place this quarter and wants help getting it set up correctly the first time.
Pay $1,500 and Choose Tier 2 Book a Discovery Call First
Side By Side

What Each Tier Includes

Quick reference, top to bottom. Same scope as the cards above, just easier to compare.

Feature Tier 1 ($499) Tier 2 ($1,500) Tier 3 ($2,500)
Intake and workflow mappingYesYesYes
Written AI Readiness Report (10 to 14 pages)YesYesYes
Funding opportunities mapYesYesYes
Custom AI agents01 agent or workflow2 agents
Custom AI workflows0(included above)2 workflows
Marketing and Outreach ToolkitNoYesYes
Custom admin or financial templatesNoNoYes
Working sessions013
30-day cohort check-in webinarNoNoYes
Email Q and A access30 days60 days90 days
A La Carte

Add-On Services

Add these to any tier, or purchase standalone if you have a specific need outside the AI readiness scope. Pricing sits cleanly alongside the tier prices.

Custom Marketing Automation Build

$400 to $850

Email nurture sequence, SMS campaign, or social posting automation built for a specific seasonal push (spring tune-up, fall furnace, etc.)

Trade Show and Event Marketing Kit

$350 to $650

One-page leave-behind, booth signage design files, lead capture form, post-show follow-up template.

Deep-Dive Grant Pursuit Support

$500 to $1,000

Hands-on help pursuing a specific grant identified in your Tier 1 funding map. Narrative drafting, application review, submission readiness check for one target grant.

Brand Refresh Package

$450 to $900

Logo refinement, color palette, two key brand templates (truck wrap concept, business card, or letterhead).

Website Audit and Quick-Fix Sprint

$400 to $650

Audit of current site, prioritized fix list, and direct edits to up to five pages (copy, calls to action, contact form).

Group and Cohort Engagements

Quoted per cohort

When a TAD program manager wants to bring an AI readiness curriculum to an entire cohort. Custom curriculum, group sessions, shared deliverable library, optional one-on-one office hours.

How to Engage

Five Steps. Light On Your Time.

The engagement process is built to fit around your operating schedule, not the other way around.

01

Discovery Call

20 to 30 minutes. Understand your business, current pain points, and which tier fits. No charge.

02

Scope Confirmation

Short written summary of what is included, timeline, and total investment. You confirm in writing.

03

Payment

Invoice issued. Most TAD contractors pay directly from their program flex fund, structured to fit the reimbursement process.

04

Kickoff

Intake call scheduled within seven business days of payment. Timeline runs from kickoff date, not invoice date.

05

Delivery and Handoff

Work product delivered on the timeline specified in the tier. Final handoff includes maintenance recap and next steps.

Honest Framing

About Project Baseline

The Practice Behind The Packages

Project Baseline is the strategy consulting practice of Todd Walton. The firm builds operational infrastructure, brand strategy, and AI-enabled systems for organizations that need real working tools, not slide decks. Todd brings 20-plus years of experience across hip-hop media, civic and political organizations, global development, corporate innovation, and small business operations.

This offering is Project Baseline's first productized service for the energy efficiency contractor space. The AI operations practice is established work that the firm runs across its other engagements. The funding opportunities work draws on a grant intelligence framework the firm has developed across multiple engagements, surfacing capital pipelines that contractors and small business owners often miss. The trade ally context is new ground, and the firm is approaching it that way: listening first, building practical tools, and growing the offering based on what cohorts actually need.

Honest framing matters here. Project Baseline does not have a back catalog of energy efficiency consulting engagements. What it does have is a working AI and small business operations practice, a track record of building real tools that real teams use, and a developed grant intelligence framework. The pricing reflects that posture: priced to fit the TAD flex fund, scoped for clear deliverables, and designed to grow with the contractor.

Todd Walton
Founder and Principal, Project Baseline
[email protected] | projectbaseline.com

Ready to Get Started?

Book a 20-minute discovery call. We talk through your business, your current pain points, and which tier fits. No charge, no pressure.

Book Your Discovery Call

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