Your AI plan in 60 or 90 days

Lodestep runs fixed-day programs for teams of 5 to 40 people in Waterloo Region, with a larger-team version on request. You get a dated plan, named owners, a way to stop at Day 30 and a result you keep.

Book a free 30-minute call See the days

You tried the tools and Monday looked the same

Plenty of owners have a login for an AI tool. A few people use it. Nobody has decided what it is for, what data may go in, or who checks the output.

  • Tasks that eat hours every week and never get fixed.
  • Staff who suspect the tools are aimed at their jobs.
  • Rules about client data that nobody wrote down.
  • Subscriptions with no owner and no result.

Lodestep gives the effort a start date, an end date, an owner for every step, a way to tell whether it worked and a point on Day 30 where you can stop.

Every step has an owner and a date

Every program follows the same path. The plan is the accountability tool, and you can read it before you sign.

  1. Fit call

    Who
    You and Broxton
    What
    30 minutes on your task, tools, team and busy weeks
    By when
    Before you sign
    How we know
    You hear which program fits, or that none does. The written terms come with the proposal

  2. Team talk and audit

    Who
    Your team, the owner and Broxton
    What
    A 45-minute conversation on Day 2 about what stays with people and what may move to a tool, then interviews or a workflow walk-through
    By when
    Days 2 to 5
    How we know
    A ranked list, a baseline you can check and written answers to staff questions

  3. Rules and action plan

    Who
    You sign, and each step has one owner
    What
    The Rules Workshop sets which data may go into which tool. The plan is signed after it
    By when
    Day 5 in a Boot Camp, Day 12 in a Plan
    How we know
    A signed rules sheet, a signed plan and a tracker you keep

  4. Workshops and reviews

    Who
    Your team and Broxton
    What
    Workshops on set days and reviews on Days 30 and 60 (and 90 in a Plan). Day 30 is go, adjust or stop
    By when
    Dates fixed on Day 1
    How we know
    A scorecard, tallied by team, against the baseline

  5. Handover

    Who
    You and your named backup
    What
    Final report, tracker and templates
    By when
    Day 60 or Day 90
    How we know
    Done means is checked and the next steps are listed

Pick a program and a price

Prices are in Canadian dollars plus 13% HST, with the price including HST shown under each one. They are fixed before Day 1. Half is due at signing. The other half is due after the Day 30 review, and only if you continue. You own the plan, the tracker and the templates at the end.

Rules Workshop

1.5 hours, up to 12 people
$950

$750 while Lodestep is new. With HST: $1,073.50, or $847.50 at $750.

For
A team that wants one page on which data may go into which AI tool, before anything else happens
You get
The team sorts its own data into green, amber and red by tool. You leave with a signed one-page rules sheet, a one-page no-blame procedure for mistakes and a short written follow-up
Credit
The fee you paid is credited toward a Boot Camp or Plan for nine months. It is also the first workshop inside every program
Ask about the Rules Workshop

60-Day Boot Camp

Day 1 to Day 60
$11500

$12,995 with HST. 60 days, one weekly 90-minute session and three workshops, in person or online.

For
One team or one workflow, up to 8 people
You get
The team conversation and the Rules Workshop on Day 2, eight weekly sessions, three workshops, homework with feedback, a pilot, a roll-out and a written action plan
Done means
The workflow is written down step by step, owned by a named person, in use by the people who do that task at least three days a week, and measured against a baseline
Ask about the Boot Camp

90-Day Plan

Day 1 to Day 90
$24500

$27,685 with HST.

For
The whole company, up to about 40 people and three teams, with a larger version on request
You get
A 7-day audit, a role map, a signed action plan, a tracker, five workshops, a Boot Camp that builds your first workflow and reviews on Days 30, 60 and 90
Done means
Every step has an owner, a date, a done-means sentence and a metric. One workflow is live. Two more are started, each with an owner and a 30-minute weekly office hour from Broxton
Ask about the Plan
Free 30-minute fit callThe front door. You hear which program fits, or that none does.
Other workshops, $950 to $1,350AI Basics for Your Team, Find Your First Five Workflows, Prompting and Checking Work, Build One Workflow Live, and Role Map: What Changes and What Stays. Fees are credited for nine months, up to $1,350 in total.
30-day check-in, $750Two 60-minute sessions after handover and a one-page update. $847.50 with HST.

In plain words: a Boot Camp is 60 days with a weekly session and workshops, on your site or online. A champion is the person on each team who tries it first. A workflow is a task written down step by step.

Three sizes of Boot Camp

Prices in CAD plus 13% HST. Every size has the same 60 days, the Day 30 go, adjust or stop review and the same rules.
SizePriceWho it is for
Standard$11,500
$12,995 with HST		One team and one workflow, up to 8 people. Weekly 90-minute sessions and three workshops.
Small-Team$6,500
$7,345 with HST		A firm of about 8 to 10 staff where 2 or 3 people take part. Weekly 60-minute sessions and two workshops.
Plant or Shift$13,500
$15,255 with HST		A line, cell or shift team, up to 8 people per shift group and up to two groups. Half-day sessions between shifts, never during production. Paid champion time and backfill are quoted as a separate line that you pay.

How the programs fit together

Prices in CAD plus 13% HST. Final prices are in your written proposal.
PathPriceWhat carries over
Rules Workshop first, program laterWorkshop fee creditedThe fee you paid, up to $1,350 in total, comes off if you sign a Boot Camp or Plan within nine months.
Boot Camp, then a Plan within 30 daysPlan is $18,750Half the Boot Camp fee ($5,750) comes off the Plan. The Boot Camp workflow counts as the Plan's first shipped step. The audit skips that team and starts from your baseline.
Plan, then another Boot Camp within 60 daysBoot Camp is $10,500The Plan's audit supplies the walk-through, so Week 1 is shorter.

Which program fits?

Three questions. Nothing is saved or sent.

1. How big is the job?
2. What do you need most?
3. When would you like to start?

Answer all three to see a suggestion.

See the days before you sign

Day 1 is the Monday you choose. A session that would land on a weekend moves to the Friday before, and none is held on an Ontario statutory holiday. These are the key days. Your proposal lists every date.

  1. Day 1Week 1
    Kickoff call60 minutes with you and Broxton. Staff list, tools and access agreed.
  2. Day 2Week 1
    Team conversation45 minutes with everyone in the audit, before any task is counted. Interviews follow.
  3. Day 5Week 1
    Audit read-outRanked opportunities and a first role map, with the written audit report.
  4. Day 8Week 2
    Plan sessionThe action plan is walked through and the tracker is handed over.
  5. Day 9Week 2
    Rules Workshop: Data, Privacy and Team Rules1.5 hours. Which data may go into which tool. Nothing from your business goes into an AI tool before this.
  6. Day 12Week 2
    Rules sheet and plan signedEvery step has an owner, a due Day, a done-means sentence and a metric.
  7. Day 15Week 3
    Boot Camp startsThe first workflow is built with its team on Days 15 to 74, with a session every Wednesday.
  8. Day 16Week 3
    AI Basics for Your TeamTwo hours, everyone, on their own tasks, now that the rules are in place.
  9. Day 30Week 5
    Day 30 Review: go, adjust or stopScorecard against the baseline. You decide in writing. The second half of the fee is due only if you continue.
  10. Day 32Week 5
    Prompting and Checking WorkA first template library built from real work.
  11. Day 37Week 6
    Build One Workflow LiveThree hours building the first workflow with the team.
  12. Day 44Week 7
    Role Map: What Changes and What StaysTask by task, with a training plan for each role.
  13. Day 60Week 9
    Day 60 ReviewSecond scorecard and a re-ranked list of remaining steps.
  14. Day 74Week 11
    First workflow signed offDone means is checked. Two more workflows are started with owners.
  15. Day 90Week 13
    Day 90 ReviewHeld on the Friday, Day 89. Final report: what shipped, what carries over and the next 90 days.

Start dates and stops

These rules go into the proposal. They exist so that your busy season, a holiday or a delay does not catch either of us out.

Start when your year allows

Day 1 is a Monday you choose, at least three weeks after signing. Before you sign you name your busy weeks, such as tax season, audit weeks, shutdowns or peak season. Lodestep does not offer a start with a named busy period inside the 60 or 90 days unless you agree the pauses in writing. Off-season starts are available. Example: an accounting practice would usually start after the April deadline.

No sessions on holidays

The proposal lists every date and checks it against Ontario statutory holidays. No session is held on one, and Day 60 and Day 89 never sit on one. Example: a Monday 3 May 2027 start puts Day 60 on Canada Day, so the review would move to the day before or the start would move one week.

Day 30: go, adjust or stop

At the Day 30 review you decide in writing. Go: carry on. Adjust: up to three changes within scope. Stop: the program ends, you keep the plan, the rules sheet, the baseline, the tracker and the templates, and the second half of the fee is not charged. Broxton gives his own recommendation in writing at the same review.

If someone is delayed

If you delay a step by more than five business days, the Day count pauses and the tracker records it. If Broxton is ill or cannot attend, the session is rescheduled within five business days. If that cannot happen, the Day count pauses by the days lost and the fee for that session is credited to you.

Your people stay at the center

The first thing in a program is a conversation, not a measurement. On Day 2, before any task is counted or timed, Broxton and the owner spend 45 minutes with the people who do the work. They cover what stays with people, what may move to a tool, what is new and what happens to the time a change frees up. Questions get a written answer by Day 5.

Tasks change. Before any task is counted we agree in writing what happens to the time it frees up, and nobody's role is changed by the numbers alone. Nobody can promise that no one's job will change. The owner decides where reclaimed hours go and when, after the team has been heard. Lodestep does not plan layoffs, and an owner who wants fewer people as the main outcome is not who this is built for.

What changes and what stays, task by task. One example row to show the format. It is not a client.
Task (example)May move to a toolStays with a personWhat we would teach
Weekly status email to clientsA first version written from the project notesDeciding what the client needs to know, and the final check before it is sentWriting a clear brief and checking the output

Before Day 1

The owner tells the staff what the program is and is not before Day 1, in the owner's own words. Broxton supplies a one-page text and a checklist.

The scoreboard

The scoreboard is a tally by team, with no names, and anyone in the company can read it. A team of fewer than five sees only the combined company number, never a number for that team. At the Day 30 and Day 60 reviews Broxton also reads a small sample of real work, with the owner's OK.

If something was already pasted

If anyone has already put customer or client material into a personal account, tell the sponsor or Broxton the same day. A report made in good faith is never penalised. The one-page procedure from the Rules Workshop says: stop using that account for work, write down what was pasted and where with no names in the tracker, recover or delete what the tool allows, let the sponsor decide who must be told, and change the rule.

What you get in writing before you sign

Lodestep sends this pack with the proposal, before any signature. Each document is prepared before the first agreement is signed. If one is not ready when the proposal goes out, the proposal says so, and nothing is signed until it is.

  1. The agreement

    The full agreement, in a form your lawyer can mark up, reviewed by a lawyer before Lodestep uses it. It is written to cover scope, hold days, change orders, who owns what you receive, limits of liability, data handling and the Day 30 clause. It says what Lodestep promises and what stays with you, such as your own legal duties and every decision about your staff.

  2. An insurance statement

    A statement of exactly which cover Lodestep holds, with the certificate attached once it exists.

  3. A data-handling sheet

    For each tool: where your data is stored, how long it is kept and whether the vendor trains on it.

  4. A confidentiality undertaking

    Signed by Broxton before he sees any of your material.

  5. Exit and refund terms

    The Day 30 clause, what you keep if you stop and how any unused fee is returned.

Local and in the room

Programs run in person in these five towns. Workshops and reviews can also run online.

  • Kitchener
  • Waterloo
  • Elmira
  • Cambridge
  • Guelph

About Broxton

Broxton Leibold is from the Waterloo Region area and runs Nemesis Apparel, a custom roundnet jersey and apparel company. He builds and uses his own AI workflow tools to run it: client intake, design mockups, order tracking, follow-ups and a dashboard.

Lodestep is where he helps other local teams set up the same kind of tools for their own work, one workflow at a time.

Questions owners ask

What does it cost?

In Canadian dollars plus 13% HST: the Rules Workshop $950 ($750 while Lodestep is new), other workshops $950 to $1,350, the 60-Day Boot Camp $11,500 ($12,995 with HST), the Small-Team Boot Camp $6,500 ($7,345), the Plant/Shift Boot Camp $13,500 ($15,255), the 90-Day Plan $24,500 ($27,685) and a 30-day check-in $750. The price is fixed before Day 1. Half is due at signing and half after the Day 30 review, only if you continue.

What if I want to stop?

Day 30 is a go, adjust or stop decision, made by you in writing. If you stop, you keep the plan, the rules sheet, the baseline, the tracker and the templates, and the second half of the fee is not charged.

What if the job grows?

The proposal lists what is in scope. A second workflow, more people to train, extra sessions or travel outside the five towns are quoted as a change order before any work starts. If you delay a step by more than five business days, the Day count pauses and the tracker records it.

What about our busy season?

Tell Broxton which weeks are off limits before you sign. The proposal lists every date, checks each one against Ontario statutory holidays, and does not offer a start that puts a named busy period inside the program. Off-season starts are available.

Will this replace my staff?

Nobody can promise that no one's job will change. Before any task is counted, the team is heard on Day 2, and the owner and the team agree in writing what happens to the time it frees. The owner decides where reclaimed hours go and when. Nobody's role is changed by the numbers alone, and Lodestep does not plan layoffs.

Is our client data safe?

Nothing from your business goes into an AI tool until the team has signed the rules sheet, which happens on Day 5 in a Boot Camp and Day 12 in a Plan. Work happens in your own tool accounts, not personal ones. The agreement is written to say that Lodestep works only in those accounts, handles nothing you mark red, keeps what it sees confidential, deletes working copies within 30 days of handover and limits what it can promise. Your own legal duties and your decisions about staff stay with you. Lodestep is not a law firm.

Which tools do you use?

The ones you already pay for come first, such as Microsoft 365 or Google Workspace. Other tools are chosen for the job and for admin controls. Lodestep has no vendor partnerships and is not paid by any tool maker.

What do we have to do?

Name one owner on your side, tell your staff before Day 1, update the tracker for ten minutes every Friday, and attend the reviews. The homework between sessions is small and comes from your real work.

What if the numbers do not improve?

The final report says so and says why. The price stays fixed, nothing locks you in after Day 60 or Day 90, and you keep the plan, the tracker and the templates.

How is this different from hourly consulting?

The dates, the price and the finish line are set on Day 1, and the calendar is on this page. You are buying a defined result and a document you can act on, with a way out on Day 30.

Book a free fit call

Thirty minutes on your task, your tools, your team and your busy weeks. You hear which program fits, or that none does. Reply within two business days.

broxton.leibold@gmail.com

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