AI Chief of Staff for
IT Services CEOs
Run your operating rhythm with clarity. Alli, your always on AI Business Operator, and your Crew, seasoned IT services leaders, deliver a one page CEO Action Brief every Monday with ranked priorities, why they matter, and next steps.
30 minute weekly cadence · DSO down 3 to 7 days in 30 · Margin risks flagged at least 2 weeks earlier
Lumpy pipeline. Leaky margins. Late cash.
Data lives across PSA, CRM, and finance, so signals lag and decisions default to gut. This creates:
Margin leakage
Scope creep, soft change orders, overworked pods versus idle bench
Cash drag
A few big invoices slip, billing friction slows cash conversion
Unpredictable growth
Discounts and over servicing hurt realized rate, renewals surprise you
CEO bottleneck
Sundays in exports, Mondays in status, no single priority queue
Lead the business, not the busywork.
We turn noisy data into decisive actions across four levers:
Time
Replace hours of prep with a 30 minute weekly review
Cash
Keep collections on cadence; DSO trends down
Margin
Catch overruns before write downs
Growth
Protect renewals and lift realized rate with firmer scope
How it works (AI speed. Human judgment.)
Connect
Your workspace links securely to your PSA, CRM, Slack, and finance tools.
Analyze
Alli interprets context, drafts your CEO Action Brief, and cites every source.
Review
Your Crew of senior operators verifies the logic, tunes the tone, and sets owners.
Decide
You approve actions. We keep score, follow through, and close the loop.
Your CEO ready brief, not another report.
Everything you need to decide and drive, in one place.
CEO Action Brief
Top 3 moves with owner, rationale, risk if ignored, and ready to use scripts
CEO One Pager
Utilization, realized rate, project GM, WIP, DSO and cash, SLA and CSAT, pipeline
Renewal and Expansion Radar
Risk ranked accounts with drafted executive outreach
Collections Plan
AR by dollars times days with next touch cadence and scripts
Strategic Spotlight
Rotating deep dive on hiring, pricing, overruns, or other noisy signals
Audit Log
Every recommendation ties back to a source row. No black boxes
Explore the Full Capability Catalog
See the core package and all on-demand skills available to activate for your business.
View Capability CatalogPre-configured for IT services rhythms
Pick a fast start such as Cash First or Delivery Under Strain to see impact immediately.
Collections Strike Plan
For AR over 30, prioritized list and ready follow ups.
Days to Invoice Monitor
Expose billing bottlenecks and shorten cash conversion.
Fixed Fee Overrun Watch
Burn versus scope with drafted change order language.
Utilization Guardrail
Spot overload and bench risk, keep teams in the 75% to 85% band.
Renewal and Expansion Radar
30 minute renewal agenda with executive outreach drafts.
Hire or Do Not Hire Signal
Capacity versus demand to avoid mistimed hiring.
Meet AlliCrew
The blend of AI precision and human expertise.
Alli - Powered by OpenAI ChatGPT
- ✓Monitors PSA, CRM, and finance signals for risk and opportunity
- ✓Explains why it matters and drafts next steps with suggested timing
- ✓Learns your thresholds, playbooks, and language over time
- ✓Keeps a full audit trail that ties every recommendation to a source row
Your Crew - senior operators with deep IT services experience
- ✓Applies context, tunes scripts for tone, and sets owners and dates
- ✓Runs the Monday cadence and maintains the priority queue
- ✓Coordinates follow through during the week and closes the loop
- ✓Surfaces learnings to refine rules, thresholds, and playbooks
What you get
Pricing
30 Day Pilot
$5,000 one time
- ✓60 minute priorities workshop
- ✓4 weekly briefs
- ✓Dedicated operator
- ✓End of pilot impact review
Pilot credit: apply 100% toward your first month if you continue
Ongoing
$4,000 / month
- ✓Weekly delivery and analysis
- ✓Monthly tuning and review
- ✓Cancel anytime with 30 days notice
SLA: first packet within 48 hours of connecting core systems
Security and trust
Your data is your business. We protect it.
Frequently Asked Questions
Who are the Crew? +
Experienced operators from IT services backgrounds, including former controllers, PMO leaders, and revenue operations managers. They add context, set owners and dates, and keep the cadence.
What is Alli exactly? +
Alli is our AI system that leverages ChatGPT to read live context from your connected PSA, CRM, and finance tools. It drafts ranked actions with supporting evidence for our Crew to review.
How is this different from just using ChatGPT? +
ChatGPT is a powerful general tool. AlliCrew is a specialized service that securely connects it to your live business data, has our expert Crew review all output, and embeds it into a proven operating rhythm for IT services. We provide the AI and the human judgment.
How much of my time? +
About 60 minutes for kickoff, then 30 minutes weekly to review the CEO Action Brief, decide, and set owners.
What data do you need? +
We connect to your PSA for projects and time, CRM for pipeline and renewals, and finance tools for AR and invoicing.
How do you handle PII? +
We avoid it by default and honor your DPA. Our connections are read-only, and our Crew is trained to handle sensitive data.
Ready to run your week in minutes?
Start your 30 day pilot and feel what it is like to have an AI Chief of Staff focused on your IT services business.
30 minute weekly cadence · DSO down 3 to 7 days in 30 · Margin risks flagged at least 2 weeks earlier
Based on early pilots. Results vary.