Skyline AI Operations / Engagement
The proposed engagement
A proposed twelve-month strategic implementation partnership, not an hourly software-consulting assignment.
Review the proposed scope01 / Scope
Proposed annual engagement scope.
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01
Commission approval workflow design, calculation checks, and payout-summary preparation.
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02
Closed-transaction tracker with agreed counting rules and reconciliation.
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03
Recruiting pipeline across employee introductions, Brad’s network, and paid campaigns.
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04
SkySlope, Lofty, Canva, Google Workspace, and MLS access assessment and integration oversight.
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05
Prompt, instruction, access, and approval governance.
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06
Documentation, team training, meeting-slide templates, and adoption support.
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Monthly governance and optimization reviews.
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08
Quarterly operating and roadmap reviews.
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Vendor and specialist coordination where needed.
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10
Year-end operating and performance review.
Role clarity
Shared model. Clear roles.
Would retain licensed judgment, relationships, negotiation, hiring decisions, and material approvals.
Would design the model, guide deployment, establish workflow governance, and improve the system with evidence.
Agents, Amanda, Amy, the transaction coordinator, and vendors would retain professional expertise and human accountability. AI is intended to reduce the administrative burden around their work.
02 / Engagement structure
A proposed twelve-month implementation partnership.
Following our meeting, I propose a $50,000 fixed engagement fee: $20,000 upfront and $3,000 per month for ten months. All terms remain subject to mutual agreement.
- Proposed term
- 12 monthsStrategic design, implementation leadership, governance, and continuous optimization.
- Fixed fee
- $50,000Total proposed fixed fee for the twelve-month engagement. Payment timing does not shorten the service term.
- Upfront
- $20,000Proposed at commencement, following a signed agreement.
- Monthly payments
- $3,000 × 10Ten monthly installments totaling $30,000. Proposed first installment: one month after commencement; exact dates to be agreed.
- Potential participation
- 10% proposedOf incremental adjusted operating profit above an agreed baseline and hurdle, subject to the framework below.
03 / Performance participation
Potential alignment, defined together after the baseline is understood.
I propose a 10% performance incentive on incremental adjusted operating profit above a mutually agreed baseline and hurdle. This would reward demonstrated economic improvement after agreed costs, subject to a written measurement framework.
To be developed together
A shared principle now. Details shaped by evidence.
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01
Proposed participation: 10% of positive incremental adjusted operating profit above a mutually agreed annual baseline plus an additional performance hurdle. The baseline and hurdle would be agreed in writing before the incentive takes effect.
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02
During the first 30 days of a mutually agreed engagement, Brad and Jim would review the prior 24 months of monthly financial and production information.
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Adjusted profit would include the fixed engagement fee and agreed incremental software, advertising, recruiting incentives, and implementation costs, but exclude this performance fee itself. Baseline and actual results would use consistent accounting and owner-compensation treatment.
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The proposed initial measurement period is the twelve-month engagement, with quarterly visibility and an annual reconciliation. Payment timing, verification, exclusions, and any termination treatment would be agreed in a written addendum with accounting and legal review.
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05
Only the agreed Skyline brokerage entity and activities would be included. Other businesses, rentals, personal activities, acquisitions, and unrelated gains would be excluded unless separately agreed; the same improvement would not be counted twice.
Illustrative only: if adjusted operating profit exceeds the agreed baseline plus hurdle by $100,000, after the costs described above, the proposed incentive would be $10,000. If there is no positive excess, the incentive would be $0. This is neither a forecast nor a proposed dollar baseline or hurdle.
The intent would be to recognize value above the business’s established trajectory—not ordinary revenue fluctuations or activity unrelated to the transformation.
Proposed next step
Agree the first workflows and a practical starting scope.
Review a sample commission file, agent split and cap rules, recruiting handoffs, transaction counts, and system access. Confirm scope and commercial terms before commencement.
Return to the mission