Mid-market companies are drowning in disconnected, redundant AI tools. We audit the mess, cut the waste, connect what matters — and hand you a stack that actually runs.
Every engagement starts the same: what's in your stack, what does it cost, and is any of it worth keeping?
Our complete PDF methodology — audit templates, consolidation scorecard, and the 4C Framework. Self-serve version of everything we do for clients.
$49 — Instant downloadFull audit, redundancy elimination, Make.com automation build, and team handoff. 90-day delivery. We don't leave until it works — that's not a promise, it's the contract.
$10K–$25K per engagementOngoing stack management, new tool evaluation, and quarterly reviews. We keep you optimized as the AI landscape shifts.
Monthly retainer — custom pricingPre-built Make.com automation templates, stack audit worksheets, and integration blueprints — built from real client work, ready to deploy today.
SeaLegs Market — from $29/templateLive cohort training, peer community, and Clear Stack certification. For operators and consultants who want to run this methodology themselves.
Cohort — apply for accessBook a free 30-minute stack review. We'll tell you exactly where you're bleeding and what it costs — no pressure, no obligation.
Book free audit →Built from real implementation work — not whitepapers. Four steps, every engagement, every time.
Map every AI tool — cost, usage, and whether it's worth keeping.
Redundancy removed. Stack tightened. Better terms negotiated on your behalf.
Make.com workflows link your tools — data flows, handoffs happen automatically.
Full team training and documentation. You own the system from day one.
Every company is different. Your tools, your team, your processes — none of it looks like anyone else's. That's exactly why this problem is still unsolved. The fragmentation is invisible from the inside — until someone maps it, prices it, and shows you what it's actually costing you every single day you leave it alone.
Our sales team is buried in admin. We bought AI to fix that and somehow it got worse.
VP of Sales · 180-person companyWe spent $200K on AI tools last year. I couldn't tell you what half of them actually do.
COO · Professional Services firmOur close rate dropped and nobody can explain it. The data is in six different places.
CRO · Distribution companyThose aren't AI problems. They're integration problems. When your tools don't talk to each other, your people become the connectors — manually copying data, chasing updates, bridging gaps that should close themselves. Every closed deal, every new client, every escalated ticket triggers a chain of manual steps across systems that have no idea the others exist. The AI you bought made the noise louder. It didn't fix the wiring.
The fix is not another tool. It's making the tools you already own work as one system. One trigger — a deal closes, a client onboards, a ticket escalates — and everything updates automatically, across every platform, in seconds, with no one touching it. That's what we build. We come in, map exactly where your stack breaks, cut what's redundant, and wire the rest together so your business runs the way you always assumed it did.
We treat your business like it's our own — because when we're inside it, it is.
Brian's team found $140K in waste on day one. By week eight our three CRM systems were one. The clarity alone was worth the engagement fee.
Managing Partner · Financial Services · RIA FirmWe had 22 AI subscriptions nobody approved and zero of them talking to each other. The Clear Stack made sense of the chaos and had us consolidated in 30 days.
VP of Operations · Mid-Market Logistics · 850 EmployeesThey were quick to notify us when scope shifted and made every adjustment without friction. I've never had a team feel this much like part of our own people.
Director of Legal Operations · Regional Law Firm · 200 StaffStart with a free 30-minute audit. We map your AI spend, identify the waste, and tell you exactly what consolidation looks like for your business.
⬤ Currently accepting Q3 2026 engagements — limited slots per month