For owners of architecture and architecture/interior-design firms

You have capable people. Give them the foundation to lead together.

The Connected Leadership Launch Package

Use AI-guided setup to bring your people, priorities, and your critical operating process together into an Executive Performance System.

In 30 days, get your firm’s essential leadership foundations documented and connected—including your company’s current Top Focus, a 90-Day Priority Plan, and a key operating process with clear role ownership and handoffs.

$99 per firmSelf-pacedIncludes a free 30-day trial of Executive Performance System (EPS)

100% money-back guarantee on your $99 setup fee during your first 30 days.

Enrollment note: Pay only $99 today for your AI-guided setup. Your EPS software trial is free for 30 days—you will not be charged an EPS subscription fee during that period. After the trial, your selected subscription begins automatically unless you cancel before your first billing date. Your exact first billing date and subscription amount are shown before payment.

Your launch packageIllustrative
Day 0Day 30
  • Company Top FocusDefined
  • 90-Day Priority PlanOwner · milestones
  • Critical Operating MapStages · handoffs
  • Connected leadership responsibilitiesSeats · owners
  • Existing knowledge brought inSOPs · resources
  • Completion checklistReady · remaining
Illustrative setup checklist.
The problem

Your people know their jobs. Do they understand how the firm works together?

You may have talented architects, capable project managers, and emerging directors. But when responsibilities overlap, a handoff breaks down, or priorities compete, the answer still comes back to you.

The firm’s knowledge is spread across conversations, documents, and people’s heads. Your team needs a shared foundation:

  • 01What matters most for the firm.
  • 02Who owns the outcome.
  • 03What each stage of an important process must deliver.
  • 04How responsibilities connect across the team.
  • 05Which standards and resources guide the work.

Your launch package helps you build that foundation in an Executive Performance System—with AI guiding the setup.

Shared company context

Already using AI? Bring shared company context into the picture.

AI can help you find information and think through decisions. Your leadership team also needs agreement about what that information means for the firm.

  • Who owns this?
  • Which priority comes first?
  • What must the next person receive?
  • Is this SOP still how we work?

Through guided questions and reviewed drafts, the setup helps your people establish shared priorities, ownership, standards, and handoffs in EPS.

Your team builds the foundation together. AI helps organize and connect it.

The result

What your firm will have by Day 30

02

A 90-Day Priority Plan

Turn that direction into a priority with one accountable owner, a clear definition of done, and milestones with dates.

03

A critical Operating Map

Document an important process from beginning to end, with stages, ownership, stakeholder expectations, standards, outputs, and handoffs.

The buyer journey is a strong starting point. You can choose another process that better fits your firm’s needs.

04

Connected leadership responsibilities

Connect the relevant people and seats, clarify what they own, and establish their initial Same Page outcomes and alignment needs.

05

Your existing knowledge brought into the setup

Bring relevant SOPs, best practices, and supporting documents into the guided process. Link resources to the work they support and confirm what is current.

06

An initial company-context foundation for Ellis

The information you review and organize establishes the starting context Ellis will need for future AI Chief of Staff capabilities in EPS.

This setup includes AI-guided setup. The broader AI Chief of Staff is not activated as part of the setup.

These are the setup outcomes the setup guides you to complete. Your progress depends on supplying information and reviewing the drafts.

How it works

Build it at your pace, with guidance at each step.

  1. 01

    Bring what you already have.

    Introduce your firm and participating leaders. Supply relevant plans, SOPs, and company resources using the available document-input options.

  2. 02

    Clarify your company’s current Top Focus.

    Answer focused questions. Review the proposed outcome and its definition of success.

  3. 03

    Build your 90-Day Priority Plan.

    Set ownership, milestones, dates, and a clear finish line.

  4. 04

    Map your critical operating process.

    Document how the work moves through your firm, who owns each stage, and what each handoff requires.

  5. 05

    Review and connect.

    Have the relevant people confirm their responsibilities, standards, and initial Same Page outcomes.

  6. 06

    Finish with a usable foundation.

    Review your completed setup, see any remaining gaps, and choose how you want to take it forward.

You can complete the steps sooner than 30 days. Save your progress and return when you are ready.

Included

Everything in your $99 launch package

  • A free 30-day trial of EPS.
  • A guided AI setup process.
  • Short instructions and practical examples.
  • Drafts for your team to review and approve.
  • Your company’s current Top Focus.
  • A 90-Day Priority Plan.
  • A critical Operating Map.
  • Initial leadership alignment and supporting company context.
  • A completion checklist showing what is ready and what remains.
Self-paced delivery means there are no scheduled BFA coaching or implementation calls included. You and your people supply the knowledge and make the decisions; the guided process helps you turn that into a connected setup.
Example

Make the handoff visible before it becomes your problem.

Illustrative architecture-firm example

A client approves a project. Business development hands it to the project team—but scope assumptions, promised dates, and key client expectations do not all travel with it.

The principal gets pulled in to reconstruct the agreement.

In the Operating Map, your team can document what that handoff must contain, who owns it, what the receiving team checks, and what happens when something is missing.

That is the kind of clarity the setup helps you establish around a critical operating process.

Operating Map · Project handoffIllustrative
  1. Inquiry
  2. Proposal
  3. Client approval
  4. Handoff
  5. Project kickoff
Business developmentProject team

The handoff must contain

  • Approved scope and assumptions
  • Promised dates
  • Key client expectations

Receiving team checks

  • Everything above is present before kickoff

If something is missing

  • Return it to the handoff owner before work starts
Guarantee

Get started with confidence.

If you decide the Connected Leadership Launch Package is not right for your firm, request a refund within 30 days of enrollment.

We will refund 100% of your $99 setup fee. No completion requirement.

Cancel your EPS subscription before its first billing date if you do not want to continue.

Continuation

Keep using your foundation— or get help taking it further.

Your $99 pays for the AI-guided setup. EPS software access is free for the first 30 days. When your free trial ends, your selected subscription begins automatically unless you cancel before your first billing date:

PlanMonthly subscriptionActive users
Team$199/monthUp to 25
Company$249/month26–50

More than 50 active users? Discuss your company’s needs

The exact first subscription billing date and amount are displayed before you enroll. Cancel before that date to avoid the first subscription charge.

If you want help developing the team, improving business health, or putting the system into practice, you can explore a BF360 engagement with Business Freedom Advisors. Additional advising is optional and priced separately.

Data and privacy

Your firm’s knowledge deserves clear boundaries.

Your company content is used to provide EPS and its disclosed AI-assisted services. It is not sold or disclosed to other customer companies. Access follows your company workspace permissions, with service-provider and support access explained in our Privacy Policy.

You can export your setup. If your EPS access ends, your company data will be retained for at least 60 days from the date access ends, with a way to request an export during that period.

During setup, provide relevant company information and documents you are authorized to use. The setup does not activate the broader AI Chief of Staff.

Before enrollment, review the Privacy Policy for details about AI processing, service providers, access controls, and retention.

Read the Privacy Policy
FAQ

Questions, answered.

Have a question that isn’t covered here? Talk to our team.

Do I need an established executive team?

No. The setup is designed for founders with capable managers, emerging directors, or potential leaders who need clearer shared direction and ownership. Involve the people who will use and own the setup.

Will this make my firm run without me in 30 days?

The setup establishes key foundations your people can take forward. Leadership development and consistent execution take continued practice. BFA help is available separately if you want it.

Does it replace our architecture project-management software?

EPS provides the shared leadership foundation described here. Your team can reference the existing tools and resources used in the process you map. The setup does not migrate project data or promise integrations with every tool.

Do we need all our SOPs finished before starting?

No. Bring what exists. The guided process helps you document the selected workflow and identify missing information.

Do we have to connect Google Drive?

No. Use the document-input options available during setup. Linking a folder does not by itself mean AI can read or continuously synchronize its contents.

Is an AI Chief of Staff included?

AI guides your setup. The setup also establishes an initial company-context foundation for Ellis. The broader AI Chief of Staff capability is not activated by this purchase.

Is live support included?

Live consulting, coaching, and facilitated implementation are not included. A technical-help route is available if something is not working.

Is AI assistance unlimited?

The setup includes an AI allowance for setup. If you reach it, you can choose to purchase additional credits. Extra AI credits are never purchased automatically.

What happens after 30 days?

Your free EPS trial ends, and your selected EPS subscription begins automatically unless you cancel before the first subscription billing date shown at enrollment. You can export your setup, and company data is retained for at least 60 days after access ends.

Can I get a refund?

Yes. Request it within 30 days of enrollment for a full refund of the $99 setup fee. The guarantee applies to that fee; later subscription charges are governed by the subscription terms.

Give your people a shared foundation to lead from.

Clarify your firm’s current Top Focus. Build a 90-Day Priority Plan. Document your critical operating process. Connect your people, priorities, and processes in an Executive Performance System.

$99 per firmAI-guidedSelf-pacedFree 30-day EPS trial

Pay $99 today for setup. Your EPS trial is free for 30 days. Your selected subscription begins automatically after the trial unless canceled before the first billing date. The exact date and amount are shown before payment.