Custom-built agentic AI, operations, and digital infrastructure for businesses ready to move.
Most consultants hand you a report. We hand you a route. Boardrooms to Backroads Consulting LLC combines deep cross-industry expertise across financial services, manufacturing, skilled trades, supply chain, professional services, and nonprofit leadership with internationally recognized AI certification and a relentless focus on execution. We do not theorize from the sidelines. We build alongside you, move with urgency, and measure everything that matters. If your organization is ready to stop planning and start moving, you are in the right place.
Quick-Turn Deliverables
AI Readiness Audit
A written assessment of where your business stands on AI adoption across operations, communications, and workflow. Delivered as a branded report within 5 business days.
SOPs in a Day
Submit your process notes or a recorded walkthrough. We produce 3 to 5 clean, branded standard operating procedures written in your voice.
AI Tool Stack Report
A customized report matching the right AI tools to your business type, budget, and goals. No generic lists. Built for your specific operation.
Content Engine Starter Pack
30 days of branded content written in your voice. LinkedIn posts, email sequences, or both. You review, approve, and publish.
Strategy and Implementation
AI Implementation Roadmap
A 90-day phased plan for integrating agentic AI into a specific department or business function. Built from your operation, not a template.
Custom Prompt Library
Industry-specific, role-specific prompt libraries built for your team. Financial services, manufacturing, professional services, and nonprofit verticals available.
Operational Workflow Redesign
Map, analyze, and rebuild a core business process using AI assistance. Delivered with a before and after process map and tool recommendations.
Leadership Training Workshop
Virtual half-day session on AI readiness, burnout recovery, or operational resilience. Fully facilitated. Built around your team's current state.
Digital Presence
Strategy-first website builds for businesses that need a professional digital presence that performs. Three engagement levels to match where you are and where you are going.
Strategy and Build
Full site strategy, copy, and build. For businesses starting from scratch or replacing an outdated presence.
Redesign and Refresh
Existing site, new structure and copy. Improved flow, positioning, and visual clarity.
AI-Integrated Build
Site with embedded AI tools, intake automation, chatbot integration, or workflow-connected forms.
Enterprise and Ongoing Engagements
Custom AI Environment Build
Local agentic AI deployment, on-premise environment configuration, and custom tool integration for operations and enterprise clients.
Full Digital Infrastructure Build
Website plus AI tool setup plus workflow design. Bundled and scoped to your operation. Professionally delivered and built to run without a full-time tech team.
Fractional AI Strategy Partner
Ongoing advisory, implementation support, and deliverable production. For organizations that need a strategic operator in their corner every month.
Business Documentation
All documents are professionally structured and tailored to your business. Legal or professional review is recommended before final use.
Legal & Compliance Foundation
- Employee handbook (policies, code of conduct, PTO, remote work)
- Independent contractor agreement
- Non-disclosure agreement (NDA)
- Client service agreement
- Terms of service and privacy policy for websites
- Data handling and retention policy
- Social media policy
- Acceptable use policy for technology
Operations & Process
- Standard operating procedures for core business functions
- Onboarding checklist for new hires
- Offboarding checklist
- Vendor evaluation and selection criteria document
- Meeting cadence and communication protocol
- Remote work operations
- Business continuity and disaster recovery plan outline
- Quality assurance checklist
Financial & Business Planning
- Business plan (executive summary, market, financials)
- 12-month budget with category breakdowns
- Cash flow projection
- Pricing strategy
- Invoice with payment terms language
- Expense reimbursement policy
- Financial controls checklist for small businesses
Marketing & Brand
- Brand voice and messaging
- Ideal client profile (ICP) document
- Elevator pitch in three versions (15 sec, 30 sec, 2 min)
- Email nurture sequence (5 to 7 emails)
- LinkedIn profile optimization
- 30-day content calendar
- Press kit or media one-pager
- FAQ document for sales and customer service use
AI Readiness & Technology
- AI tool stack recommendation report
- Custom AI tool library for their team and role
- AI usage policy for employees
- Technology stack audit and gap analysis
- Automation opportunity assessment
- Digital tools onboarding
Human Resources & Team
- Job descriptions (3 to 5 roles per package)
- Performance review
- 30-60-90 day plan for new hires or new leaders
- Meeting agendas by type (1:1, standup, quarterly)
- Org chart with role descriptions
- Team communication norms document
501(c)(3) Nonprofit-Specific (Add-On)
- Grant readiness checklist
- Case for support document
- Donor acknowledgment letters
- Volunteer handbook
- Program impact report
- Board meeting agenda and minutes
Discounts & Partner Pricing
Lucky Foundation Partner & Sponsor Pricing
Discount applies for the duration of the active sponsorship year.
Proud supporter of The Lucky Foundation — luckyfdn.org| Sponsor Tier | Annual Contribution | Service Discount |
|---|---|---|
| Legacy Sponsor | $10,000 per year | 30% Off |
| Guardian Sponsor | $5,000 per year | 25% Off |
| Valor Sponsor | $2,500 per year | 20% Off |
| Honor Sponsor | $1,000 per year | 15% Off |
| Tribute Sponsor | $500 per year | 10% Off |
| Patriot Sponsor | $250 per year | 5% Off |
Timing-based
Early Payment, Net 10 or Pay Upfront
Volume and bundling
Volume and bundling discounts available for qualifying engagements. Consider amplifying your investment by becoming a sponsor of The Lucky Foundation.
