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Phone-a-Friend Retainer & POC Pilots

project c7e4cd39c393b982

Normalized: phone friend retainer and poc pilots

moreland_contracts

Entity Properties (gold project table)

project_id

c7e4cd39c393b982

name

Phone-a-Friend Retainer & POC Pilots

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created_at

2026-05-02 02:29:59.020102+00:00

updated_at

2026-05-02 02:29:59.020102+00:00

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billable

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recurring

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qa_partner

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lead_dev

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description

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team_name

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42%

Moderate — a somewhat similar entity exists

100%

Strong source linkage

Source Mappings (1)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	aa3ce1be34e5cf8b4d778529581497dd	Phone-a-Friend Retainer & POC Pilots	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash aa3ce1be34e5cf8b4d778529581497dd file_name Oatey_AI_Proposal_MorelandConnect_Mar2026V2.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BCC4709C8-29A3-4850-976D-B9F1CEB87CE1%7D&file=Oatey_AI_Proposal_MorelandConnect_Mar2026V2.docx&action=default&mobileredirect=true company Oatey project_name Phone-a-Friend Retainer & POC Pilots contact_person John contract_type time_and_materials hourly_rate 275.0 estimated_hours — total_fee_estimate — brief_project_description Engagement for ad-hoc 'Phone-a-Friend' support and fixed-bid Proof of Concept engagements for priority use cases. start_date — extracted_at 2026-07-01T02:16:48.056295+00:00 raw_text_preview March 16, 2026 RE: AI Consulting Engagement Proposal — Phone-a-Friend Retainer & POC Pilots Dear John: Thank you for the thorough briefing on March 10th. This proposal responds directly to the three follow-up items discussed at the close of that meeting: A Time & Materials engagement structure for ad-hoc “Phone-a-Friend” support Fixed-bid Small / Medium / Large sizing for the three priority POC use cases A clear path forward to begin discovery on the examples in detail Engagement Models We are proposing two parallel engagement tracks, which can be activated independently or together: Track 1 — “Phone-a-Friend” Retainer (Time & Materials) This engagement provides Oatey’s AI Council members with on-demand access to MorelandConnect expertise — the right support at the right time, without the overhead of a full project engagement. How it works: Council members or John/Annie identify a need — an agent to build, a workflow to think through, a prompt architecture to refine A MorelandConnect consultant engages for a focused session via Teams, remote working session, or on-site as needed Examples well-suited to this model: Building a forensic contract comparison agent for Anthony in Legal Project Charter creation workflow and agent deployment questions Coaching AI Council members on prompt engineering and agent architecture Working through ChatGPT Enterprise vs. Claude vs. Copilot decisions for specific scenarios “Phone a Friend” Retainer Terms Standard Rate: $275/hour Retainer Discount: 15% off the standard rate on all pre-purchased hour blocks How It Works Hours are purchased in monthly blocks and pooled quarterly, giving you flexibility in how and when you use them. A 3-month minimum commitment applies, with 30 days written notice required to discontinue. Flexibility & Overage Pre-purchased hours are pooled quarterly — a 20-hour/month block becomes a 60-hour quarterly bank, usable on your schedule Hours exceeding 40/month require advance approval and are billed a file_created_at 2026-03-12T22:14:50+00:00 file_modified_at 2026-04-22T02:00:54+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —

Phone-a-Friend Retainer & POC Pilots

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