Limited cohort — application only

Help shape the intelligence layer for AI-era operations.

The WorkEquation Charter Client Program is a small group of design partners who get early access to the platform, influence the roadmap, and receive a structured baseline review bundled with a 90-day OperationsIQ pilot.

Charter clients receive a no-cost or at-cost baseline operations review bundled with a required 90-day OperationsIQ pilot. Optional case study with approval.

What you receive

Charter benefits.

Baseline operations review

An AssessIQ Rapid Review across one high-volume workstream — workflow performance, cost-to-serve, compliance exposure, and AI opportunity.

90-day OperationsIQ pilot

A required structured pilot of the OperationsIQ governance dashboard against your live operational workstreams.

Direct roadmap input

Quarterly working sessions to influence module design, scoring methodology, and reporting templates.

Preferred pricing

Locked-in preferred rates on follow-on AssessIQ, TransformIQ, and OperationsIQ engagements.

Ideal profile

Who we're looking for.

$1M+ annual operational, outsourced, managed-service, or high-volume workflow spend
Executive sponsor in finance, operations, transformation, or PE-backed leadership
Willingness to share SOPs, workflows, contracts, KPI reports, invoices, or operating data under NDA
Active operational workstreams or provider relationships — not purely theoretical AI exploration

Full name*

Work email*

Company*

Title

Primary primary function or workstream

Approx. annual operational or vendor spend

Number of vendors

Number of operational workstreams

Primary governance concern

Anything else we should know?

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We use this only to respond to your request. No marketing lists. No provider sharing.

Secure document upload

Optional — share supporting materials securely.

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Accepted: MSA / SOW / SLA · KPI or SLA report · QBR / MBR deck · Invoice summary · Ticket or case metadata export · Governance action log

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Please remove or limit unnecessary personal, sensitive, or regulated data before upload. WorkEquation is designed to focus on operational metadata, contracts, KPI/SLA reports, invoice summaries, and governance artifacts. See the Data & Security Addendum.