Engagement Tiers

Find Your
Right Starting Point.

Every organization is at a different stage of AI maturity. Our four engagement tiers meet you where you are — and take you where you need to go.

Engagement Tiers

Scoped for Your Stage of Maturity

All engagements can be structured to leverage Microsoft ECIF and MCI co-investment funding, potentially offsetting 30–50% of your investment.

Tier 1

Readiness Assessment

$5K–$15K / engagement

Uncover where your organization stands before you invest in Copilot at scale. This rapid 2–4 week diagnostic sets the foundation for everything that follows.

  • Change readiness surveys across all levels
  • 45-min cross-functional focus groups
  • Friction Point Matrix deliverable
  • Use case prioritization workshop
  • Adoption roadmap with 90-day quick wins

⏱ 2–4 weeks · Ideal for organizations evaluating Copilot

Learn More
Tier 2

Test Flight

$15K–$30K / engagement

A focused pilot with one or two departments to prove ROI before committing to enterprise-wide deployment. Risk-managed and measurable from day one.

  • All Tier 1 deliverables included
  • Pilot cohort selection & onboarding
  • Role-based Copilot training (2 departments)
  • Weekly adoption check-ins & pulse surveys
  • ROI measurement & business case deck

⏱ 4–8 weeks · Ideal for organizations with 1–3 M365 Copilot licenses active

Get a Proposal
Tier 4

Custom AI Agent

$25K–$100K+ / build

Beyond off-the-shelf Copilot — we design and deploy custom Microsoft Copilot Studio agents for proprietary workflows, internal knowledge bases, and process automation.

  • Process discovery & agent scoping
  • Microsoft Copilot Studio build & configuration
  • SharePoint / Teams / Power Platform integration
  • UAT, QA, and security review
  • Admin training & documentation

⏱ 8–16 weeks · Ideal for organizations with specific workflow automation needs

Request Scoping Call

Quick Guide

Which Tier Is Right for You?

Use this guide to find your fit. Not sure? A Discovery Call is free and takes 30 minutes.

01

You haven't purchased Copilot licenses yet — or you have, but nothing is deployed.

You need a clear picture of your organization's readiness before committing to scale. You want a defined roadmap, not a guess.

Recommended Tier 1 — Readiness Assessment
02

You have a handful of licenses and want to prove the value before going org-wide.

You're ready to run a controlled pilot, gather data, and build an internal business case for broader deployment.

Recommended Tier 2 — Test Flight
03

You're deploying Copilot to 100+ users and need a structured, org-wide program.

You need role-based training, a champion network, executive dashboards, and a program that sustains itself after go-live.

Recommended Tier 3 — Copilot Academy
04

You have a specific workflow, knowledge base, or process that needs a custom AI solution.

You've moved past generic Copilot and need a purpose-built agent integrated directly into your existing systems and teams.

Recommended Tier 4 — Custom AI Agent

Microsoft Partnership

Your Investment May Already Be Funded.

As a Microsoft partner, Lunaro Group is positioned to help clients access ECIF (Engineering Co-Investment Funding) and MCI (Microsoft Co-Investment) programs.

These programs are designed to offset the cost of approved Copilot adoption services — and most mid-market organizations don't know they qualify.

We handle the paperwork and the qualification process as part of our engagement scoping. In many cases, your net out-of-pocket investment is reduced by 30–50%.

Check Your Eligibility

Funding Programs

ECIF — Engineering Co-Investment

Microsoft funds partner-delivered technical services directly tied to Copilot deployment and adoption.

MCI — Microsoft Co-Investment

Co-investment available for change management and training services qualifying under Microsoft's adoption programs.

Most mid-market clients don't know they qualify — we scope for free.

How We Work

Every Engagement Runs on the Pod Model

You don't get a single generalist consultant. You get a dedicated four-person Pod — each a specialist in their domain, coordinated under one accountable lead.

EL
Pod Lead

Enablement Lead

Owns the client relationship, drives the change management strategy, and ensures engagement outcomes align to executive OKRs. Certified change management practitioner.

TS
Technical

Technical SME

Microsoft 365 and Copilot Studio expert. Handles SharePoint permissions, Purview configuration, license assignment, security review, and custom agent development.

TR
Training

Training Specialist

Designs and delivers role-based curricula. Facilitates Copilot Academy cohorts, runs Lunch & Learn sessions, and certifies internal Champions.

PM
Operations

Project Manager

Keeps milestones on track, manages stakeholder communications, coordinates workstreams across the Pod, and delivers weekly adoption dashboards to leadership.

4 Engagement Tiers
16 Week Flagship Program
50% Max ECIF Cost Offset
90 Day ROI Measurement

Not Sure Which Tier Is Right for You?

Book a 30-minute Discovery Call. We'll assess your Copilot maturity and recommend the right starting point — no obligation, no jargon.

Schedule Discovery Call