Products & Services

Products & Services

Licensed intelligence methodologies, specialized research products, and managed advisory services — built for operators making high-stakes business decisions.

Self-Service Intelligence

360 Intelligence Kits

The WLR.ai 360 Intelligence System is a structured, repeatable research methodology you run inside any leading AI platform — Claude, ChatGPT, or Perplexity. Each kit includes a Pre-Screen Gate, three Run Modes, a five-level sourcing hierarchy, numeric risk scoring, and institutional-grade output formatting. Purchase, download, and run it yourself. No analyst team required.

Universal 360 Intelligence Kit Live
$397

For any business, any industry, any decision.

What's Included

  • WLR.ai 360 Intelligence System v2.4.1 — full universal prompt skeleton
  • Pre-Screen Gate (5-question target qualification filter)
  • Three Run Modes (30-min weekly / 90-min full / 15-min single-section)
  • 15-section research framework with sourcing hierarchy and risk matrix
  • 10-field Signal Dashboard for tracking changes over time
  • Quick-start operator guide
  • Usage terms and single-user license

Who It's For

  • Small business owners evaluating a new location, vendor, or market
  • Consultants and freelancers preparing for a pitch or client engagement
  • Startup founders doing competitive analysis or market validation
  • Real estate professionals researching a market
  • Franchise and retail operators evaluating territory or expansion
  • Anyone making a five- or six-figure business decision who wants better information
SaaS GTM 360 Intelligence Kit Live
$550

Built for go-to-market strategy, pipeline intelligence, and competitive displacement.

What's Included

  • Everything in the Universal Kit, plus:
  • SaaS GTM vertical overlay with ICP targeting and pipeline signal tracking
  • Product-market fit and sales motion validation framework
  • Private company research protocol (Crunchbase, PitchBook, LinkedIn fallback)
  • Institutional and smart money signal tracking
  • GTM-specific methodology brief

Who It's For

  • VP of Sales and revenue leaders
  • GTM strategy and operations teams
  • Founders building competitive positioning and pitch decks
  • Business development teams at SaaS companies
Local Market & Expansion Intelligence Kit Built to Order
$450 – $550

Built for territory evaluation, competitive density analysis, and expansion risk assessment.

What's Included

  • Everything in the Universal Kit, plus:
  • Local competitive density and market saturation analysis
  • Zoning, permitting, and regulatory environment signals
  • Foot traffic and demographic sourcing framework
  • Lease risk and commercial real estate indicators
  • Local market methodology brief

Who It's For

  • Retail owners evaluating a second or third location
  • Service businesses expanding into a new territory
  • Franchise operators evaluating territory before signing
  • Real estate investors and developers doing market due diligence
  • Restaurant and hospitality operators assessing new markets
Scope your market Scoped, priced and delivered to your brief

Managed Engagements

Managed Advisory Services

For organizations that need ongoing intelligence, not a one-time download. WLR Advisory offers managed engagements built on the same proprietary methodologies that power our self-service products — with dedicated analyst support, custom reporting, and strategic advisory.

Managed Legal Readiness Tracking

From $3,000/mo per program Accepting Clients

Ongoing contract workstream tracking with dependency intelligence, risk scoring, and escalation management for clinical-stage programs.

What You Get

  • WLR Readiness Score (WRS) — composite 0-100 per workstream
  • Dependency intelligence mapping (true vs. assumed)
  • Biweekly status reports with drift analysis and cost impact
  • Change event cascade mapping
  • Escalation protocol: Amber (14 days) / Red (28 days) / Executive (45 days)
  • Documented paper trail protecting legal from bottleneck blame

Vendor Pre-Screen Reports

From $5,000 per engagement Accepting Clients

Scored vendor evaluation using the WLR Vendor Alignment Score (VAS) — so legal reviews the shortlist, not the field.

What You Get

  • Vendor Alignment Score (VAS) — weighted composite 0-100
  • Scored comparison with evidence per dimension
  • Subcontractor transparency map
  • Staffing continuity assessment
  • Regulatory compliance check (FDA history, 483s, warning letters)
  • Market rate pricing context
  • Ranked recommendation: Advance / Conditional / Hold / Do Not Advance

Custom Intelligence Builds

Scoped per engagement Accepting Clients

Custom vertical intelligence systems, proprietary research frameworks, or bespoke advisory engagements built to your specifications.

What You Get

  • Custom 360 Intelligence System vertical built for your industry or use case
  • Proprietary methodology development
  • Ongoing intelligence support and version updates
  • Multi-seat licensing for teams

Managed Origination

Analysis is not adoption.

Most business development support ends at a spreadsheet, and the spreadsheet ends in a folder. We map the territory, verify who owns the room, write and adversarially review the approach, and deliver it as an execution instrument — the work in the order it gets done, with the text already written. You send. We keep it current and read what comes back.

The Operator Sheet

An execution instrument. A private page holding the work in the order it gets done, with everything you need to paste already written — and it meters itself as you work. Three service levels, split on one question: who loads the rows, and who works them.

Licensed

$1,150

per month

You load it. You work it.

Includes

  • The instrument, built to the shape of your work
  • Every field with its own copy button and the finished text already in it
  • The rules printed above the work, rather than held in someone’s head
  • A done-state that survives closing the tab
  • Outcomes captured as they happen — replied, booked, no answer, not interested
  • Your execution rate: rows delivered against rows worked
  • Maintained monthly — rows added, ticks reset for the next cycle
Start hereBilled monthly. Cancel any time before your next billing date.

Operated

$5,900

per month, per territory

We load it. We work it.

Everything in Managed, plus

  • Sending and cadence managed day by day
  • Replies triaged and answered
  • Bounces, absences and role changes handled without troubling you
  • Capacity is limited — we run a small number of operated territories at a time
Claim a territoryBilled monthly, per territory. Cancel any time before your next billing date.

Before and alongside

Territory & Target Map

$3,950 per territory Accepting Clients

Every qualifying organization inside your service boundary, inventoried and graded before a single message is written.

What You Get

  • A boundary set to your actual service area, down to ZIP code
  • Every qualifying organization inside it inventoried and sorted by industry and ZIP, so you can see where the work concentrates
  • A built list, not a purchased one — addresses checked against the organization’s own published record
  • Contacts checked against the role that actually owns the room. A senior pastor is not a facilities decision, and we tell you so before you send
  • Each contact marked confirmed, plausible, or not found — and we hold the ones we cannot stand behind rather than spending your first impression on them
  • Management companies separated from sites, so a property run by a third party is approached at the right altitude
Commission your territoryOne-time. Boundary confirmed with you before work begins.

Paid Search

Scoped per engagement Accepting Clients

Built to make your phone ring, not to win clicks.

What You Get

  • Call-only campaigns where the ad is your number and a click is a call
  • Keyword strategy that avoids the terms every competitor overpays for
  • Tight geographic targeting, so budget is spent inside your territory
  • Schedule targeting, so it is spent during your working hours
  • Campaign build, keyword set and negative list constructed from your territory map
  • Consistent with the outreach — a prospect who searches after a message finds the same argument

Direct Advisory

Complex Deal Resolution

For deals, contracts and negotiations that have stalled or need an experienced outside view.

Initial Assessment

$350

One hour

A focused review of your documents and situation, with a clear read on the issues and what to do next.

Book an assessmentOne-time engagement. Scope agreed before work begins.

Deal Review

$1,650

Five hours

Research into the deal, the parties and the terms before you commit to a next step.

Start a reviewOne-time engagement. Scope agreed before work begins.

Ongoing Advisory

Retainer

From 10 hours a week

Continued support through to resolution. Priority scheduling and a weekly written update.

Request a briefingScope agreed before work begins.

Unused hours may be applied toward a retainer.
WLR Advisory does not provide legal advice.

Stay Informed

Follow the Intelligence

WLR Advisory publishes market intelligence, methodology insights, and operator frameworks on LinkedIn. Follow for weekly analysis you won't find anywhere else.

Every week, we publish real intelligence runs, methodology breakdowns, and market signals on LinkedIn — the kind of analysis that turns a 30-minute research session into a competitive advantage. Follow WLR Advisory to see the system in action before you buy it.

Frequently Asked Questions

Common questions, direct answers.

Who actually sends the emails?

At the Managed level, you do — and it takes about an hour a cycle. Everything is finished before it reaches you: the right contact, the written message, the rules on the page. Sending is copy, paste, send, tick. That is deliberate. The relationship is yours, replies come to you, and nothing sits in an outside consultant’s inbox. At the Operated level we send and triage the replies instead.

What is an operator sheet?

An execution instrument. A private web page holding a finished list in the order it gets worked — every field with its own copy button, the text already written, the rules sitting above the work, and one line per row explaining why it is there. It remembers what you have done and meters itself as you go, which is where the execution rate comes from. Licensed, managed or operated, depending on who loads it and who works it.

What if the responses are thin?

Then that is the finding, and you get it in writing. The sheet records what was delivered and what you worked, so a cycle produces a real execution rate alongside the outcomes — and a response pattern tells you something about the segment, the offer or the timing that guesswork does not. A quiet cycle is information you can act on. It is not a bill for nothing.

What is a WLR.ai Intelligence Kit?

A licensed intelligence methodology — a structured research system you run inside an AI platform. It is the framework, sourcing requirements, risk scoring, and output formatting that make it valuable. Not a generic prompt.

Which AI platform does it work with?

Claude, ChatGPT, Perplexity, Grok, Copilot, and any AI assistant with web search capability. The system is platform-agnostic.

Do I need technical skills to use a kit?

No. If you can paste text into a chat window and type a company name, you can run the system. Each kit includes a quick-start operator guide.

What's the difference between Universal and Vertical Kits?

The Universal Kit works for any business in any industry. Vertical Kits include everything in the Universal Kit plus a specialized overlay — industry-specific regulatory tracking, signal sources, and analysis frameworks.

Can I share a kit with my team?

Each self-service kit is licensed for single-user use. Multi-seat and team licenses are available — contact hello@wlradvisory.com.

What if a product says “Built to Order”?

It means nothing is sitting on a shelf — it is built to your brief. The methodology and the framework exist; the build is scoped, priced and delivered against your situation rather than downloaded. Email us and we will scope it on the call.

How is this different from asking ChatGPT to research a company?

An unstructured AI query produces an unstructured answer — often unsourced, surface-level, and inconsistent. The 360 system enforces sourcing hierarchy, scores risk numerically, tracks changes over time, and formats output to an institutional standard. The difference is the difference between Googling symptoms and getting a diagnostic workup.

I want something custom. Can WLR Advisory build it?

Yes. Contact hello@wlradvisory.com to discuss custom intelligence builds, managed engagements, or vertical development.