Vendor-Neutral AI Brokerage for SMBs
The right AI tools.
No hidden incentives.
We evaluate AI platforms across CRMs, automation, analytics, and workflow tools — then match your business to the ones that actually fit. We earn commission from vendors, and we tell you exactly how much. If the tool doesn't perform, we lose revenue too.
The OSTLII Method
A structured approach to finding the right AI tools.
We follow a repeatable, documented process for every engagement. You see our methodology, our revenue model, and our evaluation criteria before signing anything.
Our revenue comes from two sources: the advisory fee you pay us, and ongoing commissions from vendors we recommend. We disclose both. We only earn recurring commission when you keep using the tool — so our financial success depends on yours.
— Evan Navarro, Founder
Evaluate
We audit your current tech stack, workflows, and pain points. We map where AI adds measurable value and where it doesn't — across CRMs, automation, analytics, and workflow tools.
Match
We compare vendors on fit, pricing, integration complexity, and documented performance. You receive a shortlist with cost projections and implementation timelines — no single-vendor bias.
Implement
We handle setup, integration, and team training. Every engagement includes a 90-day support window and defined success metrics so you can measure ROI from day one.
Services
Fixed scope. Defined deliverables. No surprises.
Every engagement comes with a written scope of work, defined timeline, and clear deliverables. Pricing is discussed on your discovery call based on business size and complexity.
Discovery
AI Readiness Audit
A full evaluation of your operations, tech stack, and workflows. You receive a written report with specific tool recommendations, cost projections, and a prioritized action plan.
- Tech stack and workflow audit
- Vendor comparison matrix (3-5 options per need)
- Cost projections with ROI estimates
- 90-day implementation roadmap
Implementation
Solution Deployment
We handle setup, integration, and hands-on staff training for the tools we recommend. Includes a 90-day support window with defined response times.
- System setup and configuration
- Integration with your existing tools
- Team training sessions (recorded)
- 90-day post-launch support
Ongoing
Strategic Retainer
Quarterly optimization reviews, new tool evaluations as your needs evolve, and priority access when questions come up. Structured check-ins with written performance reports.
- Quarterly optimization reviews
- New tool evaluations and comparisons
- Priority support (24hr response)
- Vendor performance tracking
About the Founder
Risk management background. Operations experience. Zero hype.
OSTLII is led by Evan Navarro — a risk management and business operations professional based in Colorado Springs, CO. He evaluates AI tools the same way he evaluates any business risk: with documented evidence, cost-benefit analysis, and a bias toward what actually works.
Risk Management — Lockton Companies
Evaluated commercial risk across high-tech, surplus lines, and complex operations. Built frameworks for assessing vendor reliability and financial exposure.
Business Operations — Insperity
Advised SMBs on HR compliance, talent systems, organizational performance, and technology adoption. Hands-on experience with the operational realities of growing businesses.
CLCS Designation
Commercial Lines Coverage Specialist — a professional credential in evaluating complex business risks, coverage gaps, and vendor solutions.
Fractional COO — Construction Sector
Currently serving as fractional COO for multiple construction companies. Deep, day-to-day understanding of how SMBs actually operate, hire, and adopt technology.
OSTLII Academy
AI education built for business owners, not engineers.
Practical courses grounded in real use cases. Designed so you can evaluate AI tools, negotiate with vendors, and make informed decisions — before you spend a dollar.
Foundation
AI Fundamentals for Business
Understand what AI actually is, what it can and cannot do, and how to evaluate vendors without getting sold.
- How AI tools actually work
- Recognizing overpromises and red flags
- Evaluating ROI before you commit
Operations
Workflow Automation Playbook
Step-by-step frameworks for identifying which processes to automate and how to implement without disrupting your team.
- Process mapping for automation
- Tool selection criteria
- Change management for small teams
Strategy
AI Procurement & Vendor Management
Learn how to negotiate contracts, spot hidden costs, and manage vendor relationships the way risk professionals do.
- Contract terms that matter
- Hidden cost structures in SaaS
- Vendor performance benchmarks
Launching Q2 2026. Waitlist members get early access and priority pricing. We'll only email you about the launch — no spam.
COMMON QUESTIONS
Straight answers. No sales pitch.
How do you get paid?
Two ways: the advisory fee you pay us, and ongoing commissions from vendors we recommend. We disclose both upfront. We only earn recurring commission when you keep using the tool — so our financial success depends on yours.
What if the tool doesn’t work out?
If a tool we recommend doesn’t perform, we lose revenue too. That’s the point of our model — our incentives are aligned with your outcomes, not with closing a sale.
How long does a typical engagement take?
An AI Readiness Audit takes 2–3 weeks. Solution deployment runs 4–8 weeks including integration and team training. Strategic retainers are quarterly with structured check-ins.
Do you only recommend certain vendors?
No. We evaluate AI platforms across CRMs, automation, analytics, and workflow tools with no single-vendor bias. You receive a shortlist with cost projections and implementation timelines.
What size businesses do you work with?
Primarily small and mid-size businesses. Our sweet spot is companies that know they need AI but don’t have the internal expertise to evaluate, purchase, and implement the right tools.
What does “vendor-neutral” actually mean?
It means we don’t have exclusive deals or quotas with any vendor. We evaluate every option on fit, pricing, integration complexity, and documented performance — then give you our honest recommendation.
Get Started
Request a call. We respond within one business day.
Tell us about your business and when works for you. This is a conversation, not a sales pitch — we'll discuss your situation and whether we're a good fit. No obligation.