Do I need to have tried AI tools already?

No. I work with businesses at every stage — from "we haven't touched it" to "we've tried a few things but nothing stuck." I meet you where you are.

What kinds of businesses do you work with?

Growing, operations-heavy businesses — insurance agencies, community banks, accounting firms, professional services, field service companies. If your team spends significant time on repetitive work that follows predictable patterns, I can help.

What tools and platforms do you use?

I'm vendor-independent. I use whatever makes the most sense for your environment — that might be your existing software with better automation layered on, or a new tool if nothing else fits. I recommend based on fit, not vendor relationships.

How much of my team's time does this require?

For The Deep Dive, about 90 minutes upfront for kickoff and process mapping, plus a 60-minute walkthrough. For The Build, your team stays involved through a shared project channel — I handle the building, but I train your team on every new workflow before handoff. For The Partnership, it depends on your tier — but I respect your team's time.

What if AI isn't the right answer for our situation?

I'll tell you that — and explain why. I'm not trying to sell you a project. If the math doesn't work, you'll know exactly what to fix operationally before AI makes sense.

Can I start with The Build without doing The Deep Dive first?

If you already know what you need built — a specific process, a specific workflow — I can scope The Build directly. But most clients start with The Deep Dive because it ensures we're building the highest-impact thing first.

Find it. Build it. Keep it growing.

Most businesses know AI could help — they just don't know where to start.

Schedule Your AI Strategy Call

Entry Point — 90% start here

The Deep Dive

You know something could be better — you're just not sure what to fix first. AI should make your business better, not more confused. The Deep Dive maps your operations, identifies your highest-value AI opportunities, and hands you a prioritized roadmap with real numbers.

Not a 40-slide deck. Not a generic list of tools. A clear document showing the 3-5 highest-value places to put AI to work — what each one takes to build and what you'll get back.

What you walk away with

Operations map showing how your key workflows run today

AI opportunity analysis with impact and effort scored for each

Prioritized roadmap: where to start, what to build next, what to skip

ROI projections tied to your headcount and process data

Vendor-independent tool recommendations

60-minute strategy walkthrough to review findings, answer questions, and plan your next move

A custom AI agent trained on your roadmap — so your team can ask questions and explore scenarios on their own

Implementation

The Build

You have the roadmap. Now you need someone to build it. I take your highest-impact opportunities and deliver working AI systems — not prototypes, not strategy decks. The real thing, tested and documented.

Could be a single process. Could be an entire department. I work with what you have, integrate with your existing tools, and train your team on every new workflow. When questions come up after launch — and they will — I'm there.

Examples of what I build

Document automation that saves 10+ hours/week per person (certificates, proposals, compliance)

Client document intake and follow-up that eliminates the email chase

Custom AI brand agents that know your voice, your products, and your customers

Internal knowledge bases that answer team questions instantly

Custom reporting that used to take a day — now takes 10 minutes

Custom websites and web applications with AI built in where it makes sense

Ongoing Engagement

The Partnership

How it works

AI isn't a one-time project. New tools show up. Your team changes. The opportunities that didn't make sense six months ago suddenly do. The Partnership keeps your AI strategy current and accountable — with as much or as little involvement as your business needs.

Advisory

3-month minimum

Monthly strategy sessions, roadmap updates, vendor guidance, and decision support. Best for businesses with a team that can execute — you just need someone making sure you're building the right things.

Advisory + Implementation

Fractional Chief AI Officer

6-month minimum

Full AI leadership: board-level strategy, vendor negotiations, team training, public-facing positioning. Best for businesses where AI is becoming a real advantage.

Is This Right For You?

Good fit if:

Your team spends significant time on repetitive work that follows predictable patterns

You've heard a lot about AI but can't connect it to your specific operations

You want an honest, vendor-independent assessment before committing budget

You're ready to act on findings — not just learn about them

Not the right fit if:

✕You're looking for a strategy deck to present internally without implementing anything

✕Your business is pre-revenue or the core model is still in flux

✕You want to buy software and have someone install it — I do custom implementation, not software sales

Every month without a clear AI strategy is another month your team spends hours on work that should take minutes — while competitors who figured it out first serve clients faster and operate leaner.

Not Sure Where to Start?

Most clients begin with a free strategy call. Within 90 days, their team has hours back every week and a clear plan for what's next. I'll learn about your business, discuss where AI might help, and recommend the right starting point — no pressure, no pitch.

Schedule Your AI Strategy Call

Find it. Build it. Keep it growing.

The Deep Dive

What you walk away with

The Build

Examples of what I build

The Partnership

How it works

Advisory

Advisory + Implementation

Fractional Chief AI Officer

Is This Right For You?

Good fit if:

Not the right fit if:

Frequently Asked Questions

Do I need to have tried AI tools already?

What kinds of businesses do you work with?

What tools and platforms do you use?

How much of my team's time does this require?

What if AI isn't the right answer for our situation?

Can I start with The Build without doing The Deep Dive first?

Find it. Build it. Keep it growing.

The Deep Dive

What you walk away with

The Build

Examples of what I build

The Partnership

How it works

Advisory

Advisory + Implementation

Fractional Chief AI Officer

Is This Right For You?

Good fit if:

Not the right fit if:

Frequently Asked Questions

Do I need to have tried AI tools already?

What kinds of businesses do you work with?

What tools and platforms do you use?

How much of my team's time does this require?

What if AI isn't the right answer for our situation?

Can I start with The Build without doing The Deep Dive first?