How We Work Together
A clear, four-step engagement with no jargon, no pressure, and no surprises.
Most of the leaders I work with are buried — drowning in email, reports, and updates scattered across the three or five places they have to check by hand. AI can feel like one more intimidating thing on the pile: too much hype, too many tools, hard to budget for. My job is to make it concrete.
I build custom AI tools that sit as an intelligent layer on top of the system you already use. This turns the information overload into a clear, prioritized view, so the things that matter are automatically visible and you stay on top of them each day. Here's how a typical engagement moves from "let's talk" to "this makes my life easier."
A first conversation, over coffee or video, to understand your business, surface the workflows that are draining your time, and see whether AI is actually the right tool for the job. No pressure, no pitch.
What you get: A clear-eyed read on whether AI is right for your business right now, and a recommended next step.
A focused engagement where I dig into how your team actually works. I spend time on-site, map your workflows, and identify three prioritized AI opportunities tailored to your business — with rough costs, timelines, and ROI logic. Includes a working session and a readout call.
What you get: A written report with three prioritized AI opportunities, ready to act on with or without me.
50% Build Credit
If you move forward with a build within 60 days of receiving your assessment report, half of your assessment fee credits toward the build.
A custom AI tool purpose-built for your workflows, using no-code platforms layered on top of your existing systems — not a replacement for them. Includes rollout, hands-on team training, technical support, and system management through launch. Pricing depends on the complexity of the build and how much data the system processes.
What you get: A working, production-ready AI tool, a trained team, and full documentation of how it works.
Once your tool is live, I keep it running. This covers platform subscriptions, AI usage costs, system maintenance, monitoring, and ongoing support as your needs evolve. Pricing scales with the complexity of your system.
What you get: A working AI system that stays working, and a partner who knows it inside and out.
Most engagements start with a 30-minute conversation over coffee or video.
No prep needed. Just bring the workflows you wish took less time.