Find the AI work worth doing. Then get it done.
We help owners and leadership teams pick the AI opportunities that matter, train their people to use them, and build the workflows. Results are measured against your own baseline, not promised up front.
Top opportunity: invoicing and collections
Illustrative example. Your playbook is built from your own answers.
Most of the opportunity is in work you already do every week
We start with recurring, rules-based work that costs your team hours and goes wrong when someone is busy.
Billing and collections
"Invoices go out late, and follow-up depends on someone remembering."
Reminder sequences, payment follow-up and reconciliation prep that run on schedule.
Scheduling and intake
"We lose leads between the first call and the first appointment."
Self-booking, intake forms, confirmations and reminders that connect to the tools you use.
Sales follow-up and CRM
"Deals stall because nobody owns the next step."
Drafted follow-ups, next-step reminders, cleaner records and a weekly pipeline summary.
Onboarding and how-to questions
"New hires interrupt the same three people with the same questions."
Your SOPs and handbooks turned into an assistant staff can ask, plus training that sticks.
Reporting and the owner's inbox
"I spend Sunday night pulling numbers and answering email."
Automated weekly summaries, meeting prep and email triage for owners and managers.
Not sure where to start?
The free assessment ranks your opportunities, rates your readiness and flags risks in about 3 minutes.
Get my free AI Playbook →Clear decisions, trained people and working workflows
An opportunity map
Your workflows scored on value, effort and risk, so you know what to do first and what to skip.
A 90-day roadmap
Priorities, owners, tools and the baseline numbers each change will be measured against.
A trained team
Role-based training, reusable playbooks and a shared prompt library your staff actually use.
Working workflows
Automations that are tested, documented, monitored and reported on every month.
Adoption first, technology second
A tool nobody uses is not a result. Every engagement follows the same five steps.
Assess
Map the workflows, the data and the people involved.
Prioritize
Score opportunities on value, effort and risk. Set the baseline.
Enable
Train the people who do the work. Write the playbook and the safe-use rules.
Implement
Build, test and document the workflow in tools you own.
Measure
Compare against the baseline. Keep what works, fix or stop what doesn't.
Start small. Expand when it's working.
Every engagement starts with a free 20-minute call. We usually recommend starting with the AI Opportunity Sprint.
AI Advisory
For leaders who want good AI decisions and no wasted spend.
- Monthly strategy session
- Tool and vendor evaluations
- Quarterly roadmap refresh
AI Enablement
For teams that need to use AI consistently, safely and well.
- Everything in Advisory
- Two live team trainings a month
- Workflow playbooks and adoption tracking
AI Implementation Partner
For businesses ready to build and run automated workflows.
- Everything in Enablement
- Up to two workflow builds a month
- Monitoring and monthly results report
Prefer a one-time start? The AI Opportunity Sprint is a fixed-fee, two-week engagement. Compare all pricing →
Get a personalized AI Implementation Playbook in about 3 minutes
Answer 10 plain-language questions about your business. No technical knowledge needed, and no sales call required.
Get my free AI PlaybookFree. Your answers stay in your browser until you choose to unlock the full playbook.
- Your top 3 AI opportunitiesRanked from your goals and the work that takes the most time
- Readiness and risk, scored separatelyHow ready you are to implement, and what could go wrong
- A 30-day action planFirst steps, tools to consider, and the metrics to track
Straight answers, measured results, your data under your control
Measured, not promised
We record a baseline before any change and report against it. We don't quote savings we haven't measured.
Your data stays under your control
Nothing confidential goes into an AI tool without your approval. We recommend business-grade accounts that you own.
Clear scope and pricing
Published prices, defined deliverables, and written approval before any extra work. If AI isn't the answer, we'll say so.
Common questions
How much does it cost?
The AI Opportunity Sprint is a one-time $2,500. Ongoing plans are $1,500 a month (AI Advisory), $3,500 a month (AI Enablement) and $6,000 a month (AI Implementation Partner). Fixed-fee implementation projects start at $5,000. Software licenses are separate and stay in your name.
Do you build things, or only advise?
Both. AI Advisory is guidance only. AI Enablement adds training and workflow design. The AI Implementation Partner plan and fixed-fee projects include building, testing and monitoring automations.
How do you handle our confidential data?
We only use your data in tools you have approved, preferably business-grade accounts you own. We put a short safe-use policy in place early, and a mutual NDA is available before we start.
What if AI isn't a good fit for us?
Then we'll tell you. Some problems are better solved with a simpler process change or a tool you already own. The free call and the assessment are both designed to find that out early.
Is there a long-term contract?
Monthly plans have a 3-month initial term, then continue month to month with 30 days' notice. The Sprint and projects are one-time fixed fees.
See where AI fits in your business
Start with the free playbook, or talk it through on a 20-minute call. Either way, you'll get an honest view of where AI helps and where it doesn't.
We reply within 2 business days.