Advisory Services
The assessments tell you where to go. I help you get there.
Hands-on AI implementation for teams that are serious about getting results — not just buying another tool.
Not sure which fits? Start with the free AI readiness assessment first.
Three ways to engage
Each structured for a different stage of your journey — from diagnosis to execution.
One-time
Custom Audit
Find your biggest bottleneck in a single engagement.
- Full workflow & tool stack audit
- Prioritized automation opportunity map
- 30-page report with ROI estimates
- 45-min stakeholder debrief call
- 90-day implementation checklist
Monthly
Advisory Retainer
An embedded AI operator — accountable for results, not just advice.
- Weekly 60-min strategy calls
- Async Slack access (business hours)
- Vendor & tool evaluation on demand
- Prompt and workflow build-out support
- Monthly ROI report and recalibration
- Priority access to new assessments
Fixed scope
Build-Only
We design, build, and hand off a production-ready automation system.
- Scoping workshop (1–2 days)
- Full system design & architecture
- Working automation system, built and tested
- Documentation + team training session
- 30-day post-launch support window
Satisfaction guarantee on all Custom Audits — full refund if the ROI case isn't credible. No questions asked.
How it works
01
Free 30-min scoping call
We map your biggest bottleneck, see if there's a fit, and I give you at least one actionable idea before we hang up.
02
Proposal + contract
A plain-English scope of work with clear deliverables, timeline, and payment terms. No hidden fees.
03
Execution
I work async-first with weekly check-ins. You stay in the loop without the overhead.
04
Handoff + training
Everything gets documented. Your team can run it without me — that's the whole point.
Common questions
Do I need to take an assessment first?
It helps but it's not required. The assessments give us a shared baseline before any scoping call. If you've already done one, mention your score and I'll come prepared.
What size company do you work with?
Typically 10–200 person companies across agencies, SaaS, and eCommerce. The sweet spot is teams with defined workflows but no dedicated AI/automation function yet.
How long does a Build-Only engagement take?
Usually 6–10 weeks depending on scope. We do a scoping workshop first and pin the timeline before any contract is signed.
What tools do you work with?
HubSpot, Salesforce, Make, Zapier, n8n, Notion, Airtable, Slack, ChatGPT, Claude, and most major SaaS stacks. If you use something else, ask — I've probably integrated it.
Is there a guarantee?
Yes. If after the Custom Audit you don't feel the ROI case is credible, I'll refund the engagement in full. No questions asked.
Ready to stop guessing?
Book a free 30-minute call. No pitch deck. Just a direct conversation about your biggest bottleneck.
Book a Free Scoping Call →