How I Work
A simple, no-pressure process designed around your situation — not a pre-built package.
How the consulting process works
We have an honest conversation
Not a discovery call designed to end in a proposal. A real conversation about your business — what's working, what's not, where you feel the friction, and what you've already tried.
I ask a lot of questions. I take notes. I don't pitch anything. By the end of the call, you'll have more clarity about your AI opportunity than most business owners ever get.
- 30–45 minutes, no agenda except understanding your business
- I identify the 2–3 most expensive problems AI could address
- Completely free, no strings attached
The first call
You talk, I listen. At the end, you'll know whether there's a real AI opportunity in your business — and roughly what it would be worth to pursue it.
Always free. No obligation.
I tell you what I actually think
After the first call, I'll give you my honest read. Sometimes that's "here's exactly the problem and here's what I'd do." Sometimes it's "I don't think AI is the right solution yet — here's why."
If there's a clear fit, I'll put together a plain-English summary of what I'd recommend, what it would involve, and roughly what it would cost. No 40-page proposal. A clear answer.
- Honest assessment of your AI readiness and opportunity
- Specific ROI math based on your numbers, not industry averages
- A recommendation — even if it's "not yet"
What honest looks like
Not: "AI can transform your business!" without specifics
Yes: "You're missing ~8 calls/week at $12K average — that's $96K/month in potential revenue leaking out"
Not: A package that solves everything at once
Yes: One clear starting point with measurable success criteria
If it makes sense, we figure out the engagement together
Every engagement is different because every business is different. Some clients need a few hours of strategy. Some need ongoing advisory retainer. Some need me to roll up my sleeves and help implement. Some just need the roadmap and can take it from there.
We design whatever works for your budget, your timeline, and your team's capacity. There's no pre-built tier you have to fit into, and no business is too small to have a useful conversation.
- One-time strategy session or diagnostic
- Hourly consulting as needed
- Monthly advisory retainer
- Project-based implementation support
- Referral to trusted implementation partners if needed
How engagements are structured
The shape of an engagement is always determined by what makes sense for your specific situation — not by what's easiest for me to sell.
Hourly rate available on request. Retainer arrangements typically start at a half-day per month. Project scopes quoted individually.
Who this isn't for
I'd rather be upfront about poor fit than waste your time or mine.
Businesses with no real operational pain
If everything is running smoothly and you're just curious about AI trends, I'm probably not the right resource yet. Come back when there's a real problem to solve.
Looking for a quick tech fix
AI without strategy is expensive trial and error. If you're not willing to think through the problem, the tools won't help.
Wanting someone to just "do AI"
I consult and advise. For full-service build-and-run, I can refer you to trusted implementation partners.
Already have an internal AI team
If you have the internal capacity, you probably don't need me. I'd tell you that directly rather than carve out a role that isn't needed.