Engagement flow

Most engagements start with a Discovery Engagement — a clear-eyed plan for how AI fits into your business. From there, you can take the plan and run with it, or bring us in for the implementation work. Custom builds and monthly partnerships are available when they're the right fit, not by default.

A fixed-scope discovery engagement. We sit down with your business, look at how you actually work, and identify the specific workflows where AI tools and automation will save you measurable time. You walk away with a written assessment, recommended tools matched to your actual workflows (no vendor allegiance — whichever option fits), and an honest read on what's worth doing now, what should wait, and what isn't worth your money.

What you get

  • A documented inventory of your current workflows and tools
  • A prioritized list of opportunities, ranked by impact and effort
  • Recommended tools, platforms, or architectures for each opportunity, vendor-neutral
  • A phased implementation plan with rough cost estimates
  • A live walkthrough of findings with you and your team
  • A written assessment document you keep

Who it's for

  • Owners who've noticed AI everywhere but don't know where to start in their own business
  • Businesses that want an outside, objective technical read before committing to vendors or tools
  • Teams considering an AI platform decision and wanting honest options analysis

Optional follow-on work after the Discovery Engagement, for customers who want me involved through the setup — recommending the specific tools, configuring them for your workflows, training the people who'll actually use them, and documenting everything so you own the result. Scoped per workflow or per use case so costs stay predictable.

What you get

  • AI tools (Anthropic's Claude, OpenAI's ChatGPT, Google's Gemini, or local models — whichever fits) set up and configured for your business
  • Connectors and integrations wired into the apps and data you already use
  • Hands-on training so your team knows how to use the tools properly
  • Plain-language documentation your team can actually reference
  • A defined handoff point and optional ongoing support

Common workflows we set up

  • Automated customer intake, qualification, and routing
  • AI-assisted drafting for email, proposals, or reports
  • Document processing, classification, and search
  • Meeting and call summarization routed to your CRM or notes system
  • Internal knowledge retrieval across your company's documents

Available when your situation calls for it. For customers with privacy, compliance, or sensitive-data requirements that make cloud tools the wrong fit — or for customers who want a fully-private AI environment built around their specific work — we scope and deliver case-by-case. Because this involves real infrastructure decisions, the engagement is scoped through Discovery first; we don't quote it from a checkout flow.

What you get

  • A tailored environment built around your specific workloads
  • Online, fully local, or hybrid setup — whatever the right answer is for your situation
  • Hardware recommendations and sourcing when a local setup makes sense
  • Deployment and configuration, on-site or remote
  • Training and documentation for your team

Who it's for

  • Businesses with regulatory, privacy, or competitive reasons to keep data in-house
  • Professional services firms handling sensitive client information
  • Companies that have hit cost ceilings with commercial AI APIs
  • Teams that want a setup built for how they actually work, not a generic template

For customers who've completed an engagement and want me on call as their AI consultant going forward. Real ongoing service — a monthly working session, a tailored AI brief, priority response, and a regular check-in on the systems we built together. The relationship most one-shot consultants leave on the table.

Tier 01 · Essential $1,500/month

3-month minimum

  • A monthly working session (60–90 minutes), scheduled on a fixed slot each month
  • A monthly AI brief tailored to your business — what's new in the AI landscape and how it applies to your specific work, not a generic newsletter
  • Priority response within one business day for new questions or small changes
  • A quarterly check-in on the systems we deployed — still working as intended, still the right tools?
  • On-demand tool evaluations — when you hear about something new and want a real opinion on whether it fits
Tier 02 · Comprehensive $3,000/month

3-month minimum · everything in Essential, plus:

  • Longer monthly working sessions (90–120 minutes) with more proactive direction-setting
  • Faster response SLA — same-business-day for urgent questions
  • Proactive new-tool recommendations (not just on-demand)
  • A deeper quarterly strategic review covering broader business and competitive context

Who it's for

  • Customers who've completed an Implementation Engagement and want to keep moving forward without re-engaging from scratch each time
  • Businesses without in-house technical staff for ongoing AI work
  • Owners who want a single point of contact for technology decisions as the landscape keeps changing

Not sure which service fits?

Start with a consultation. We'll point you at the right starting line — even if it isn't us.