The way in. Two to three hours with you and a few key staff. I show up, I ask sharp questions, and I leave with a written roadmap that ranks the biggest AI opportunities in your business by dollar impact — what to do first, what’s worth the spend, what to skip entirely.

This is not a sales pitch dressed up as a discovery call. It’s a paid engagement with a real deliverable. You walk away with a document you could hand to another consultant and they could pick up where I left off.

What You Get

• Two to three hours on-site or virtual with the owner and key staff
• Walkthrough of your three highest-cost workflows
• A written roadmap ranking AI opportunities by dollar impact
• Clear “do this, skip that, hold on this” recommendations
• An honest read on whether retainer makes sense for your business

The Credit

The audit fee credits toward your first month of retainer if you move forward within 30 days. So if we’re a fit, the audit costs you nothing in the end.

The ongoing partnership. I work inside your business as your Fractional Chief AI Director — the senior-level AI hire you were about to make, except I show up on a defined cadence, build the systems, train your people, and stay involved month after month to make sure everything keeps running.

Three-month minimum. Anything shorter doesn’t give us time to actually move the numbers. Priced against what you’d spend on the full-time internal hire — typically $80,000 to $120,000 a year before benefits — and scoped to your business in conversation.

The Monthly Operating System

• Week 1 — Executive Alignment. Sit with the owner. Review last month’s numbers. Adjust the roadmap. Make priority calls.
• Week 2 — Department Activation. Spend deep time inside the department that needs it most. Identify what costs the most time and money.
• Week 3 — Implementation Sprint. Real work, not slides. Build the tool. Set up the workflow. Wire up the dashboard.
• Week 4 — Training and Reporting. Walk the team through what’s new. Hand the owner a plain-English report of what got built and what it’s saving.

What You Don’t Have to Do

• Recruit a senior-level hire who may or may not last 18 months
• Pay benefits, equity, or a recruiter fee
• Wait six months for someone to learn your business
• Manage a software vendor relationship that lives in another time zone

This one is earned, not sold up front. After 60 to 90 days of retainer work — once I know your business well enough to build it right — we build a system specifically for you. A custom agent that lives inside your operation. You talk to it in plain English. It watches the things we’ve decided are worth watching, and it handles the workflows we’ve already mapped.

The reason this comes after retainer work, not before, is simple: nobody can build the right system in week one. The first 60 to 90 days inside your business is where I learn what actually moves the needle. Then we build something that becomes part of how the company runs — and stops being something you’d ever turn off.

What This Looks Like in Practice

• For an HVAC company: an agent that sits on your dispatch board and pre-routes calls before the office sees them
• For a property management firm: a system that triages maintenance requests and writes the first draft of owner reports
• For a law firm: an intake agent that fields the first call, captures the right details, and books the consult
• For a staffing firm: a screening assistant that handles first-pass candidate review at 2am Tuesday

Why This Matters

This is what makes the relationship permanent. After we’ve built one of these, your business runs on it. Turning it off would mean turning off a part of how you operate. That’s the bar.