From conversation to clarity.
You know AI could help your team. The question is where, specifically, and in what order. I answer that question. Not with a generic framework, but with a roadmap grounded in how your organization actually works.
What the first 30 days look like
The Conversation
A 30-minute call. No pitch. I ask about your team, your tools, your frustrations. You ask whatever you want. By the end, you'll know if there's a fit. If there is, I send you a proposal for a diagnostic engagement within 48 hours.
The Assessment
I observe your team in their real environment. I read what they read, use the tools they use, sit in the meetings that matter. I map how knowledge actually flows, and where it pools, stagnates, or disappears. This isn't a precursor to the real work. This is the work. The assessment itself is the premium deliverable.
The Roadmap
Where AI will have the highest impact. What to do first. What to skip. What it will cost. A prioritized plan your leadership can act on immediately, with honest assessments of what will work and what won't.
Advisory Retainer
AI tools change. Models improve. Your business evolves. I stay on as a trusted advisor for new decisions, vendor evaluation, and the questions that come up at the board level. Month-to-month, no long-term contracts. (Most clients keep me around because the landscape keeps shifting.)
I work best with teams that have real problems, not vague AI potential.
Good fit
- Leadership that wants clarity on where to invest in AI
- Knowledge-intensive operations with real workflow complexity
- You want precise recommendations, not generic frameworks
- You can give me access to the people who do the work
Still exploring
- You think AI could help but you're not sure where
- You want an honest assessment before committing
- You've tried generic tools and they didn't stick
- That's fine. The first conversation is exactly for this
Not the right fit
- You need 24/7 support with an SLA
- You need someone to build and maintain software
- Your timeline is “yesterday”
- You need a team of ten. I'm one senior advisor who stays close to the work
Ready to start? Or just want to talk it through?
Start a conversationWant to see how I think about this work? Read my writing on AI in knowledge work.