Services and pricing

Ask Anything session

Sixty to ninety minutes, at your office or on video. Bring the questions you have been meaning to ask and one workflow that eats time. You leave with a written recommendation: what to try, what to skip, and whether an audit is worth it.

• Honest read on the tools you are being pitched
• Quick wins you can turn on this week in software you already own
• No obligation to go further

AI Readiness Audit

Two to three weeks. I interview the owner and two to four staff, inventory your software and where your data lives, and find the AI features you are already paying for but not using.

You get:

• A ranked list of five to ten opportunities with hours saved, cost, and risk
• An AI-use policy your team can adopt the same day
• A fixed quote for an implementation sprint on the top items

Implementation sprint

Four to eight weeks, scoped from the audit. One to three working automations, each with documentation, an owner on your side, and a way to switch it off. Change requests are quoted, not absorbed.

Typical builds:

• Email triage and drafting in Outlook or Gmail, in your firm's voice
• Proposals, bids, and engagement letters generated from prior jobs
• An internal assistant over your SOPs, price book, and policies
• Missed-call text-back, review responses, and customer follow-up
• Meeting notes and CRM updates written automatically

Fractional AI Lead

Someone owns AI at your company without being on payroll. The tools change monthly; the retainer is how you stop having to keep up.

Workshops and training

A free sixty-minute lunch-and-learn at your office covers what AI can and can't do for a business your size, with the AI-use policy template for everyone who attends. Paid sessions train your team on your own work, not generic demos.