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AI advisory, assessments and coaching — Richmond, VA
Decide what to do with AI.
Then build the first version.
Most AI advice ends as a slide deck. I spent 13 years as a co‑owner and operator of an IT firm. I sweated payroll, ran the P&L, managed investors, hired hundreds of people, fired some, and took out the trash. The AI systems I’ve built are still running inside the companies that use them. I help owners and executives pick the AI work worth doing, build the first version with your team, and teach your people to run it.
01 — What I hear
What I hear from owners and executives.
01
“Everyone is pitching me AI, and I can’t tell what’s real.”
Every vendor has a demo and none has a number. → Advisory
02
“My people are already using ChatGPT, and I have no policy.”
I don’t know what staff are pasting into it, and I can’t show the board a plan. → Advisory
03
“We have a lot of tools and none of them talk to each other.”
Bills, approvals and documents still arrive by email and get keyed in by hand. → Assessment
04
“We’re growing faster than our processes.”
Hiring another person isn’t the answer, but I can’t see what is. → Assessment
05
“I should be using this myself, and I don’t know where to start.”
I don’t want to learn it in front of my team. → Coaching
If one of these is yours, the first call is fifteen minutes and I’ll tell you straight whether I can help.
02 — Engagements
Three ways to work with me.
AI Advisory
A standing seat at your leadership table.
For CEOs, CFOs and COOs of $20M–$500M companies.
I review every AI proposal, vendor pitch and budget line that crosses your desk, write the use policy your board can sign, and tell you no before it costs you. Monthly retainer, no hours to count.
Price
$5,000 / month
Term
3-month minimum, then month-to-month
Cadence
Weekly 60 min with you · one leadership-meeting seat a month · written review within 2 business days
You get
Board-ready AI use policy · vendor and proposal reviews in writing · quarterly AI spend and risk memo
Opportunity Assessment
Two weeks, one fixed fee, and a roadmap you can act on.
For owners of $3M–$15M businesses.
I catalogue your tools, processes and people, score every opportunity on value and readiness, and hand you a roadmap, a workbook and a proposal for the first build. If step one is “get a CRM,” the roadmap says so.
Price
$6,500 fixed · 50% at kickoff, 50% at readout
Term
About two weeks
Cadence
60-min kickoff · 3–4 stakeholder sessions · 60-min readout
You get
Scored roadmap (value × readiness) · full workbook · written summary · scoped proposal for the first build
Executive AI Coaching
Eight weeks, one fixed fee, and a playbook you keep.
For executives and owners who want to get fluent with AI on their own work.
Six one-on-one sessions over eight weeks, built around the work on your desk: your email, your reports, your decisions. You leave with a personal playbook of the prompts and workflows that fit how you work.
Price
$4,500 fixed · 50% at kickoff, 50% at session 4
Term
Eight weeks
Cadence
Six 60-min 1:1 sessions, weekly · async questions between sessions
You get
Personal AI playbook · working drafts built on your own tasks
03 — How I’m different
A working system, not a deck.
01
A first version that runs.
You leave with something working, not a PDF that waits for a budget.
02
Nothing to sell you.
I have no platform. You own every account, prompt and automation from day one.
03
Skills that stay.
I coach your people on their own work, so they can run it after I leave.
I’ve been on your side of the table. AI is the newest problem I’ve had to solve there.
04 — Ground rules
What you can count on.
01
You own everything.
Every account, prompt and automation is yours from day one. If we part ways, you keep running.
02
Decide first, then build.
Nothing gets automated until we agree it is worth doing, because automating a broken process only makes it fast.
Skip the 50‑page AI strategy.
Start with the three things worth doing first.
How it starts
From first call to kickoff.
01
A 15-minute call.
You describe the decision in front of you. I ask questions and tell you plainly whether this is a fit.
02
A written proposal.
Within 2 business days. Fixed scope, fixed fee, in writing. Nothing starts without it.
03
Kickoff.
Within two weeks of signing. Remote, on your own accounts. You own every account, prompt and automation I touch.
One thing I ask of you: the decision-maker is in the room. If the owner or executive won’t be there, the engagement doesn’t start.
Happy to put you in touch with a current client.