HOW IT WORKS

Four Weeks. Complete Clarity.

A prioritized roadmap. Realistic projections. A clear path forward—or the confidence to wait. No fluff. No 47-use-case wish lists.

THE ENGAGEMENT

The Process

Rigorous enough to be useful. Efficient enough to respect your time.

1. Discovery

Week 1. I interview you and 3-5 of your leadership team. Map core processes. Audit your tech stack. Understand competitive context. Your time: 2-3 hours.

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2. Assessment

Week 2. Identify every AI application in your business. Prioritize ruthlessly. Model ROI. Stress-test assumptions. Your time: 1-2 hours reviewing drafts.

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3. Strategy Build

Week 3. Construct roadmap, governance model, pilot blueprints. You see drafts. You push back. We refine. Your time: 2-3 hours.

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4. Delivery

Week 4. Final presentation. All deliverables transferred. Clear transition plan. Your time: 2 hours.

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WHY IT WORKS

Built to Prevent Common Failures

Most AI initiatives fail because they start with technology. This process starts with where you lose value—then asks whether AI is even the right answer.

Generic frameworks produce generic output. Every assessment is built on your processes, your data, your constraints. Not a template.

"The kill list is often the most valuable deliverable. Knowing what not to do is worth as much as knowing what to do."

4 weeks
Weeks Kickoff to complete delivery
7
Deliverables you own completely
INVESTMENT

Working Together

Investment depends on complexity. Book a call to discuss fit and scope.

Diagnostic Sprint

2 weeks. Prioritized use case assessment. Tech decision matrix. Clear recommendation on whether the full engagement makes sense for you.

Full Engagement

Four weeks. All seven deliverables. Complete roadmap, governance, pilots, playbook.

Ongoing Advisory

Quarterly retainer. Monthly calls. Async access. Vendor evaluation support. Decision guidance as you execute.

PAYMENT

Milestone-Based. No Surprises.

50% to start. 50% after you review draft deliverables and confirm they're on track.You see real output before you're fully committed. If something's off, we fix it before final delivery.Structured this way because I'm confident in the work—and because you shouldn't have to take my word for it. Escrow Protected

AFTER

What happens next

You own everything. Three paths forward:

Execute independently. The roadmap is built for your team to run without me.
Ongoing advisory. Quarterly retainer if you want strategic guidance as you implement.
Implementation support. I help evaluate vendors, structure RFPs, interview partners.

I don't build—but I'll help you find the right people who do.The goal is self-sufficiency, not dependency.