HOW IT WORKS
From first hello to ongoing mentor.
Every engagement starts small and earns its way forward. A free conversation, a fixed-price roadmap, and then — only if you want it — professional services or a monthly concierge.
STEPS 1–2 · THE FOUNDATION
Conversation first. Roadmap second.
1 · A Bottleneck Chat
Free · 15 min
Five questions about your workflows: what matters more right now — money, hours, or happier customers? What’s your most-repeated task? Where do things stall? We name the bottleneck; I prescribe nothing on the spot.
2 · The Workflow Assessment
$500 · guaranteed
A 45-minute working session, an AI-assisted analysis I review by hand, and a consulting-grade report: money math on page one, your pain points inventoried honestly (including what to avoid), tailored builds with real costs, and a 5-day quick-start plan. If it doesn’t find you 5+ hours a week, it’s refunded.
The assessment stands alone — about 6 in 10 owners implement it themselves with the quick-start plan. For everyone else, two ways I can stay in the picture:
STEP 3a · PROJECT-BASED
Professional AI Services.
For roadmap items you’d rather not build alone. Fixed scopes, plain deliverables, built-train-hand-off.
Guided implementation
scoped per roadmap
We build your assessment’s quick wins and major projects together — you learn the system as it goes live.
Automation builds
$1–3K
A working manual process, made to run itself — increasingly as agent-led builds, where an AI agent handles the steps and you keep the judgment calls.
Process optimization
$3–5K
When the process itself is the tangle: map it, cut 18 steps to 8, then automate what’s left. Fixing the process is often the bigger win.
Knowledge systems
from $3K
A private AI assistant trained on your own materials, so customers and staff get instant, accurate answers instead of emailing you.
Full implementation
$5–10K+
Several processes, a knowledge system, and custom agent workflows — built, taught to your team, and documented.
STEP 3b · MONTHLY
The Personal AI Concierge.
2
Live working sessions
50 minutes each, every month
A personal AI mentor to guide and evolve your business.
AI doesn’t stand still, and neither does your business. The concierge keeps your workflows tuned and your team confident — without you reading a single AI newsletter.
Prompts tuned and context kept current as your business changes
Issues fixed as they come up — for you and your team
The latest AI developments, translated to your specific workflows
Adoption support so the tools actually get used
Both paths are scoped from your assessment roadmap — never sold on the review call.
THE GUARANTEE