How We Work Together

I offer two engagement models, each designed for different stages of your AI journey. Choose the approach that matches your current needs and organizational readiness.

Fixed Project

Executive Strategy Intensive

A two-week sprint to lock your AI position, build the board brief, and leave with a 90-day action sequence you can defend.

Week 1 maps your pressures, risks, and data reality. Week 2 produces the board narrative, investor-ready metrics, and stakeholder choreography.

Includes NDA, curated research, and up to two executive workshops.

You Leave With

  • Board deck (15-20 slides with speaker notes)
  • 90-day roadmap with owners, investments, and risks
  • Financial model with ROI projections
  • Risk assessment brief with mitigation plan
  • Investor FAQ with answers to hard questions
  • Stakeholder scripts for internal rollout
Review 2-week structure →
Ongoing Retainer

Fractional AI Advisor

Your private AI advisor on retainer—on call when decisions can't wait and you need counsel from someone who's seen it before.

Bi-weekly private sessions, on-demand vendor and board support, and quarterly recalibration tied to your roadmap.

Three-month minimum, tailored to cadence and intensity.

Every Month You Get

  • 2 executive sessions (90 min each, recorded)
  • Async counsel via Slack/email (24hr response)
  • Vendor call support (I join your demos)
  • Decision memos on major investments
  • Board deck review before presentations
  • Quarterly strategy update with metrics refresh
See advisory partnership →

Quick Comparison

Choose the engagement model that fits your current stage

Executive Strategy Intensive Fractional AI Advisor
Who It's For Executives who need to present an AI strategy to their board or make critical investment decisions Leaders making ongoing AI decisions who want experienced counsel available on-demand
Duration 14-day sprint with focused working sessions and async analysis Monthly retainer with bi-weekly sessions plus on-call guidance
Deliverables Board deck (15-20 slides), 90-day roadmap, financial model, risk assessment, investor FAQ, stakeholder scripts Bi-weekly sessions, async counsel, vendor call support, decision memos, board deck reviews, quarterly updates
Engagement Private 1-on-1 working sessions tailored to your industry, board, and investor pressures Standing sessions plus rapid-response counsel when decisions can't wait
Commitment Fixed scope, scoped to complexity and number of stakeholders Three-month minimum, tailored to cadence and intensity
Outcome Strategic clarity, board-ready presentation, and confidence to defend your AI decisions Ongoing advisory support that keeps you ahead of decisions and prevents costly mistakes

What We Do Together

Examples of work that happens within these engagements

Board Preparation

Co-build presentation decks, anticipate questions, and develop scenario playbooks

Vendor Evaluation

Join demo calls, ask hard questions, and provide unbiased technical diligence

Stakeholder Communication

Craft messaging for boards, investors, and key stakeholders with talking points you can defend

Build vs. Buy Analysis

Help you make the critical decision based on capabilities and strategic goals

Strategic Options Analysis

Evaluate multiple strategic paths with clear pros, cons, and recommendations you can present

Crisis Response

Rapid analysis and recommendations when AI decisions can't wait

These are common activities. Each engagement is tailored to your specific strategic context and decision pressures. If you need help assessing your organization's readiness after we've clarified your strategy, those diagnostic tools are available—but only when appropriate.

My Guiding Principles

How I approach every engagement, regardless of format

Strategy First, Technology Second

We start with your business goals, not a list of tools. Technology choices follow strategy.

Focus on Asymmetric Upside

Identify where small AI investments yield disproportionately large business impact.

Clarity Over Complexity

Turn AI from a black box into a predictable tool for growth your team understands.

Vendor-Neutral, Always

No implementation teams to sell. My only incentive is your success.

Not Sure Which Is Right?

Let's have a brief conversation about your situation and objectives. I'll help you determine the best path forward.

Schedule a Conversation