Service Packages
Every engagement produces measurable outcomes — not decks that collect dust. We build systems that reduce headcount dependency, compress margins, and give you back your time.
Limited to 1–2 new clients per month.
Limited to 8 sessions per month.
A half-day deep dive into your business — workflows, data, team, and pain points. I identify where your business is losing money today and exactly what to fix first. You receive a written AI Opportunity Brief with three prioritized initiatives, estimated ROI ranges, and a realistic timeline.
Two Deployment Paths
Every system we build solves one painful workflow — completely. You choose how it runs: we manage it for you, or we deploy it into your environment and hand you the keys.
We build your AI system and run it for you. Your own single-tenant private platform — all workflows, database, monitoring, backups, and ongoing enhancements included. You focus on your business. We handle the infrastructure.
Note: All builds require a completed Strategy Session to accurately scope the system. Your $3,500 session investment credits in full toward the build.
For organizations that require full infrastructure ownership. We build the complete system and deploy it into your environment — your servers, your cloud, your control. No recurring platform fees required. Optional support retainer available.
Note: Requires completed Strategy Session. Strategy Session investment credits in full toward build.
After your core system is running, expand with additional workflows. One module at a time. No bundles, no bloat — each module solves one additional operational pain point and plugs into your existing platform.
A focused, 1-hour Zoom session where I identify the highest-value AI opportunities in your operation. Available exclusively through your CPA, financial advisor, or banker — not through this website. If your advisor hasn't mentioned this, ask them.
Who We Do Not Work With
Pre-revenue startups, businesses under $2M in revenue, or operators looking for basic ChatGPT prompt training. We work with established operators running real operations who need enterprise-grade AI — not experiments.
Return on Investment
Conservative estimates based on typical 30A business profiles.
| AI Application | Typical 30A Client | Annual ROI | Time to 3× |
|---|---|---|---|
| Automated Reporting & Dashboards | Owner spending 10+ hrs/week on spreadsheets | $50K–$100K in recovered time | 2–4 months |
| Guest Communication Automation | Property manager with 200+ units | 40–60% response cost reduction | 3–5 months |
| AI-Enhanced CRM & Lead Scoring | Sales team closing $1M+/year | $100K–$200K revenue lift | 4–6 months |
| Operational Workflow Automation | Business with 3+ manual handoffs | $30K–$80K labor efficiency | 3–6 months |
| Content & Marketing Automation | Spending $5K+/month on agencies | 30–50% production cost cut | 2–3 months |
How It Works
Attend a private executive briefing. 90 minutes of real AI strategy with local business leaders.
Half-day Strategy Session. I find where you're losing money and build your roadmap. $3,500 credits toward any build.
One painful workflow, solved completely. Choose managed (we run it) or client-owned (you run it).
Add modules one at a time as each system proves ROI. No bundles. No bloat. Just compounding leverage.