Priority session
Review the scorecard, select the highest-leverage workflow, and agree on the outcome and guardrails.
A monthly advisory engagement for leaders who want useful workflows built, adopted, and measured—without hiring a full-time internal AI transformation team.
Initial 90-day term · continues month to month · limited client roster · vendor-neutral guidance
The retainer combines leadership prioritization, hands-on improvement, and team enablement. Scope stays deliberately narrow enough to produce visible progress every month.
Review the scorecard, select the highest-leverage workflow, and agree on the outcome and guardrails.
Design or improve one bounded workflow using the simplest suitable combination of process change, automation, and AI.
Role-specific instructions, live working sessions, and adoption support so the workflow becomes normal work.
Fast answers to questions, use-case review, troubleshooting, and guidance between scheduled sessions.
Track time returned, cycle time, error reduction, response speed, adoption, or another agreed measure.
Keep humans in consequential decisions and establish practical boundaries for sensitive data and output review.
Each option begins with a 90-day term, then continues month to month if the work remains valuable. Final scope depends on workflow complexity, integrations, stakeholders, and the amount of hands-on build work required.
Begin with the $999 AI Workflow Assessment. The assessment fee can be credited toward a qualifying AI Operations Advisory engagement, and the first month begins with a prioritized roadmap rather than another discovery cycle.
Turn one recurring workflow at a time into faster service, fewer manual steps, and more room for valuable work.