Services
Three ways to work with me, sized to where you are.
Advisory
A working session to pressure-test your AI direction and name the first moves worth making. A sharp outside read, no long engagement.
Diagnostic and roadmap
Two short discoveries, one with leadership and one with your team, then a roadmap that scores each move on fit, payback, and opportunity, and picks the first.
Build and embed
Hands-on implementation. I build the systems and roll them out with your people, or work inside your leadership as the operator driving adoption.
Methodology
Understand
AI lands in three places in a business. Name them and you can see the whole board before you move.
- AI-amplified people. Your team faster at the work they already do, a person at the wheel.
- AI-automated processes. Work that used to span a team now running on a system.
- AI-powered product. Intelligence built into the software you use or sell.
Beneath them sits building with AI, the capability that ships the automations and the software. Most companies get the most from the first two.
Diagnose
Find where your business and team stand today, where AI can pay off, and what stands in the way. Two short discoveries produce the picture: a strategic read with leadership, and a ground-truth read from the people doing the work.
Plan and implement
Build a roadmap that returns its investment fast, then ship it. The plan weighs the pieces that make adoption stick:
- Education and change management
- Systems and data
- Policies for tools and client data
- Tools and access
- How you measure adoption and ROI
In production
Blue Ox
An agent-native platform that runs the deal workflow for a commercial real estate brokerage. My example of AI-powered product.
OpenChair
Marketing automation for blood centers, where work that used to sit on a team now runs on a system with a person approving. My example of AI-automated processes.
Both run in production. I built them.
Background
Before AI, I spent 25 years running service businesses. I led the merger that made a Guatemalan insurance brokerage the largest in Central America, and I built the operations of a New York caregiving company as it grew from ten people to over a hundred. I know how a business runs, which is where I start when I bring AI into one. More on LinkedIn.