What happens on the call
15 min
Deep Dive
Your current state — operations, tools, team dynamics, competitive landscape.
15 min
Assessment
Scoring across mindset, skillset, and toolset dimensions.
20 min
Roadmap
Building your transformation plan together — quick wins and phased priorities.
10 min
Next Steps
Questions answered. Whether a deeper engagement makes sense — honest assessment.
What you walk away with
You walk away with six deliverables: an AI readiness assessment, industry benchmarking, a three-phase roadmap, an execution scorecard, a 48-hour action plan, and a report you can share with your leadership team.
This isn't just an AI readiness check. I map how AI capability changes your competitive options — where you can play that you couldn't before, and how you can win in ways that weren't available to you last year. Most leaders walk in thinking about tools. They walk out thinking about strategy.
- AI Readiness Assessment scored across mindset, skillset, and toolset
- Benchmarking against industry peers
- Three-phase transformation roadmap with milestones
- Execution scorecard to track your own progress
- Immediate "first 48 hours" action plan
- A shareable report for your leadership team
Is this right for you?
This is for you if…
- You lead an SMB (20-500 employees) and know you need to move on AI but aren't sure where to start
- Your organization has tried AI tools but hasn't seen adoption stick
- You're facing competitive pressure from AI-native competitors
- You work in healthcare, real estate, manufacturing, professional services, or similar industries
This is NOT for you if…
- You're looking for someone to "just implement ChatGPT"
- Your leadership team isn't committed to organizational change
- You want a vendor recommendation, not a transformation strategy
Why a strategy call — not a pilot program
Most companies start their AI journey with a pilot. Buy some licenses. Pick a use case. See what happens.
That's backwards.
AI is a capability — and new capabilities change what your business can do. New markets open. Competitive advantages shift. Strategies that weren't viable last year become obvious next moves. You wouldn't commit to a new market without understanding the landscape first. AI is no different.
The strategy call exists because you need to understand what's possible before you can plan what's next. Not the other way around.
One hour. Six deliverables. A strategic foundation — not just a tool recommendation.
Frequently asked questions
Many clients book a monthly follow-up call ($500/month) to track progress and adjust their roadmap. If you need deeper, ongoing support, I also offer a full transformation engagement where I embed with your team for up to 3 months.
No. The deliverable is valuable on its own — you'll leave with a plan you can execute independently. If a deeper engagement makes sense for your situation, I'll tell you. If it doesn't, I'll tell you that too. I'd rather give you an honest hour than a dishonest pitch.
I work cross-industry with deep expertise in healthcare, real estate, manufacturing, and software. The transformation methodology is universal — the pain points and regulatory considerations vary by industry, and that's where the call gets specific to your business.
Yes. An invoice is provided after booking. Many clients expense the call under professional development or strategic consulting budgets.
Ready?
One hour. One conversation. A plan you can start executing tomorrow.
Book Your Call — $500Not sure yet? Take the free assessment — it takes 5 minutes.