AI Consultancy Methodology

You leave with a clear, prioritized AI action plan built for your situation — specific tools, specific workflows, a specific next 30 days. Not generic advice. A plan you can act on Monday.

Phase 1 · Discovery

30 minutes · online

Phase 1 intake

Best forWork out what you actually need and where to start.

A focused 30-minute conversation
Honest read on where to start
No obligation

Phase 2 · Strategy Roadmap

1 hour

Scoped separatelyAfter Phase 1 (international)

Best for“Where do I even start with AI?”

Intake form before we meet
60-minute focused session
1-page written AI Action Plan within 48 hours
7-day async follow-up (one round of Q&A)

Starts with a discovery call

Phase 3 · Workflow Design

2 hours

Scoped separatelyAfter Phase 1 (international)

Best forAutomating a specific process; choosing tools.

Everything in the strategy roadmap
A workflow map of your process
A recommended tool-stack, step by step

Starts with a discovery call

Phase 4 · Advisory Support

Up to 4 hours / month

Scoped separatelyAfter Phase 1 (international)

Best forActively building; wants an on-call expert.

Monthly cadence
Priority scheduling
Ongoing async priority support

Starts with a discovery call

What a session is — and isn't

Included

Strategy and prioritization
Tool and workflow recommendations
Review of your current setup
Live Q&A
The written deliverable

Not included

Building or implementing it for you — that's a separate project engagement
Support beyond the included follow-up window — that's what the advisory support is for

You'll leave with at least 3 concrete, implementable actions — or the next step is clear.

Start with the discovery form

Every engagement starts with a discovery form. Fill this in and I'll confirm the fit and your next step.

FOR ORGANIZATIONS

In-house programs are scoped to your team, your workflows, your data — under NDA. Different product.

Request a proposal