Services

AI services designed for operational leverage

I work with SaaS and technology teams to make AI reliable inside real workflows. The focus is practical execution: the right solution for your problem, built to fit your systems, your constraints, and the way your teams actually operate.

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Package names are listed below. Pricing is scoped privately based on your team, constraints, and timeline.
AI is not a strategy. It is a capability.

The value comes from designing the business system around that capability: workflows, ownership, evaluation, adoption, and governance that support consistent outcomes.

Service philosophy

I start with your business reality, then architect the right solution that delivers durable results.

Many organizations have access to powerful AI tools, but the outcomes are inconsistent because the work is not designed as a system. I focus on building the workflow and operating model around the capability, so it performs reliably in day-to-day operations.

If you want a fast starting point, book the 15-minute audit

Who I help

I work best with organizations that care about execution, quality, and repeatability. Most often, that means SaaS teams with high volume knowledge work and cross-functional coordination.

SaaS delivery and Professional Services

Standardize execution, accelerate analysis and documentation, and create reusable delivery intelligence that improves outcomes over time.

Support and Customer Success leaders

Improve response quality and consistency, strengthen knowledge systems, and reduce escalations through better signals and workflow design.

Operations and business systems owners

Build an AI operating model: intake, prioritization, evaluation, governance, and a cadence that makes adoption durable.

Revenue operations and Go-to-Market

Improve CRM hygiene, enablement workflows, analysis, and customer-facing materials through repeatable AI-assisted systems.

Core engagement packages

Click into any package to see typical deliverables. If you are not sure where you fit, start with the audit.

AI Opportunity Assessment

Identify the highest-impact opportunities and the practical path to outcomes using your existing tools and workflows.

Assess View deliverables

What this is

A focused diagnostic to pinpoint where AI can create measurable leverage, where the workflow breaks, and what needs to change for the outcome to stick. You leave with a prioritized plan your leaders can align on.

Best for

Teams that have AI access but need clarity on where to apply it and how to operationalize it.

Typical deliverables

  • Stakeholder interviews and bottleneck identification
  • Current-state workflow map and constraints
  • AI tool and system utilization review
  • Prioritized opportunity matrix with sequencing
  • Executive-ready summary and recommended next steps

AI Strategy Sprint

Move from ideas to an executable plan with clear architecture choices, sequencing, and ownership.

Align View deliverables

What this is

A deeper engagement that turns diagnostic insight into an actionable roadmap, including the solution patterns and operating model required to deliver and sustain outcomes.

Best for

Leadership teams that need alignment, clarity, and a plan that can be executed without constant rework.

Typical deliverables

  • Executive alignment workshop and success criteria
  • Solution pattern selection and architecture direction
  • Build vs buy decision support
  • 90-day roadmap with sequencing and ownership
  • Presentation-ready strategy summary

Pilot Program

Take one high-priority use case to a working solution with measurement and adoption built in.

Pilot View deliverables

What this is

A guided build and launch for one use case that matters, designed to prove value and establish the operating habits required to scale. The goal is not a demo. The goal is a usable capability.

Best for

Teams ready to move from discussion to execution, but want a tight scope and measurable result.

Typical deliverables

  • Detailed solution design and workflow integration plan
  • Implementation oversight and quality review
  • Enablement materials and rollout approach
  • Success metrics and evaluation plan
  • Scale recommendation and post-launch support window

Full Implementation Program

End-to-end delivery for multi-component solutions with governance, enablement, and durable ownership.

Implement View deliverables

What this is

A full delivery engagement from roadmap through implementation and operationalization. Designed for teams that need measurable improvements across multiple workflows, not a single point solution.

Best for

Organizations ready to treat AI as an operating capability and invest in repeatability across teams.

Typical deliverables

  • Comprehensive architecture and delivery plan with stage gates
  • Workflow buildout, integration guidance, and quality checks
  • Governance and evaluation standards
  • Training and enablement program
  • Documentation, handoff, and capability transfer

Implementation Advisory Retainer

Fractional guidance while your team executes: decisions, quality control, stakeholder alignment, and momentum.

Advise View deliverables

What this is

Ongoing advisory support for teams actively implementing AI initiatives. You get senior operating judgment, clear decisions, and practical guidance without adding complexity.

Best for

Teams already building, but need consistency, speed, and experienced oversight to keep quality high.

Typical deliverables

  • Weekly progress and decision reviews
  • Architecture and quality decisions documented
  • Change management and adoption guidance
  • Executive communication support
  • Ongoing opportunity identification and prioritization

Custom Engagement

If your situation is unique, we scope a clear engagement around your outcomes, timeline, and internal capacity.

Custom View deliverables

What this is

A tailored engagement when the packages above do not match what you need. We define a scope that is clear, outcome-focused, and aligned to your constraints before any work begins.

Best for

Complex situations with multiple stakeholders, multiple workflows, or unusual constraints.

Typical deliverables

  • Clear written scope and deliverables list
  • Timeline, responsibilities, and decision cadence
  • Documentation and handoff plan
  • Optional support model post-delivery

Business problems I help solve

The best use cases are the ones tied to real workflows where time, quality, consistency, and coordination matter.

Professional Services and Delivery

Reduce analysis and interpretation time, accelerate documentation and customer communications, and improve delivery quality through repeatable systems.

Customer Support and Success

Improve response consistency, strengthen knowledge operations, detect risk earlier, and reduce escalations through better workflow design.

Sales and Go-to-Market

Improve CRM hygiene, enablement workflows, competitive research, and proposal generation through structured AI-assisted systems.

Back Office and Operations

Streamline documentation, extraction, reconciliation, and reporting with a focus on quality, auditability, and ownership.

Marketing and Positioning

Produce stronger analysis and market insight, repurpose content efficiently, and maintain voice consistency with clear guardrails.

AI Operating Model

Clarify ownership, define evaluation standards, establish governance that enables execution, and create a cadence that makes adoption durable.