Ongoing Advisor
A standing relationship with someone objective to ask when new tools, vendor pitches, or questions come up.
What's Included
- + Monthly strategy and optimization call (60 min)
- + Ongoing tool monitoring and maintenance
- + New AI tool evaluation and recommendations
- + Additional tool setup and integration as needed
- + Team support via email and chat
- + Priority 24-hour response time
- + Monthly performance report
An Advisor on Call
AI moves fast. New tools launch weekly, your software vendors keep adding AI features, and someone is always pitching you something. As your ongoing advisor, I keep an eye on all of it, tell you what matters for your business and what doesn’t, and keep what we’ve built running well.
What You Get
Monthly Strategy Call (60 min) We review what’s working, what needs adjustment, and what new opportunities have emerged. This keeps your AI strategy evolving with your business.
Ongoing Optimization I monitor the performance of your AI tools and make adjustments. If a workflow can be improved or a better tool has emerged, I handle the switch.
A Second Opinion on Every Pitch When a vendor pitches you an AI add-on, or a new tool looks promising, send it to me. I’ll give you a straight read on whether it fits, what it really costs, and how it would work with everything else you run.
Team Support Your team gets direct access to me for questions and troubleshooting. New hire needs training? I’ve got it. Someone stuck on a workflow? I’ll walk them through it.
Monthly Report A clear summary of what was done, what’s working, and what’s coming next. No mystery about where your money is going.
Pricing Tiers
Essential — $500/mo
- Monthly strategy call
- Email support (48-hour response)
- Basic tool monitoring
- Best for: Small teams (1-5) with 1-2 AI tools
Growth — $1,500/mo
- Everything in Essential
- Priority support (24-hour response)
- Up to 2 new tool integrations/month
- Team training as needed
- Best for: Growing teams (5-20) with 3-5 AI tools
Scale — $2,500/mo
- Everything in Growth
- Unlimited tool integrations
- Dedicated Slack channel
- Quarterly deep-dive strategy sessions
- Best for: Larger teams (20-50) with complex AI workflows
Why Ongoing?
One-time setup is great. But the businesses seeing the biggest returns from AI are the ones that keep optimizing. A retainer ensures you’re always getting the most out of your investment — and you’re never more than an email away from expert help.
Ready to get started?
Take 2 minutes to tell me about your business and get a personalized agenda.