Strategy Session
A 90-minute working session on how your business runs today, followed by a written plan with the few AI changes worth making first.
What's Included
- + 90-minute video strategy call
- + Pre-session business questionnaire
- + Personalized AI opportunity audit
- + Tool recommendation report with pricing
- + 90-day implementation roadmap
- + Written summary document
- + 2 weeks of email follow-up support
What Happens in a Strategy Session
This isn’t a generic “AI is the future” pitch. It’s a working session about your business: how it runs, what systems it runs on, and where AI would actually help. You get objective answers, including where the answer is “not yet” or “use what you already have.”
Before the Call
You’ll complete a short discovery questionnaire (the same one on our Book page) that tells me about your industry, team size, current pain points, and goals. I use this to prepare a personalized agenda — so we hit the ground running.
During the 90 Minutes
We’ll walk through your day-to-day operations and the systems behind them: phones, website, email, the software your team lives in, and the back office. For the workflows eating up the most time, I’ll show you:
- What AI can automate (and what it can’t — I’m honest about limitations)
- Which specific tools to use (not vague categories, actual product recommendations)
- How much time/money you can expect to save
- How hard it is to implement (some things are 30-minute setups, others need more work)
After the Call
Within 48 hours, you’ll receive:
- A written summary of everything we discussed
- A prioritized list of AI opportunities ranked by impact and effort
- Specific tool recommendations with pricing
- A 90-day action plan you can start following immediately
- Two weeks of email support for follow-up questions
Pricing
$500 — flat rate, regardless of team size.
Ready to get started?
Take 2 minutes to tell me about your business and get a personalized agenda.