// ENGAGEMENT: MODEL

Three phases. No six-month discovery.

I work on monthly retainer with companies that are serious about integrating AI into their operations. Not experimenting with it. Integrating it.

04_PHASE_1

Week 1-2

Assess

I map your operations — every workflow, decision point, and process — against where AI creates real leverage. Not where it's trendy. Where it compounds.

What you get:

>>An integration map showing your highest-leverage opportunities, ranked by impact and feasibility
>>A clear recommendation on what to build first and why
>>Honest assessment of what AI won't help with (this is as important as what it will)

What you don't get:

—A 60-page strategy document
—A maturity model with five levels
—A vendor comparison matrix

05_PHASE_2

Ongoing

Build

I build the systems. Working software, not prototypes. You see it run before it ships.

Each build follows the same pattern:

[1]Define the outcome (what decision improves, what process compresses)

[2]Build the minimum system that delivers that outcome

[3]Put it in front of real users immediately

[4]Iterate based on what actually happens

Typical builds:

Intelligence engines

competitive analysis, market research, content analysis

Operational automations

email triage, data processing, reporting

Decision support systems

lead scoring, opportunity assessment, risk analysis

Content systems

generation, optimization, distribution

06_PHASE_3

Continuous

Embed

The system becomes yours, not mine. I train your team, document the system, and make sure it runs without me.

The goal is always: your organization is more capable after I leave than before I arrived. Not dependent on me — empowered by what I built.

07_FIT_CRITERIA

■ Good fit

>>Mid-market companies (50-500 people) with real operations to optimize
>>Leadership that's past "should we do AI?" and at "what should we build?"
>>Teams willing to change how they work, not just add tools
>>Budget for a monthly retainer (not a one-off project)

■ Not a fit

—Companies that want a strategy deck to show the board
—Teams looking for prompt engineering training
—Organizations that need to "explore the AI landscape" before committing
—Anyone who thinks AI integration is an IT project

08_READY

Ready to assess?

The first conversation is about understanding your operations — where the leverage is, what the timeline looks like, and whether I'm the right person for the job.

No pitch decks. No pressure. Just a clear-eyed conversation about what AI could actually do for your business.

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