The Executive AI Setup
Four hours across two sessions. You leave with Claude set up on your business — not a blank chat — your first three executive questions answered from your own numbers, and a morning briefing running. For the owner who feels behind on AI, or who uses ChatGPT like a search engine and knows that isn't it.
fixed fee · credited toward the Review within 30 days
What you get
Deliverables
What physically lands in your hands, not a description of effort.
Your Business, Written Down
Two hours of you talking, turned into the documents Claude reads from: what you sell, to whom, how the money moves, what's working and what isn't. Plain files, on your machine, yours.
Claude, Set Up On Your Business
A Claude Project loaded with those documents, so every question starts from your business instead of a blank chat. Your account, your subscription. If I vanish tomorrow, it still works.
Your First Three Executive Questions
The three things you most want to know — cash, pipeline, who's gone quiet — answered from your real exports, and saved so you can ask them again next Monday.
The Morning Briefing
One recurring briefing built from data you already have: what moved, what's stuck, what needs you today. Copilot makes your people faster at their tasks. This is for you.
The 30-Day Plan
What to point it at next, in what order, and what each is worth — including the things I'll tell you not to bother with.
Ready to start?
$500 · Two 2-hour sessions
Other engagements
- Discovery CallFree · 60 minutes
- AI Opportunity Deep Dive$450 · 2 hours
- The Root-to-Revenue Review$4,500 · 2 weeks
- The Root-to-Revenue Review+$9,500 · 3–4 weeks
- Competitive & Differentiation SprintFrom $6,500 · 2–3 weeks
- Cost & Utilization AuditFrom $6,500 · 2–3 weeks
- Expansion Readiness AssessmentFrom $6,500 · 2–3 weeks
- Advisory Retainer$3,500/mo · Ongoing
- Embedded Retainer$8,500/mo · Ongoing
- Team Workshop$3,500 half-day · Half or full day
- Advisory Hours$175/hr · As needed
- AI Workflow BuildFrom $7,500 · 2–4 weeks
- Integration & Middleware BuildFrom $15,000 · 3–6 weeks
- Custom Application BuildFrom $25,000 · 6–10 weeks