AI Strategy Advisory

Clarity before capital. Decisions before code.

I help $1M-$5M business owners decide where AI belongs—and where it doesn't.

The AI decisions you make now will shape the next decade of your business.

Every engagement ends with a directive: what to do, what to ignore, and where you’re exposed.

Most AI decisions in your business are already being made.

Not by you. By your team. Through tools they downloaded, prompts they're running, and workflows they built around them — without a framework, a boundary, or your sign-off.

By the time it shows up in your numbers, it's locked in. The goal isn't to catch up. It's to make the call before momentum makes it for you.

If AI doesn't belong somewhere in your business, I'll say so.

Who this is for

Small business owners doing $1M to $5M.

Already making AI decisions. Not just exploring them.

Need clarity on what to do. And what to ignore.

If you're looking for prompts, tools, or how-to AI content, this isn't for you.

Quoted in

AI isn't failing you.
The decision is.

Until leadership locks in the call, teams guess, ideas pile up, and progress slows. Once it's locked, execution speeds up without adding complexity.

The work

A focused engagement.
A clear directive.

You leave with a decision you can act on: what to do, what to ignore, and where you're exposed. Move forward with confidence, without wasted time or second-guessing.

What happens if you get this wrong

You automate the wrong work.

One client automated invoicing, but the real bottleneck was sales follow-up.

Teams move faster. Alignment breaks.

One team adopted four AI tools in three months. None of them talked to each other.

Decisions get buried under tools and experimentation.

One client was paying for eleven different AI tools, but his team was using only two.

The cost shows up later, when it's harder to fix.

One owner delayed his AI decision for eight months. By the time he acted, his top competitor had already automated the same process.

A $40,000 mistake doesn't need a $40,000 consultant to prevent.

The process

Three steps.
No theater.

01

Identify What's Actually at Risk

A short discovery process to find what's actually stuck and where the real risk lives.

02

Define What to Do — and Avoid

Written recommendation: what to do, what to ignore, and what to avoid. Each with a clear reason.

03

Protect the Decision and Move

Brief your team on what was decided, lock the decision so it holds, and move to execution without losing momentum.

Before you spend on tools, lock the decision.

Everyone starts with tools. The ones who get it right decide first.