Your company’s AI strategy, decided with Brian.
When AI decisions affect your customers, employees, and reputation, the stakes are higher. Brian personally investigates how your business operates, interviews leadership and key employees, and works with your team to interpret the findings, challenge assumptions, and decide what deserves attention first.
Private company engagement · Leadership walkthrough with Brian · By application only
Built for established companies that are ready to act.
Owners and leaders of established companies doing $1M to $10M in annual revenue, typically 5 to 30 employees.
Best Fit
- An established business with real revenue, people, and history.
- Your leadership team wants to go through the findings with Brian.
- You want a clear business decision about where AI belongs.
- You are prepared to act when the right opportunity is identified.
Not the Right Fit
- Businesses with no revenue yet, or ones that just started.
- Companies that mainly want implementation or software setup.
- Leaders who will not set aside time to make these decisions together.
- Teams that want a quick list of AI tools.
Five parts that shape your AI decisions.
Brian examines how your business operates through leadership and employee interviews, workflow analysis, and financial evaluation. The findings reveal where work gets stuck, where opportunities exist, and which decisions deserve your attention.
Business Picture
A clear view of how the main work gets done today.
Pressure Points
The places where work slows down, repeats, or puts quality at risk.
Judgment Line
Where AI can help, and where a person should still make the call.
Strategic Trade-offs
Each opportunity weighed for value, effort, and risk.
Priority Order
Quick wins first, then bigger moves, then the ones that can wait.
The written strategy, plus Brian at the table.
Your company gets two things.
The strategic assessment
A written strategic assessment informed by interviews, workflow analysis, opportunity evaluation, and financial considerations. It identifies the opportunities, risks, and priorities that matter to your company.
The walkthrough
Brian personally works through the findings with your leadership team, challenges assumptions, evaluates trade-offs, and helps you decide which opportunities deserve investment and attention first.
From application to walkthrough.
The full engagement runs about 30 days from kickoff.
Apply
Complete the qualification application. Brian reviews each application to determine whether the engagement is an appropriate fit. Applying does not guarantee acceptance.
Review
Brian evaluates your application and confirms the scope, expectations, and participants.
Payment and Kickoff
Following acceptance and payment, Brian establishes the discovery objectives and coordinates interviews with the appropriate team members. A payment link and kickoff date follow by email, and payment is due before the engagement begins.
Discovery Interviews
Brian interviews leadership and relevant employees to understand business priorities, operational challenges, workflows, and opportunities.
Strategic Assessment
Brian evaluates the findings, examines workflows, considers financial impact, and develops your written strategic assessment.
Leadership Walkthrough
Brian works directly with leadership to interpret the assessment, challenge assumptions, establish priorities, and determine what deserves attention first.
What the $7,500 covers.
Included
- Strategic kickoff and discovery planning
- Leadership and key employee interviews
- Workflow analysis and opportunity evaluation
- Assessment of potential savings, value, and risk
- Company-specific written strategic assessment
- Personal leadership walkthrough with Brian to interpret findings and establish priorities
Not Included
- Implementing technology.
- Software setup.
- Reselling software.
Same assessment, one key difference.
Private Executive AI Strategy, $7,500
- Brian personally conducts the discovery.
- Leadership and key employees participate in interviews.
- Brian evaluates workflows, opportunities, risks, and potential financial value.
- Brian works directly with leadership to interpret findings and establish priorities.
AI Strategic Opportunity Map, $2,497
- Your company provides information through structured questionnaires.
- Brian prepares the written strategic assessment.
- Your team interprets the findings independently.
- No discovery interviews or personal walkthrough.
Common questions.
How does a company start?
Fill out the application. There is no checkout.
What happens after the application?
Brian reviews each one. If there is a strong fit, a payment link and kickoff date follow by email, and payment is due before the engagement begins.
Who prepares the strategic assessment?
Brian personally leads the discovery, interviews leadership and relevant employees, evaluates the findings, and develops the written strategic assessment.
Where do the findings come from?
From interviews with your leadership and key employees, plus Brian's review of how your business operates.
Who walks the team through it?
Brian personally works with your leadership team to interpret the findings, challenge assumptions, and establish which opportunities deserve attention first.
Is the assessment the same as the Map?
Both engagements use the same strategic assessment framework. The Opportunity Map relies on information your company provides through questionnaires. Executive Strategy includes Brian's direct discovery, interviews, and personal interpretation with leadership.
Will Brian set up AI tools?
No. Brian does not implement technology, set up software, or resell software.
Who is this for?
Owners and leaders of established companies doing $1M to $10M in annual revenue.
How the engagements fit together.
Three separate engagements. Each one stands on its own.
The AI Profit Formula
A complete package of tools to identify and evaluate AI opportunities in your business. Download and use independently.
AI Strategic Opportunity Map
A company-specific written strategic assessment with findings you can review, interpret, and act on independently.
Private Executive AI Strategy
Brian works directly with your leadership team to interpret the findings, establish priorities, and determine what should move first.
Decide your AI priorities with Brian.
Brian personally takes your leadership team through your company’s strategic assessment, helps you weigh it, and helps you decide what moves first.
By application only