For agencies and consultancies
When the work needs someone who's built it.
You have a client who needs AI and data work done properly, and putting it through your existing bench either doesn't fit or doesn't exist yet. I work as a specialist under your engagement, under your name, on the parts that need someone who's implemented them before.
What I take on
The same work as my direct engagements, scoped to sit inside yours.
Assessment and diagnosis
A client says the AI effort is stalled and the explanations don't add up. I review the evidence, interview the people closest to it, and hand back a findings brief your team can present.
Workflow design
One workflow mapped as it happens and as it should work, with a build specification someone can implement. Useful when your team can build but nobody has time to design.
Automation build
An approved specification turned into a working system with access rules, human review, exception routes, testing, and documentation. Built in the client's environment on the client's licenses.
AI search assessment
Dated observations of how AI answer platforms describe a brand, with the source review behind them. No visibility scores, no citation promises.
Governance and data foundations
Source-of-truth decisions, permissions, retention, decision rights, and the lightweight controls a team without a governance office can actually run.
A second read
Sometimes what an account needs is one experienced person to look at a proposal or a plan and say what's missing. That's a few hours, not a project.
How it works
Five terms, agreed before anything starts.
Your relationship, your process, your client's assets. Written down so nobody is explaining a surprise later.
- White-label or named, your call.
- I can work entirely behind your brand, or be introduced as a specialist on your team. Both are normal. What I won't do is contradict whichever one we agreed on halfway through.
- You own the client relationship.
- I don't solicit your clients during an engagement or for 12 months after it. That goes in writing before anything starts.
- Scope is fixed and written.
- Same as my direct work. A change to scope is a written change before the work moves, so you're never explaining a surprise to your client.
- Your process, not mine.
- If you have a template for findings, a specification format, or a QA gate, I work inside it. My artifacts are a default, not a requirement.
- The client keeps everything.
- Briefs, maps, specifications, documentation, and the systems themselves. That's true whether the work runs through you or through me.
Why an independent specialist rather than a hire
The honest version, including the part that argues against me.
Where this works well
A client need arrives before the headcount does. The work is bounded and technical. You want implementation experience on the account without carrying it on the bench between engagements. The engagement needs someone who can talk to a CMO in the morning and write the access rules in the afternoon.
Where it doesn't
If the work is continuous and predictable, hire someone. If it's core to how you differentiate, build it internally. I'm useful for the bounded and the specialized, and I'd rather tell you that now than bill you for finding out.
What I bring to an account
Enough range to be useful across an account, and enough depth to be the person who actually writes the specification.
Fifteen years across data architecture, MarTech implementation, analytics, governance, and AI enablement. Adobe Analytics Champion, 2025–2026. Adobe certifications across Analytics, Customer Journey Analytics, and Real-Time CDP. Hands-on with Adobe Experience Cloud, Tealium, GA4, Amplitude, and the automation and retrieval stacks underneath current AI work.
What I won't do on your account
- Overstate what a model can do.
- Promise a citation or a ranking.
- Recommend a tool I can't defend against the client's real problem.
- Hand back a system nobody on the client's team can operate.
Those are the same limits I keep on my own engagements, and they protect your relationship more than they constrain it.
Rates and terms
Project-based against published scopes.
Structure
Project-based against my published scopes, with partner terms on multi-engagement arrangements. Hourly available for advisory and second-read work.
Partner pricing
Every engagement has a fixed fee, set after we talk and agreed in writing before work starts. Partner pricing is discussed directly, because it depends on volume, who holds the client relationship, and how much of the delivery wrapper you’re providing.
Bring the account and the problem.
A short conversation about the engagement, what you need covered, and whether I'm the right specialist for it. If I'm not, I'll usually know someone.
