Services
Start with the question you need answered.
You don't need every service. Choose the smallest engagement that can resolve the decision in front of you. Most clients start there, and the ones who keep working with me do so because the first engagement earned it.
Most of my clients lead marketing at growing companies of roughly 20 to 200 people: big enough to have real systems, small enough that nobody’s full-time job is AI. Some of them run a marketing team; some of them are the marketing team. I also work with the marketing ops and analytics people who own the data underneath.
Not sure where to start?
Find the sentence that sounds like your team.
| If this sounds like you | Start here |
|---|---|
| “We have one workflow, pilot, or proposal to think through, and a study is more than the decision needs.” | Working Session · 90 minutes |
“We have AI tools or pilots, but no one agrees what is actually blocking progress.” “Leadership is more excited about AI than our data can support, and I need a plan I can defend to them.” “We can’t tell whether our AI work is paying off, because analytics, the CRM, and the reports don’t agree.” | AI Foundation Diagnostic |
| “We know which recurring workflow hurts, but not whether to automate it, use AI, simplify it, or keep it human.” | Workflow Design Sprint |
| “We have an approved workflow design and need it built with clear controls, testing, and handoff.” | Automation Build |
| “Our team is already using AI and needs shared rules plus one realistic pilot to own.” | AI Playbook Workshop |
| “A vendor proposal, feature release, or workflow change needs an independent second read.” | Ongoing AI Advisory |
| “We need to know how AI answers describe our brand, and what we can improve without buying a mystery score.” | AI Search Visibility Assessment |
“We have one workflow, pilot, or proposal to think through, and a study is more than the decision needs.”
Start hereWorking Session · 90 minutes“We have AI tools or pilots, but no one agrees what is actually blocking progress.”
“Leadership is more excited about AI than our data can support, and I need a plan I can defend to them.”
“We can’t tell whether our AI work is paying off, because analytics, the CRM, and the reports don’t agree.”
Start hereAI Foundation Diagnostic“We know which recurring workflow hurts, but not whether to automate it, use AI, simplify it, or keep it human.”
Start hereWorkflow Design Sprint“We have an approved workflow design and need it built with clear controls, testing, and handoff.”
Start hereAutomation Build“Our team is already using AI and needs shared rules plus one realistic pilot to own.”
Start hereAI Playbook Workshop“A vendor proposal, feature release, or workflow change needs an independent second read.”
Start hereOngoing AI Advisory“We need to know how AI answers describe our brand, and what we can improve without buying a mystery score.”
Start hereAI Search Visibility Assessment
Two different diagnostics
The AI Foundation Diagnostic looks inward: the use case, data, controls, adoption, and human accountability behind an internal AI effort. 3 weeks, fixed fee.
The AI Search Visibility Assessment looks outward: how AI answer platforms describe the brand, and which pages or evidence limit that accuracy. 3 weeks, fixed fee.
The menu
In workflow order. Ordered any way you like.
Start
One decision, worked through together.
- Working Session
One workflow, pilot, or proposal. Completed worksheet, named constraint, first step with an owner.
90 minutes
Fixed fee
Diagnose
Find the one blocker that decides everything else.
- AI Foundation Diagnostic
Findings brief, named primary blocker, 90-day action plan.
3 weeks
Fixed fee
- AI Search Visibility Assessment
60 dated observations, page review, prioritized changes.
3 weeks
Fixed fee
Design
Map one workflow as it is and as it should be.
- Workflow Design Sprint
One workflow mapped today and future-state, plus a build specification.
2 weeks
Fixed fee
Build
Turn an approved design into a running system with human review.
- Automation Build
Working automation with access rules, human review, testing, documentation.
Usually 4–6 weeks
Fixed fee
Enable
Give the team a shared way of working with AI and one pilot to own.
- AI Playbook Workshop
Three-hour session, written decisions, one pilot with a named owner.
2 weeks
Fixed fee
Maintain
Keep decisions sound as tools, vendors, and workflows change.
- Ongoing AI Advisory
Two sessions a month, material review, asynchronous work.
Monthly
Month to month
Order one line or several. The sequence tells you what comes next if you want it; it never tells you what you must buy. Fees are set after we talk, fixed in the proposal, and agreed in writing before any work starts.
Illustrative combinations. Three of the ways clients actually order.
Sample order
Diagnostic only
3 weeks
Leaves with a named blocker and a 90-day plan. Builds it in-house.
Sample order
Sprint, then Build
Roughly 7 weeks
Design first. Build follows once the specification is approved.
Sample order
Workshop, then Advisory
2 weeks, then monthly
Shared practice for the team, then a second read on each decision.
proof
What a Sprint hands back.
Every engagement ends with something you can hold up and check. This is one page from a Workflow Design Sprint specification: the future-state map for a single workflow, with owners and an exception route.
See the full sample specificationWorkflow
Weekly campaign summary, from three platform exports to one reviewed brief.
1 · Input
Exports land in one shared folder by Monday 9am.
Owner: Marketing ops analyst
2 · Join
Rows matched on the agreed customer ID. Unmatched rows go to the exception list.
Owner: Automation
3 · Draft
AI drafts the summary from the joined table only. No outside sources.
Owner: Automation
4 · Review
Marketing manager approves, edits, or sends back. Nothing ships without this step.
Owner: Marketing manager
Exception route
More than 5% unmatched rows pauses the run and notifies the marketing ops analyst. No summary is drafted that week.
Acceptance criteria
Reviewer spends under 20 minutes per brief. Every figure in the brief traces to a row in the joined table.
Before you book
Common questions.
Do I need a Diagnostic first?
No. A Diagnostic is worthwhile only when the decision it resolves justifies its own fee. If you already know the workflow or already have a specification, start there.
Why start with a limited engagement?
Because you shouldn't have to take a working relationship on faith. A fixed scope lets you see how I work on a real problem first. Most of the value comes later, once I know your systems, your data, and your leadership well enough that every decision starts from context instead of from scratch.
What does a fee depend on?
The scope: how many workflows or use cases, how much evidence there is to read, how many people are involved, and how many systems a build touches. Fees are set after the free call, fixed in the proposal, and agreed in writing before work starts. The Working Session fee comes off a Diagnostic booked within 30 days.
Can you build a specification someone else wrote?
Yes. Existing work is reviewed before it's reused; you won't be asked to repeat it without a reason. If the spec is missing access rules, exceptions, or acceptance criteria, I'll tell you what's missing before quoting the Build.
Is the work remote?
Yes. Workshops are scoped as remote sessions; on-site delivery is quoted separately.
Do we keep the outputs?
Yes. Findings briefs, workflow maps, specifications, documentation, and the automation itself are yours. Usage costs and ongoing operation of a built system are separate from the project fee.
Agency or consultancy? The same work is available under your engagement and your name. See how partnering works
Not sure which one? Bring the decision, not the service.
Free introductory conversation. No preparation required.
Book a 30-minute call