Advisory & Strategy

A monthly advisory retainer for small business owners who want practical AI and systems guidance without hiring a full-time specialist.

Includes 2 hours per month for questions, tool recommendations, workflow ideas, vendor comparisons, and short research or problem-solving support.

Best for businesses just starting with AI and automation.

Billing / Rollover Policy:
Advisory packages are billed monthly. Time can be used for calls, research, tool evaluations, workflow design, and advisory support. Unused time may roll over for one additional month. Advisory services do not include full implementation or development work, which is quoted separately. Packages can be changed or cancelled with 30 days notice.

A monthly advisory retainer for businesses actively implementing AI, automation, or systems changes and needing steady guidance.

Includes 5 hours per month for workflow design, automation planning, system architecture advice, vendor review, optimization work, and a monthly strategy session.

Best for businesses that are building and optimizing, not just exploring.

Billing / Rollover Policy:
Advisory packages are billed monthly. Time can be used for calls, research, tool evaluations, workflow design, and advisory support. Unused time may roll over for one additional month. Advisory services do not include full implementation or development work, which is quoted separately. Packages can be changed or cancelled with 30 days notice.

A strategic monthly retainer for companies that want an experienced AI and operations advisor on call without hiring full-time.

Includes 10 hours per month for roadmap planning, vendor evaluation, automation strategy, process redesign, system architecture input, optimization support, and internal enablement.

Best for leaders who want an ongoing strategic partner.

Billing / Rollover Policy:
Advisory packages are billed monthly. Time can be used for calls, research, tool evaluations, workflow design, and advisory support. Unused time may roll over for one additional month. Advisory services do not include full implementation or development work, which is quoted separately. Packages can be changed or cancelled with 30 days notice.