AI Consulting & Implementation for Service-Based Businesses

Every engagement follows this structure. The scope changes depending on your business, but the process is consistent. I start by understanding how your business actually runs, and I stay through deployment, training, and beyond.

Phase One

Systems & AI Audit

I look at everything. Your tools and workflows, your team's daily processes, where time is being wasted, where leads are falling through, and where AI and automation can do the heavy lifting your team is doing manually right now.

I interview you and your key team members. I look at your tech stack. I map out the gaps between what you're using and what you actually need.

What you getA prioritized roadmap showing exactly what to fix, in what order, and what the ROI looks like for each fix.

Timeline2–3 weeks

Phase Two

Strategy & Tool Selection

I take the audit findings and select the workflows that will make the biggest impact first. For most businesses, that's somewhere between three and five workflows in the first engagement.

I design the solution for each one. That includes which tools and AI models to use, how they connect to what you already have, and how we prepare your team for the changes.

I'm not locked into one platform or tool. I choose what fits YOUR business, whether that's a major AI provider, an open-source solution, or a combination.

What you getA complete implementation plan covering what we're building, what tools we're using, how it integrates, and how your team gets trained.

Timeline2–4 weeks

Phase Three

Build & Deploy

This is where the systems go live. I configure, integrate, and deploy AI and automations into the workflows we selected. That means connecting the tools your business already runs on, building custom automations where they're needed, and testing everything with your team before anything goes live.

Nothing ships until it works in your actual business, with real data, used by the people who rely on it every day.

What you getWorking systems running inside your live operations.

Timeline4–8 weeks

Phase Four

Training & Adoption

Building the system is half the work. Making sure your team actually uses it is the other half.

I run hands-on training for every team member who touches the new systems. I build the documentation and SOPs so new hires can get up to speed without depending on whoever happens to remember how things work. And I track adoption at 30, 60, and 90 days so you can see exactly what's working and where people are falling off.

Most consultants disappear at this stage. I'm still there when the questions start coming in, when edge cases pop up, and when people need a second round of training to get comfortable.

What you getTrained team, living documentation, and adoption metrics you can actually see.

Timeline2–4 weeks active
90-day follow-through

Phase Five

Ongoing Operations

Your business changes. Your systems need to change with it. I stay on retainer to make sure everything we built keeps performing and keeps evolving.

What the retainer covers

Support and troubleshooting: When something breaks or hits an edge case, you call the person who built it.
System optimization: Monthly review of all deployed systems. Performance monitoring, bottleneck identification, and upgrades as new tools become available.
Expansion: When you're ready to automate more workflows, add locations, or scale operations, I already know how your business runs. Scoping the next phase is a conversation, not starting over from scratch.
Adoption monitoring: I track whether your team is actually using the systems, not just whether the systems work. When usage drops off, I step in before tools get abandoned.

AI Consulting & Implementation for Service-Based Business Owners.

Sound familiar?

I audit your operations, find the gaps, and build the systems and automations that close them.

The five phases.