AI advisory for owners who are already putting this to work
An experienced owner in your corner as you put AI to work: what to try next, which tools to trust, and a straight review of what you've built.
This is advice and training, not a retainer where I take over your tools. Your team does the building. I help you decide, review, and stay out of expensive detours. Every engagement starts with a free 30-minute call.
The problem
Once the first agent is live, the questions do not stop. Which tool is worth paying for? Is this prompt safe to run against real invoices? Should this follow-up go out without a person checking it?
I stay on as an advisor if you want one. I run a Charleston contracting business, Weekday Promotions (a custom apparel and screen printing shop), and Happy Sunday, and AI agents handle a lot of the office work in all three. I can tell you what I would try next, and what I would not put in front of a customer yet.
I'm not a software company and I don't resell tools. Every account stays in your name.
What's included
Tiers have a 3-month minimum, then month to month.
Advisor, $500/month
- One 60-minute call a month
- Email questions answered within 2 business days
- One review of an agent or prompt
Advisor Plus, $1,000/month
- Two 60-minute calls a month
- Next-business-day answers
- Up to 3 reviews a month
- A quarterly roadmap refresh
Fractional AI Lead, $2,000/month
- A weekly 60-minute call
- One team training session a month
- I own your AI roadmap: tool and vendor advice, and a review of agents before they touch customers
- Your team does the building; I lead and train
Work beyond scope: extra advisory time at $175/hour for short, bounded questions.
If you completed an AI Audit and sign up for your first advisory month within 30 days, the full audit fee is credited.
How it works
1. Book a free 30-minute call. Tell me how far along you already are and which tier fits. If you do not have a roadmap yet, the AI Audit is usually the better first step. If you still need to set up the first agents, look at Guided Setup.
2. We agree the tier and the scope in writing. You keep every account. I only see what you choose to share. An NDA is available on request, before we look at anything in your business.
3. We meet on the cadence you chose. I review what you've built, answer questions on the agreed timeline, and help you decide what to try next. On the Fractional AI Lead tier, I also lead monthly team training and review agents before they touch customers.
I work with clients remotely anywhere, and I'm glad to visit your office or job site in person. I'm based in Charleston, SC.
Who it's for
Advisory is for owners who are already committed to running this themselves, or with their team, and want a second set of eyes. It is a poor fit if you want someone else to own the logins and do the building.
My first focus is Charleston-area general contractors, builders, and remodelers, because that's the world I work in. I do not only work with contractors. If your business runs on repeat office work, we should talk.
You don't need a technical background. You do need someone on your side who will actually maintain the workflows between our calls.
Pricing
From $500/month.
- Advisor: $500/month
- Advisor Plus: $1,000/month
- Fractional AI Lead: $2,000/month
- Extra advisory time: $175/hour for short, bounded questions
All tiers have a 3-month minimum, then month to month. Fixed prices, with the scope agreed in writing up front.
FAQ
Do you build the agents on a retainer? No. Your team does the building; I lead, advise, and train. If you need hands-on coaching to get the first workflows standing, start with Guided Setup.
How quickly do you answer email questions? Advisor: within 2 business days. Advisor Plus: the next business day. Fractional AI Lead is built around a weekly call and monthly team training, plus roadmap and review work.
Is there a minimum term? Yes. Tiers have a 3-month minimum, then month to month.
What happens if I just finished an audit? If you sign up for your first advisory month within 30 days of the audit, the full audit fee is credited.
Will you sign an NDA? Yes. An NDA is available on request, before we look at anything in your business.
CTA
If you want an owner in your corner while you keep improving this, let's talk.