Pick your training package.
Four ways to work together — from a single intro session to a full monthly retainer for your whole team. All packages include hands-on practice with your real work, not generic demos.
- 60–90 minute AI readiness assessment
- Walk through your actual workflows
- Identify 3–5 high-ROI AI opportunities
- Custom one-page recommendation doc
- No obligation, no upsell pressure
- 4 sessions × 1 hour, over 2–4 weeks
- Tool basics: Claude, ChatGPT, prompt writing
- Industry-specific use cases
- Hands-on builds in every session
- Custom prompt playbook (yours to keep)
- Email support between sessions
- On-site workshop for 5–20 people
- Customized to your industry
- Half-day ($1,500) or full-day ($2,500)
- Follow-up Q&A session 2 weeks later
- Travel included within 50 miles
- Recorded reference materials
- 2–4 hours of consulting per month
- Office hours: email & call support
- Quarterly team refresh sessions
- Workflow build-outs included
- Custom Claude Projects & GPTs
- Cancel anytime
One-off projects & extras.
Standalone services for specific needs — no package required.
AI Policy Document
A custom AI use & guidelines document for your business. Covers data handling, allowed tools, and team rules.
Custom Claude Project / GPT
A purpose-built AI assistant tuned to your business — pre-loaded with your context, tone, and workflows.
Lunch & Learn
A 1-hour intro session for your Chamber group, BNI chapter, civic club, or staff meeting. Educational, not salesy.
Where I do my best work.
Open to any business that wants to learn — but I have particular experience helping these teams get to ROI fast.
Professional Services
Law firms, accounting, real estate, insurance, financial advisors. Document drafting, client communication, research, intake.
Medical & Dental Practices
Patient communication, intake forms, billing notes, marketing content. HIPAA-aware workflows.
Nonprofits
Grant writing, donor communications, social content, board materials. Stretch a small team further.
Schools & Athletic Programs
Coach communication, scheduling, parent updates, scouting reports. From someone who lives this work.
Trades & Contractors
Estimates, customer follow-ups, scheduling, marketing. Practical AI for hands-on businesses.
Solo Professionals
Consultants, agents, freelancers — anyone who wants to do the work of a small team without hiring one.
Start with the Scouting Report.
Free for the first five clients. No commitment, no pressure — just a clear picture of where AI fits in your business.