A prioritized plan for what your company should do about AI first, what can wait, and what to leave alone entirely. Two versions, depending on how deep you need to go.
They start wherever someone happened to get excited — a marketing tool, a chatbot, whatever a vendor demoed last month. That produces activity, not advantage.
Solving one department's problem in isolation usually means buying a tool that doesn't connect to anything, duplicating data that already exists elsewhere, and discovering six months later that the real opportunity was somewhere else entirely.
Look at the business as a whole first. Find where the manual effort, the missing information, and the competitive pressure actually concentrate. Then go deep on the places that matter — with the context to know why they matter.
Both examine your whole business and both end with a prioritized plan. The difference is who I talk to.
$3,500
10 days to two weeks
Two working sessions with you and your senior team, plus a review of your systems and how information moves through the business.
Opportunity inventory across the company
A prioritized shortlist with clear reasoning
First 30 and 90 day recommendations
A delivery session to work through it together
Answers: where should we start?
$7,500
Three to four weeks
Everything in the Leadership Review, plus structured interviews with the people actually doing the work across four to six functions.
Workflow-level findings, not just leadership's view
Full 30, 90, and 180 day roadmap
Training recommendations by team and role
Responsible-use and data protection guidelines
Answers: what's the whole picture, and in what order?
Leadership knows what the business is trying to do. The people doing the work know what actually happens — the manual workaround nobody mentions in a management meeting, the report that takes six hours because two systems don't talk, the employee already pasting customer information into an AI tool because it saves her an afternoon. Those findings are usually where the real opportunity and the real risk both live.
Start with the Leadership Review. If you decide within 90 days that you want the full picture, the entire $3,500 is credited toward the Whole-Company Review. You pay the difference and nothing more — so beginning smaller costs you nothing but time.
Schedule a ConsultationI look across the whole company, then concentrate on the areas that surface as highest value. You get a complete picture and a deep answer — not twelve shallow chapters weighted equally.
Leadership priorities. Recurring workflows. Where time and money actually go. Competitive pressure and customer expectations. What growth is currently constrained by.
How employees already use AI, whether anyone has told them what's acceptable, where the skill gaps sit, and how much appetite there is for change.
Existing software and what AI capability it may already include. Where your data lives and whether it's usable. What information needs protecting before anything is connected to an AI tool.
This is the Whole-Company sequence. The Leadership Review follows the same path without week two, which is what compresses it to roughly ten days.
Working sessions with you and your senior team. What the business is trying to do, what's in the way, and what prompted the AI question. Systems and document review in parallel.
Structured conversations with the people doing the work across the functions that matter for your company. Whole-Company Review only.
No meetings. I build the opportunity inventory and rank it against business value, feasibility, cost, time to value, readiness, and risk.
You receive the written plan, then we sit down and work through it together — argue with it, adjust it, and agree what happens in the first 30 days.
Larger or more complex organizations may need longer. Scope, schedule, and cost are agreed in writing before any work begins — there are no surprises on either side.
Prioritized and specific to your business:
Where AI could create the most value
What to pursue first, what to defer, what to avoid
Specific actions with time horizons
Which tool categories deserve evaluation, and on what criteria
Which opportunities should be tested with working software first
What I recommend against — and why
A plan nobody discusses is a plan nobody follows. We spend a session together going through it with your leadership — where you push back, where priorities shift once you see them ranked, and what the first thirty days actually look like.
You leave with agreement on the first move, not a document to circulate.
When a review identifies an opportunity worth testing, I can build a focused working application so you learn whether it delivers before committing to a larger investment. That's a separate engagement, and it's entirely optional — but it's the reason the recommendations stay grounded in what can actually be built.
About application development →Established businesses, roughly $1M to $20M in revenue
Companies with employees, real workflows, and operating complexity
Owners and senior leaders who can act on what the review finds
Sonoma, Napa, and Marin Counties
Startups looking for someone to build a product idea
Companies that already know exactly what they want built
Organizations wanting a document for a board rather than a plan to execute
Anyone looking for a specific vendor to be recommended
It starts with a conversation. If a review isn't the right move for your company, I'll say so — and you'll still leave with something useful.
Final cost depends on the size of your company and the number of functions involved. You receive a fixed quote in writing before any work begins.
Schedule a Consultation1. A complimentary 60-minute consultation, by video call or in person.
2. A short written summary of the opportunity areas that look most promising — yours to keep either way.
3. My honest recommendation on which review fits, or whether you need one at all.
4. A written scope and fixed quote before anything begins.