Half of CEOs believe their position depends on getting AI right in 2026. Most do not know where to start. I work directly with C-suite leaders to close that gap, before the board asks why you have not.
“Companies that crowdsource AI efforts create impressive adoption numbers, but almost never produce meaningful business outcomes.”PwC, AI Predictions, 2026
The failure mode is not technology and it is not budget. It is leadership clarity. Boards are mandating readiness assessments. Investors are benchmarking execution. The question is not whether AI will reshape your business. It is whether you will be the one steering it.
AI is now your mandate, not your CTO’s. Own the strategy before the board demands an accounting.
Ask the right questions. Evaluate management’s AI claims against a framework, not instinct.
Your operations are the implementation surface. Build the culture and change architecture that makes adoption real.
Approve AI investments with a framework for outcomes, not vendor enthusiasm.
This is for executives regardless of your CRM or sales process. The CRM test I use for the pipeline and agent offers does not apply here.
Not a course. Not a cohort. A structured advisory engagement that produces real decisions, a defensible strategy, and a leadership team that can execute.
An honest audit of where your leadership team, culture, data, and governance actually stand before any investment is made. Gaps surfaced. No flattery.
Define business outcomes before evaluating tools or vendors. Most organizations do this backwards. I reverse it, forcing ROI clarity before a dollar is committed.
A culture that can absorb AI needs deliberate design at the executive layer first. I build the signals, norms, and operating model your organization will follow.
A structured lens for assessing AI tools against your specific use cases. Not vendor demos, not hype cycles.
Leave with a clear, defensible AI strategy you can present to your board, investors, and leadership team.
A sequenced roadmap with owners, milestones, and decision gates. Built to move, not to sit in a slide deck until the next offsite.
A structured, time-bounded engagement. You know exactly what you are getting and when. No open-ended retainers. No deliverable drift.
A deep-dive interview with you and up to two key leadership stakeholders. I map your current AI posture, existing initiatives, board expectations, and where the real gaps live.
A structured evaluation across five dimensions: leadership alignment, data and infrastructure, culture and workforce readiness, governance, and use-case pipeline. Written findings by Day 10.
An outcomes-first AI strategy built around your business, not a template. Tool evaluation framework, vendor criteria, and change architecture designed for your org structure.
The final 90-day execution blueprint with owners and decision gates, plus a board-ready AI narrative. A live working session to walk through everything.
A complete, defensible AI readiness strategy: a written assessment of your current state, an outcomes-first roadmap, a tool evaluation framework, a change architecture, and a board narrative. Delivered in 30 days, built around your business, owned by you permanently.
Every tier delivers the same 30-day timeline and the same quality of thinking. The difference is depth, access, and what we build together.
The complete engagement for a single executive who needs to move fast and own the strategy personally.
Request a readiness conversation →For leadership teams that need to move together. Alignment at the top before strategy hits the organization.
Request a readiness conversation →Enterprise-level alignment. Five executives, one unified strategy, and a cascade plan the whole organization can follow.
Request a readiness conversation →All engagements are fixed fee. No hourly billing, no scope creep, no surprises. A 50% deposit is required to begin; the balance is due on delivery of final materials. The alignment offsite is available on its own from $6,000. Custom scopes are available for portfolio companies and multi-entity organizations. The $7,500 GTM Audit credits in full toward this engagement if you start there. I take on a limited number of engagements at a time.
A partner sells the work and a team of analysts you never meet builds it. You get a long deck and a long invoice.
Free or cheap, and every recommendation conveniently ends in their product.
Wait for the market to settle, the board to calm down, or the pilots to prove themselves.
If something is not answered here, ask it in the intake call. I would rather you go in clear than uncertain.
Large firms send a senior partner to sell the work, then hand it to a team of analysts you have never met. The thinking you are paying for gets diluted before it reaches you. This engagement is different by design: you work directly with me from intake to delivery, and the strategy is built around your business, not adapted from a template. You also get a fixed fee and a fixed timeline. No billable-hour surprises, no scope drift, and no 200-page deck that sits unread until the next planning cycle.
Often more relevant. Most organizations running AI initiatives are doing so without a clear outcomes framework, without defined ownership, and without a coherent view of how the pieces fit together. The readiness assessment is built to diagnose exactly that: where you have real momentum versus where you have the appearance of progress. If your pilots are not converting to enterprise-wide impact, that is a leadership and governance problem, not a technology problem. That is what I fix.
Five concrete deliverables, all owned by you permanently: a written AI readiness assessment documenting your current state across five dimensions; an outcomes-first AI strategy aligned to your business priorities; a tool and vendor evaluation framework you can use independently; a 90-day execution blueprint with sequenced milestones, owners, and decision gates; and a board-ready AI narrative you can present with confidence. Everything is written, structured, and handed over, not locked in my head or dependent on ongoing access to me.
Less than you would expect, on purpose. For the Solo Executive engagement, plan on roughly 4 to 5 hours of your time across the full 30 days: the initial intake session, one or two working sessions during the strategy build, and the final walkthrough. For the Leadership Trio and Full C-Suite tiers, individual executive time stays similar. The additional time is in the cross-functional alignment sessions, which are structured and facilitated so they do not sprawl.
Every engagement includes a period of async Q&A access after delivery: 30, 45, or 60 days depending on your tier. Beyond that, I do not push retainers as a default. Some clients continue with me into implementation, often through GTM consulting or AI agents; others take the strategy and execute on their own. What matters is that you leave with everything you need to move without me.
Possibly the most common situation I see, and one of the most useful applications of this engagement. A Chief AI Officer is responsible for execution. What this engagement addresses is executive alignment above that layer: whether the C-suite and board are asking the right questions, whether strategy is being set at the leadership level rather than delegated to a single internal champion, and whether the organization has a coherent framework the CAIO is executing against, or just a mandate with no guardrails. It also gives your innovation leader something to point to when they need air cover.
No pitch. No deck. A direct conversation about where your organization stands, what is blocking you, and whether this engagement is the right fit. I take on a limited number of engagements at a time.
Leave-behind booklet tagline: “Don’t waste money on AI. Ask me how.”