You know AI matters.
The hard part is finding the bandwidth.
I’m not another AI strategist with a slide deck. I’m the operational partner who takes AI adoption off your plate — thinking at the altitude you need, then working the systems to make it real. Built for a small or mid-sized business, not an enterprise rollout.
The question was never whether to move on AI. It’s that you don’t have the time to figure out how.
When you run a small or mid-sized business, you wear every hat already. Evaluating the noise. Separating signal from hype. Deciding where it actually fits your business — then managing the transition without pulling your lean team off everything else. It’s a full-time job on top of the one you already have. So it sits on the someday list, and every week it stays there, the gap to where you should be widens.
Most help arrives at one altitude.
The real work happens at two.
Strategy consultants stay abstract. Technical implementers don’t understand the business. I move between both — which is the only place AI adoption actually gets done.
One partner, from the decision to the day it’s running.
Strategy
Start with what the business is actually trying to achieve, then cut through the hype to see where AI earns its place — not the other way around. A clear, prioritized view, not a wish list.
Operations
Sequence the rollout, manage the change, and bring your team along — so the transition lands without stalling the rest of the business.
Systems implementation
Hands-on with the tools and workflows until adoption is real — built into how the team works, measured, and sticking.
Not slides. Systems.
Real client engagements — built, shipped, and running.
Sales deck & proposal automation
Rebuilt a premium sales deck end-to-end and scoped an AI proposal generator for a sales consulting client.
A slow, manual sales process got faster — less time formatting, more time selling.
Customer intelligence & support knowledge base
Voice-of-customer and competitive reports, a GEO/SEO audit, a grant-finder, and ten batches of support email structured into a knowledge base for a genetic health testing company.
Scattered customer data became a system the team — and their Copilot support bot — could actually use.
Precision health report automation
A tool that turns raw client genetic reports into structured, consultant-ready summary documents.
A report-writing bottleneck became a repeatable system — consultants spend time on clients, not formatting.
Board governance documentation
An automated workflow that drafts meeting minutes, action-item registers, and agendas directly from meeting transcripts.
Board documentation went from an after-the-fact chore to ready almost as soon as the meeting ends.
Six years in the room with CEOs.
I’m a former CEO partner and operations director — for six years I worked directly alongside chief executives, translating strategy into operations and back again. As Board Secretary at the same company, I now sit in on the conversations where the hardest calls get made, which means I see the pressure a CEO actually carries — not just the decision, but everything weighing on it. I know what keeps you up at night, because I’ve watched it happen up close.