The Service Ladder
Assess. Enable.
Lead.
Every engagement starts with the $997 AI Leverage Assessment — the only thing here you can buy without a call. Each rung after that is only recommended once the scoreboard shows it will pay for itself.
AI Leverage Assessment
One-time · most owners start with just themselves
A complete picture of where AI returns the most time and money for your team — with ROI numbers you can defend, before you spend a dollar on tools. At least 10× the fee identified in annual value — or your money back.
Assessing a team or division?
Group discounts plus a team kickoff workshop — scoped on a call.
- ✓A one-hour workflow interview — a conversation about how you work, not a technical audit
- ✓Finds the handful of places AI will actually move the needle for your business — and the many places it won't — off-the-shelf tool, custom build, or Claude-native system, whatever fits
- ✓Every pain point plotted by payoff vs. effort, so the quick wins are obvious
- ✓Recommendations ranked by payoff — each with a polished version and one that runs on tools you already pay for
- ✓Every recommendation shows three numbers: hours it saves, what it costs to run, what it nets you per year
- ✓Numbers you'd bet your own money on — counted low on purpose, solid enough for a CFO if you have one
- ✓“Start Monday” next steps, so momentum begins the same week
- ✓A running scoreboard: what each fix should save, checked against what it actually saves
15-MIN INTRO CALL FIRST · PLAN DELIVERED WITHIN DAYS OF YOUR INTERVIEWS
What You Receive
Inside Your Leverage Map
A per-person plan ranked by payoff, biggest first — built from your workflows, your systems, and your economics. Not a generic AI deck.
Executive Summary: Where You Are, and What's Next
The honest read on your current AI position — friction today vs. the outcome ahead — with a headline metric in hours per week and dollars per year.
Priority Map: Impact vs. Effort
Every recommendation plotted on a business-impact × effort grid, so the quick wins are unmistakable and the higher-ceiling builds are sequenced, not skipped.
Solutions Ranked by Leverage — Two Paths Each
Each recommendation comes with two paths — the polished best-in-class build, or the version that runs on tools you already pay for — plus three numbers: hours it saves, what it costs to run, what it nets you per year.
Financial Impact + Start-Monday Next Steps
Hours saved × $100/hr, counted per year — a low-ball number on purpose; real results are usually higher. Then a short list of what to do Monday so momentum starts the same week.
The ROI math, every time:
hours reclaimed/wk × $100/hr × 48 wks = annual value floor
Example: 9 hrs/wk × $100 × 48 = $43,200/yr — a deliberately conservative floor. For executives whose deals move the bottom line monthly, it understates the return.
Then we keep score
The assessment sets a target. From there, every engagement runs against a scoreboard: a build only counts as realized once you confirm the real hours it saves in practice — validated, not just shipped. You always know exactly what your investment has returned.
AI Fluency Coaching
The From Tool to System program: 1:1 coaching built around how each person actually works — and graded on outcomes, not session counts. You're done when the three S's exist, not when the calendar runs out. Remote across the U.S. & Canada, in-person option in Sacramento.
Source
Claude learns your world — your role, your context, your voice — so it stops giving generic answers and starts sounding like you.
Skills
Any task you do more than once becomes a reusable Skill — your best work packaged into tools you call up in one click, any time.
Systems
The repetitive parts run on autopilot — reclaiming the hours your Leverage Map flagged, starting with the highest-leverage areas.
What a coached person is worth
The typical result is $10K–$15K per year in reclaimed time — roughly 10× the fee — plus a person who keeps finding the next win on their own. That's the point: the capability stays after we leave.
Terms
- → Group discounts for teams — scoped on a call
- → Ongoing monthly per-seat coaching available on request
- → Remote (U.S. & Canada) · in-person option in Sacramento
AI Build Day
Your department doesn't need another AI training. It needs one afternoon where every person ships a real tool against their own real problem — coached by the experts you've already built. Not a training. A build day.
Per-person assessment onramp
A leverage-assessment call for every attendee before the event — everyone arrives with a real problem, sample files, and a personal Leverage Map. No blank pages.
Champion training
3–5 of your own people — the ones we've already coached — align on coaching a room, then work the floor on the day. The capability stays in-house when the room clears.
The build day itself
A guaranteed win in hour one, then cross-functional teams of 4–5 build real tools against their own real workflows, with coaches circulating.
Design → Price → Pitch finale
Every team designs, prices, and pitches its build to leadership, Shark-Tank style — judged on business value, not novelty.
The Monday-after follow-through
Every tool ships as a reusable Skill (not a chat), one build goes on a schedule before anyone leaves, and 1–3 builds are named for pilot with an owner attached.
Most hackathon demos die within weeks. Ours ship as reusable Skills with an internal champion bench behind them — the two mechanisms that make week two look like day one.
AI Build Day
Two in-person half-days — your own people, trained first, coaching alongside me
~40 people
Modeled value: $400K–$600K/yr in reclaimed time
Build Day + Pilot Sprint
The Build Day, plus pilot acceleration and a leadership readout
~40 people
For teams that want the top builds shipped, not just started
Virtual Build Day
A lighter, expert-led virtual half-day for distributed teams
~15 people
Modeled value: $150K–$225K/yr in reclaimed time
Pricing
One flat fee — fill the room. Build Days run $15K–$85K: the spread is headcount, format, and follow-through — from a virtual half-day for ~15 people to the full in-person flagship with a pilot sprint for ~40, scoped on a call. Every attendee automates one real workflow, modeled at $10K–$15K/yr in reclaimed time each. Travel & lodging at cost outside Sacramento; room, AV, and catering are client-side.
Embedded AI Partner
The goal is simple: return a multiple of what you pay, every month — in reclaimed hours, faster decisions, and a team that keeps getting more capable. We work with 2–3 of your people at a time — when one finishes, the next starts — so the capability compounds instead of plateauing.
Engagements start at $15,000/mo — upper tiers are priced by how much you want me to own, on a call.
The math we run toward
That rotation puts 24–36 people a year through the program. At the typical $10K–$15K/yr reclaimed per person, that's $360K–$540K/yr from coaching alone — before strategic builds (median $14K/yr each), the adoption ripple, and the enterprise upside of faster decisions. The target we hold ourselves to: 5–10× your investment in annual value, tracked on your scoreboard and validated with you — not assumed.
Reclaimed hours are capacity, not cash — so hard-dollar wins (avoided tool spend, avoided hires, cycle time on revenue) get tagged separately on the scoreboard. Bring your CFO to the call; the model is theirs to stress-test.
AI Embedded
The delivery engine — continuous capability-building across your team.
- →2–3 of your people at a time — assessment, coaching, one real build each; when one finishes, the next starts
- →A Leverage Assessment for each person as their seat comes up
- →Open office hours for all program alumni
- →Async support + quarterly roadmap review
Fractional AI Officer
Everything in Embedded, plus AI leadership you can hold accountable.
- →Up to 2 strategic builds per month
- →A governance & compliance framework for your division
- →Monthly executive briefing to your sponsor and their exec line
- →A standing build roadmap, org-wide rollout as new teams come online
AI Center of Excellence
Everything in Officer, plus your own org-wide AI assistant.
- →A white-labeled, org-wide compounding assistant
- →Every assessed employee gets a personal AI agent that compounds context over time
- →Per-seat scaling beyond ~100 seats
Governance, built in: AI drafts, humans decide. Every client- and exec-facing output passes a human accuracy and compliance check — a feature, not a constraint, and one your compliance team will thank you for.
Not sure where you sit on the ladder?
Book a free intro call. We'll listen to how your team works, ask a few questions, and tell you honestly whether the Assessment makes sense right now.