High-Value Consulting for Teams of 5 to 50
The AI-Assisted Team
Every person on your team gets a capable AI assistant and knows how to use it on their real job. Less busywork, better work, and people who aren’t afraid of the tools.
Your Team Is Already Using AI. Just Not Well.
Some of your people are pasting customer data into free tools. Some are quietly scared the tools will replace them. A few are getting real results and nobody else knows how. That’s how AI shows up in most small companies right now: scattered, risky and underused.
The AI-Assisted Team turns that into a system. Clear tools, clear rules and assistants built for each role, so the whole company gets the lift instead of a lucky few.
What Changes
The Work Nobody Wanted Gets Done for Them
Hours Back Every Week
Reports, recaps, first drafts, research and data cleanup handled in minutes.
Better Work, Not Just Faster Work
AI handles the first 80%. Your people bring the judgment, taste and relationships.
Less Risk
A written policy on what goes into AI tools and what never does.
A Team That Leans In
Training that speaks to the fear directly, so adoption sticks.
The Program
Sixty Days From Scattered to Systemized
01
Workflow Review
I map where your team’s time goes and where AI saves the most time and money.
02
Tool Setup
The right tools for your business, set up properly: Claude, ChatGPT, Perplexity and others.
03
Role Assistants
Custom assistants and agents built for each role, loaded with your voice, products and processes.
04
Training and Policy
Hands-on training, written playbooks and an AI use policy your team can follow.
In Person in Orange County
Workshops at Your Office
For Orange County teams I run the training in person, at your office, with your real work on the screen. Teams elsewhere get the same program live online.
Why Me
An Operator Who Uses This Every Day
I use AI daily to run research, write first drafts, build systems and analyze data, so work that used to take a team a month gets done in days. I’ve also run teams, so I know the difference between a demo and something people will actually use on a Tuesday.
Questions About the Program
Will AI replace my employees?
Not in this program. The goal is to take the tedious work off their plates so they can do the higher-value work you hired them for.
Which tools do you use?
It depends on your business. Most teams end up with one main assistant platform plus a few specialized tools. I’ll recommend what fits, not what’s trendy.
Is our data safe?
Part of the program is a written AI use policy and tool settings that keep sensitive customer and company data out of places it shouldn’t go.
How long does it take?
Sixty days from kickoff to a trained team with assistants in daily use.
How is it priced?
A fixed program fee based on team size and scope, agreed on our fit call and scoped to pay for itself many times over.
Keep Reading
Ready to Give Everyone an Assistant?
Twenty minutes. I’ll tell you where AI would save your team the most time first.
