A five-step process to design and implement AI agents your team actually uses. I can run it with you, or guide your team through it.
Most teams start with a tool, point it at a messy process, and let it run. It produces confident output nobody trusts, and it becomes one more experiment that never turns into how the team works.
AI gets added everywhere and moves no single number.
→ fixed in step 1Stale data, missing access, and no owner to run it.
→ fixed in step 2It changes things nobody approved, and trust is gone.
→ fixed in steps 3 and 4Nobody can say whether it worked, so it never scales.
→ fixed in step 5Each step has a clear owner and something you keep. Consulting runs all five with you. Advisory works through them at your team's pace.
Start with the work, not the tool. We find the recurring coordination work that costs your team the most time and tie the first agent to one outcome you can measure.
Before anything gets built, we confirm your team can support it. Most stalled AI projects fail here, not in the model.
We define exactly what the agent does and what it doesn't. One narrow job, done well, beats a do-everything assistant.
The agent moves fast where mistakes are cheap and waits for a person where they're expensive. It drafts. A person decides.
It runs on real work, we measure it against the baseline from step 1, and it keeps getting better as your team uses it.
Same method either way. The difference is who does the building.
I design and implement it with your team, then hand it off.
For teams that want it designed, built, and running without figuring it out alone.
I take one consulting project at a time.
Your team builds it. I design the approach and review the work.
For teams with someone who can build and wants it right the first time.
I work with two advisory clients at a time.
Every agent I run reads from one source of truth: my notes, my active workstreams, and my goals. None of them change anything without my approval. I built a software company past $500K in monthly recurring revenue, and today I lead product at SalesAi. What I build with your team follows the same rules I depend on every day.
See how I build them: join the free webinar.
I walk through the same five steps live, on an agent I use every day. Then it's available on demand.
Tell me about your team first. It takes about three minutes, and I read every one myself.
I'll review it within two business days. If it's a fit, you'll get a link to book a 20-minute fit call.
Who does the building. With Consulting, I design and implement it with your team and hand it off. With Advisory, your team builds it and I guide the approach in a weekly working session and review the work in between. Both follow the same five steps.
It's project-based, scoped on the fit call. The price depends on the use case, how many tools we connect, and how much of the build your team takes on. You'll get a written quote before anything starts.
No. Any team with a regular planning cadence, a set of priorities, and a scorecard or key metrics is a fit, whether that's EOS, Scaling Up, Shape Up, or Agile. Small software teams with the same coordination problem are a good fit too.
Anything that takes recurring coordination work off your team: action items from meetings, status updates, metrics commentary, knowledge retrieval, or customer evidence synthesis. We start with one agent tied to one measurable outcome. For something bigger, like a company-wide rollout, email me and we'll talk it through.
With Consulting, yes. I build it with your team and hand it off with a runbook. With Advisory, your team builds it and I guide and review. Either way, an internal owner runs it day to day.
The tools your team already runs on: your calendar, email, team chat, meeting notes, and project board. We connect them in stages, starting with what the first agent needs, so each piece is useful before the next one goes in.
You keep everything we built. Consulting ends with a results review and handoff. Some teams move to Advisory to keep improving it and build the next one. Advisory continues month to month while there's a valuable next objective.
No. We set a baseline and an agreed success measure up front and review against it honestly. I don't promise savings, headcount reductions, or business outcomes.