// AI Operating Cadence Advisory

Put AI inside the rhythm your team already runs on.

Weekly meetings, a scorecard, quarterly priorities. I help your team build an AI chief of staff into the rhythm you already have, starting with one useful workflow.

$5,000 / month Starts with a paid
30-day engagement
Works withEOSScaling UpShape UpAgile
// the problem

Your rhythm is solid. The coordination around it still runs on people.

The weekly meeting, the priorities, and the scorecard work. The prep, the follow-through, and the "where are we on that" still live in scattered notes, inboxes, and someone's memory. Meanwhile AI shows up as one-off experiments that never become part of how the team runs.

The fix isn't more AI tools. It's one useful workflow, built into the rhythm you already have.

// who it's for

Built for one kind of team.

best fit

Growing companies with a weekly operating rhythm

A founder or operational leader running EOS, Scaling Up, Shape Up, or Agile, with fragmented information, repetitive coordination work, and an internal owner who can put changes into practice.

also a fit

Small software companies

A founder or product leader with the same problem, when the standard scope fits. Product teams can start with customer evidence instead.

not a fit

If you need something else

  • Custom software built for you
  • A company-wide rollout on day one
  • No one internal to own the workflow
  • Guaranteed savings or headcount cuts
// the starting workflow

Start with an AI chief of staff.

It's the routine I run every day. We start with the morning brief, and once it's useful, the debrief closes the loop and the Sunday plan sets the week.

01 WEEKDAYS · 8:00 AM

Morning Brief

Your top three, active workstreams, meeting prep, and the decisions waiting on you, ready before you sit down.

IN YOUR RHYTHMToday's work, tied back to your quarterly priorities.
02 WEEKDAYS · 5:00 PM

End-of-Day Debrief

Decisions logged, commitments filed, workstreams updated, and tomorrow's short list written.

IN YOUR RHYTHMTo-dos and issues captured for your next weekly meeting.
03 SUNDAY · 12:00 PM

Weekly Planning

Last week scored against your goals, one bottleneck named, and next week's top three set.

IN YOUR RHYTHMA scorecard and priorities check before Monday starts.
AI drafts and summarizes. Your people decide. Designated owners review important outputs and keep ownership of every decision. Nothing changes a shared system without approval.
Have a different workflow in mind?

The chief of staff is where most teams start, but the same engagement works for other parts of your rhythm.

Tell me what you want to build →
  • Meeting follow-through
  • Priority updates
  • Metrics commentary
  • Shared knowledge retrieval
  • Customer evidence synthesis (product teams)
// scope and price

Clear scope. Published price.

AI Operating Cadence Advisory

Your AI chief of staff, built together.

$5,000 / month

Begin with a paid 30-day engagement. Continue monthly when there's a valuable next objective, or conclude at the month-end review.

I work with two advisory clients at a time.
Apply for Advisory
Included
Boundary
Two 60-minute working sessions each month
Guided implementation. Your team owns day-to-day operation.
One consolidated written review each month
No unlimited messaging or on-call support
Your chief of staff connected to your calendar, email, team chat, meeting notes, and project board
Connected in stages: the morning brief first, then the debrief and weekly plan
Workflow instructions, knowledge structure, and an improvement backlog
No custom software development or company-wide implementation
A baseline and an agreed success measure
No guaranteed savings, headcount reductions, or business results
Works with EOS, Scaling Up, Shape Up, and Agile. Independent practice, not affiliated with or certified by EOS Worldwide.
// the first 30 days

From intake to a working routine.

1
BEFORE WE START

Intake

We identify the recurring problem, the internal owner, your tools, access needs, and the baseline.

2
SESSION ONE

Map and build

We map the workflow together and build its first version.

3
CLIENT TRIAL

Use it for real

Your owner runs it on real work and records what worked and what failed.

4
SESSION TWO

Improve and hand off

We fix what broke, document ownership, and set the review routine.

5
MONTH-END

Review

We compare results with the baseline, then agree on the next objective or conclude.

// proof

I don't just advise on this.
I run my week on it.

My morning brief, end-of-day debrief, and Sunday plan all read from one source of truth: my daily notes, my active workstreams, and my goals. I built a software company past $500K in monthly recurring revenue, and today I lead product at SalesAi. What I set up with your team is the routine I depend on every day.

See the routine run on a fictional company: watch the demo.

// apply

Apply for Advisory.

Takes about three minutes. I read every application myself.

  1. You apply. Tell me about your team and the recurring problem.
  2. I review it within two business days.
  3. If it's a fit, you get a link to a 20-minute fit call.
  4. You get a short written outline of the engagement to decide on.

Qualified applicants get a link to a 20-minute fit call.

Application received.

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.

// questions

Before you apply

Do I need to be running on EOS?

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.

Can we start with something other than the chief of staff?

Yes. It's the default because it pays off fastest, but we can start with meeting follow-through, metrics commentary, shared knowledge, or another recurring workflow. Same scope, same price. For something bigger, like a company-wide rollout, email me and we'll talk it through.

Will you build it for us?

We build the first version together in our working sessions, and your internal owner runs it. This is guided implementation, not custom software development or a done-for-you rollout.

What tools does it work with?

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 morning brief needs, so each piece is useful before the next one goes in.

What happens after 30 days?

At the month-end review we compare results with the baseline. If there's a valuable next objective, we continue monthly. If not, we conclude and you keep everything we built.

Do you guarantee results?

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.