AI Strategy Consultant

I help small businesses
adopt AI that works

Not apps. Not agents. Not complicated workflows that break. I review your operations, find where AI saves you real time and money, and teach your team to use it.

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Background

Fortune 10 experience,
applied practically

I drive AI adoption strategy at one of the world's largest financial institutions. I've seen what works at scale — and more importantly, what doesn't. The principles that drive successful AI adoption at a 250,000-person company are the same ones that work for a 5-person insurance agency.

The difference is that nobody's translating those principles for small businesses. That's what I do.

Based in the Philadelphia area, available to work with businesses anywhere — in person or remotely.

What I do

Practical AI adoption,
built for your business

01
AI Readiness Review
I sit with you for 60–90 minutes, walk through your operations, and identify 3–5 places AI can save you time or money right now. You walk away with a clear, actionable one-pager.
02
Hands-On Upskilling
I teach you and your team to actually use AI tools — with your real work, not hypotheticals. 2–3 sessions and you're self-sufficient.
03
Use Case Development
Custom prompts, templates, and workflows built around how your business actually operates. Drafting proposals, responding to leads, generating content, summarizing documents — tailored to you.
04
Tool Selection Guidance
I'm not selling you software. I help you pick the right AI tools for your needs and budget — whether that's ChatGPT, Claude, or something else entirely.

Who this is for

Small businesses ready to
stop wondering about AI

◆ Insurance agencies drafting client communications and summarizing policies manually
◆ Contractors writing estimates, proposals, and responding to leads by hand
◆ Property managers drowning in tenant communications and maintenance coordination
◆ Professional service firms spending hours on content, reports, and admin
◆ Any owner who's heard they should be using AI but doesn't know where to start

How it works

Simple, no-commitment
process

1
We talk
A quick conversation — coffee, your office, or a phone call. I learn how your business runs and what's taking up your time.
2
I review
I put together a one-page AI readiness review: here's what you do today, here's what AI could handle, here's the tool, here's the time and money it saves. No charge for the first review.
3
You decide
If the review is useful and you want help implementing, we set up a hands-on upskilling package. If not, you still walk away with a clear roadmap.

Get in touch

Let's start with a
conversation

No pitch, no pressure. If you're curious whether AI could help your business, I'm happy to talk it through.

Email [email protected]
Phone 215-262-8894
Request a free AI readiness review