Is this a sales call for the retainer?

No. You pay for the session and the written plan, and they stand on their own. If the plan says you do not need outside help, that is what it will say.

You, as the owner or the person who decides. Bring the person who does the job best if you can: most of what matters is in how they actually do it.

What if my question is bigger than one session?

I will tell you before we start, and you decide. Larger work, such as reviewing a major contract or overseeing a project, happens inside the retainer, and the $750 comes off the first month.

The Working Session

Ninety minutes on one real job or decision in your business, then a one-page written plan within two business days. $750, refunded in full if it was not worth it.

Most owners I talk to are not ready to hire an advisor on a monthly retainer, and they should not have to be. They have one thing on their mind: a quote on the desk, an AI tool the team stopped using, a job that only one person knows how to do. The Working Session is for that one thing. You see how I think on your own problem before you decide whether you want more of it.

What happens

BeforeYou send me the job or the decision, any documents behind it (a quote, a contract, the tool you are paying for), and the name of whoever does that job best if you want them in the room. I read everything before we meet.

The session, 90 minutesA video call. We walk through one recent, real case from start to finish: what happened, who decided what, where it went wrong or nearly did. I ask the questions a vendor would not, because a vendor needs the answer to be yes.

Within two business daysA one-page written plan: what to write down about how this job really works, where AI or new software fits and where it does not, what to do in the first 30 days, and what to ignore.

What owners bring

One job where you suspect AI could help, and no idea where to start.
A proposal or quote you have received and cannot judge.
A tool the team used for a week and then quietly dropped.
Software you pay for every month and suspect nobody needs.
A job that stops when one particular person is on vacation.

The terms

$750, paid by invoice before the session.

Refunded in full if you tell me within ten days that it was not worth it. No questions asked.

Credited in full to your first month if you start a monthly retainer within 30 days. There is no obligation to continue, and I will not chase you.

Paid only by you. I do not resell software, build what I recommend, or take referral fees from anyone, so the plan has no product in it that I make money on.

Book a Working Session

Not ready to pay for anything yet?

Send me the job by email instead. Bring the messy version: how it really runs, not what the procedure manual says. You get a one-page answer back with what I would look at first and whether AI belongs in it at all. There is no charge and no call. If you want a sense of how I approach this, the Map of Work explains the method.

Frequently asked questions

Is this a sales call for the retainer?: No. You pay for the session and the written plan, and they stand on their own. If the plan says you do not need outside help, that is what it will say.
Who should attend?: You, as the owner or the person who decides. Bring the person who does the job best if you can: most of what matters is in how they actually do it.
What if my question is bigger than one session?: I will tell you before we start, and you decide. Larger work, such as reviewing a major contract or overseeing a project, happens inside the retainer, and the $750 comes off the first month.