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Keep what your most experienced people know.

Your systems can tell you what happened, but not why it worked. A maintenance log says what failed and what got replaced; a ticketing system says a complaint came in and got closed; a POS says what sold. None of them capture the operator who heard trouble coming before it showed up on a gauge, the office manager who rewrites a request because she knows exactly how a particular client needs to be asked, or the store manager who orders heavy in week three because of a pattern only she has noticed. That judgment, built over years and carried in people rather than systems, is the most valuable knowledge your organization has, and the least protected. I turn it into documentation your whole team can use, before it walks out the door for good.

My Process

1

 Find the Blind Spots

I review what you already have --- maintenance logs, tickets, SOPs, scheduling notes, the shared drive, whatever exists --- to see what is genuinely documented and where the same problem keeps recurring without an explanation attached. That gives us a short, specific list of what to ask about, so nobody's time gets wasted on general questions.

2

 Interviews

 Interviews with your experienced staff, built around real incidents rather than abstractions. We walk through one specific hard day minute by minute: what you noticed, when, what you did, and what a new hire would have gotten wrong right there. Where it is useful and safe, we record a routine task on video and review it afterward, so the person can narrate the decisions she makes without thinking about them.

3

Usable Plans & Processes

The interviews become plain-language procedures, troubleshooting guides, handoff templates, reporting checklists and prompt templates your team can drop into an AI assistant to get answers grounded in how your operation actually runs --- not generic advice from the internet.

4

Check In With the Experts

Everything goes back to the people who provided it for review and correction before it goes into use. They are the authority on whether it is right. This step is not optional, and it is the one most projects skip.

What You Get

  1. A documented list of your undocumented gaps and recurring problems

  2. Written procedures and guides in the language your team actually uses

  3. Reusable prompt templates and reference material grounded in your operation

  4. Training so your staff can keep adding to it after the engagement end

​​

[Optional add-on: a structured reference database for grounding AI tools --- scoped separately]

Consulting
Fee
Breakdown

No Hidden Fees-
Up Front & Transparent Pricing

Two options. Pick whichever makes your accounting easier.

​​By the deliverable — quoted flat

 Tell me what you need, and I will quote one flat number for it: a roadmap for AI integration, a written AI use policy, a working custom agent, a recorded training your staff can rewatch. If the work goes faster than I estimated, that is my problem, not your invoice.

Ongoing work

A monthly retainer starts at $2,000 and covers eight hours plus email access between sessions. Most clients start with one project and move to a retainer once they know what they actually need.

What you are actually paying for

Here is the part most AI consultants leave out. I use AI to do this work faster. You should know how much of what you are buying is my judgment and how much is the tool.

Every quote comes with a breakdown of what you're paying for — typically about 60 percent my strategy and review, 40 percent AI-assisted drafting. And I never price below my own time: $150 an hour is the floor, no matter how much the AI speeds things up

That is not a marketing line. It is the standard I teach and the one I wrote into my own institution’s AI policy: the tool accelerates the work; it does not replace the person accountable for it. You are hiring the judgment. The software is just how it gets built faster.​

Next step

Tell me what you're trying to fix. I'll tell you honestly whether a flat quote or a retainer is the better fit — and quote it either way.

 

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