Most AI services are too technical, too generic, or selling you something
Owner-led businesses need something different
The Fractional AI Director service is offered through Phimation Strategy Group, a strategic advisory practice built specifically for owners and leaders of small private companies.
Dave Haviland's work sits at the intersection of business strategy, investor discipline, and practical execution. He brings the same framework-driven, probabilistic thinking to AI adoption that he brings to every engagement: identify the 4–6 variables that actually determine outcomes, build conviction, and act with clarity.
This service is a natural extension of 25 years advising companies exactly like yours.
- Annual AI Opportunity Scan: guided evaluation of your needs and opportunities
- Quarterly AI Strategy Brief: a look ahead, filtered for your business
- Quarterly Review Session: 60-min call with prioritized 90-day recommendations
- Email access for quick questions and gut-checks
- Everything in Tier 1
- Working Session: an additional 60-min call per quarter
- AI Pulse: quarterly proprietary briefing on how your organization is actually using AI and where the leverage is
- AI Roadmap: a 4-quarter build plan for your business
- Everything in Tiers 1 & 2
- Quarterly Review extended to 2 hours
- One additional working session per quarter
- AI Pulse run monthly, if wanted
- Tool Selection Support: buy/build/skip recommendations with rationale
- Market Analysis: customized quarterly read on what your market, customers, and competitors are doing
- Frameworks: custom framework development for your business
Credentials:
By the numbers:
Find out where AI can move the needle for you.
Start with the AI Opportunity Scan, a structured diagnostic that tells you exactly where to focus and in what order. Or book a call to talk through where you are.
