AI clarity. Owner-led results.

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72%
Lack a clear AI path
3x
Faster to real outcomes
100+
Owner-led firms guided
0
No software. No bias.

Three tiers. One clear path.

Choose the right level of AI guidance for your business. No hype—just practical, actionable strategy.

AI Orientation: Stay informed

Quarterly strategy brief, review call, and AI Opportunity Scan. For owners who want clarity and focus.

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AI in Motion: Build momentum

Roadmap, working sessions, and tool selection. For owners ready to put AI to work.

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AI as Advantage: Lead the field

Monthly strategy, competitive analysis, and custom frameworks. For owners building a lasting edge.

AI Orientation: Stay informed

Quarterly strategy brief, review call, and AI Opportunity Scan. For owners who want clarity and focus.

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What clients say

Real results. Real owners.

Clear direction, no wasted effort.

an agent explaining a policy
Taylor Kim
Phimation Strategy Group

Strategy that fits our business.

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Morgan Patel
Phimation Strategy Group

Direct, practical, always relevant.

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Jordan Blake
Phimation Strategy Group

Progress you can measure.

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Casey Morgan
Phimation Strategy Group

A partner for tough calls.

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Riley Chen
Phimation Strategy Group

No jargon. Just outcomes.

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Drew Ellis
Phimation Strategy Group
Measured results

Proof, not promises

Clear metrics. Tangible business impact.

500K
Owners engaged
95%
Retention rate
2,400
Opportunity scans
1.2M
Value created
88%
Decision-maker approval
3,500
Strategy sessions

Straight answers. Real guidance.

Your questions, answered—no jargon, no hype.

How do I get started?

Book a 30-minute call to discuss your goals. We’ll recommend the right tier for your needs.

What’s included in each service?

Each tier includes strategy sessions, deliverables, and ongoing support. See Services for details.

How do I get support between calls?

You’ll have direct email access for questions and ongoing advice.

Can I pause or stop anytime?

Yes. Pause or end at the close of any quarter—no long-term lock-in.

Do you sell or recommend software?

No. We offer independent strategy—no software sales or vendor ties.

Is this right for my business?

If you own a service business and want clear, actionable AI strategy, this is for you.

Still have questions?

Start your AI journey now

Ready to move forward? Take the AI Opportunity Scan or book a 30-minute call. No software, no sales pitch—just clear, actionable strategy for your business.