There's no single right answer to "how much AI strategy does my business need right now." It depends on where you are, what's already in motion, and how much ambition you have for building a real AI advantage.The three tiers below are designed to meet you where you are and give you a clear path forward as your needs grow. Every tier includes the same foundation: a trusted advisor who knows your business, no software to sell, and a clear plan for where to go next.The right starting point for most owners is the AI Opportunity Scan, a structured diagnostic that gives you a clear picture of where to start before you commit to any tier.
I envision a world where design empowers connection, clarity,and growth. My goal is to be more than just a designer.
AI Orientation is for owners who want to stay genuinely informed without getting lost in the weeds. You'll leave each quarter knowing exactly what's changed in AI that matters for a business like yours, what the 1–2 highest-leverage moves are for the next 90 days, and what you can safely ignore.
- Annual AI Opportunity Scan: a guided evaluation of your needs and opportunities. Maps AI potential to your specific business and identifies the 2–4 highest-leverage priorities and the right order to pursue them.
- Quarterly AI Strategy Brief: a curated, opinionated look ahead, filtered for your business type. Not a news roundup. A strategic read written for owners, not technologists.
- Quarterly Review Session: a focused 60-minute call on where your business stands relative to AI adoption, what the highest-leverage moves are for the next 90 days, and what to stop paying attention to.
- Email access: quick questions and gut-checks between calls. A real line to someone who knows your business when you need a fast read on something.
AI Orientation is advisory, not implementation. If you want help building, Tier 2 is the right starting point.
You'll know what to pay attention to and what to ignore. You'll have a clear 90-day direction every quarter, from someone with no software to sell.
You're past orientation. You've experimented with AI tools, you have a sense of where the opportunities are, and you're moving toward an AI-driven business. You want expert insight, a roadmap, and a process to drive the work forward.
AI in Motion is for owners and senior leaders who have one or two functional areas where AI can make a real difference and who want to move from experimentation to execution.
Everything in Tier 1, plus:
- Working Session: one additional 60-minute call per quarter used on whatever's highest-leverage. Tool evaluation, workflow assessment, team briefing prep, or problem-solving. This is where the building happens.
- AI Pulse: a quarterly proprietary briefing on how your organization is actually using AI and where the leverage is. The management system that tells you whether adoption is working, not just whether it's happening.
- AI Roadmap: a prioritized 4-quarter build plan for your business, with the 2–4 decisions that actually matter mapped out in sequence. Built around your team, your situation, and your competitive position.
You'll have a real roadmap and someone driving the AI agenda forward. Not just awareness, but forward motion.
You're not looking to keep pace with competitors on AI. You're looking to get ahead of them, and stay there. You have at least one functional leader involved beyond the owner, you're thinking about AI across the whole business, and you want to build AI into your competitive positioning, not just your operations.
AI as Advantage is for owner-led companies that are ready to make AI a genuine part of how they compete.
Everything in Tiers 1 & 2, plus:
- Quarterly Review extended to 2 hours: more time to go deeper on strategy, decisions, and what's emerging across the business.
- One additional Working Session per quarter: a second building session for higher-complexity needs.
- AI Pulse monthly: the AI Pulse can run monthly rather than quarterly if you're interested, giving leadership a continuous read on organizational AI usage patterns.
- Tool Selection Support: buy/build/skip recommendations with rationale. No vendor relationships, no commissions.
- Market Analysis: a customized quarterly read on what your market, customers, and competitors are doing with AI. Where the gaps are and where the opportunities to differentiate exist.
- Frameworks: custom frameworks and decision tools built specifically for your business. Your IP, developed with your advisor, that reflects how you think and compete.
AI becomes a real part of how you compete. Not something you're doing to keep up, but something your competitors have to catch up to.
(2 hrs)
Not sure which tier is right? Start with the AI Opportunity Scan. It gives you a clear picture of where your business stands today and which tier makes the most sense given where you're trying to go. Takes about 30 minutes. No commitment required.