AI Advisory
What you get if we work together ?
A plan for how AI actually gets used in your business not a policy that sits in a drawer.
I help leaders figure out where AI creates real value, build the governance to use it safely, and get the whole organization moving in the same direction. One engagement. Everything connected.
Training & Education Your team understands what they’re using, why, and where the line is not a one-time memo nobody reads again.
Governance, Risk & Ethics Clear ownership, real policies, and a risk map specific to your business not a generic template.
AI Champion & Culture Someone inside your organization who can carry this forward after the engagement ends.
All three run together, not in sequence because a strategy without governance is a liability, and governance without buy-in doesn’t stick.
The Initial Engagement
4 weeks of strategy. 90 days of implementation.
Strategy phase (4 weeks): current-state audit, use case prioritization, risk assessment, and a roadmap built around what your business actually needs not a generic AI playbook.
Implementation phase (90 days): the roadmap gets built, tested, and handed off to your team , includes governance structures with real owners, and a rollout that sticks after I leave.
Where we go from there depends on your business some clients are done at that point, others want ongoing support. That’s a conversation for when we get there.
Not ready for the full engagement? Start with one morning.
AI Demystified: A Practical Guardrails Workshop is a 4-hour fixed price working session for up to 10 people. This is the fastest way to get visibility into where your AI risk actually sits.
In one morning, you leave with:
- The AI Risk Map: a live audit of every tool your team is currently using, rated for your top 3–5 exposures (confidentiality, IP, reputation)
- The Traffic Light Policy: a 95% complete Acceptable Use Policy for your firm, with clear green/yellow/red zones for staff
- The 30-Day Compliance Plan: a tactical rollout with assigned owners, so the policy actually gets communicated, trained, and audited
Built for business owners, heads of ops, IT, and compliance leads at firms where “we’re managing it informally” is starting to feel like a risk. It’s a standalone session and for many businesses, it’s also the natural first step into the fuller strategy engagement.
Let us build the guardrails so your team can drive faster.