How I can help

Start with a fixed-scope project. Move to ongoing advisory if it earns it.

I don't sell subscriptions on the first call. Every engagement starts as a defined, fixed-price project, an audit or a specific automation build, so you know exactly what you're paying for and when it ends. If it works, some clients ask me to stay on as a retainer advisor. I never assume that's the plan from day one.
How the engagement works

Project first. Retainer only if you want it.

Most engagements start as a fixed-price project: a Workflow Audit, or a specific automation build like a reconciliation process or a procurement approval flow. You get a scoped deliverable and a fixed number, not an open-ended hourly clock.

Once the first project is delivered and you've seen how I work, some clients move to a retainer, ongoing advisory for a few hours a month, a standing seat for the next automation project, or quarterly AI governance reviews. That upsell only happens if the first project earned it. I'd rather have one project client who trusts me than a retainer client who feels locked in.

Start here

Not sure which service fits your process?

That's exactly what the Readiness Audit is for. Bring the process that's bothering you most and I'll tell you which service, if any, actually makes sense, before either of us commits to anything bigger.

Book Your Free Audit

Calls are with me directly. There's no sales team, because there isn't one yet.