Services & Packages
Start with a fixed-scope AI Workflow Audit + Roadmap, then move into the right delivery package. Results-based engagements with clear deliverables. Every package includes reusable templates, prompt libraries, and verification checklists your team keeps forever.
Operator-led and practical, built for real workflows, templates your team keeps
AI Workflow Audit + Roadmap
Most teams start here before choosing a workshop or sprint. A focused diagnostic to map your highest-value AI workflows, define guardrails, and build your 30–60 day rollout plan.
You'll receive
Prioritized workflow opportunity map (impact vs effort)
Tool-fit recommendation within your approved stack
Risk boundaries + verification checklist recommendations
Execution roadmap with recommended next engagement
AI Workflow Audit + Roadmap (Fixed Scope)
Most teams start hereWho it's for
Teams that want a clear plan before choosing a full workshop, sprint, or retainer.
How it works
One structured diagnostic engagement (remote; limited onsite in Atlanta)
Outcome
A prioritized workflow roadmap with clear recommendations, risk boundaries, and next-step engagement fit.
Deliverables included
- Current-state workflow review (managers / ops / support lanes)
- Priority use-case shortlist with expected impact and effort
- Tool-fit recommendation with approved-stack boundaries
- Risk and verification guardrail recommendations
- Execution roadmap with recommended first engagement
Timeline: Book → Discovery intake → Audit session(s) → Roadmap delivery within 5–7 business days
AI Productivity Workshop + Toolkit
Who it's for
Teams that need a fast, focused introduction to practical AI usage.
How it works
2–3 hour live workshop (remote; limited onsite in Atlanta)
Outcome
Your team can reliably use AI for core workflows with safe guardrails — and they leave with reusable assets.
Deliverables included
- AI Rules of the Road (safe-use guidelines) — sample deliverable available
- Role-based Prompt Library (Managers / Ops / Support) — starter 25–40 prompts
- Verification Checklist (how to check AI output)
- Before/After Example Pack (10 examples relevant to your workflows)
- Optional: slides + recording (available on request)
Timeline: Book → Prep call → Workshop delivered within 1–2 weeks
AI Enablement Sprint (2 Weeks)
Who it's for
Teams ready to map, build, and install AI workflows across their actual tasks.
How it works
2-week engagement with live sessions + async support
Outcome
AI use-cases mapped, workflows installed, adoption supported — with measurement baselines in place.
Deliverables included
- Everything in the Workshop + Toolkit
- Use-case map (top workflows prioritized)
- Custom prompt kit additions (based on your internal tasks)
- 2 office-hours sessions for live Q&A
- Simple measurement baseline (time saved / quality rubric)
Timeline: Book → Kickoff → 2 weeks of sessions + async support → Handoff
AI Office Hours Retainer
Who it's for
Teams that want continuous adoption support, prompt reviews, and coaching.
How it works
4–8 hours/month (remote)
Outcome
Ongoing adoption improvements, output reviews, prompt refinements, and team coaching.
Deliverables included
- Live workflow reviews
- Monthly prompt/template additions
- “Ask me anything” coaching for the team
Timeline: Monthly rolling engagement — cancel anytime
1:1 AI Coaching
Who it's for
Individual managers or leads who want personalized AI skill-building.
How it works
Scheduled sessions (remote)
Outcome
Personalized guidance on integrating AI into your daily leadership and operational workflows.
Deliverables included
- Custom prompt development for your role
- Workflow review and optimization
- Tool selection guidance
Timeline: Book a call to discuss availability
Deliverables gallery
You buy outcomes and reusable assets, not generic hours. Every engagement includes practical artifacts your team keeps.
AI Operating System Kit
Rules, verification, use-cases, style guide, escalation rules
Best for: Standardizing adoption
Workflow Prompt Systems
Role-based prompt packs with consistent structure + placeholders
Best for: Repeatable quality
Verification Checklist (Send-Safe)
Mandatory review steps for external-facing outputs
Best for: Reducing errors
Workflow Playbooks
Step-by-step playbooks per niche (Managers/Ops/Support)
Best for: Team onboarding
Before/After Example Pack
Sanitized examples showing messy to clean deliverables
Best for: Quick understanding
Optional Workflow Expansion Phase
Workflow connection map + human approval steps + fallback plan
Best for: Teams with stable prompt habits ready to connect tools
Our method
The A.D.O.P.T. Framework
Every engagement follows a proven 5-phase system — from audit through ongoing tuning.
Assess
Workflow audit + use-case map
Design
Prompt systems + guardrails
Operate
Hands-on training with real workflows
Prove
Adoption scorecard + measurement
Tune
Office hours + continuous iteration
AI Operating System Kit
- AI Rules of the Road (sanitization + safe boundaries)
- Verification Checklist (Send-Safe)
- Approved Use-Case Library (safe input/output patterns)
- Workflow Prompt Systems (role-based prompt packs)
- Style + Voice Guide and escalation rules
Sample deliverable: AI Rules of the Road (Team Edition)
Workflow Prompt Systems
Structured prompt packs for managers, operations, and support teams. Templates are built with placeholders, output structure, and verification notes for external-facing content.
Includes universal operator brief + role-specific systems for decision memos, SOPs, support macros, QA rubrics, and reporting narratives.
Universal Operator Brief
You are my drafting assistant. Convert the input into a clear, structured deliverable. CONTEXT: - Audience: [internal team / customer / vendor / executive] - Tooling: [Copilot / ChatGPT / Gemini / Claude / Other] - Sensitivity: [sanitized; no confidential data] - Tone: [professional, concise, direct] TASK: 1) Ask up to 5 essential clarifying questions (only if required). 2) Produce a first draft using placeholders where facts are missing. 3) Provide "Verification Notes" listing what must be checked before sending. INPUT: [PASTE INPUT HERE]
Role-based starter prompts
- Managers: Decision memo draft with options, recommendation, risks, and verification notes.
- Operations: SOP generator with scope, steps, owners, exceptions, quality checks, and verification notes.
- Support: Support macro builder with if/then branches, escalation triggers, and verification notes.
Verification Checklist (Send-Safe)
- Factual claims verified (names, dates, numbers, policies)
- Invented specifics removed or replaced with placeholders
- Sensitive data removed and sanitized
- Tone matches audience and purpose
- Links/references checked and final read-through completed
Workflow Playbooks
Step-by-step playbooks by niche that show what to input, what to verify, what output format to use, and when to escalate to a human decision-maker.
Before/After Example Pack
- Ops SOP cleanup: rough process notes to clean SOP with owners/checks
- Manager update: loose status note to executive-ready summary
- Support macro improvement: vague reply to clear empathetic macro with escalation triggers
Optional Next Phase: Workflow Expansion
After your team has stable prompt workflows and human review habits in place, some engagements include a workflow expansion phase—connecting existing tools and approval steps so work flows between them. Enablement only; no custom software development.
Tool Stack Recommendation
We recommend tools, but we do not sell software. We install workflows and work within your approved stack.
- Microsoft 365-heavy teams: Copilot-first rollout
- Google Workspace-heavy teams: Gemini-first rollout
- Deep drafting and analysis: Claude
- Knowledge synthesis: NotebookLM workflows
- Optional next phase: Workflow expansion between approved tools with human approval checkpoints
Trust artifacts (proof without testimonials)
We don't use fabricated testimonials. Instead, we show concrete operating artifacts your team can evaluate before buying.
AI Operating System Kit (Team Edition)
Rules, verification, approved use-cases, style guidance, and escalation logic with sample pages.
Workflow Playbook Sample
Tangible support lane example: macro creation + KB article workflow + verification handoff.
Tool-Fit Rollout Sample
Practical stack recommendation showing Copilot-first vs Gemini/Claude fit based on your operating environment.
Adoption Scorecard + KPI Baseline
Lightweight measurement baseline for adoption, quality, cycle time, and risk checks.
Preview available now: Workflow Playbook sample + Tool-Fit Rollout sample.
Best fit if you want practical AI adoption + reusable assets
- You want repeatable workflows for managers, ops, or support — not one-off prompts.
- You want guardrails: sanitization, verification, and human review before anything external.
- You want templates: prompt systems, checklists, example packs, and rules of the road.
- You want Copilot-first guidance, but may use ChatGPT, Gemini, Claude, and other tools.
Not a fit (or not the right time) if...
- You want custom software development or deep technical implementation.
- You want me to handle sensitive/proprietary data directly.
- You want compliance or legal advisory work.
- You only want generic AI theory or prompt engineering lectures.
If you're unsure, book a quick call and I'll tell you honestly whether it's a fit.
Tooling Strategy
Recommended Stack + Usage Boundaries
Copilot-first for Microsoft 365 teams. Otherwise we recommend a sensible default stack based on your workflows, tool access, and data-handling requirements.
We focus on adoption patterns that transfer across tools—so your team isn’t dependent on one model.
| Tool | Primary Use Cases | Usage Boundary |
|---|---|---|
| Microsoft 365 Copilot | Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace | Within M365 suite only; no external data. Requires M365 Copilot license. |
| Google Workspace + Gemini | Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace | Within Google Workspace; governed by your Workspace plan. |
| ChatGPT (Team/Work) | General drafting, research synthesis, brainstorming, summarization | Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data. |
| Claude (Projects) | Long-document summarization, nuanced writing, complex research tasks | Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules. |
| NotebookLM | Knowledge synthesis from internal docs, policy Q&A, research deep-dives | Documents stay in your Google workspace. Best for read-only synthesis, not live editing. |
| Claude Coworklimited availability | Multi-agent task coordination via skills, connectors, and slash commands | Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency. |
Microsoft 365 Copilot
Use cases: Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace
Boundary: Within M365 suite only; no external data. Requires M365 Copilot license.
Google Workspace + Gemini
Use cases: Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace
Boundary: Within Google Workspace; governed by your Workspace plan.
ChatGPT (Team/Work)
Use cases: General drafting, research synthesis, brainstorming, summarization
Boundary: Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data.
Claude (Projects)
Use cases: Long-document summarization, nuanced writing, complex research tasks
Boundary: Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules.
NotebookLM
Use cases: Knowledge synthesis from internal docs, policy Q&A, research deep-dives
Boundary: Documents stay in your Google workspace. Best for read-only synthesis, not live editing.
Claude Coworklimited availability
Use cases: Multi-agent task coordination via skills, connectors, and slash commands
Boundary: Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency.
What I don't do
- Custom software development
- Deep technical implementation (APIs, pipelines, infrastructure)
- Compliance or legal advisory work
- Handling sensitive or proprietary data — we teach safe workflows and sanitization instead
I focus on enablement and education so your team can do more with AI safely. If you need software engineering or compliance work, I'm happy to refer you to a specialist.
Governance-lite
Safe-use rules, verification, escalation, and accountability
Businesses are increasingly expected to define internal standards for AI use — who can use it, on what data, with what review process. We help teams create practical internal governance without turning it into a compliance project.
Safe-use rules your team actually reads and follows
Verification habits before anything goes external
Clear escalation path for edge cases and risky requests
Accountability: who approves, who owns the output
We do not provide formal compliance or legal advisory services. This is practical internal enablement — not a regulatory audit.
Ready to standardize your AI workflows?
Book a free 20-minute workflow audit and find out which package fits your team.