AI Fluency Engagements for SMB Leadership Teams
They need fluency that compounds with the judgment they've already earned. Working sessions scoped to the operational problems your leadership team is actually trying to solve. Not a tutorial. A roadmap they own.
The Pattern
The patterns I see across SMB leadership teams are remarkably consistent. Four symptoms of the same underlying gap.
01 · Adoption Plateau
Most of the team is using AI casually. Only a small fraction is using it at any real depth. Productivity gains are uneven and uncoded.
02 · Tool Stack Sprawl
Three subscriptions, no integration. People are paying for capabilities they aren't using and ignoring tools they already have.
03 · Cultural Resistance
Fear, learning fatigue, quiet skepticism from the people whose buy-in matters most. Smart people, stuck.
04 · No Workflow Commitment
AI use lives in side experiments, not in the work itself. Nothing is yet operationalized into how the business actually runs.
The Engagement
Engagements are scoped to your business, not delivered off the shelf. The structure is consistent. The content is custom.
Phase 01
1–2 weeks · remote
Short individual intakes with each member of your senior team. I map where each person actually is with AI, what they're trying to solve, and where the team's collective gaps live. You see the pattern before we're in the room.
You leave with
Phase 02
Half-day on-site or virtual
Not training. A working session built around the four problems we surfaced. Your team leaves with a 90-day adoption roadmap, role-specific workflow recommendations, and the cultural commitments needed to make any of it stick.
You leave with
Investment
Engagements are scoped to team size and complexity, typically starting at $5,000 for a single leadership team and scaling for multi-team or multi-session work. Pricing is shared after the initial scoping conversation, when the shape of the engagement is clear.
Who I Am
I've led marketing, learning, and capability work inside Apple, Bose, Microsoft, and SparkEffect. Five businesses founded along the way. The companies are recognizable. The work was always the same shape: helping smart teams adopt something new without losing what made them effective in the first place.
AI is the same shape of problem. Most engagements are a senior team that has personally explored AI, knows their organization is behind, and needs a partner who will do the homework before showing up. Someone who arrives knowing problems A, B, C, and D and has a path through them.
That's the work.
Selected Past Engagements
Start a Conversation
Thirty minutes. We talk about your team, the operational problems you're trying to solve, and whether an engagement makes sense. If it does, I send a written scope. If it doesn't, you walk away with a sharper read on the gap.
Book a 30-minute scoping callPrefer email? Email me about your team · Tacoma, WA