Services

Four ways to work together.

From hands-on team training to executive-level strategy. Each engagement is built around your team, your tools, and your business goals — with the workforce factored into the plan from day one.

01Live AI Workshops 02AI Adoption Strategy 03AI Integration & Strategy 041:1 Executive Coaching
01
Most Popular

Live AI Workshops

Hands-on training that gives your team something they can use the same day.

Generic AI training falls flat because it teaches tools without context. Our workshops are built around your team's actual workflows, tools, and revenue priorities. The result is adoption that sticks, not a slide deck nobody references again.

Every session is anchored in live demos and real use cases. People leave knowing exactly how AI fits into their day — and most importantly, ready to use it on Monday morning.

  • Discovery call to understand your industry, team, tools, and goals before designing the session
  • Custom curriculum built around real workflows in your business, not generic examples
  • Live, interactive delivery on-site or virtual, in English or Spanish
  • Role-specific tracks for marketing, sales, operations, leadership, or mixed teams
  • Take-home prompt library and reference materials your team can use immediately
  • Optional follow-up sessions for ongoing adoption and reinforcement
  • Half-day intensive — fast onboarding for a single team or department
  • Full-day deep dive — comprehensive coverage with hands-on lab time
  • Multi-week program — for organizations rolling out AI across departments
  • Executive briefing — leadership-only sessions on strategic AI implications
Best fit for organizations that:
  • Want their team confident using AI tools in their actual day-to-day work
  • Prefer practitioner-led training over theory-heavy curriculums
  • Are rolling out AI tools and want adoption to stick from day one
Inquire About a Workshop
02
Strategic

AI Adoption Strategy

For leadership teams who want their AI rollout to be planned, intentional, and built to last.

AI rollouts deliver real ROI when they're planned, not improvised. Most companies skip the strategic groundwork and jump straight to tools. The result is initiative fatigue, inconsistent adoption, and ROI that never quite materializes.

We work alongside leadership to build an integrated adoption plan that gives AI the conditions it needs to succeed: clear priorities, the right tools, team readiness, and the kind of intentional rollout that actually sticks.

I approach AI enablement through the lens of workflows and operational realities. Once I understand the team's day-to-day responsibilities, repetitive tasks, communication flows, and existing processes, I can identify where AI tools and platforms can realistically improve efficiency, productivity, and confidence in daily usage.

  • Discovery & business alignment — understand your goals, team, tools, and where AI can move the needle most
  • Strategic roadmap — sequenced rollout plan with clear priorities and measurable outcomes
  • Team readiness planning — how to set your people up for success with the right support, communication, and training
  • Implementation guidance — playbooks, internal champions, and momentum-building across the rollout
  • Leadership alignment — keeping executive sponsors and managers on the same page throughout
  • Ongoing advisory — strategic check-ins to keep things on track and course-correct as needed
Best fit for organizations that:
  • Are planning a meaningful AI rollout, not just experimenting with tools
  • Want adoption to stick across the organization, not just enthusiasts
  • Value strategic guidance over generic implementation frameworks
  • Prefer a partner who understands the full picture: technology, team, and business outcomes
Discuss a Strategy Engagement
03
Strategic

AI Integration & Strategy

Identify the highest-ROI AI use cases for your business and build a roadmap to implement them.

Most organizations don't have an AI problem. They have a prioritization problem. There are hundreds of places AI could plug in. The question is which ones will actually move revenue, save real hours, or close a measurable gap in the business.

We work alongside leadership to identify the highest-leverage AI use cases for your specific business, then build a clear, sequenced roadmap to implement them. Grounded in 20+ years of marketing, revenue, and operations experience across media, sales, and martech.

  • Operations & revenue audit — understand how revenue actually moves through your business and where friction lives
  • Use case identification — surface AI applications mapped to specific revenue, efficiency, or quality outcomes
  • Prioritization framework — score use cases by ROI potential, implementation complexity, and team readiness
  • Implementation roadmap — sequenced rollout with clear milestones, owners, and measurable success metrics
  • Tool stack recommendations — which AI tools fit your team, your data, and your existing systems
  • Ongoing advisory — strategic check-ins as the rollout progresses to keep momentum and course-correct
Best fit for organizations that:
  • Want a clear AI roadmap, not a list of trendy tools to evaluate
  • Have specific revenue or operational goals AI should support
  • Need a strategic partner who understands both the technology and the business model
  • Value practitioner experience over agency-style frameworks
Start an Integration Conversation
04
High-Touch

1:1 Executive Coaching

Private, hands-on AI coaching for leaders who need to move fast and make smart decisions.

For executives, founders, and senior leaders who want to work with AI directly — not through a team meeting or a workshop. This is one-on-one coaching focused on your specific role, your decisions, and your strategic priorities.

Sessions are completely customized. Some leaders use this time to build personal AI workflows that save hours every week. Others use it to think through AI's implications for their company strategy. Many do both.

  • Personal AI workflow design — building tools and prompts around your actual work, not generic productivity tips
  • Strategic decision support — using AI as a thinking partner for board prep, hiring decisions, market analysis, and more
  • Executive communication with AI — drafting, editing, and refining high-stakes messaging
  • Industry-specific applications — deep dives into AI use cases relevant to your sector
  • Confidence with leadership conversations — being the executive who can talk credibly about AI in any room
  • Single session — focused two-hour deep dive on a specific challenge
  • Monthly retainer — ongoing coaching with regular sessions and async support
  • Intensive sprint — multi-session program over four to six weeks for accelerated growth
Best fit for leaders who:
  • Want to work with AI personally, not just oversee a team that does
  • Value speed and discretion over open-format training
  • Are making strategic AI decisions and need a thinking partner
  • Prefer customized coaching to fixed curriculums
Inquire About Coaching
How We Work

Every engagement starts the same way.

A short discovery call to understand your business and your goals. From there, we shape the engagement around what your team actually needs — not a fixed package.

i.
Discovery

A 30-minute call to understand your business, team, goals, and current AI maturity. No pitch, no pressure. We figure out together if there's a fit.

ii.
Proposal

A clear, written proposal outlining the recommended engagement, deliverables, timing, and investment. Tailored to your situation, not a template.

iii.
Delivery

Hands-on engagement — workshops, consulting, strategy work, or coaching. Practitioner-led, results-focused, and built around your team's actual work.

iv.
Follow-Through

Most engagements include follow-up touchpoints to make sure adoption sticks and outcomes show up. We measure success by what changes in the business.

FAQ

Common questions.

Engagements range from solo founders and executive teams up to enterprise organizations with hundreds of employees. Workshops scale across that range. AI Adoption Strategy tends to fit best with mid-market and larger organizations planning a meaningful AI rollout. 1:1 Executive Coaching works for individual leaders at any size company.

Yes. We've trained groups from a handful of executives up to large corporate departments. Training is always built around your team's actual workflows and tools, not generic examples. We also offer multi-session programs for teams that want ongoing adoption support.

Yes. Full AI training and consulting is delivered in both English and Spanish, including workshops, corporate programs, 1:1 coaching, and speaking engagements. We serve Spanish-speaking businesses across the US, Latin America, and Spain.

Most teams see immediate, practical results from workshops — sessions are built around live demos and real use cases so participants leave with something they can use the same day. For deeper workflow and strategy changes, measurable impact typically shows up within 2 to 4 weeks. Workforce consulting engagements are longer-arc and produce results across a 60 to 90 day horizon.

Absolutely. Every engagement starts with a discovery call to understand your industry, team, and goals. We have worked across law, finance, real estate, marketing, HR, recruitment, agritech, and education. Content is always specific to how your team actually works.

Every engagement is shaped around your team's specific situation, so pricing varies. After a discovery call, you'll receive a written proposal with clear scope, deliverables, and investment outlined. We work with budgets ranging from single-session workshops up to multi-month strategic engagements.

Yes. We have delivered AI training and consulting to organizations in Europe, including Sumi Agro Europe (London) and Sumi Agro Germany. Bilingual delivery in English and Spanish makes international engagements straightforward, and virtual delivery lets us work across time zones.

Book a 30-minute discovery call. We'll talk through your business, your team, and what you're trying to do with AI. From that conversation, we'll be able to recommend the right engagement type and send you a written proposal within a few days.

Let's Talk

Not sure which engagement fits your team?

Start with a discovery call. We'll talk through your business and your goals, then recommend the right approach. No pitch, no pressure.

Book a Discovery Call