Prepare
Agree the process boundary, participants, objectives, and sanitized examples before the session.
MEET IN PERSON · AI CONSULTATION
A full evening.
Your real workflows.
Set aside focused time to examine where work gets stuck, decide which AI opportunities are worth pursuing, and leave with a clear direction—not another list of tools.
PRICE$999
WORKING SESSIONFull evening
FORMATIn person
DELIVERABLEWritten plan
WORKFLOW FIRST
Make the next step a defensible one.
We start with a defined process: recurring admin, inquiry follow-up, document handling, reporting, or another bottleneck your team can describe and measure.
Together, we examine the current steps, rank opportunities, identify the decisions that must stay human, and agree practical experiments. AI is one option; a simpler process or template may be the better answer.
WHAT IS INCLUDED
Focused time, with a written next step.
Work together
Spend a full evening mapping the work, exploring options, and testing assumptions with human judgment and data safety in view.
Prioritize
Receive a written workflow and action plan with opportunities, review points, risks, and measures. Written-delivery timing is agreed before booking.
WHERE WE MEET
In person, by arrangement.
In-person consultations are available in Central New Mexico. Confirm the location, evening timing, participants, and availability before payment. No venue or date is reserved by submitting an inquiry.
Outside the area, the shorter remote LeverMap audit provides a separate, focused option. Private team training is scoped separately.
Explore live, in-person training →CLEAR BOUNDARIES
A consultation—not an open-ended implementation project.
The $999 engagement covers preparation, one full-evening working session, and the agreed written plan. Software implementation, ongoing support, system testing, formal assurance, and licensed professional advice are not included. Scope, cancellation terms, data handling, and any additional costs must be agreed before booking.
Scope & independence →