AI Readiness Assessment
Strategy Call
Clarity before you invest. Spot risks, surface quick wins
AI Readiness Assessment
Strategy Call
Roadmap
1 AI Pilot
Your first solution live in 8 weeks
AI Readiness Assessment
Strategy Call
Roadmap
Implementation Management
Optimization and Maintenance
Scale operations and automation without breaking what already works
Discovery & Alignment
→ Define vision, friction points, and business goals.
→ Align on success metrics and build stakeholder buy-in.
Readiness & Gap Assessment
→ Assess systems, data, teams, and tools.
→ Identify blockers vs. fast-start opportunities.
Strategy Mapping & Thematic Initiatives
→ Translate goals into key initiatives and themes.
→ Prioritize what matters most based on ROI potential.
Roadmap Construction & Phasing
→ Sequence initiatives into a timeline with dependencies.
→ Build the roadmap with MVPs, pilot loops, and rollout gates.
Execution, ROI Testing & Iteration
→ Launch selected pilot(s) and test against ROI benchmarks.
→ Optimize, de-risk, and iterate based on live data.
→ Transition to continuous improvement and scaling ops.
I help mid-sized businesses simplify customer operations, reduce costs, and deploy AI that actually gets used. With a background leading global CX strategy at companies like Apple and Adobe, I now work with founders and ops leaders who want results—not more tech noise.
I built this advisory firm to bridge the gap between vision and execution, helping teams move fast without breaking what’s working.
If you’re under pressure to improve CX or reduce churn, you don’t need another tool. You need a clear, smart plan. That’s what I build—with you.