From first steps to full transformation

AI Consulting Services

Every engagement is measured across five value layers.Choose the entry point that fits your organization.

How engagements start

Two ways in. One model underneath.

Think of us as a personal trainer for how your organization uses AI. We don’t do the reps for you. We build the program, coach the form, and stay until it’s second nature. That happens two ways: training your team in their actual work, and implementing the systems that make the work stick. Where you start depends on what you need most right now.

Path 1

AI Training

Build AI fluency in the people doing the work. Advisory sessions and team intensives that leave your team using AI Monday morning, in their actual workflows.

Explore AI Training →

Path 2

AI Implementation

Build the systems and integrate them in place. Operational AI integration and Fractional CAIO engagements that ship persistent workflows, documented SOPs, and measurable ROI.

Explore AI Implementation →

Most clients end up with both. The four service tiers below combine training and implementation in different ratios so you can start with whichever your organization needs first. For an embedded, ongoing arrangement, Patrick also works as an AI Expert in Residence - a fractional AI lead inside your team.

Where We’ve Done the Work

The problems we take on most often

Every engagement starts with a problem, not a tool. These are six we see most often, and the kind of work we’ve shipped to solve them.

Operations & Workflow

Your best people spend their days on approvals, data entry, and report assembly. Work that has to get done, nobody wants to do, and quietly drains the team.

What we’ve shipped

We helped an 8-person firm find 125+ staff hours a month here. The roadmap ran to $630K in annual value.

Customer Service & Experience

Response times slipping, answers inconsistent, and your team opening the same three tickets for the twentieth time.

What we’ve shipped

The relationship still belongs to your people. We build the systems that get them to the first draft faster, in your voice, without the fatigue.

Marketing & Content

Content capacity is always the bottleneck. Brand voice slips the moment you scale. Agency fees stack up.

What we’ve shipped

We helped one client cut $5,000/month in agency work with a single prompt system. Another turned manual marketing into $20,000 in new revenue in month one.

Sales & Pipeline

Proposals taking too long, follow-up falling through, your best closers stuck in admin.

What we’ve shipped

We build the systems that draft the proposal, qualify the lead, and keep the pipeline warm. Your people show up for the conversations that close deals.

Financial Operations

Board reports that eat a week. Variance analysis done on instinct. Trends you only see after they’ve cost you.

What we’ve shipped

Your accountant still owns the numbers. We build the workflows that get the reporting 80% of the way there before anyone sits down to write.

HR & People Operations

Job descriptions that take two weeks. Onboarding docs three revisions behind. Policy updates that never get done.

What we’ve shipped

HR work is always urgent, never finished, and the team is usually already stretched. We build the internal comms and document systems that close the gap.

Most PopularTraining & Implementation

Executive AI Advisory

A personal trainer for the decisions you’re actually making.

Personalized advisory sessions for Executive Directors, COOs, and senior leaders.Like a personal trainer, we build the program around you, coach the form, and keep you accountable between sessions.We build operational AI workflows tailored to your role, your decisions, and your organization’s priorities.Every session delivers immediately usable outputs and measurable capacity gains.

What’s Included

  • Customized AI workflow development for your specific function
  • Persistent AI workspace setup (Claude Projects, custom instructions)
  • Async support between sessions via Slack or email
  • Monthly Value Report documenting ROI across all five value layers

Who It’s For

Executive Directors, COOs, Directors, and senior leaders

Expected Outcome

Clients typically reclaim 50+ hours/month and report complete elimination of routine overtime within 60 days.

“AI for Canadians didn’t just give us tools. They gave us our Fridays back.”

Communications Director, National Science Organization

Common Questions

How is Executive AI Advisory different from AI training?
Training teaches general skills. Advisory builds AI workflows around your specific role, your actual decisions, and your organization’s priorities. Every session delivers outputs you use that day, not exercises you forget by Friday.
How often do sessions happen?
Typically every two weeks, with async support between sessions via Slack or email. The cadence is flexible and adjusts based on your pace and priorities.
What if I’m not technical?
Most of our advisory clients aren’t. We work with Executive Directors, COOs, and Communications Directors who are smart, busy, and need practical results, not technical tutorials.
How do you measure results?
Monthly Value Reports document ROI across five layers: time reclaimed, quality improvement, expanded output, strategic capacity, and organizational resilience. You get real numbers, not vague claims.
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Training-led

The AI Strategy Intensive

A focused sprint from scattered problems to a ranked plan.

A half-day or full-day intensive for teams ready to move beyond experimentation.We audit your current workflows, identify the highest-value AI opportunities, and leave you with 3–5 operational workflows your team can use immediately.

What’s Included

  • Organizational AI readiness assessment
  • Workflow audit across 3-5 priority functions
  • Hands-on tool training with your actual content and data
  • Prioritized implementation roadmap with 30/60/90-day milestones

Who It’s For

Teams of 50–200 ready to align on AI strategy

Expected Outcome

Teams leave with operational workflows, not slide decks, and a clear path to measurable ROI within 30 days.

Common Questions

What do we walk away with after the Intensive?
3–5 operational AI workflows your team can use immediately, plus a prioritized implementation roadmap with 30/60/90-day milestones. Workflows, not slide decks.
Can the Intensive be done remotely?
Yes. We offer both virtual and in-person formats. The virtual format works equally well and removes travel logistics for distributed teams.
How many people should attend?
Best for teams of 50–200. We tailor the format so smaller groups get more hands-on time while larger groups benefit from alignment across the organization.
What’s the difference between the Intensive and full Integration?
The Intensive gives you direction and immediate wins. Integration is the 2–8 week engagement where we build, document, train, and measure. The result turns those initial wins into permanent organizational infrastructure.
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Implementation-led

Operational AI Integration

From manual bottlenecks to workflows that stick.

A 2–8 week engagement that transforms AI from an experiment into organizational infrastructure.We audit, build, train, document, and measure.You get persistent AI workspaces, documented SOPs, and before-and-after metrics your board can present to funders.

What’s Included

  • Deep workflow audit across all priority functions
  • Custom AI workspace construction (Claude Projects, automated workflows)
  • 3–5 fully documented operational AI workflows with SOPs
  • Staff training program with adoption reinforcement strategy
  • Monthly Value Report with five-layer ROI benchmarking

Who It’s For

Organizations ready to move from exploring AI to operating with AI

Expected Outcome

33 to 50% workflow reduction and measurable value within the first 90 days.

Common Questions

What does ‘operational AI infrastructure’ actually mean?
Persistent AI workspaces configured for your organization, documented SOPs for every AI workflow, trained staff who can run them independently, and before-and-after metrics your board can present to funders.
How long does Integration take?
2–8 weeks depending on scope. We audit, build, train, document, and measure. Most organizations see measurable value within the first 30 days.
Will our team actually use this after you leave?
That’s the entire point. We build adoption reinforcement into the engagement: documented workflows, staff training, and a measurement framework that makes the value visible. This isn’t a workshop they forget.
What kind of ROI should we expect?
33–50% workflow reduction is typical. Our Monthly Value Reports benchmark across five layers so you see exactly where the value is coming from.
Book a Call to Discuss
Training & Implementation

Fractional Chief AI Officer

Enterprise-grade AI strategy without the full-time hire.

Strategic AI leadership for organizations scaling AI across departments.We develop your AI roadmap, evaluate vendors, create organizational AI policies, and prepare board-ready presentations.All without the cost of a full-time executive hire.

What’s Included

  • Custom AI workflow development across priority departments
  • Persistent AI workspace construction and staff training programs
  • Vendor evaluation, tool selection, and organizational AI policy
  • Board-ready AI presentations with five-layer ROI reporting
  • Ongoing strategic counsel for leadership transitions and stakeholder decisions

Who It’s For

Organizations with 50+ employees scaling AI across departments

Expected Outcome

Enterprise-grade AI strategy at a fraction of the cost.

Common Questions

How is a Fractional CAIO different from hiring a full-time AI executive?
You get enterprise-grade AI strategy, vendor evaluation, policy creation, and board-ready reporting at a fraction of the cost. No recruitment, no benefits, no six-month ramp-up. We bring the playbook from day one.
What size organization is this for?
Typically organizations with 50+ employees who are scaling AI across multiple departments and need strategic coordination, not just tactical implementation.
What does the engagement look like day-to-day?
A combination of strategic planning sessions, vendor and tool evaluation, organizational AI policy development, and board-ready reporting. Think of it as having a senior AI leader in the room without the full-time salary.
Can this transition to other services over time?
Absolutely. Many organizations start with the Fractional CAIO for strategic direction, then bring in our Integration service for specific departments. The services are designed to complement each other.
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Pricing is customized based on organizational size, scope, and needs. Many organizations access our services through professional development budgets or capacity-building grants.

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