Discovery Call
A 45-minute call on how you actually run the business — the tasks you dread and where work piles up.
I spent 25 years running enterprise technology at Ford. Now I help Michigan small businesses put AI to work and set it up so it doesn't leak.
One week • $999 • Data-safety review and one-tool implementation included
Three stages, in order. Most businesses start at Find and stop whenever they've got what they need — there's no obligation to go further.
AI Tools Assessment • One week • $999
I find the repetitive work in your business and the specific AI tools that eliminate it — each one checked for where your data actually goes, with one-tool implementation included.
Implementation & Automation • From $1,500
Configure and ship the workflows we picked — automations built and handed off, custom assistants trained on how you actually work, and your team enabled to use them.
Policies, controls, training, monitoring • Scoped after assessment
For businesses already deep in AI: a full usage inventory, a data exposure map, acceptable-use policy, and an accountable owner for every tool.
In one week, I identify the highest-value AI opportunities, check the recommended tools for data safety, and implement one selected tool with you. No hype, no 40-tab tech stack.
A 45-minute call on how you actually run the business — the tasks you dread and where work piles up.
I surface the 5–7 highest-impact opportunities — the patterns a busy owner can't see from the inside.
Tool picks with a data-safety check on each, a 4-day quick-start plan, and the dollar impact.
We walk every recommendation, select one tool, and implement it together during the 30-minute session. More involved builds are scoped separately.
The reason I can promise both halves of that: I governed technology risk at Fortune 100 scale for 25 years before I ever sold an AI assessment.
Founder & creator of CLEAR-AI™ — Aegis AI Advisory, Michigan
I spent 25+ years leading enterprise technology — including as a global technology leader at Ford — before founding Aegis AI Advisory. I bring that Fortune 100 experience directly to small and mid-size businesses: enterprise-grade AI adoption and governance, tuned for teams without a large IT or compliance department.
My approach is rooted in the realities of operations, not theoretical frameworks that don't survive contact with daily work. I created the CLEAR-AI™ methodology to give leaders a practical path from adopting AI to governing it safely.
Getting the time savings is the easy part. Getting them without quietly moving your customer data into a tool nobody vetted is the part most people skip — so it's built into the assessment rather than sold separately.
On every tool, I look at:
Ten questions every leadership team should be able to answer about the AI already running inside their business — covering inventory, ownership, data, vendors, policy, and incidents.
Download the ChecklistIf AI is already woven through your business and the question is no longer "should we use it?" but "can we see and control it?" — that's the governance track. Pricing is scoped from the assessment findings and confirmed in a clear proposal before work begins.
See the Governance Track →Not ready to commit? Start with a free, no-obligation 30-minute introductory discussion. We’ll talk about your business, where work is consuming time, and whether the $999 AI Tools Assessment is the right fit.
Not sure the assessment is the right fit, or want to ask something first? Send a note — I answer these myself.