AI Advisory for Operators
Fractional AI Officer
for operators and owners.It starts with a free one-hour audit. Diagnostic next. Build after that.
You work with me, the operator who built the thing, not a deck and a team of juniors. I help owners and operating teams find the workflows where AI agents compound into EBITDA, then I build them. The principal is always involved, because the principal is the whole point.
Recently bought a business? I run a different model for owner-operators — founder-rate build fee plus a profit share on measured recovery.
See money agentsHow I Engage
Three phases. Each one a real contract.
It starts with a free 1-hour audit. Most then run the diagnostic; some stop there with a roadmap they execute themselves; others run the full path. Each phase stands on its own.
Free 1-hour AI audit
A no-cost working session. We walk your operation, find the repetitive, high-volume work, and you leave with the two to three places an AI agent would pay off fastest, ranked by impact and effort. It is the lightweight version of the diagnostic below, and the cleanest way to see if this is worth your time.
Operating Diagnostic
2–3 weeks · fixed fee
From $15K
A structured scan of the business across revenue, operations, and back office. I interview the operating team, score every workflow on a leverage framework, and deliver a ranked roadmap with build / buy calls and effort estimates.
- Workflow inventory across revenue, ops, and back office
- Scored leverage map (Volume × Latency × Variance × Synthesis)
- Ranked build queue with effort and value estimates
- Recommended 90-day implementation plan
Build Sprints
4–8 weeks per workflow · fixed bid
From $20K
Fixed-bid build of the highest-ROI workflows from the diagnostic. Shipped into production, integrated with existing systems, instrumented so the value is visible. Each sprint is one workflow, one milestone, one bill.
- Production agent or workflow shipped
- Integration into existing tooling and systems
- Operator training and handover docs
- Instrumentation to track time saved and revenue moved
Ongoing Partnership
Monthly retainer
From $5K / mo
For platforms with an active M&A cadence. I maintain the agent stack, build new workflows as they surface, and onboard each newly acquired company to the same playbook. Scales with your deal flow, not my sales cycle.
- Agent maintenance and version upgrades
- New workflow builds as priorities shift
- AI integration playbook applied to each add-on
- Quarterly leverage review with the operating team
Fractional AI Officer
Monthly retainer · limited slots · From $8K / mo
For operators who want my judgment on tap, not another build invoice. A standing monthly engagement: I sit in on the calls that matter, pressure-test the AI roadmap, unblock your team, and stay close enough to the business to call the next move. The principal, on retainer.
- A recurring working session, plus async on the hard calls
- A living AI roadmap I keep current as priorities shift
- Vendor and build-vs-buy calls made with you, before you spend
- A direct line to me, not a junior team
How We Pick
Effort vs impact. Nothing fancier.
Every candidate workflow gets two scores: how much it would move the business if shipped, and how much it would cost to ship. We start at high impact and low effort. We work down from there. We don't build vanity AI.
Build first
Where most of the diagnostic budget goes. Quick wins with real EBITDA attached. The bar to ship is low because the cost of being wrong is small.
Build next
Worth the investment, but scoped carefully. We sequence these behind quick wins so the team sees ROI before committing capital to longer builds.
Defer
Cheap dopamine. Often what teams ask for first because it’s familiar. We park these and revisit only after the high-impact queue is shipped.
Don’t build
Every business has them. These are the AI projects you regret six months in. Naming them out loud in the diagnostic is half the value.
Example Workflows
What this looks like in your business.
Composite patterns from services businesses — illustrations of the shape of the work, not client case studies. Not exhaustive. The diagnostic surfaces which apply to your specific operation and prices each one in dollar terms.
Speed-to-lead
Service request lands at 11pm. By 11:02 the agent has pulled the account history, drafted a personalized reply with a same-day SLA, and woken the on-call rep. After-hours win rate doubles.
Proposal and quote generation
A rep used to lose four hours per quote pulling specs, codes, prior pricing, and history. The agent drafts the proposal in ninety seconds. Reps spend the week selling, not formatting.
Prospecting and lead intelligence
Agent watches filings, hiring patterns, and tech-stack signals across thousands of target accounts. When a buying trigger fires, the rep gets the lead with the context already written.
Renewal and churn defense
Every contract expiry, usage signal, and support history monitored continuously. At-risk renewals flagged ninety days out with a drafted save outreach. Net retention is the valuation story.
Customer service triage
Sixty percent of tickets are simple and never reach a human. The forty percent that are hard reach the right human with full context already attached. AHT drops, CSAT rises.
Compliance and inspection documentation
Every regulated artifact extracted, structured, filed, and searchable. The compliance officer goes from drowning in PDFs to actually running a function.
Knowledge capture from senior operators
Forty years of tacit know-how from your senior tech, recorded across normal workflows, becomes a searchable layer the whole team can query. Retirement risk solved.
M&A integration glue
Every add-on you acquire has different software. The agent bridges schemas in days instead of months. Your platform absorbs new companies without burning out IT.
The Process
Predictable from week one.
Fixed fee. Fixed timeline. Fixed deliverables. Operators are tired of consulting engagements that scope-creep. This one doesn't.
01
Free AI audit
A working session, not a sales call. You walk me through the business, I map where the repetitive, high-volume work lives, and you leave with the two to three highest-ROI places an agent would pay off. If the diagnostic is not the right next step, I'll say so and point you somewhere useful.
60 minutes · no fee
02
Diagnostic SOW signed
Scope and timeline locked. I work directly with the operating CEO, the heads of the functions in scope, and the CFO. No layers between us.
Fixed fee, 50% upfront
03
Workflow scoring
Interviews, system walkthroughs, document review. Every candidate workflow gets scored on impact and effort. The output is data, not opinion.
Weeks 1–2
04
Roadmap readout
Ranked build queue with effort estimates, value estimates, and clear build / buy calls. Delivered as a working document the operating team can use, not a deck.
Week 3
05
Build or hand off
You either run the roadmap yourselves, or I take the top items into fixed-bid build sprints. The diagnostic is designed to stand on its own either way.
Optional
Why Me
An operator who actually ships with AI.
Fifteen years running revenue and operations inside SaaS. Salesforce, PagerDuty, Deloitte Consulting, then COO of an 85-person European hotel software business. I left in August 2025 to build a SaaS product solo, with AI doing the engineering. It works.
$1.4B
Largest BU Operated
15+
Years SaaS Operating
0
Engineers Hired
1
Person Building Team
Product Proof
Searcher OS
Production SaaS · built solo with AI agents
Salesforce for business acquisitions. Next.js, Supabase, Stripe, Python scrapers, ~15 integrated surfaces. Profitable, paying customers, growing. No engineering team. Claude Code writes the code. Orchestrated agents help me scale operations. This is the playbook I bring into your business.
See the productTrack Record
Fifteen years operating SaaS.
The diagnostic doesn't pattern-match from PowerPoint. It pattern-matches from having actually been the operator. Running revenue, ops, and post-acquisition integration at scale.
Mews
2024 - 2025SVP, Business Operations
- COO role with 86-person team across revenue operations, IT, procurement, FinOps, and people technology
- Transformed operations of a hyper-scaling 50%+ growth, $250M revenue business
- Personally redesigned variable compensation plans for a multi-product SaaS/Fintech blended sales motion
- Launched quote-to-cash transformation, company OKR framework, and quarterly business reviews
PagerDuty
2020 - 2023VP, Strategy & Operations
- Reaccelerated growth from 26% back north of 33% on a $200M business within the first year
- Series of GTM transformations: sales process, forecasting, deal qualification, messaging, and incentives
- Drove sustained net revenue retention north of 120% through platform repositioning
- Led GTM due diligence and integration of the largest acquisition in company history
Leanplum
2018 - 2020SVP, Business Operations
- Built first territory and segmentation model. Contributed to several quarters of 75%+ ARR growth
- Launched data-driven forecasting, CPQ, territories, and deal desk from scratch
- New pricing structure and deal desk drove a 12% increase in gross margins
- Designed ICP and propensity-to-buy scoring adopted across sales and marketing
Salesforce
2014 - 2018COO, Platform ($1.4B BU)
- New price point became 30% of bookings within four months and raised average deal size 20%+
- Revenue attribution model eliminated inefficient channels and improved cost to book by 25%
- Propensity-to-buy model: 15% of the customer base delivered 60% of sales
- Grew Desk.com 44% in a single year through incentives, pricing, and analytical rigor
Straight Answers
Questions operators ask.
How much of my team's time does the diagnostic take?
Roughly six to eight hours of interviews total, spread across the operating team over the first two weeks. I do the synthesis on my own time. Your people keep running the business.
What do you need access to, and how is it handled?
Read access to the systems in scope — CRM, ticketing, finance reports — and the documents the team already uses. I work under NDA as a matter of course, and nothing leaves your environment without your sign-off.
Who owns what you build?
You do. Agents ship into your accounts, on your infrastructure, with handover docs your team can run without me. If we part ways, everything keeps working.
What stack do you build on?
Whatever you already run, wherever possible. Builds integrate with your existing CRM, ticketing, and back-office tooling rather than replacing them. New components are mainstream, replaceable parts — no proprietary lock-in.
What if AI isn't actually the right answer for us?
Then I say so in the audit and point you somewhere useful. The diagnostic only makes sense when the audit surfaces real leverage. That filter protects both of us.
Start With A Free Audit
Book your free AI audit.
One hour, no fee, no deck, no pitch. You walk me through the business, and you leave with the two to three highest-ROI places an AI agent would pay off, ranked by impact and effort.
Grab a time on my calendarPrefer to write first? Use the form. Most replies inside a day. Engagements are reserved for operators serious about shipping.
Tell me about the business