An AI Consultant on Retainer for Small Business

02The working loop

The method: map, optimize, automate

1. Map. We map where your hours actually go and pick the workflow with the biggest time drain — usually something you touch daily and dread weekly.
2. Optimize. We rebuild that workflow using off-the-shelf tools — often ones you already pay for. No custom software, no long project.
3. Automate. Once the improved workflow is stable, we remove you from as much of it as possible, so it runs whether you’re at your desk or not.

Then we start the loop again on the next workflow. One at a time, biggest time drain first. Over months, the reclaimed hours compound.

Who this is for

Owner-led businesses with 2–20 employees and roughly $500K–$5M in revenue. In practice, that looks like:

• A home builder buried in bid follow-ups, selection-sheet revisions, and the same twenty subcontractor emails every week.
• A personal-injury or immigration law firm where intake summaries, document prep, and client status updates consume paralegal hours that should go to casework. (We streamline operations — never legal judgment.)
• A med spa where booking follow-ups, review responses, and pre- and post-care instructions all get written from scratch, every time.

These are examples, not a closed list. If you run another owner-led service business and the same workflow problems sound familiar, the Concierge may still fit.

If you’re bigger than that, you likely need implementation work, not a retainer. If you’re smaller, start with the AI Tools Assessment.

The track record behind it

I don’t have a wall of testimonials to show you — I have engineering results. At Stryker, a $20B+ medical device manufacturer, I replaced failure-prone manual data work across five departments with a single automated reporting system, eliminating 500+ hours of engineering time per year — worth an estimated $25,000+ annually. As an independent consultant, I’ve closed multiple six-figure contracts with Edwards Lifesciences, Cook Medical, and Jabil (manufacturing for Johnson & Johnson) — every one won by scoping the work, building it, and proving the value.

That’s the discipline the Concierge runs on: find the waste, fix it, measure it.

Why the roster is capped at 6

The 12-business-hour response window is a promise, not marketing copy. I can only keep it if the roster stays small — so it’s capped at six clients, period. When it’s full, you go on a waitlist, and I’ll tell you honestly how long it’s likely to be. The waitlist is a good time to complete the AI Tools Assessment, so your roadmap is ready the day a spot opens.

Pricing

The AI Concierge starts at $1,200/month, month to month. That covers both working calls, unlimited async messaging, and everything we build together — prompts, checklists, and tool configurations are yours to keep, even if you leave.

The natural entry point is the AI Tools Assessment: a $999 flat-fee review that maps your workflows and prescribes the exact tools worth using. The Concierge then executes that roadmap with you. And when the loop surfaces something bigger than a retainer should carry — a custom automation or a full process redesign — it hands off cleanly to implementation services, scoped and priced separately before any work starts.