Fixed prices. Real results. No surprises.

Fifteen questions about where your week goes. You get a score, an estimate of hours AI could give back, and the three places I'd look first.

Take the audit

For owners and CEOs who want to understand AI by using it, before deciding what it should do in the business. Three working sessions, everything set up in tools you own.

• AI sorting and drafting your email, in your voice
• A daily brief: today's meetings with prep, what needs you, what's slipping
• Meeting notes and follow-ups written for you
• Three personal workflows of your choice: proposals, board or banker updates, weekly numbers, contract review
• Plain-English answers to "what is an agent, and do I need one?"
• A short list of where AI would pay off in your business, ranked by hours and dollars

Credited toward a Navigator Sprint, outcome package or practice package started within 30 days. Want ongoing help? Owner's Concierge continues monthly.

Practices: we set this up for the business side of your day. If patient information is involved, it runs only in BAA-covered tools.

I learn how your business actually runs, then hand you a plan you can act on.

• A map of where your time and money go, and where AI fits
• Your top 3 AI opportunities, ranked by payback
• A 90-day plan with owners and milestones
• A short list of tools, with what each costs per month
• One quick win, built and working before we finish

Your time: about 3 hours a week. Start an outcome package or Workflow Build within 30 days and the Sprint fee is credited.

One job taken off your plate, automated end to end and running in your business, with your team trained to run it and 30 days of fixes after go-live.

• Quote Desk. Quotes and estimates out the same day, drafted from your site notes, photos and price book. You review and send. Today this costs most owners 8 to 12 owner hours a week.
• Follow-up Engine. Every new lead, open quote and unpaid invoice followed up on schedule until it closes. Today this costs most owners 5 to 8 office hours a week, plus jobs that slip away.
• Inbox Under Control. Your email sorted, answered in draft and filed every day. You only touch what needs you. Today this costs most owners 6 to 10 owner hours a week.
• Job Recap. Daily job notes and weekly customer updates written from your crew leads' voice memos. Today this costs most owners 4 to 6 hours a week across crew leads.

Founding clients: the first 5 pay $3,000 up front and the other $3,000 only when the package gives back at least 5 hours a week within 30 days.

Need something else automated, like intake, scheduling or reporting? Custom Workflow Builds start at $6,000.

For dental, medical, eye care and med spa practices. Every package is built inside your own practice systems and HIPAA-eligible tools, under a signed business associate agreement.

Start with an AI Safety Check ($1,500, 1 week): find where staff already use AI with patient information, switch to safe tools you own, a one-page AI policy, a 45-minute team training, and your top 3 packages. Credited toward a package signed within 30 days.

• Full Schedule. Recalls, reactivation and cancellation fill run automatically, so open chairs and exam slots get filled.
• Front Desk Relief. After-hours and overflow calls and texts answered, appointments booked, urgent ones routed.
• Insurance Desk. Eligibility checked before every visit, prior authorizations drafted, denials worked.
• Charting Time Back. An AI scribe chosen, set up and rolled out, so notes are done before the patient leaves.
• Treatment Follow-through. Unscheduled treatment, consults and optical orders followed up until booked.

Two packages don't touch patient data and are $6,000: a weekly Practice Dashboard on production, collections and schedule fill, and Reviews and Reputation with HIPAA-safe review responses.

Founding practices: the first 3 pay half up front and the other half only when the agreed target is met within 45 days.

A former CEO in your corner every month: deciding what's worth doing, picking tools, and shipping improvements. Month to month, cancel with 30 days' notice.

A hands-on workshop for your team, built around the tools you already pay for and the work they actually do. Everyone leaves with three workflows they'll use the next morning.

The monthly follow-on to the Owner's AI Jumpstart. Weekly 45-minute sessions, help between them, and at least one new tool built for you each month: email triage, meeting prep, proposals, whatever eats your time.