Private advisory retainer

The Advisory Desk

AI moves fast. New models drop every month. Tools you evaluated last quarter are already outdated. You don't need another newsletter — you need a trusted advisor who tracks what matters and tells you what to do about it.

The Advisory Desk is a private monthly retainer that gives you an AI strategist in your corner — helping you make better decisions about tools, vendors, workflows, and what to build next. Early clients lock in introductory pricing before rates increase.

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The problem

You're not short on AI information. You're short on judgment.

Every week brings a new model, a new tool, a new vendor claiming to "transform your workflow." The hard part isn't hearing about AI — it's knowing which developments actually matter for your business and which ones to ignore.

What you gain

A filter for what matters

We track model releases, new tools, agent platforms, and vendor claims — and translate only the relevant ones into action items for your business.

What you avoid

Expensive wrong turns

Wasted pilots, bad tool bets, premature hires, and the "let's try AI" experiments that burn budget without moving the needle.

Why it works

This isn't another subscription. It's a strategic advantage.

The value isn't generic "AI tips." It's having someone who knows your business, tracks what's changing, and helps you make better calls — before they get expensive.

Difference 01

Gets smarter over time

The advice improves every month as we learn your team, your constraints, your appetite for change, and where the biggest returns are hiding.

Difference 02

Decisions, not content

This isn't a newsletter or a prompt pack. It exists to help you make sharper decisions about tools, hiring, vendors, and what to build next.

Difference 03

One advisor, not an agency

You work directly with a senior strategist who knows your business — not a rotating cast of junior consultants reading from a playbook.

What's included

Everything you need. Nothing you don't.

Included 01

4 hours of live strategy

Monthly sessions for tool evaluations, roadmap reviews, build-vs-buy decisions, and whatever AI questions are keeping you up at night.

Included 02

Strategic review & roadmap

The audit-level analysis and priority-setting most businesses pay for separately is already baked in from month one.

Included 03

Research between sessions

We don't clock out after the call. Between meetings, we're researching tools, pressure-testing ideas, and preparing recommendations so every session hits the ground running.

What clients use it for

Real questions we help answer every month.

  • "This new AI tool claims to do X — is it worth switching to, or just hype?"
  • "We're deciding between building custom vs. buying off-the-shelf — which makes sense for us?"
  • "Our competitor just launched an AI feature — should we be worried?"
  • "Our AI roadmap from 3 months ago feels outdated — what changed and what should we reprioritize?"
  • "We want to hire for AI but don't know what role to create — what do we actually need?"
How it starts

Three steps to having an AI strategist in your corner.

Step 1

Lock in your rate

Reserve through checkout at the current introductory price. Seats are limited and pricing increases as the roster fills.

Step 2

Orientation session

We map your priorities, your team, and the decisions on your plate right now — so month one is immediately useful.

Step 3

Make better decisions, every month

Ongoing advisory that compounds as we learn your business. And if a build opportunity emerges, we can execute that too.

FAQ

Before you decide.

Straight answers to the questions we hear most.

That's scheduled live time — strategy calls, working sessions, decision reviews. But the value doesn't stop there. Between meetings, we're researching tools, preparing recommendations, and thinking through your decisions so every session is high-impact.
The desk is strategic advisory — helping you decide what to do. If you need something built, we can scope that as a separate engagement. Many desk clients end up doing both.
Because the value depends on knowing your business deeply. A small roster means you get senior-level attention, not a junior consultant reading from a script.
No. Monthly billing, cancel anytime. If you want a longer commitment, we offer better rates — but you're never locked in.
Yes. The strategic review and roadmap work you'd get from the standalone audit is already included in the desk. No need to buy both.
You'll hear from us within 24 hours with onboarding details, intake questions, and a scheduling link for your first strategy session.
Reserve

The AI landscape won't slow down. Your decision-making shouldn't either.

Limited to six active clients. Lock in the introductory rate now — we'll follow up with onboarding and scheduling within 24 hours.

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