Don't imagine the deliverables. Read them.
Every document below is a full sample of something my clients actually receive — the monthly report, the assessment, the backlog, the policy. Open the PDFs. If this is what your leadership team is missing, you'll know by page two.
What the retainer delivers, in writing
The advisory seat is $15,000/month. These six documents are why it isn't a leap of faith — this is the paper trail one composite client generates in a single quarter.
8 pages · the flagship monthly deliverable
The Monthly AI Executive Report
Adoption metrics, shipped work, the scored backlog, blocked decisions, risk notes, vendor updates, and the next 30 days. The written record that makes the retainer concrete.
6 pages · updated every month
The AI Opportunity Backlog
Eighteen candidate workflows scored on impact, feasibility, data tier, and time-to-value — including the killed list, kept visible on purpose.
4 pages · monthly governance artifact
Governance & Risk Review
What's approved, what's exposed, what changed: exception requests, near-misses, and a risk register with owners and dates.
3 pages · quarterly money memo
AI Investment & ROI Memo
Every initiative gets a verdict in writing — fund, hold, or kill — with the P&L line it moves and the math shown.
3 pages · during any build
Implementation Oversight Brief
What I pushed back on, the go/no-go gates, and the acceptance criteria — supervision of the builder, documented, even when the builder is my own firm.
4 pages · the enablement program
90-Day Adoption & Training Plan
Champions, a training calendar, measurement from week one, and the playbook for when a department stalls. Unused tools have zero ROI.
What the Assessment produces
The AI Executive Assessment is the two-week, fixed-price front door ($5,000, credited toward advisory). This is the actual output. See how the two weeks run →
12 pages · the board-ready readout
The AI Executive Assessment Report
Stakeholder findings, the shadow-AI audit, a workflow and data-source map, five scored use cases, the architecture recommendation, and a 90-day roadmap.
4 pages · private vs. commercial vs. hybrid
Architecture Decision Memo
The decision record for a composite client — where I recommend against private AI because the arithmetic said so. That honesty is the product.
4 pages · scored, never a reseller's quota
Vendor & Model Evaluation Brief
Claude, ChatGPT, and Copilot scored against one firm's data tiers and workflows — gates first, weighted criteria second, price last.
Implementation, specified
When something gets built, it gets built from a document — one an engineering team can work from and a managing partner can verify. These are those documents.
7 pages · client document intake, build-ready
Workflow Automation Specification
Swimlanes, a state machine, an exception queue, permission rules, and acceptance criteria — the spec that turns a 2,100-hour document chase into a governed workflow.
7 pages · permission-aware retrieval, cited or silent
Governed Knowledge Layer — Design Spec
The four rules that make a knowledge assistant governed: permission-aware retrieval, version truth, citations or silence, curated corpus only.
6 pages · AI-ready data without the data lake
AI Data Foundation Blueprint
Source inventory, a governed document architecture, and the migration plan for 1.9 million legacy files — sized for 118 people, not an enterprise program.
13 slides · full system design, for a firm whose data demands it
Private AI Implementation Deck
Architecture flows, the exact component stack, five security layers, eval gates, and an eight-week deployment plan — for a fictional law firm where private AI is the right call.
"Nothing gets built from a conversation. Every build starts from a document an engineering team can work from and a managing partner can verify — if it isn't specified, it isn't governed."
Enablement, measurement & the boardroom
6 pages · the 60-day rollout that made the seats stick
Commercial AI Enablement Playbook
Guardrails before users, a quick win in the first 45 days, champions, and console-measured adoption — the antidote to pilot purgatory.
6 pages · 150 questions, 20 traps, hard gates
Evaluation Plan: Golden Datasets & Benchmarks
How you know the AI is right before you trust it — golden datasets, superseded-version traps, and a zero-tolerance permission gate.
11 slides · partner-meeting ready, with presenter prep
Board Update Deck — Q2 2026
The quarter on one slide, the money slide, the decisions the board owes answers on, and the questions partners should expect — with answers.
Governance, ready to follow
3 pages · the one-page policy, plus the desk card
AI Acceptable Use Policy
Data tiers, approved tools, and six rules people can actually follow — proof that governance at 50–500 people fits on a page.
Free for any leadership team
5 pages · 15 questions, scored
The AI Readiness Checklist
Ten minutes with your leadership team and a clear read on where you stand. One scoring band reads: "you have shadow AI, not an AI strategy."
This is what a seat looks like.
If reading these made your current AI reporting feel thin, that's the gap the advisory seat closes. Start with the Assessment — two weeks, fixed price, credited toward the retainer.
Book an AI Strategy Call Want the retainer details first? See the advisory offer →