Put AI automation to work.
Find a workflow worth automating, build it and prove the result, then scale what worked.
Start with a free audit of one workflow. If there is a result worth chasing, we prove it. If it is worth scaling, I keep it running and take on the next workflow. Every engagement is scoped in writing before it starts and ends with a written summary. Three things I will tell you early: where AI will not help; which data or governance issue blocks you; when the honest answer is “not yet”.
Each engagement starts where the last one proved a result worth chasing.
For anyone with one workflow that costs real time or money.
- You bring: One real workflow and the people who run it, for one session.
- You leave with: A written view of what is worth automating, what is not, what it would take, and the data and governance risks to clear first. Where there is a result worth chasing, it ends with a priced Blueprint or Proof of Value proposal.
- Format: A 60-minute session plus a written summary within 48 hours. I take two audits a week.
For a team that wants the build scoped and priced before committing to a Proof of Value.
- You bring: The workflow from the audit, the people who run it and access to the systems it touches.
- You leave with: A written build plan, an estimate of the result and how it will be measured, and a fixed price for the Proof of Value.
- Format: One week, fixed scope and fixed price.
For a team that wants a measured result before committing budget.
- You bring: The use case from the audit (or one of your own), access to the people and systems involved, and an agreed metric.
- You leave with: The use case built or implemented, the metric measured before and after, and a written account of what worked, what did not, and what scaling it would take. Could be an agent, an automation, a customer decisioning change, or AI in your delivery pipeline. The problem decides the tool.
- Format: Fixed scope, typically four to six weeks.
For a team whose automation proved itself and now has to keep earning its place.
- You bring: The automation from the Proof of Value, access to the systems it runs in, and the next workflow on your list.
- You leave with: The automation monitored and kept working, what drifts fixed, and the next workflow taken on from a queue we keep together.
- Format: A monthly retainer, after a Proof of Value.
For a team that needs to find and build useful AI automation itself, with an honest view of what AI does and does not do in their work.
- You bring: The people in the room and their real questions and workflows.
- You leave with: A shared vocabulary, a ranked list of workflows worth automating from your own work, and agreed next steps.
- Format: Half or full day, on site or remote.
One to one
The same approach, at the scale of your own workflow: find what is worth automating, build it, prove it changed something.
A free discovery call, then a single session, a five-session sprint or a ten-session programme. Every paid format ends with a written summary and a next step, and every programme ends with the offer of a free AI audit for your own team.
Packages can be paid in full, or half at the start and half at the midpoint. Core Mentoring is ten percent less when paid in full.
Apply AI to the tasks and workflows in your own job, one session at a time, with the result measured where it can be.
Not sure where to start?
Take the AI at Work ScorecardWorking in customer decisioning or Pega CDH?
Learn more about AI in martech and Pega CDHPreparing for a Pega CDH interview?
Learn more about the Pega CDH interview guideRead the outcomes disclosure before choosing a one-to-one format.
I also give a small number of keynotes and leadership sessions each year on AI automation, enterprise AI and customer decisioning.
Bring one workflow to an audit, and decide from what it shows.
One session, a written summary within 48 hours, and an honest answer when it is “not yet”.