For agency owners doing $1M–$20M

Your agency's AI problem is an operations problem.

An 8-week cohort program that fixes the workflows, handoffs, and process gaps that make AI adoption fail. Built for marketing and creative agency owners who are done experimenting and ready for results.

You've tried AI tools. They didn't fix what's actually broken.

Most agencies at your size have already experimented. ChatGPT for the copywriting team. Midjourney for concepting. Maybe an "AI-enhanced services" line on the website. But the adoption happened without operational groundwork, and the result isn't efficiency. It's a new layer of inconsistency on top of the old one.

Scattered tool use with no standards. Individual team members using AI in their own ways, with no coordination, no quality control, and no way to measure what's working.
AI layered onto broken workflows. The dysfunction didn't go away. It got faster and harder to see.
A rollout that didn't stick. No training, no accountability, no operational change to support it. Now the team is skeptical about whether AI helps at all.
Clients showing up with AI-generated drafts expecting you to "just polish it," while asking for fee cuts because "AI makes it faster."

8 weeks. Two phases. A complete operational and AI roadmap.

The AI Readiness Cohort walks you through operational re-engineering first, then AI adoption strategy. In that order. Because the agencies that get real results from AI are the ones that fixed the foundation before they started building on it.

Phase 1 · Weeks 1–4

Operational Re-Engineering

Map your workflows as they actually run. Identify where scope expands, handoffs break, and rework loops hide. Redesign the processes that matter most, and build a 90-day improvement plan your team can execute.

Week 1
Current State Audit
Complete workflow map of your core service delivery processes.
Week 2
Bottleneck Identification
Prioritized list of inefficiencies with impact scoring.
Week 3
Process Redesign
Redesigned workflows optimized for consistency and scalability.
Week 4
Implementation Planning
90-day operational improvement roadmap with accountability structure.
Phase 2 · Weeks 5–8

AI Adoption Strategy

With your operations cleaned up, identify where AI creates real leverage. Prioritize by ROI. Select the right tools. Design a pilot. Walk away with a 6-month AI adoption plan built on a foundation that can support it.

Week 5
AI Opportunity Mapping
AI readiness scorecard mapped to your redesigned workflows.
Week 6
ROI Prioritization
Ranked implementation opportunities by profitability and feasibility.
Week 7
Tool Selection & Pilot Design
Recommended tool stack with a pilot project plan for your highest-ROI opportunity.
Week 8
Implementation Roadmap
Complete 6-month AI adoption plan with KPIs and decision gates.

10x your investment in identified opportunities, or get a full refund.

During Phase 1, you will identify at least 10 times your program investment in actionable, AI-driven ROI opportunities that can be realized within 12 months. If you don't hit that threshold by the end of Week 4, you can request a full refund. No questions asked.

Why this works

Agencies in the $1M–$20M range routinely have six-figure operational inefficiencies that a structured audit process is designed to surface. For a $5,000 investment, the 10x threshold means identifying $50,000 in recoverable value. In most agencies, that number shows up in the first two weeks.

The guarantee is measured by your own conservative estimates, documented in your own deliverables. Not my projections. Your numbers.

Structured, time-bounded, and designed for people running agencies.

You're busy. The program is built around that reality. No open-ended coaching. No vague homework. Every session has a structured agenda and produces a concrete deliverable.

Weekly group sessions
90-minute live virtual sessions. Instruction, facilitated discussion, and working time. Agenda distributed in advance.
Async community
Dedicated space for between-session questions, peer accountability, and resource sharing.
Templates and frameworks
Proprietary worksheets, audit tools, and decision matrices at every stage. No blank-page problems.
1:1 midpoint check-in
A 30-minute individual session at Week 4 to address your specific operational challenges.

An operations engineer. Not an agency guru.

I'm not a former agency owner. I've never run a creative team or managed client accounts. That's the point.

My background is 20+ years of corporate operations optimization and instructional design. Lean Six Sigma Black Belt. I helped a 5,000+ person, $1.5B organization adopt AI and redesign their workflows. My value is pattern recognition across teams and designing systems, processes, and enablement that produce measurable results.

I see the operational patterns you can't see from inside the daily chaos of client work and creative production. I work alongside agency owners to fix what's broken and build what's missing.

20+ years in corporate operations optimization and performance engineering
Lean Six Sigma Black Belt
Led AI adoption and workflow redesign for a 5,000+ person, $1.5B organization
Background in instructional design and curriculum development

Founding cohort pricing. Limited seats.

The founding cohort is the first full run of the program. Pricing is significantly below what it will be at maturity. In exchange, I ask for honest feedback on the content, structure, and what's useful vs. what needs to change.

Founding Cohort
$5,000
per seat · 8 weeks
  • 8 weekly 90-minute group sessions
  • 1:1 midpoint check-in (30 min)
  • Full template and framework library
  • Async community access
  • 10x ROI Guarantee with full refund option
  • 8–10 participants per cohort
Take the Free Assessment First

Built for a specific kind of agency.

This program is for owner-led marketing and creative agencies doing $1M–$20M in annual revenue. Digital marketing agencies, branding firms, creative studios, content agencies, PR firms, and integrated shops. The common thread: the founder is still involved in too many things, the business runs on relationships and the founder's taste, and AI experimentation so far hasn't produced the results you expected.

This is not for:

Holding-company agencies or large networks. Solo freelancers or tiny shops under ~$500K where the main challenge is getting clients at all. Agencies looking for someone to pick their AI tools for them without doing the operational work first.

Find out where your agency stands before the cohort opens.

The free AI Readiness Assessment scores your agency across five operational dimensions and tells you where your gaps are before you touch another AI tool. Takes about 10 minutes. No sales call. No obligation.

Take the Free AI Readiness Assessment