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Advisory Services
Your AI Journey Starts Here
The Challenge You Face
Your firm needs to attract and retain more ideal clients, but traditional marketing and business development approaches aren't cutting it anymore. While competitors use AI to automate client outreach, personalize proposals, and strengthen relationships, your team struggles to keep up with mounting client development demands. Marketing campaigns that worked yesterday feel ineffective today, making client acquisition increasingly difficult and unpredictable.

The Solution That Works
Drawing on our experience working with over 200+ professional services firms, we help organizations harness AI to transform their marketing and business development. From automating repetitive business development tasks to creating personalized client experiences at scale, we show you practical ways to use AI to attract, win, and retain more of your ideal clients.

Choose Your Starting Point
AI Audit & Roadmap
Discover where AI will save the most time and generate the most revenue with a 12-month implementation roadmap tailored to your firm.
Strategy & Use Case Definition
Get a clear vision of your AI future with expert assessment of high-impact opportunities and a prioritized roadmap aligned to your business goals.
AI Tool Selection & Recommendations
Cut through the hype with tool recommendations matched to your workflows, budget, and governance requirements
Assistant Development & Proof-of-Concept
Have a specific use case in mind? Bring it to the best-fit architecture—custom AI, configured platforms, or a combination—and build it to scale.
AI Training for Leaders & Teams
Transform partners, agency owners, and marketing/business development professionals into confident AI users with hands-on training designed for your industry.
AI Change Management
Turn AI skeptics into champions with proven strategies that accelerate adoption and foster genuine team buy-in across your organization.
AI Policy Creation & Governance
Sleep better with practical AI policies and governance frameworks that keep your firm compliant, ethical, and competitive.
Fractional Chief AI Officer
Get executive-level AI leadership and strategy without the full-time hire—guiding your transformation while you focus on clients.


Industry Focus
We specialize in professional services firms

Proven Co-Founders
Deep experience serving professional services firms with expertise in AI and digital marketing

Practical Approach
We skip the jargon and focus on what actually moves your business forward.

AI-Native
Our own operations are powered by AI assistants.
Ready to explore AI for your firm?
Every successful AI transformation begins with understanding your specific challenges and opportunities.