How I Work

Most consultants sell you a tool and call it a solution. I start with the system you already have — the people, the processes, the technology — and figure out where the connections are broken. Then we fix the connections, not just the symptoms.

Every engagement starts the same way: listening. I need to understand how your business actually works before I can tell you what to change. That means stakeholder conversations, workflow mapping, and honest assessments — not sales decks.

I lead with value. If I can’t help, I’ll tell you. If someone else is a better fit, I’ll make the introduction. That’s not a pitch — it’s how I operate.

Three Ways to Work Together

Each tier builds on the last. Start where it makes sense for you.

AI Workflow Audit

2–3 weeks

Before you buy tools or hire AI people, let’s figure out what actually matters. A focused assessment of where AI fits in your business — and where it doesn’t.

  • 3–5 stakeholder interviews
  • Current workflow documentation
  • AI opportunity map
  • Prioritized recommendations
  • Executive presentation with ROI projections
Book a Discovery Call

AI Team Architecture

8–12 weeks

Become an AI-native company without losing what makes you human. Full system design from audit through implementation to ongoing advisory.

  • Full workflow audit (Tier 1 scope)
  • Multi-agent system design (5–10 agents)
  • Integration architecture
  • Governance framework
  • Team training program
  • 3 months ongoing advisory
Book a Discovery Call

What to Expect

Every engagement follows the same principles, regardless of scope:

  • Discovery first. We start with a conversation — no commitment, no pressure. I need to understand your situation before proposing anything.
  • Diagnosis before prescription. I document what I find, share it with you, and we agree on priorities together. No surprises.
  • Build with you, not for you. Your team stays involved. My job is to build capacity, not dependency.
  • Transparent progress. You see what I see. Regular check-ins, shared documentation, no black boxes.
  • Knowledge transfer. When the engagement ends, you own everything. The systems, the documentation, the knowledge. It’s yours.
How you solve a problem is now more important than actually solving the problem.
— Daniel Walters

Ready to make your systems intentional?

No pitch — just a conversation about where you are, where you want to be, and whether I can help.

Book a Discovery Call