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How to manage AI agents that actually get used, not just installed

You don't need another strategy deck about AI. You need someone to sit with your team, choose the right tools for what you're actually trying to do, and build the first real thing together. That's what each of these three engagements does, at a different scale.

01 · Assessment

Find out where you're actually stuck

A day to walk through your current stack, your team's real workflows, and the AI tools you already have, Copilot, Claude, or both. You walk away with a short written roadmap: the one use case worth proving first, and what's actually in the way. A flat fee, credited toward an Implementation or Retainer if you move forward.

Good for: teams who bought Copilot or Claude, rolled it out, and adoption quietly stalled. You don't know if the problem is the tool, the training, or the workflow. This assessment tells you which.

Start with an Assessment

02 · Implementation

Build the first real thing, live, with your team

A half or full day, in the room (or on the call) with your people, building one real use case end to end. Not a demo. Not a slide about what's possible. Your team leaves with something working, and the muscle memory of having built it themselves.

Good for: teams who know roughly where they're stuck (often straight out of an Assessment) and need one concentrated push to get a real use case over the line.

Talk about an Implementation

03 · Retainer

Ongoing support as new use cases come up

For teams who need more than one session: continued build work, adoption support, office hours, and Skill-building with your team as new needs come up. Three-month minimum, scoped to what you actually need, reviewed monthly, not a set-it-and-forget-it contract.

Good for: teams past the first use case, ready to keep building, who want a practitioner on call instead of hiring a full-time AI lead they don't need yet.

Talk about a Retainer

Choosing the right AI tools

Most teams don't have an AI problem, they have a "which tool, for which job" problem. Every engagement starts by mapping your actual workflows to Copilot, Claude, or both, not a generic list of AI tools. If you're specifically weighing Claude Team against Claude Enterprise for your team size, read the breakdown →.

Not everything needs an agent

This isn't only about agents. Every real business process is really three layers: a workflow (the actual sequence of steps), an automation (a fixed version of the repeatable parts, no person needed), and an agent (handling only the steps that genuinely need judgment). Most of what teams call "an AI problem" is really not knowing which layer a given step belongs to.

Part of every Assessment is sorting your actual work into these three layers before anything gets built, so you're not paying agent-level cost and complexity for something a plain automation would do better, and not forcing a rigid automation onto a step that genuinely needs judgment. More on workflow vs. automation vs. agent →