A private AI strategy session, live over video for your whole team. I audit your operation, demo working AI built for your business, and hand you a roadmap and the recording — yours to keep, whether or not you continue.
Genuinely — a lot of people should, and it's the right starting point if you're not sure yet. Here's the honest difference, so you can pick the one that fits instead of guessing.
This isn't a webinar you send one person to. It's a private, high-intensity working session built around your specific business — your workflows, your team, your bottlenecks — run live over video so everyone's in the room at once, wherever they are. No filler, no slides, no wasted minutes.
Book a call →We share screens and go straight to your actual workflows — sales, follow-up, scheduling, admin, whatever is eating your team's time. I'm looking for the highest-ROI places to deploy AI. No prep required on your end. We work from what you're actually doing today, not an idealized version of it.
I demonstrate real AI systems built for businesses like yours, live on the call. Not generic ChatGPT prompts — actual automations running against the kind of data your team works with: lead follow-up, outreach sequences, scheduling bots, CRM intelligence, document processing. Your team sees what's possible, not what's theoretical.
We lock the priority list together, live. Your team asks the questions that matter most, and I tell you exactly what to build first, what it costs, and what a realistic timeline looks like. No vague takeaways — you leave knowing your #1 move, with the written roadmap to follow.
Every strategy session delivers the same four things. You'll have them in hand the same day the session ends — plus the full session recording.
Your top 3 to 5 AI opportunities ranked by ROI, with implementation notes, recommended tools, estimated cost, and a realistic timeline for each. Not a list of ideas — a document you can hand to whoever executes it.
A written breakdown of every workflow we reviewed, where the manual bottlenecks are, and what category of AI system addresses each one. Clear enough that anyone on your team can reference it without needing to have been on the call.
The entire strategy session recorded and sent to you — the audit, the live demos, the Q&A. Anyone who missed it watches it, and your team keeps it as a reference while they implement. This is the advantage of running it online.
Direct access to me for 30 days after the strategy session. Questions as you start implementing, gut-checks on vendor decisions, quick reviews of anything your team puts together. You don't get handed a document and left alone with it.
Most teams don't want another roadmap they have to execute alone — they want the systems built and running. The strategy session proves what's possible and shows you exactly what to build. From there, most teams ask me to do the building.
Live audit, live demo, written roadmap. Your team sees what AI can do for your specific operation — and you leave knowing exactly what to build first.
I take the #1 item off your roadmap and build it — one high-value workflow fixed, integrated, and run for you. Proof it pays off before you commit to anything bigger.
Operations improvement becomes a standing function — one priority at a time across sales, service, and admin, everything maintained, monthly strategy and ROI reporting. You focus on the business; I keep improving how it runs.
A recorded course gets one person informed. This gets your entire operation aligned — same session, same screen, same clarity — without anyone getting on a plane. That's the difference.
Four of the six are AI Fluency certifications — including one in teaching the framework, which is exactly what this session is.
The strategy session is a flat $1,999 — anywhere in the country, no travel fee, no per-seat charge. That covers everything: the audit, the live demonstration, the written roadmap, the recording, and 30 days of follow-up access.
For a team of 20, that's about $100 a person — for live AI training from an Anthropic-certified practitioner, a roadmap built on your actual workflows, and a recording your team can rewatch afterward.
Team size. Strategy Sessions are built for teams up to 20 people. Larger teams are scoped on a call — the format changes, and so does the investment.
Starts with a 30-minute scoping call to confirm fit, team size, and scheduling.
It's a private, focused 60-minute working session run live over video for your whole team, anywhere in the US. Carter audits one real workflow live, demonstrates working AI systems built for your business, and delivers a written priority roadmap.
It's $1,999 flat for your whole team, up to 20 people, anywhere in the country — no travel costs, no per-seat charge, and no hourly billing. That works out to about $100 a person for live AI training, the roadmap, and the recording.
Fully online over video — no travel and no logistics. Your whole team joins from wherever they are, so everyone is in the room at once.
You leave with a written priority roadmap, and most teams continue into a build-and-run retainer where Carter builds and operates the AI systems for them.