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The AI landscape for small business is moving faster than at any point in its history. JPMorgan Chase research shows that small businesses adopted AI tools 13 times faster in 2025 than in 2019, and the typical AI-using business now runs a median of five tools. Keeping that stack aligned with what actually works requires ongoing review.
How it works
A standing monthly engagement. Strategy questions, vendor evaluations, AI tool assessments, and quarterly reviews of what is working and what is not. AI investment among small businesses is increasing: according to the SBE Council’s 2026 Tech Use Survey, 62% of small businesses plan to increase their AI spending in the next year. Without a standing review, the tools a business chose eighteen months ago may no longer be the right ones. That review is part of what this engagement provides.
In structure, it functions as a retained advisor, comparable in spirit to how larger companies engage an outside board, scoped to one defined remit: ensuring the business is using strategy and technology well.
Best fit
Clients who have completed an initial engagement and wish to maintain the relationship. The trust and shared context developed during build work make the advisory time substantially more valuable.
We do not accept advisory engagements with clients we have not previously worked with. The work would not yet be useful enough to warrant the investment.
Particularly valuable for businesses with active AI implementations. Tools require calibration over time, and the landscape shifts. A standing advisory relationship ensures neither happens without notice.
Begin
The complimentary consultation is a direct discussion of your business, your priorities, and whether we are the right partner for the work ahead.
Share a few details about your business and we will be in touch to arrange a time.