Work With Dr. Shepherd

Book a 30-minute call.

It starts with a short, direct conversation. No pitch. I'll tell you where AI can create value, which of the three engagements fits — diagnostic, workshop, or advisory — and if I'm not the right fit, I'll tell you that too.

How the discovery call works

I take on a limited number of engagements at any time. The discovery call is how we both figure out whether a deeper conversation makes sense — without wasting either of our time on a proposal that won't fit.

Come with a specific challenge or context. I'll tell you what I see, which engagement fits, and what it costs. If none of them fit, I'll tell you that and point you to someone who does.

What to expect

01

You submit a short intake form

Four questions about your situation, timeline, and what you're trying to solve. This ensures I can have an informed conversation, not a cold introduction.

02

We meet for 30 minutes

I'll start with what I read in your intake. You'll have my full, focused attention — no multitasking, no pitch deck queued up.

03

I give you a direct read

If we're a fit, I'll tell you which of the three engagements makes sense, what it costs, and when I can start. If we're not, I'll say that clearly. Either way, you leave knowing whether the operating model is the real gap — and what closing it would actually get you.

04

No proposal until fit is confirmed

No thirty-page proposal. If the call confirms fit, you get a one-page scope — dates, deliverables, participants, and fee — and nothing longer than that is required to start.

This call is probably not right for you if…

  • You're looking for a vendor who'll submit a proposal to multiple candidates
  • You need something that starts in more than 60 days (I plan capacity in advance)
  • You're unsure about PE/board-level advisory and want exploratory education first — the AI Governance Playbook is the better starting point
  • You want a broad strategic assessment with no operational accountability attached

Book Your Diagnostic Call

30 minutes  ·  No pitch  ·  Limited availability

Intake — Tell me about your situation

Your information is kept strictly confidential and never shared.