Working With Joe

Three ways to work with me.

I work directly with CEOs, boards, and investors trying to figure out what AI and agentic systems actually mean for their operating model. Each engagement has a fixed scope, a clear end, and a price you can see before we talk.

Not sure which one fits? Start with a 30-minute conversation and I will tell you directly — including when the answer is none of them. Book a call →

Engagement 01  ·  $40,000

Executive AI Strategy
Diagnostic

Most leadership teams do not have an AI problem. They have an unanswered question: where would AI actually change this business, and what would it cost us to find out the hard way?

Two weeks. I interview your leadership team, review how the business actually runs, and come back with the highest-value opportunities, the real risks, and a sequenced plan your executives can act on. Clear beginning, clear end, one decision to approve.

Where this comes from: I rebuilt my own company's operating model around agentic labor working alongside human staff. Product development throughput went from 15 story points per engineer to 175, with code quality and test coverage up rather than down. See the detail →

What you leave with

An executive action plan: what to do in the next 90 days, what to stage, and what to leave alone

The three to five places AI changes economics in your business — with the reasoning, not a category list

The risks that matter for your industry, exposure, and customer commitments

A view of what has to change in the operating model for any of it to hold

A readout built for the board or investment committee, delivered live

How it runs

Two weeks, start to finish

Fixed scope, one fee, no discovery phase that quietly turns into a project. Half the fee credits against your first three months of advisory if you continue.

Week 1 — InterviewsSix to ten conversations across leadership, plus the documents that show how decisions actually get made.
Week 2 — AnalysisOpportunity and risk assessment, operating-model implications, and the sequencing call.
Close — Live readout90 minutes with the executive team or board, plus the written plan.
Engagement 02  ·  $15K–$25K

AI & Agentic Workforce
Executive Workshop

Half a day or a full day with your leadership team, built around your business rather than a generic AI briefing. Most teams walk in with five different definitions of what AI means for them. They walk out with one — and a list of decisions that now have owners.

This is the fastest way to get an executive team to the same starting line, and it is usually the easiest thing to approve.

Where this comes from: the frameworks in The AI-Native Organization, pressure-tested on a live rebuild rather than assembled for a slide deck. You are working with the person who ran the change, not someone facilitating a discussion about it.

What we work through

What agentic work actually is, and where digital labor fits against the work you have today

Operating-model implications: who decides, who supervises, and what escalates

Governance and authority — how much autonomy is appropriate, and where the line sits

Build, buy, and partner decisions you are about to make anyway

Workforce implications, stated plainly enough to take to your people

A 12–24 month strategy the team actually agrees on

Formats

Sized to the room

On-site or remote. Pre-work interviews are included in every format, so the session is about your business rather than the category.

Half day — $15,000Executive team or board. Shared language, operating-model implications, and the decision list.
Full day — $25,000Adds working sessions on your actual workflows and a drafted 12–24 month plan before anyone leaves.
Portfolio or multi-companyFor PE firms and investor groups running the same session across several leadership teams. Scoped on request.
Engagement 03  ·  $15K–$25K / month

CEO & Board
AI Advisory

This is not fractional leadership and it is not consulting hours. It is a standing relationship with a CEO, board, or investor navigating AI-driven business transformation — someone to think with before the decision is made, not to review it afterward.

I take on a small number of these at a time, because the value comes from actually knowing your business. Most begin after a diagnostic or a workshop, when there is already something real to work on.

Where this comes from: 25 years of carrying the outcome — a $750M software business rebuilt to $1.2B through a model shift, a product and engineering organization taken from a 35 percent defect-rejection rate to under 10, a company founded and exited. See the detail →

What the relationship includes

One or two working sessions a month with you, your leadership team, or the board

Async access between sessions — the call you make when something lands on your desk

Review of major AI, product, and operating-model decisions before they are committed

Architecture and strategy conversations with the people actually building it

Board participation where it helps — briefings, materials review, and the hard question in the room

Terms

Simple by design

Monthly, with a three-month initial term so there is enough runway to be useful. No minimum hours, no utilization reporting. Half of a prior diagnostic fee credits against the first three months.

$15,000 / monthCEO or founder advisory. One working session a month plus async access.
$25,000 / monthBoard-level engagement. Two sessions, board participation, and decision review across the leadership team.
Portfolio & larger mandatesMulti-company advisory and multi-week operating-model redesign are scoped separately. Raise it on the call.
How it works

Three steps, no proposal theater.

Availability

I am taking on a few more engagements before year-end.

If AI is changing the shape of your business and your leadership team does not yet agree on what that means, that is the conversation. 30 minutes, no pitch, a direct answer on fit.