Find where you could be getting more leverage from AI.
A complimentary 20-minute conversation for finance professionals who want to use ChatGPT or Claude more effectively.
20 minutes · Tailored to your role · No obligation
Benchmark your AI leverage
See where you stand.
Your current use
We look at how AI fits into your work today.
Your opportunities
You see where you may be leaving time, quality, or leverage on the table.
Your competitive gap
You get a sense of where stronger AI users in your role may have an edge.
You walk away with a clear understanding of how to get more leverage from AI in your role.
Turn your benchmark into a personalized blueprint
The Benchmark Call is complimentary. From there, the paid engagement gives you a personalized blueprint for building a competitive advantage with AI in your role.
Workflow discovery
Together we examine how work currently moves, where friction occurs and which improvements would matter most.
Independent analysis
I step away to evaluate tools, prioritize opportunities and design custom recommendations around your workflows.
Blueprint review
You receive the completed blueprint and a 60–90 minute session to review, refine and start applying it.
Ongoing support
For 90 days after delivery, you have direct access to me for questions, implementation support and ongoing guidance as you implement the blueprint.
Workflow discovery
Together we examine how work currently moves, where friction occurs and which improvements would matter most.
Independent analysis
I step away to evaluate tools, prioritize opportunities and design custom recommendations around your workflows.
Blueprint review
You receive the completed blueprint and a 60–90 minute session to review, refine and start applying it.
Ongoing support
For 90 days after delivery, you have direct access to me for questions, implementation support and ongoing guidance as you implement the blueprint.
Your personalized AI Leverage Blueprint
A custom, practical guide to what you should implement, how to use it in your work and what you should ignore.
Executive summary
The central findings and the recommended direction.
Top five opportunities
The highest-return areas to prioritize first.
Current workflow map
A structured view of how your work currently moves.
Recommended workflows
Practical systems for your research, writing, analysis, meetings and communication.
Tool stack
Clear guidance on when and how to use ChatGPT, Claude, Gemini, Copilot and other relevant tools.
Customized prompt library
A focused set of high-quality personalized prompts tailored to recurring work.
90-day roadmap
A realistic sequence for implementing the recommendations.
What to ignore
Tools, trends and workflows that are unlikely to justify your time or give you a competitive advantage.
Your personalized AI Leverage Blueprint
A custom, practical guide to what you should implement, how to use it in your work and what you should ignore.
Executive summary
The central findings and the recommended direction.
Role-specific recommendations
Research synthesis
Earnings-call analysis
Investment memo preparation
Filing review
Meeting preparation
Client updates
Internal knowledge
Writing and editing
Presentation creation
Recurring reporting
Research synthesis
Earnings-call analysis
Investment memo preparation
Filing review
Meeting preparation
Client updates
Internal knowledge
Writing and editing
Presentation creation
Recurring reporting
Every workflow is tailored to your actual work.
This is likely a fit if you:
- You already use AI but want a more structured approach
- Your role depends on high-quality thinking, writing, or analysis
- You need AI recommendations tailored to your responsibilities
- You want clarity on AI governance and compliance
This is probably not the right fit if you want:
- A beginner tutorial on how to use ChatGPT or Claude
- A list of generic prompts with no connection to your work
- Custom software development or implementation
- Someone to automate your role for you
The goal is not to maximize AI usage. It is to improve your work.
Common Questions
See where you could be getting more leverage from AI.
Benchmark your current use, understand where more may be possible in your role, and decide whether deeper analysis is worth pursuing.
20 minutes · Tailored to your role · No obligation