AI transformations · Healthcare · Distribution · HR

Advisory Services

I help small businesses and SMEs turn AI into real business outcomes in healthcare, distribution, and human resources.

I partner with companies as an Advisory CTO, Fractional CTO, or Interim CTO. Below are the three models, what each costs, and how we work together.

Engagement types & pricing

Fully transparent. Three models. Pick the depth of involvement that matches what your company needs right now.

01 · Lightest touch

Advisory CTO

$2,500 / month

Model: 1:1 or 1:N with the CEO or C-suite

Strategic counsel for leaders who need a senior technology voice at the table without embedding into the day-to-day team.

  • Cadence with CEO / C-suite on roadmap, risk, and investment decisions
  • Board-ready framing for digital, data, AI, and platform bets
  • Build vs. buy, vendor, and architecture counsel
  • Mentorship for technical founders and engineering leaders
Choose Advisory CTO

03 · Full coverage

Interim CTO

$40,000 / month

Model: Temporary full-time leadership

When you need a CTO in seat now: leadership transition, post-raise scale-up, turnaround, or a bridge until a permanent hire is ready.

  • Full-time ownership of technology strategy and execution
  • Direct leadership of engineering and related functions
  • Stabilization, hiring, and handoff to a permanent CTO
  • Executive presence with board, investors, and customers
Choose Interim CTO

References

Selected operating roles that shape how I advise. Professional references available on request through the contact form.

  • BrightMove COO · AI-powered talent acquisition SaaS · SOC 2, product, and ops leadership
  • GHX SVP, Data & Analytics · Healthcare supply-chain data platform and Demand Insights
  • McKesson VP, Platform Services · Hybrid multi-cloud strategy, FinOps, and enterprise data platforms
  • Clearsense CTO · Greenfield healthcare data platform, security, and Series B/C technical diligence
  • Marine ventures Co-founder · Here2Fish, Full Throttle Marine, BoatJobBoard

Example engagement types

Scoped, high-leverage work that often sits inside Advisory, Fractional, or Interim models. Each includes a real project from my portfolio.

01

Example work

AI Company In A Box

A done-for-you setup that builds a fully operational AI workforce inside your business. The deliverable is not a chatbot or a single automation. It is a coordinated team of agents that can run real work.

  • Central company brain: a structured knowledge vault for SOPs, context, goals, and domain knowledge
  • AI chief of staff that coordinates work across the system
  • Specialized agents layered by department or function, working as a team
  • Knowledge representation focus: taxonomy, ontology, and model documentation where the tier requires it
  • Tiered delivery (Starter / Standard / Advanced) with clear timelines and revision windows
02

Example work

AI Transformation Advisory

From ambition to production. I help leadership teams turn AI from slideware into systems that ship, stay secure, and create durable advantage.

  • AI/ML product roadmap and build-vs-buy decisions
  • Data platform readiness, quality, and architecture for AI workloads
  • Production deployment patterns, observability, and cost control
  • Governance, risk, SOC 2 / security posture for AI initiatives
  • Executive education and board-level framing of AI investments
03

Example work

Healthcare Tech Advisory

For health-tech, digital health, and healthcare-data companies that need senior operating muscle on data, platforms, and go-to-market reality, especially from Seed through Series C.

  • Data platform architecture and team build-out
  • Ops, engineering, and product discipline as you scale past founder-run chaos
  • Cloud, security, and compliance (audit-ready posture)
  • Platform scaling after a raise or leadership transition
  • Technical due diligence for investors and M&A
04

Example work

SMB Tech Advisory

Right-sized technology leadership for growing businesses: enough architecture and cadence to scale, without enterprise overhead you don’t need yet.

  • Practical technology roadmaps tied to revenue and ops goals
  • Vendor, SaaS, and stack rationalization
  • Security hygiene, backups, and growth-ready infrastructure
  • Hiring plans and fractional leadership while you scale the team
  • Automation that cuts cost and frees founders from fire drills
05

Example work

Product Management Advisory

When the product works but go-to-market and operational reality are catching up, I help install product discipline, roadmap clarity, and execution rhythm that survives scaling.

  • Product operating cadence: discovery, prioritization, delivery
  • Roadmap discipline across engineering, data, and GTM
  • AI-enabled product strategy grounded in shippable scope
  • Founder-to-product-org transitions after a raise
  • Stakeholder alignment between board, CEO, and builders
06

Example work

Customer Success Advisory

Retention is a systems problem. I help SaaS and services teams connect product quality, onboarding, and support ops so customers stay and expand.

  • CS operating model, metrics, and early-warning health scores
  • Onboarding and time-to-value design with product & engineering
  • Feedback loops that actually change the roadmap
  • Tooling, automation, and escalation paths that scale
  • Leadership coaching for CS and customer-facing orgs

What drives me

I’m passionate about solving complex problems that matter. I thrive where focus and execution turn ambitious vision into reality. I seek high-performing teams and win-win partnerships where collaboration creates outsized impact.

Can I be a resource to you?

Whether you need Advisory CTO counsel, Fractional CTO partnership, Interim CTO coverage, or scoped example work in AI, healthcare tech, product, or customer success, I’m ready to talk through fit and next steps.

Get in touch