Intensive · Custom AI & CAIO · $3,500

Two sessions with your leadership team on AI. A governed posture, decided together.

The Executive AI Intensive answers the question boards actually ask: where does AI belong in this firm, and who is accountable for it. Your team does short pre-work so we walk in with facts. Then come two founder-led half-day sessions with your leadership, where the decisions get made, and a written pack within five business days. Ten deliverables in all.

Before the sessions

  • 1. Leadership readiness map: each executive takes our 48-question AI readiness assessment, and we show where your leaders agree and where they do not.
  • 2. Governance gap register: a 24-control check of how AI is governed today, with each gap given an owner.
  • 3. Shadow AI inventory: a short, anonymous staff pulse that shows which AI tools people already use for work.

In the room

  • 4. Approved tools register: which AI tools are approved, which need conditions, and which are retired, with the data terms for each.
  • 5. A firm-branded draft AI use policy: built from our template for your field (law, medical, or wealth) and shaped in the session, ready for your counsel to review.
  • 6. Decision log: what was decided, who owns it, and by when. This is the accountability record a board or partner group expects.

Within five business days

  • 7. Governance pack: your roadmap, the ROI case for your top three AI uses, and a 90-day sequence toward a governed posture.
  • 8. One-page board brief: the decisions and the plan on a single page for your board or partners.
  • 9. Vendor data-terms checklist: for each approved tool: where your data goes, how long it is kept, and whether it is used to train the vendor's models.
  • 10. A 30-day check-in: a 45-minute call to confirm the policy is moving toward approval and the approved tools are in use.

The Intensive decides your posture, policy, and priorities. Installing them (a ratified policy, staff training, and the staff guidance memo) is the work of the 90-Day CAIO Bootstrap, a separate step priced on its own. Regulated posture (bar advertising, HIPAA, SEC, fair housing) shapes the scoping; it is never an outcome we promise. If you already know you want baseline governance installed for you, go straight to the 90-Day CAIO Bootstrap. If you have not read your posture yet, start with the free AI Executive Readiness Assessment.

$3,500 two sessions, ten deliverables
Pay over time · Affirm, Klarna, or CareCredit

Payment & Financing

Pay how it works for you.

All major cards, Cash App Pay, and one-click Link at checkout. Prefer to spread the cost? Choose Affirm or Klarna on eligible amounts, or finance through CareCredit. Larger engagements can be invoiced with a simple payment plan.

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Affirm, Klarna, Cash App Pay, and CareCredit are third-party providers; approval and terms are theirs. Financing is not credit offered by Aday Interactive, Inc.

Apply below. We run a short fit call to confirm the Intensive is the right instrument, then invoice before your sessions are booked. Remote or in our Coral Gables studio.

No credit card and no charge to apply. Brandon replies within one business day, and nothing is invoiced until you approve the scope.

Se habla español. Limited to a small number of firms each month.

Work we have shipped

A national parts distributor

A private AI assistant running on the company's own infrastructure, so internal knowledge never leaves the building. Built, governed, and handed over.

Read the case study →
FAQ

Executive AI Intensive, questions answered

What happens in the two sessions?

Two founder-led half-day sessions with your leadership team, about four hours each. Before them, your team completes short pre-work: each executive takes our AI readiness assessment, you run our 24-control governance check, and staff answer an anonymous pulse on the AI tools they use. Session one reads your posture from those results and decides which tools are approved. Session two shapes your draft AI use policy and sets the priority order, and every decision goes into a decision log with an owner and a date.

What do I receive?

Ten deliverables. Before the sessions: a leadership readiness map, a governance gap register, and a shadow AI inventory. In the room: an approved tools register, a firm-branded draft AI use policy, and a decision log. Within five business days: the governance pack (roadmap, ROI case for your top three AI uses, and a 90-day sequence), a one-page board brief, and a vendor data-terms checklist. Then a 45-minute check-in at 30 days.

Where does it happen?

Remote or in our Coral Gables studio. Apply, we run a short fit call to confirm the Intensive is the right instrument, then invoice before your sessions are booked.

How does the $3,500 relate to the other rungs?

The Intensive is priced on its own, and no other step credits toward it or from it. You do not need the $1,500 In-Office AI Policy Workshop first. The Intensive decides your posture, policy, and priorities. If you want us to install what you decided, the 90-Day CAIO Bootstrap (from $5,000) is the next step, a separate engagement priced on its own.

Who is it for?

Firms ready to decide posture, policy, and priorities with their leadership team in two working sessions. Regulated posture, including Bar advertising, HIPAA, SEC, and fair housing, shapes the scoping; it is never an outcome we promise.

Do I also get the downloadable guides from the earlier steps?

Yes. This includes the AI-Ready Change Management Playbook from the $4.97 rung and the free AI Executive Readiness Assessment, yours to keep. Those are the downloads. The lower-rung services are not bundled in on top of the sessions. The $1,500 In-Office AI Policy Workshop is a separate step, priced on its own.