For CEOs and CFOs whose board is asking
Your board is asking about AI strategy.
In 30 days, you'll have an answer they can underwrite — with a governance framework, ROI scorecard, and 90-day execution plan attached.
Sound familiar?
A defensible AI strategy with governance framework, ROI scorecard, and 90-day execution plan — delivered in 30 days, written for the people who sign your budget.
- Your board, PE firm, or CEO has asked "what's our AI strategy?"
- You don't have a defensible answer beyond "we use ChatGPT."
- You're paying for AI tools but can't articulate the ROI.
- You just hired (or were hired as) someone "responsible for AI" and need a 90-day plan.
What's in the OS
Every component built around the same outcome.
No bolt-ons. AI Strategy OS is one program.
01 · Week 1
Executive Maturity Assessment
Where you actually are with AI — across team, tools, governance, and pipeline of opportunities. Honest baseline, not a flattering audit.
02 · Week 2
2-Day Executive Offsite
In-person or remote. Your leadership team in one room, working through the strategy on real decisions — not slides.
03 · Week 3
Custom AI Playbook
A written strategy document with the 10 decisions you made, who owns each, and the 90-day execution plan. Board-ready.
04 · Week 3
Governance + AUP Framework
Acceptable Use Policy, agent registry charter, spend controls, and AI Council structure. Governance that enables, not blocks.
05 · Week 4
30-Day ROI Scorecard
The metrics framework that lets you walk into your next board meeting with numbers, not vibes.
06 · Included
10 AI Essentials Seats
Your top 10 leaders get fluency before the offsite — so the room runs on signal, not on Q&A about ChatGPT basics.
07 · Months 2–4
90-Day Advisory
1 hour per week with Mark for 90 days after the strategy ships. Decisions don't stall. Course-corrections happen live.
Fit check
We'd rather tell you no upfront than waste a quarter together.
If this isn't the right shape, we'll say so on the call.
Right for you if
- 50–500 person company under board, PE, or CEO pressure to articulate an AI strategy
- Sponsor at the C-level (CEO, CFO, COO) who can commit a leadership team to a 2-day offsite
- You want a strategy document with decisions, not a deck with bullet points
- You're willing to make 10 hard decisions in a room, not punt them to a committee
Probably not if
- You want a 12-month transformation engagement — different shape, different vendor
- You're below 30 employees — start with AI Consulting for Small Businesses or 1:1 advisory instead
- You don't have executive sponsorship yet — get the sponsor first, then come back
In their words
Just because people may be way more productive, does that mean the company is more productive?
COO, PE-backed B2B SaaS (anonymized)
The question every executive is asking themselves about their AI investment
How this fits the rest
AI Strategy OS bundles components you can also buy on their own.
Your board is asking about AI strategy.
30-minute call. No pitch deck. By the end you'll have a clear read on whether AI Strategy OS is the right shape — and a scoped proposal lands within 48 hours if it is.