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04 / Strategy & Consulting

Know where to start. Learn by doing.

Make a clearer plan for your marketing, customer experience, data or tools. We scope research and strategy around the decision you need to make. We also offer hands-on AI training for beginners and older adults, remotely or in Raleigh, Durham or Pinehurst by arrangement.

A good fit when

Start with the job
you need done.

  • You or a family member would like patient, one-to-one help getting started with AI.
  • You want to practice everyday tasks on your own phone, tablet or computer.
  • Your business needs a marketing plan, customer journey map, data strategy or help choosing tools.

Tell us what you would like to learn and which device you use. For personal sessions, we choose one useful task, set up the tool together and practice at your pace. Consulting and research engagements start with a specific decision to support.

Possible projects

A few ways we could help.

Examples to start a conversation. We shape the project around your needs, tools and budget.

Learn an AI tool

Practice useful tasks on your own device, from drafting a message to organizing information. Beginners welcome.

Choose a practical next step

Review your tools and workflow, compare options and leave with recommendations for what to improve first.

Review your AI instructions

Help your AI tools follow your team’s process. Review AGENTS.md instructions or skill files for clarity, conflicting rules and missing checks.

Explore project examples

Scope before commitment

Three ways to get started.

01

Advice session

Work through one question, such as which AI tool to use or where to start.

  • A focused one-hour session
  • Written recommendations and next steps

One person, one question.

02

AI training & assistance

One hour of patient, hands-on help with an AI tool. Learn useful everyday tasks at your own pace, with no prior experience needed.

  • A one-hour session on your own phone, tablet or computer
  • Tool setup and guided practice with a task you choose
  • Simple notes and prompts to use afterward

One learner and one tool; remote or local visits by arrangement. A family member or caregiver is welcome to join.

03

Research & planning

Understand your options before investing in new tools or a build.

  • A customer journey map, data strategy, market map or workflow review
  • A working session and written action plan

One research question or up to three workflows; implementation separate.

Explore project examples

What you leave with.

After personal training, you receive simple step-by-step notes and prompts from your session. Advice and research engagements include the agreed written recommendations or action plan. Extra lessons, travel and any paid software are agreed separately.

For consulting, we review the setup or findings together before the agreed follow-up.

Before you
get started.

Do we need to know which AI tool we want?

No. Bring the task you want help with and any tools you already use. We can compare suitable options against your needs before recommending a setup.

Can I book AI help for myself or an older family member?

Yes. We welcome complete beginners and older adults. Sessions move at the learner’s pace, using their own device and familiar tasks. A family member or caregiver can join, and we provide simple notes to keep afterward.

What can we cover in one hour?

We focus on one AI tool and a useful task, such as writing a message, planning a trip or exploring a hobby. The session can include account setup, asking clear questions and practicing together. We also explain what to keep private and how to check AI answers.

What is an AI readiness assessment or market map?

A readiness assessment reviews selected tools, workflows and support needs to identify practical next steps. A market map compares relevant tools or competitors against agreed criteria. Each is scoped around a specific decision.

Can you visit us in person?

On-site sessions are available in Raleigh, Durham and Pinehurst by arrangement. We confirm location, timing, travel and follow-up before booking. Remote sessions are also available.

Start a conversation

Tell us what
you have in mind.

Tell us what you want help with, who the session is for and whether you prefer remote or in-person support.

No package decision needed. We’ll reply by email to clarify your idea and arrange a short call if useful.

Your details are used to respond to your inquiry. Sending this form starts a conversation; work begins only after you approve a proposal. Privacy details.