Retained Engagement

Retained
Strategic Advisor

Ongoing senior AI counsel at the cadence that matches your program. For organizations that already have an AI strategy — and want experienced perspective on the decisions that come up along the way.

Discuss a Retainer →

Cadence That Matches
Your Stage

Both tiers provide direct access to Jeff and his perspective on the work. The difference is how much of his time your program needs each month.

4hrs
Per Month

Senior Counsel

For established AI programs that need senior input at measured cadence — not week-to-week, but trusted when it matters.

  • Monthly strategy call with Jeff
  • On-demand input on key decisions
  • Review of major artifacts (roadmaps, policies, vendor decisions)
  • Reach-out access between calls within reason

Senior Counsel
Without the Overhead

A retainer is not a consulting project — it’s direct access to perspective. Built for the AI leader inside the firm who runs the program; designed to make them more effective, not to replace them.

01

Scoping Call

30-minute conversation to understand your program, what you’re solving for, and whether a retainer is the right fit. No deck, no sales process.

02

Working Cadence

Monthly or bi-weekly sessions depending on tier. Agenda set by your internal AI lead each month based on what’s actually on the table.

03

Quarterly Review

End of each quarter, we step back and assess whether the cadence matches the work. Up-tier, down-tier, or end the retainer — whatever fits.

The Decisions That
Actually Show Up.

Retained advisory is most valuable for the unscheduled, high-stakes moments — the questions that come up between meetings and need senior perspective fast.

Vendor evaluation. Should we go with this platform, this consultant, this build-vs-buy decision?
Board & executive prep. What does the leadership team actually need to know — and how should we present it?
Use case prioritization. Which of these 14 ideas should we actually build, and in what order?
Governance gaps. Where is our policy framework actually exposed, and what would a regulator find?
Talent & org design. Do we need a Head of AI? What does that role actually do here?
Crisis input. Something went wrong (or something is about to). What do we do in the next 48 hours?

Start with a
Scoping Call

A 30-minute conversation to understand what your program needs. If a retainer isn’t the right fit, we’ll say so.

Discuss a Retainer →