AI Strategy Inner Circle · Founding members

See the facts clearly. Stop the bleed. Grow with confidence.

Ongoing coaching for leaders who want a clear view of their organization and a plan to act on it, built around your business, your facts, and your team.

Join the Inner Circle

Founding rate $397/month · Only 8 spots · Enrollment closes Monday, Dec 7 at 10:00am PT

The 3 objectives of the Inner Circle

See it

Know your numbers

Pick the 5 to 7 numbers that matter and build dashboards you trust, from the data you already have.

Stop it

Find the bleed

Spot where your business is losing money, time, or momentum, and make a plan to stop it.

Grow it

Lead and recover

Run your team from facts each month and use AI to keep growing.

This is for you if

  • You lead a business or team and you're making decisions without clear facts
  • Your data is scattered across spreadsheets, tools, and people's heads
  • You want it built around your organization, not a generic course
  • You can give this about 2 hours a week

It's not for you if

  • You want it all done for you. My Done-for-You Dashboard Build is a better fit.
  • You're not ready to share real numbers from your organization

How it works

The first 90 days build your foundation. After that, we use your dashboards every month to see what's working, what isn't, and what to do about it.

Month 1

Know what to measure

Your first 1:1 sets your key numbers. Then we clean and organize your data with Claude so it works for you.

Month 2

Build the full set

You build connected dashboards for the big picture and each area that matters, with me reviewing every one.

Month 3

Keep it alive and lead from it

We set your monthly refresh routine and start running team meetings from the facts.

Month 4 and beyond

Read, recover, grow

Monthly reviews of what your data is showing: the wins, the losses, where you may be bleeding, and a plan to fully recover. New dashboards and AI tools as you grow.

Every month you get

Weekly group call

Live build sessions, hot seats, and AI strategy, working on real dashboards, including yours.

Monthly 1:1

A strategy call with a written recap and 2 to 3 priorities for the month ahead.

Support and tools

Email support between calls, plus the Business Health Dashboard Playbook and my full template library.

Founding member offer

For leaders joining from the masterclass. Your founding rate is locked in for as long as you stay.

  • All Inner Circle coaching, calls, and support
  • Bonus: a 1:1 guided setup session in your first month ($327 value)
  • 3-month minimum, then month to month
$497/month
$397/month

Only 8 founding spots. Enrollment closes Monday, December 7 at 10:00am PT.

Join the Inner Circle

Ready to lead with clarity?

Join the founding group and let's find out what your numbers are telling you.

Join the Inner Circle

Questions first? Send me a note.