Frequently Asked Questions
Everything you need to know before booking a call.
Getting Started
What does the process look like?
It starts with a free 30-minute discovery call where we talk through your business, your challenges, and what you're hoping AI can do for you. If it's a good fit, I'll put together a scoped proposal with a fixed price. No surprises.
Do I need to know anything about AI before we talk?
Not at all. Most of my clients come in curious but unsure. My job is to translate between the AI world and your business world — you bring the domain knowledge, I bring the technical side.
What's the first step?
Book a free discovery call on the Contact page. It's 30 minutes, no obligation, and genuinely useful even if we don't end up working together.
Working Together
Do you work remotely?
Yes — primarily remote. I'm based in Kelowna, BC and work with clients across Canada. On-site engagements are available in BC for workshops and training.
Will I be dealing with junior staff or contractors?
No. I'm a solo consultant — the person you meet on the discovery call is the person who does the work. No bait-and-switch with juniors or subcontractors.
How long does a typical engagement take?
It depends on the scope. A strategy and roadmap engagement typically takes 1–2 weeks. Implementation projects range from a few days to a few weeks depending on complexity. The fractional advisor retainer is ongoing month-to-month.
Do you require long-term contracts?
No. Project engagements are fixed-scope and fixed-price. The fractional advisor retainer is month-to-month with no lock-in — cancel any time.
AI & Technical
How is this different from just using ChatGPT?
ChatGPT is a tool. I help you figure out which tools are worth using, build them into your actual systems and workflows, and make sure your team knows how to use them effectively. That's the difference between a hammer and someone who builds you a house.
What AI tools and platforms do you work with?
I'm vendor-agnostic — I use whatever fits the problem. In practice, that often means Claude (Anthropic), GPT-4 (OpenAI), and purpose-built tooling layered on top of your existing systems. I don't earn commissions from any platform.
What industries do you serve?
My primary focus is finance teams and small businesses, but my engineering background spans higher education, e-commerce, and enterprise systems. If you have a real problem, it's worth a conversation.
Will my data be safe?
Security is core to how I build things — not an afterthought. I have deep experience with authentication, access control, and building systems where data doesn't leak. Any AI solution I build will respect your data boundaries and I'll be transparent about where data flows.
Deliverables & Knowledge Transfer
What does "knowledge transfer" mean?
It means you walk away owning the solution — not dependent on me to keep it running. Every engagement includes documentation (architecture notes, how-to guides, runbooks) and a handoff session where I walk your team through what was built and how to maintain it.
Do I own the code?
Yes. Everything built for you is yours. I retain no rights to IP developed during your engagement.
What if something goes wrong after the project ends?
Implementation projects include 30 days of post-launch support. Beyond that, I'm available for follow-on work or retainer support. I'm not the type to build something and disappear.
Still have questions?
Book a free call or send a message — I'll give you a straight answer.