Visionary Gameplan helps small and mid-sized businesses find the work AI agents should be doing, build those agents into the tools you already use, and coach your team to run with them. It starts with a free conversation and a clear look at how your business really runs.
30 minutes, no cost, no pitch deck. You leave with at least one thing you can automate.
Practical plays grounded in hands-on operating experience across customer experience, supply chain, security and admin. No hype, no theory, just the next right move.
Volume is up, the inbox is full and the job posts are drafted. Before you add salaries, find out which of those roles are really repetitive workflows an agent could run.
Every vendor says their tool changes everything. You need someone who has deployed agents in a real business to tell you what's worth doing first and what to skip.
Order lookups, data entry, report building, ticket triage. Your strongest people spend hours on work that follows the same steps every time.
For teams about to grow. We map the work behind each planned hire and build the agents that absorb it, so new people join to do the work only people can do.
For owners who know AI matters but haven't started. I study how your business runs, then hand you a ranked list of where AI pays off first.
Most growing businesses already have the data. It's just scattered across Shopify, spreadsheets, the help desk and someone's head. Our first job is to make it visible: one clear picture of what's really happening, simple enough that anyone on the team can read it in a minute.
This is often the moment everything clicks. Once the picture is clear, the priorities become obvious.
Example figures for illustration. Your view is built from your own data during the Visualize stage.
Most AI projects stall because nobody owns the follow-through. I stay through all three phases, or step in wherever you need me.
We pull your scattered data into one clear picture of where time, money and customers are going, then pinpoint the workflows ready for automation.
Best for: owners new to AI who want a clear starting point.
I design and deploy AI agents that do real work inside the tools you already use, with guardrails and a person in the loop where judgment matters.
Best for: growing teams about to add headcount.
Tools only work when people trust them. I coach your leaders on the operating rhythm, scorecards and habits that keep the gains in place.
Best for: leaders who want results that hold up after launch.
For businesses ready to scale that want an experienced operator on speed dial. Part-time operating leadership for the moments that matter: building the team, fixing the process, planning the next stage of growth, without a full-time executive salary.
Also available:Executive & professional coachingOperations consultingSocial media strategy
These are the kinds of agents we design and deploy. Yours will be shaped to your business, your tools and your volume.
Example tasks shown for illustration. Specific agents depend on your systems and are scoped on the free call.
The same three steps this business was founded on, now with a free first conversation in front of them.
Tell me where the business is headed and what's slowing it down. I'll point out at least one workflow worth automating, whether or not we work together.
We turn data from spreadsheets, systems and inboxes into views your team can actually read, and map how work really moves. Understand first, then plan.
We rank opportunities by impact and effort and agree on a short list. You approve every play before anything gets built.
Agents go live with clear metrics, human review where it matters and coaching so your team owns the results.
AI tools are easy to buy. What separates companies that get value from them is how well the business itself remembers, moves, decides and adapts. I look at five dimensions to find where AI will stick and where the foundation needs work first.
Operational Intelligence is a framework I'm developing from my own operating experience. It's a practical lens for prioritizing, not a certified benchmark.
I've spent my career in operations, mostly inside consumer brands that sell everywhere at once: online, through marketplaces and on big-box shelves. Supply chain, customer experience and IT all end up on my desk, so I tend to see a business as one connected system instead of a set of departments.
Lately much of that work has been putting AI agents to work inside the system, one department at a time. The lessons came from the misses as much as the wins: which workflows are ready, where people need to stay in the loop, and how to bring a team along without losing their trust.
I also own and operate a land investment business, and I mentor professionals and executives on leadership and career growth. Visionary Gameplan pulls those together. I meet with you, dig into how the business really runs, and give you the few moves that matter most.
"The goal isn't fewer people. It's people doing the work only people can do."
Have a question that isn't here? Ask it on the free call.
Yes. It's 30 minutes with me, not a sales rep. I'll give you at least one concrete idea you can use whether we work together or not.
That isn't the goal. Agents take on repetitive, rules-based work so your people can focus on customers, judgment calls and growth. For growing businesses, it usually means hiring fewer people for busywork and putting new hires on higher-value roles.
No. I work with the tools you already use wherever possible and handle the technical build. Your team needs to know the work, and I'll take care of the rest.
If your team spends hours a week on repeatable tasks like answering the same questions, moving data between systems or chasing updates, there's likely a fit. I work best with growing businesses of roughly 5 to 200 people.
Every agent ships with clear rules for when to hand off to a person, plus monitoring so you can see what it's doing. We start with low-risk workflows and expand as the results prove out.
A set number of hours each month for operating leadership: weekly check-ins, help with hiring and team structure, process fixes and planning for the next stage of growth. It's built for businesses that need senior operations experience but aren't ready for a full-time hire.
Yes. I'm based in Kennesaw, GA and work remotely with businesses anywhere in the U.S.
A growing business came in unsure where it stood. We took their data and made it visible and easy to digest for the first time. The owner called it a game changer and said they left with real clarity on their business's position and what to do next.
Consultation client · name withheld for privacyTell me a little about your business. I reply personally within one business day to set up a time.