AI consulting for SMB leaders

AI is moving faster than your strategic plan.

GPT-5.5, Claude Fable 5, Claude Opus 4.8, agents, open source, automation, copilots. The point is not to chase every announcement. The point is to know what changes for your company, your margins and your priorities.

See AI agents

A clear roadmap, not a list of tools to try.

Business decisions: what to change, keep, build or avoid.

Leadership support to turn ideas into tradeoffs.

GPT-5.5

Models are becoming more useful for reasoning, coding, searching and taking action.

Claude Fable 5

Long-horizon agents make workflows credible that used to feel too ambitious.

Claude Opus 4.8

Choosing the right model, cost and level of control is now a strategic decision.

AI consulting diagram: market noise, tradeoffs, roadmap and priority actions

Who helps you decide

Useful advice must understand the business and know what can actually be built.

I am not here to sell a magic tool. I help you sort the real levers, the bad bets and the projects that can become concrete inside an SMB.

Market noise

The risk is no longer missing AI. It is scattering your effort everywhere.

Your team may already use ChatGPT. A sales rep pitches a new tool. A competitor talks about AI agents. A vendor promises to automate everything. Meanwhile, your real question remains: what deserves your time, budget and attention as a leader?

A good AI strategy for an SMB is not a grand abstract plan. It is a series of sober decisions: where AI can change your offer, margin, responsiveness or organization, and where it will mostly add disorder.

Decisions to make

We turn uncertainty into decisions you can stand behind.

A leader does not need to know every AI architecture. They need to know which initiative to launch, in which order, and with which level of risk.

1

What to automate

Repeated tasks, re-entry work, alerts and handoffs that already drain the team.

2

Who to train

The people already using AI quietly, and those who will decide, review or transmit work.

3

What to buy

Market tools that are good enough, without building an unnecessary custom system.

4

What to build

Agents and workflows that deserve custom work because your trade or data makes the difference.

5

What to refuse

Projects that sound attractive but are too vague, risky or expensive for your current stage.

SMB use cases

Business-owner topics, not tool demos.

We start with your company: margin, offer, sales, quotes, customer relationship, admin, reporting. Only then do we choose the right AI layer.

Model

01

Is your offer becoming easier to copy?

If customers can get a first answer, draft or analysis from a public assistant, your perceived value can shift.

We separate what becomes a commodity, what should be reinforced, and what could become a new offer or premium service.

You see how to adapt your positioning before the market forces you to.

See my approach

Sales

02

Your sales team loses time before selling

Files, emails, CRM entries and follow-ups exist, but no one has time to turn them into clean actions.

We decide whether the right topic is a sales agent, better CRM hygiene, training or a preparation workflow.

Sales becomes a prioritized initiative, not a stack of tools opened in parallel.

Discover Hermes

Quotes

03

Do your quotes still reflect your know-how?

Field photos, voice notes, customer constraints and history are scattered. Quotes arrive late or depend too much on one person.

We check whether AI should structure inputs, draft a quote, detect gaps or automate the CRM handoff.

The quote becomes a sales lever, not just an admin document to produce.

Read the field quote case

Support

04

Customers expect answers faster than your team can respond

The same questions come back, but some requests are sensitive and should not be automated blindly.

We separate simple replies, requests prepared for a human, and topics that require approval.

You gain responsiveness without handing the customer relationship to a robot.

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Admin

05

Your admin work may hide the best gains

Invoices, follow-ups, incoming documents, supporting files and checks take mental space every week.

We identify what belongs in a reliable workflow, an AI agent or a simple business rule that needs clarifying.

You know where to save time without creating a fragile system.

Read the 2026 invoicing guide

Leadership

06

You make decisions from scattered signals

Revenue is in Pennylane, opportunities are in the CRM, urgencies are in email and priorities live in your head.

We scope a simple leadership report: sources, frequency, alerts, summaries and confidence limits.

You start the week with decisions to make, not ten tabs to reopen.

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Right entry point

Consulting, training, automation or AI agent: the right choice depends on your level of clarity.

Consulting is not here to replace the other offers. It is useful when you first need to sort, prioritize and choose the right path.

AI Training

When your team needs to use ChatGPT, Claude, Copilot or Notion AI better on real business cases.

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Automation

When the process is already clear and CRM, invoicing, email, files or alerts need to be connected.

See automation

AI Agent

When a task needs to read, interpret, prepare an action and alert with a human in the loop.

See AI agents

Strategic consulting

When you feel AI will change your market, but you do not yet know where to place your bets.

Stay on consulting

Method

A useful AI roadmap is built around your constraints, not a generic matrix.

1

Leader scoping

We clarify your activity, margins, sales stakes, tools, urgencies and concerns.

2

Mapping

We identify flows, repeated tasks, friction points, sensitive decisions and available data.

3

Tradeoffs

We classify initiatives: training, automation, AI agent, existing tool, topic to avoid or topic to postpone.

4

Roadmap

You leave with a readable roadmap: order, objective, dependencies, risks and next step.

5

Follow-up

We keep a steering session if you want to secure choices, review quotes or move forward initiative by initiative.

Formats

Three levels depending on how much clarity you need.

The right format depends on your maturity, team size and the level of transformation you are considering.

Strategic scoping

Short session

To sort an idea, challenge a decision, review a proposal or know whether an initiative deserves to start.

Core format

SMB AI roadmap

Complete diagnosis

Interviews, mapping, use cases, tradeoffs, risks and prioritized roadmap to decide without fog.

Leadership follow-up

Monthly or punctual

To keep direction: tool choices, quote review, prioritization, team adoption and first project steering.

No public pricing. Scope depends on diagnostic depth, number of stakeholders and expected follow-up level.

Scoping

We first check whether consulting is the right entry point.

In 20 minutes, we look at your context, urgency level and the decision you need to make. If the right answer is training, an agent, a workflow or nothing for now, I will tell you.

After the call, you receive a proposal with scope, deliverables, timeline and support level. You keep control of the next step.

Commitments

What I keep non-negotiable.

✓

Independent advice

I do not sell licenses and I do not earn tool commissions. The choice must serve your company.

✓

Leadership language

Recommendations talk about margin, workload, risk, customer relationship, team and priorities, not useless jargon.

✓

Link to execution

Ideas stay connected to what can actually be trained, automated or built.

✓

Right not to do it

If an AI initiative is not relevant now, it should leave the roadmap.

FAQ

Normal questions before asking for AI consulting

I am not technical. Will I understand the roadmap?+
Yes. The roadmap is designed for a business leader: decisions, priorities, risks, impacts, dependencies and next step. Technical detail only appears when it clarifies a decision.
How is this different from an AI agency?+
An agency often starts from what it can sell. Here, consulting can conclude that you need training, automation, an agent, an existing tool, more time or nothing. That is the point.
Is this only an audit or also support?+
Both are possible. You can ask for a punctual scoping session, a complete roadmap or leadership follow-up to steer the first decisions without scattering effort.
Can you also help adapt the business model?+
Yes, when that is the real issue. We can work on the offer, perceived value, services to reinforce, tasks to industrialize and new formats made possible by AI.
What if we already use ChatGPT or Claude?+
That is often the starting point. We look at what already works, what is still artisanal, what needs guardrails and what deserves to become a more reliable system.
What happens after the roadmap?+
You can move forward alone, internally, with another provider or with me on a separate engagement. The deliverable belongs to you and should remain useful either way.

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