STRATEGY SESSION
4-Hour Consultative Deep Dive
Fix Your Tech Strategy in One Half-Day
Accelerate your AI adoption with a focused 4-hour engagement tailored to your project
Consultative Strategy Session
For leadership teams that feel stuck or need a concrete roadmap before committing to a long-term engagement. This is a bespoke, intensive session designed to identify your technology blind spots and create an immediate plan of action.
How It Works
- The Preparation (14-7 Days Prior): We don't start from zero. Through email correspondence and data review, I analyze your current state before we meet
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- The Strategy Session (4 Hours): We use the Functional Technology® Framework to focus your technology strategy, specifically tailored to your company’s immediate needs
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- The Deliverables: You leave with an immediate Technology Punch List, a clear List of Blindspots, and actionable Technology Campaigns for the next 1–6 months
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Commitment & Investment
- Format: 4-hour intensive session (virtual or in-person).
- Investment: Starting at $7,500 + travel
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Your Questions Answered
Explore common inquiries about our Fractional CTO services and how they can empower your business with AI and automation solutions.
Model Info
What exactly is the Strategize Half-Day Session and what does it cover?
The Strategize session is a high-impact, 4-hour deep dive designed to align your technology with your business goals. Using the Functional Technology® Framework, we strip away the technical noise to focus on your core strategy.
Whether you need to validate an AI roadmap, audit your current software architecture, or fix a stalled development process, this session provides the executive-level clarity you need to move forward with confidence.
How do we ensure we get real results in just four hours?
The success of the session happens in the preparation. We include a 14-to-7-day preparatory period via email where I collect data on your current stack, team structure, and business challenges.
This ensures that when we sit down for our four hours together, we don't waste time on introductions—we hit the ground running with data-backed recommendations and a customized agenda tailored to your specific needs.
What concrete deliverables will I receive after the session?
You won't just leave with notes; you’ll receive a "Technology Execution Blueprint." This includes three critical assets:
• The Immediate Technology Punch List: A high-priority list of items that need fixing now to stabilize your systems.
• The Technical Blindspots Report: Identification of hidden risks in your security, scalability, or AI strategy.
• 1–6 Month Technology Campaigns: A series of structured "sprints" your team can execute to achieve measurable business wins.
Model Info
Who from my team should attend the Strategize session?
For maximum ROI, I recommend the Founder, CEO, or COO attend alongside your primary technical lead (if you have one). The goal is to bridge the gap between business requirements and technical execution.
Having both perspectives in the room ensures that the "Technology Campaigns" we design are both technically feasible and strategically valuable to your bottom line.
Is this session a good fit if we are specifically focused on AI and automation?
Absolutely. In fact, many clients use this session as an "AI Readiness Audit." We evaluate your data quality, identify the highest-ROI use cases for agentic AI or RAG systems, and build a "Buy vs. Build" plan.
By the end of the four hours, you will know exactly which AI projects will save you the most time and money, and which ones are just hype.
What happens after the session? Do you help us implement the plan?
The Strategize session is designed to give you a roadmap your team can execute independently. However, if you find you need senior-level leadership to drive those "Technology Campaigns" to completion, this session serves as the perfect springboard into my Engaged or Advisor tiers.
The investment you make in this session is also a "risk-free" way to see if a Fractional CTO is the right long-term fit for your company culture.
Real AI and Automation Results
Fractional CTO services for B2B SaaS, insurtech, and more.