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Get a custom proposalAI Adoption Strategy for Professional Services
AI Adoption Strategy helps professional services firms move from AI assessment to implementation with clear strategy, practical support, and the right enablement along the way. We help leaders understand where AI belongs, where it does not, and what should happen next before significant time, money, and operational energy are committed.
Our work begins with structured strategy, prioritization, and adoption clarity. From there, support can extend into governance, implementation direction, workflow design, and training when those capabilities are the right fit. This includes helping firms build internal capability in ChatGPT and Claude, and developing custom GPTs, agents, and skills where they can create meaningful operational value.
We are built for professional services firms where judgment, quality, confidentiality, compliance, and reputational risk matter.
This can include:
- AI adoption assessment and prioritization
- Implementation strategy and workflow design
- Training and capability building
- Custom GPTs, agents, and skills
- Governance-aware adoption support
Rather than pushing AI for its own sake, the focus is on helping firms adopt it with greater clarity, stronger priorities, and more disciplined execution.
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Min project size
$10,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Year founded
Founded 2025
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Our Story
AI Adoption Strategy helps professional services firms move from AI assessment to implementation with clear strategy, practical support, and the right enablement along the way. We help leaders understand where AI belongs, set priorities, strengthen governance, support implementation, and build capability through training and custom GPTs, agents, and skills when the fit is right.
Meet the Team
Jesse-Lee CogganFounder & AI Adoption Strategist
Jesse-Lee Coggan helps professional services firms move from AI assessment to implementation with clear strategy, practical support, and the right enablement along the way. His work includes AI adoption strategy, governance, training, and custom GPTs
What Sets Us Apart
From Assessment to Implementation
We support firms from AI assessment to implementation with one strategic throughline. That means clearer decisions up front, stronger prioritization in the middle, and more practical execution when the path is ready.Designed for Professional Services
Our work is designed for professional services firms where judgment, quality, confidentiality, compliance, and reputational risk matter. AI adoption in these environments requires more structure, not more noise.Strategy, Enablement, and Custom AI Capability
Beyond strategy, we help teams build real capability through training, workflow guidance, and custom AI assets such as GPTs, agents, and skills when those solutions are the right fit.
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