Comfort Check
A free, 20-minute call. No pitch deck.
We’ll talk about who on your team isn’t using AI yet, what your firm has approved, and what’s off-limits. Then I’ll show you one task, live, using sample data.
You leave with
- Two prompts tailored to your team.
- An honest recommendation, even if it is “you’re not ready yet.”
Please don’t include client information
No client names, account numbers, or anything you wouldn’t put in an email to the wrong person. If you want to describe a task, describe the kind of work, not the client.
Send a note
This page does not store a form. The button opens your email app, with a short outline you can fill in.
Service area: Wayzata, Lake Minnetonka, Minneapolis, and the west metro in person. Anywhere by Zoom.