Leveraging AI. Growing Organizations.
Practical AI strategy for leaders and organizations that want to do more with what they have.
Free live masterclass · Sat, Dec 5 · 10:00am PT
Where Is Your Business Bleeding?
See what's working, what's not, and what to fix first. 60 minutes, live on Zoom, with a free dashboard guide when you register.
AI Strategy
Put AI to work in your organization. I help leaders build a practical AI strategy, find where AI saves time and sharpens decisions, and set up tools like a business health dashboard in Claude. Learn it yourself, build it with me, or have me build it for you.
A simple one-page guide to building your first dashboard in Claude.
What’s included
Pick the right metrics to track
A ready-to-use starter prompt
Operations & Status dashboard
Instant download, no coding
Turn scattered reports into a trusted Business Health dashboard.
What’s included
Step-by-step, in one afternoon
Worksheets and fill-in prompts
A monthly refresh routine
No coding or data team needed
Get the playbook, then we build your dashboard together, live.
What’s included
The full playbook (PDF)
A live virtual build session
Leave with it built and working
A plan to keep it current
Done-for-You Dashboards
I build your dashboard for you, then keep it running and advise you with monthly Dashboard Care & Advisory.
I build your custom dashboards in Claude and hand them off ready to use.
What’s included (one-time build)
Your reports and data gathered for you
A custom Business Health dashboard
Department or location views as needed
A team walkthrough and handoff
Keep your dashboard accurate and turn the numbers into decisions.
What’s included (3-month minimum)
Monthly data refresh and accuracy check
New metrics and views as you grow
60-minute advisory call with a written recap
Two or three priorities set each month
Email support for questions between calls
Meet Casey
I’m Casey, an AI Strategist who helps leaders and organizations put AI to work. Over eight years I grew my salary by 168%, then made a major career transition to become the Operations Pastor at my local church.
Leading operations there taught me that healthy organizations need two things: strong leaders and smart strategy. Now I help leaders build a practical AI strategy and the dashboards they need to work smarter and grow.
Let’s talk
Questions about AI strategy or dashboards? Send me a note and I’ll get back to you.