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A 60-minute conversation about your operation. Then a written plan.
For founders and leaders who already know AI matters and want a real opinion — not another sales deck. You bring your situation. I bring 15 years of operating across nonprofits, SaaS, and AI-first orgs.
Pay → book 60-min slot → call → Loom recap within 48 hours
Not a sales call. A working session with an outcome you can act on the next day.
Live video. No slides, no pitch deck — just a focused conversation about your operation, your bottleneck, and what the right next move is.
Within 48 hours: a 5-10 min walkthrough naming the 2-3 highest-leverage moves, the order to make them in, and what to skip.
Specific tools, specific costs, specific tradeoffs. Drawn from what I actually run in production across 6+ companies.
If you move into a Catalyst build or retainer within 30 days, the diagnostic fee comes off the top.
Free strategy calls are usually sales pitches. The person on the other end has a quota; their job is to convert you, not to tell you the truth about what your operation needs.
Charging $497 changes the dynamic. You're not a lead. You're a client for the next 60 minutes. I'm not trying to upsell you — I'm trying to give you my actual opinion, including telling you when the answer is "do nothing yet" or "this isn't the right time" or "you don't need me, you need a different kind of help."
And if it turns out the right next move is a Catalyst build or a retainer, the $497 comes straight off the top. So either way, you don't pay twice.
If you already know what you want to build
The Diagnostic is for when you need clarity first. If you already have the clarity — and you know whether you want a Starter, Growth, or Pro build, or a retainer — go directly to packages.
A 60-minute video call with Lorenzo to map your current operation, identify the 2-3 highest-leverage automation/AI plays, and stress-test what you're already considering. Within 48 hours after the call, you get a 5-10 minute Loom recap with the recommended sequencing and (if it makes sense) a scoped path to building it.
Founders, executives, and mission-driven leaders who already know AI matters for their business but haven't found the right way in. Especially useful if you've tried a few tools and they didn't stick — we'll figure out why.
The free assessment is self-serve — you fill out a form, you get a score and a generic roadmap. The Diagnostic is a real 1:1 conversation. You bring your actual situation; I bring 15 years of operating experience and direct knowledge of what works (and what doesn't) across nonprofits, SaaS, and AI-first orgs.
Yes. If we move forward into a Catalyst Starter, Growth, or Pro build within 30 days, the $497 is credited toward the package price. Retainers (Advisor, Fractional, Embedded Operator) also credit it against month one.
Welcome. Most Diagnostics don't result in a same-week purchase, and that's fine. The recap document is yours to keep regardless. People come back months later with a clearer picture.
You'll pay first via Stripe (this isn't a "sales call" disguised as a free consultation — we both have skin in the game). Immediately after checkout, you'll get a Calendly link to book a 60-min slot within the next 14 days.
$497. 60 minutes. Loom recap with a recommended plan within 48 hours. Credited to any next step within 30 days.