AI Board Briefing

When your board asks for the AI plan, have the answer on paper.

For owners, CEOs and boards of mid-sized companies who have been asked "what is our AI plan?" by a board, a lender, a buyer or a new investor. One 90-minute session, then a written brief within a week. Fixed fee, from $2,500.

Book a 30-minute strategy call Not ready to book? Get the free one-page guide

Not ready to book? Take the 3-minute AI readiness scorecard first.

We do not publish client results. The proof is in how the Briefing is built: a fixed week, a fixed fee, and a written brief you keep.

The question

Most owners answer with a list of tools. A board does not accept a list of tools.

A board, a lender or a buyer wants to know three things: what is already happening in the company, who is accountable for it, and what will never be allowed. The Briefing answers those three, in your own company's terms, so the next time the question arrives the answer already exists.

The week

How the Briefing runs.

A short shape, confirmed in writing before we start.

  1. Before
    A 30-minute callWe confirm the question your board is asking, who should be in the room, and whether a Briefing is the right next step. If it is not, we say so.
  2. The session
    The 90-minute sessionA working session with your board or leadership team. The owner and the CFO or COO are enough. There is no technology demonstration and no pitch for a build.
  3. Within a week
    The written briefDelivered within a week of the session, written so a board member who was not in the room can read it.
  4. After
    You decideThe owner keeps every decision. Your adviser, accountant or counsel is welcome on the call.

The three deliverables

What the written brief contains.

ONE

Where AI is already in use

The places in the company where AI is being used without anyone having decided it, such as quotes, invoices, schedules or customer records pasted into public tools, and what each one exposes.

TWO

The two people already using it well

Two members of your staff who already use AI well, named. Each gets a written scope: what they may build, what they must never touch, and who signs off.

THREE

The never-build list

Three to five lines, starting with: nothing that sends money, signs, or makes a promise to a customer without a named person's approval.

Who this is for

Established companies with a working business to protect.

FOR

Owners, CEOs and boards

Established businesses, roughly $5M to $250M in revenue: founder-led, family-owned, or backed by private equity. Also operating partners and new executives in their first hundred days who need an AI position quickly.

NOT FOR

Startups and tool-shopping

Startups building AI products, and anyone who wants a tool installed, a technology demonstration, or a pitch for a build. This is a working session and a written brief, nothing more.

Price

One fixed fee.

Advise · the first conversation with the board

AI Board Briefing

from $2,500
90-minute sessionWritten brief within a weekBoard or leadership team

What the fee covers

  • The 90-minute working session
  • The written brief: where AI is in use, the two people with their scopes, the never-build list
  • The owner keeps every decision

The fee is credited in full toward a Strategy Sprint (from $15,000) signed within 30 days. We do not give legal, tax, accounting or investment advice, and we tell you when you need it.

Pricing and timing are confirmed in writing; a request does not create an engagement.

Who you work with

Darren Weiss has run the P&L and still builds the systems.

  • Operator. Helped scale a regional company into a major participant in a highly regulated national industry, leading operations, growth, and mergers and acquisitions.
  • Counsel. A lawyer by training who led the legal and regulatory work; on your engagement he works alongside your counsel, not replacing it.
  • Builder. Designs, builds and runs AI systems every day, so the advice has been tested before it is given.

Fair questions

What owners ask before the first call.

Does the board need to be in the room?

Not necessarily. The session is with your board or leadership team, and for many companies the owner and the CFO or COO are enough. The brief is written so a board member who was not there can read it.

Will you tell us which tools to buy?

No. The Briefing starts from who is already using AI, what they have connected, and what must never be built. It does not recommend a vendor and it does not include a technology demonstration.

We already have an IT team.

Good. IT keeps systems running and secure. The Briefing decides who is accountable for AI use and what is off limits, and your IT lead is welcome on the call.

What happens after the brief?

You decide. Some owners stop with the written brief. If you sign a Strategy Sprint within 30 days, the Briefing fee is credited in full toward it.

Start with thirty minutes.

Thirty minutes is enough to hear the question your board is asking and to say whether a Briefing, a Strategy Sprint, or nothing yet is the right next step.

Book a 30-minute strategy call