Switchback helps leadership teams plan, govern, and roll AI into everyday workflows. I sell no software and take no vendor fees, so the only thing I optimize for is your outcome.
A switchback is the trail engineering that makes a steep climb walkable. Same idea here. We take the hard, all-at-once leap and turn it into a route you can actually follow.
Map where AI actually fits your operations, what's a quick win, and what's a risk. You get a clear readiness picture, not a sales pitch.
Put the guardrails in first. An acceptable-use policy, data-handling rules, and a risk framework built on NIST so adoption never creates exposure.
Pick a contained pilot and build the workflow. Where it helps, I'll wire up the working automation myself rather than hand you a slide deck.
Prove the rollout worked, then decide what climbs next. This is the part that justifies the next year of investment.
Start with a single hourly session or a short assessment. Most engagements grow from there into ongoing advisory. Here's the full range to pull from.
A paid working session for leadership that doesn't know where to begin. You bring the questions, you leave with direction and a short follow-up summary.
A short diagnostic of where AI realistically fits, what's low-hanging, and what's risky. The thing that surfaces everything else below.
The policy that tells your team which tools they can use, what data can and can't go into them, and what's off limits.
A NIST-based structure: risk-tiering of use cases, human-in-the-loop rules for consequential decisions, and a vendor evaluation rubric.
Surface what your people already use unsanctioned, then bring it under policy instead of banning it. Every company has this.
Take one department, map the real tasks, and flag what can be automated or augmented, with specific tool recommendations.
Choose tools on security, data handling, and fit. Worth a premium precisely because I sell nothing, so the recommendation is yours to trust.
Design a contained pilot with real success metrics, and where it helps, build the working automation or prototype myself.
Reusable prompts and SOPs for a specific team so adoption sticks long after I'm gone.
Role-specific sessions that get employees actually using the tools, not just aware of them. Repeats across departments.
Keep the exec team current on the landscape and the shifting regulation. The natural on-ramp to a monthly retainer.
Close the loop and prove the rollout worked. This is what protects and justifies the next year of spend.
This is my day job. Helping revenue teams adopt AI for prospecting, outreach, CRM hygiene, and pipeline work, with results you can actually measure. I've built this tooling myself, so I can speak to it more credibly than a generalist.
Years selling into K-12 districts, community colleges, and universities across the Mountain West. I understand the sector's constraints, FERPA included, in a way most AI consultants simply don't.
You're working with one person, not an account team and a deck of subcontractors.
I've spent six years as an independent advisor through GLG and Pro Sapient, alongside 12 years of sales experience in tech. I hold a certificate in AI Strategy and Governance from the Wharton School.
The part that makes the advice different: I build. Automation, internal tools, data pipelines. So when I recommend a workflow, I've usually wired one up myself. You get a strategist who can also hand you something that runs, and who has no software to sell you on the way out.
Switchback AI Advisory is an independent AI consulting practice. I help leadership teams plan, govern, and roll out AI inside their everyday employee workflows. I don't sell software and I don't take vendor referral fees, so the guidance is built around your outcome, not a product quota.
It means I have nothing to sell you and no financial relationship with any AI tool or platform. When I recommend a tool or a workflow, the only thing driving the recommendation is what fits your team, your data, and your risk tolerance.
Engagements start hourly, so there's a low-commitment way to begin. From there, work often grows into fixed-scope assessments or a monthly retainer. I share rates on our first call once I understand what you're trying to do.
Yes. Governance is often the starting point. I build acceptable-use policies, data-handling rules, and risk frameworks based on the NIST AI Risk Management Framework, so your team can adopt AI without creating legal or security exposure.
I work with leadership teams at mid-market companies, with deep specialties in sales and go-to-market organizations and in education and edtech. I'm based in Park City, Utah, and work remotely with clients across the Mountain West and nationwide.
I build. Alongside the strategy, I can design and wire up the actual automations and pilots myself, so you get working systems, not just a slide deck and a bill.
Engagements start hourly, so there's a low-commitment way in. Book a short intro call or send a note and I'll get back to you within a business day.
Book an intro call →
[email protected]
Engagements start hourly · rates shared on our first call