The translator between AI capability and small business reality.
Most small business owners don't need another AI tool. They need someone who understands both sides — the technology and the operation — well enough to tell them what fits, what doesn't, and what to build. I spent 16 years in enterprise technology and a decade running small businesses. I work at the overlap. I start free. If you want to go deeper, there are three ways to do it together.
Free AI Consultation
The starting point.
A guided chat with my AI consultation, followed by a personalized report on which AI tools fit your business and which don’t.
Who it's for
Owners who want to know what’s actually worth their time, without sitting through a sales pitch.
What you get
- A short conversation about your business
- A written report with curated tool recommendations, ROI estimates, and a 90-day starting plan
- Sent to your inbox, yours to keep
Free · Yours to keep
Complimentary Discovery Call
A real conversation, no obligation.
A 30-minute call to talk through your business, your current operation, and where AI might actually move the needle. You leave with one concrete recommendation, whether or not I end up working with you.
Who it's for
Owners who’ve read their report (or already know their situation) and want to talk it through with someone who’s been on both sides: enterprise tech and small business operations.
What you get
- 30 minutes, one-on-one, video or phone
- A specific observation about your business and one next step
- A short follow-up email within 24 hours
- No pitch, no pressure
30 minutes · Complimentary
AI Workflow Audit
Where the paid work begins. And where the building starts.
A focused diagnostic of one workflow in your business, paired with one working automation built and deployed before the engagement ends. You don’t walk away with a slide deck. You walk away with something running, plus the document that explains why it’s there and what comes next.
Who it's for
Owners ready to stop guessing. You’ve read the free report. Maybe you’ve tried ChatGPT or a tool or two. Now you want someone to look at your business specifically, build something small that proves it works, and tell you what to do next.
What you get
- A working session with you and your team to walk through one workflow end to end: how the work happens, who touches it, where the friction lives
- A workflow map documenting the current state of the operation, with the silo tax and the bottlenecks marked
- ROI math built on your real numbers: your hours, your margin, your customer count, not industry averages
- One quick-win automation built and deployed inside your business during the engagement (typically in Make.com or n8n, depending on your stack)
- A short Loom walkthrough showing what the automation does, how to use it, and how to maintain it
- A short, ranked list of additional recommendations, sequenced by effort and payoff, with the "do first" item clearly marked
- A "don’t do this" list of tools and approaches I’d specifically recommend against for your business, and why
- A walkthrough call to review findings and answer your team’s questions
- A document your VA, contractor, or future hire could actually execute without needing you in the room
2 to 3 weeks · Remote (on-site available in NYC tri-state area) · Engagements start at $1,500
AI Implementation Sprint
Stop planning. Start building.
A fixed-scope 90-day engagement to rebuild one workflow with AI, end to end. I take the recommendations from your audit (or scope a sprint from scratch) and build it: tool selection, configuration, integration, training, and handoff. You don’t end up with a slide deck. You end up with a working system your team owns.
Who it's for
Owners who’ve done the diagnostic work and want execution, not more strategy. You have a specific workflow that’s costing you time or money and you want it solved, measured, and handed back to you in writing.
What you get
- A scoped statement of work with clear deliverables, milestones, and a defined finish line
- One to three connected automations built and deployed in your business: lead capture, email triage, quote generation, client onboarding, content workflows, internal knowledge bases, or whatever fits your operation
- Direct integration with your existing tools where possible (CRM, calendar, email, project management, accounting), so the new system lives inside the stack you already use
- LLM integration through Claude or OpenAI for the parts that need real intelligence, not just rules
- A workflow map documenting current state versus built state, with the specific changes called out
- Two recorded team training sessions your team can rewatch as people come and go
- A maintenance guide written for the person who will actually run it, not for engineers
- A measurement plan with baseline numbers and 90-day targets so you can tell whether it actually worked
- 30 days of post-launch support, with priority response to anything that breaks
- A handoff session at the end where ownership transfers fully to you
The engagement runs in 90-day cycles with a clear go/no-go decision at the end. Either we’re done, or we scope the next thing. No ongoing obligation, no lock-in, no proprietary platform you can’t take with you.
90 days · Remote (on-site available in NYC tri-state area) · Starting at $5,000
Ongoing AI Partnership
For clients who want me in the room.
A continuing relationship for businesses that have built something with me and want to keep evolving it. AI changes fast. New tools ship every month, models update, and what was the right answer six months ago isn’t always the right answer today. This is for owners who’d rather have someone watching that landscape than watch it themselves.
Offered to clients after a completed sprint engagement.
Who it's for
Clients who’ve completed a sprint engagement and want to keep the system current, extend it into new workflows, or have a standing relationship with someone who knows their operation.
What you get
- Monthly strategy call to review what’s working and what’s next
- A defined number of build hours each month for optimization, new automations, or extending what’s already running
- Priority response on anything that breaks
- Quarterly review of new tools and capabilities relevant to your business
- A monthly written update so you have a record of what changed and why
Defined per client · Contact to discuss
How I Work
Workflow first, tool second.
I don’t sell tools, and I don’t take affiliate commissions. I start by understanding how the work gets done in your business, then I figure out what (if anything) belongs in the stack.
Independence is the product.
My recommendations aren’t influenced by vendors. If the right answer is "you don’t need AI for this," that’s the answer you get.
Built to be handed off.
Every engagement ends with you owning the result. No lock-in, no ongoing dependency unless you want one.
This is for you if:
- You run a small business doing $50K to $2M in revenue
- You’re the owner-operator (or one of a small team)
- You’re curious about AI but tired of being sold to
- You want straight answers, not jargon
This isn't for you if:
- You’re looking for the cheapest tool, not the right one
- You want someone to make the decision for you with no context
- You’re a venture-backed startup needing engineering hires
- You want ongoing managed services as your first engagement
Naviask is led by Giancarlo Portale: 16 years in enterprise technology, plus a decade running small businesses. AI credentials from MIT and Northwestern Kellogg. Hands-on with Make.com, n8n, and direct LLM integration through Claude and OpenAI.
The combination is the point. Most AI consultants have never run a small business and can't talk to owners without falling into jargon. Most small business consultants don't understand the technology well enough to build anything. Naviask exists at the overlap. I'm the translator.
Not sure where to start?
Begin with the free consultation. It's the lowest-commitment way to see if this is the right fit, and the report is yours to keep either way.
Start Your Free ConsultationOr book a complimentary callBook a strategy session