Now accepting Q1 2026 clients

Your competitors are using AI.
You're still Googling
"how to use ChatGPT."

Get a seasoned AI strategist embedded in your business — without the $300K executive hire. Start with your free Phoenix Score and watch your AI readiness climb.

~10 minutes · No pitch · Just clarity on your AI opportunity
$3.1B+
Total Premium · 12 yrs
$860M
Processed in 2025
114K+
Agents Supported
12 Yrs
$12M → $860M Scaled
The Problem

The AI gap is real — and it's costing you

Everyone's talking AI. Almost nobody's explaining how to actually apply it to your business.

🌫️

All hype, no map

You've sat through the webinars and watched competitors announce "AI-powered" everything. Try to apply it to your business? Crickets.

🔥

Your team is maxed

Your best people are already stretched. Asking them to "figure out AI" on top of their real jobs is a recipe for burnout and half-baked builds.

💸

Hiring isn't realistic

A Chief AI Officer costs $250–400K. A consultant charges $500/hr and disappears. You need expertise embedded — not a line item that breaks the budget.

The Solution

Your AI Fractional Officer

A part-time executive with full-time expertise. Strategic leadership, hands-on implementation, and ongoing optimization — at a fraction of a full hire. Think Chief AI Officer on your team, 10–20 hours a month instead of 40+ a week.

🎯

Strategy

"What AI should we actually use?"

I audit your operations, find the high-impact opportunities, and build a roadmap for YOUR business — not generic advice from someone who's never seen a P&L.

⚙️

Implementation

"Make it actually work."

I don't just tell you what to do — I help you do it. Tool selection, workflow building, team training. I'm in the trenches with you.

📈

Optimization

"Keep getting better."

AI isn't set-and-forget. I monitor what's working, refine what isn't, and keep you ahead of the curve as the technology evolves.

How It Works

From uncertainty to clarity in five steps

One fluid path — everyone starts the same way, and you're routed to exactly the right level of help.

STEP 01
Meet

You find me here — the pitch, the proof, the human. Decide if there's a fit in 60 seconds.

STEP 02
Assess

Take the free Phoenix Score — your AI readiness number and your biggest gaps. The front door.

STEP 03
Talk

A 30-min call about YOUR score — not a cold pitch. We walk your number, gaps, and the opportunity.

STEP 04
Choose

Pick your level — Clarity, Fractional, or Sprint — based on your score and your urgency.

STEP 05
Climb

We execute together and your Phoenix Score climbs, action by action. Progress you can watch.

It Starts Free

Get your Phoenix Score in under 10 minutes

48 questions across 16 dimensions of AI and business readiness. You get a personalized number, a breakdown of strengths and gaps, and a prioritized action plan — before you spend a dollar. Then you watch it climb as we work.

Take the Free Assessment →
72Your readiness
Ideal Client

Is this for you?

This is for you if…

  • You run a business doing $1M–$50M in revenue
  • You know AI matters but don't know where to start
  • You've wasted money on tools you never fully implemented
  • Your team is smart but stretched too thin for "innovation projects"
  • You want a trusted advisor, not a vendor trying to upsell you
  • You value doing things RIGHT over doing things FAST

Probably not for you if…

  • You want someone to "just build me a chatbot" with no strategy
  • You're looking for the cheapest option
  • You need enterprise-scale implementation (50,000+ employees)
  • You want magic — AI is powerful, but it requires real work
Pricing

Start free. Go as deep as you want.

Transparent pricing that meets you where you are and takes you where you want to go.

Step 0 — Free Phoenix Score
Your AI readiness number + gap analysis. The universal first step.
Start free
Clarity Session
Know exactly where to start.
$497
  • 90-minute deep-dive into your business
  • AI opportunity assessment
  • Prioritized recommendation report
  • 30-day action plan
Book Clarity Session
Most Popular
Fractional Engagement
Embedded AI leadership.
$3,500/mo
  • 15–20 hours/month of dedicated support
  • Weekly strategy calls
  • Hands-on implementation assistance
  • Tool selection & vendor evaluation
  • Team training & enablement
  • Slack/email access · monthly reviews
Apply for Fractional
Intensive Sprint
Transform in 30 days.
$12,000
  • 40 hours over 4 weeks
  • Full AI audit & strategy
  • 1–2 key implementations completed
  • Team trained and confident
  • Documentation & SOPs + 30-day support
Schedule Sprint Call
Bigger org? Enterprise — Custom. Dedicated strategy team, multi-department, compliance & risk advisory. Let's talk.
About

Meet your AI Fractional Officer

E

Ed Terrell

Founder, OmniPhoenix LLC

I've spent 10+ years turning messy data into clear decisions. As a Senior Business Data Analyst, I helped scale a company from $12M to over $860M in annual revenue — building the analytics systems, automations, and reporting infrastructure that made it possible. Across 12 years I've helped process $3.1B+ in total carrier premium and managed data for 114,000+ agents, delivering insights that landed on the CEO's desk.

Now I help business owners like you harness AI — not as a shiny toy, but as a genuine competitive advantage. I believe in doing things right. In processes before tools. In accuracy every single time. And in the idea that technology should serve people, not the other way around.

Based in Aurora, Colorado. UNC Chapel Hill alum (Go Heels). Runs on coffee, curiosity, and a belief that hope burns bright.

AI StrategyInsurTechBusiness ConsultingData & AnalyticsProcess-First
FAQ

Questions you might have

What if I'm not technical at all?

Perfect — that's most of my clients. You don't need to understand the tech; you need someone who does and can translate it into decisions that move your business. I handle the how. You stay focused on the what and the why.

How is this different from hiring an AI consultant?

A consultant hands you a deck and disappears. I embed in your business — strategy AND implementation — and stay accountable to results, not billable hours. Think Chief AI Officer on retainer, not a vendor on the clock.

What if AI isn't right for my business?

Then I'll tell you — straight. The free Phoenix Score surfaces where AI actually moves the needle for you and where it doesn't. I'd rather lose a sale than sell you something you don't need. Process-first, always.

What's the time commitment on my end?

Light. A weekly strategy call and async access — I do the heavy lifting in between. The Fractional model is built so your team keeps doing their jobs while AI gets implemented around them, not piled on top of them.

Do you work with any industry?

Most $1M–$50M businesses — insurance, real estate, healthcare, professional services, e-commerce and more. The framework adapts to your industry's language; the principles (process before tools, accuracy every time) are universal.

Let's Begin

The best time to start was yesterday.
The second best time is now.

AI isn't waiting for you to figure it out — your competitors are moving. Start with your free Phoenix Score: ~10 minutes, no pressure, no pitch deck. Just an honest read on where AI fits in your business.

"I don't take jobs. I leave infrastructure." — Ed Terrell, Founder