Contact
Talk to Operator Intelligence
Tell us what you want to fix, speed up or build. We reply within one business day, set up a 30-minute discovery call with a co-founder, and send a scoped proposal if there's a fit.
What happens after you reach out
Three steps take you from a first message to a scoped proposal.
We reply within one business day
A co-founder reads your message and replies within one business day to set up a time to talk.
30-minute discovery call
We learn about your business, the workflows that eat the most time, the tools you already use and what a good outcome looks like. By the end, both sides should know whether there's a fit and what a sensible first step would be.
Scoped proposal
If there's a fit, we send a scoped proposal covering the workflows in scope, deliverables, timeline and fees. Most Operator Intelligence engagements start with a two-week AI readiness assessment.
What we'll ask
The contact form is short. Here is everything it asks, so you can have answers ready.
- Name
- Company
- Website
- Revenue range
- Which offering you're interested in: Agentic Digital Strategy, AI Enablement & Custom Solutions, AI Training & Fluency, or Not sure
- Message: what you want to fix, speed up or build, plus any tools, systems or deadlines we should know about
Which Operator Intelligence offering fits?
Pick the closest match on the form, or choose Not sure and we'll recommend a starting point on the call.
Agentic Digital Strategy
Multi-agent systems and workflows that run ecommerce and digital strategy for DTC brands, with senior human strategy in the loop: Shopify, CRO, analytics, Klaviyo, SEO and AI search, Meta creative and data architecture.
Learn moreAI Enablement & Custom Solutions
We learn your workflows, people, processes and pain points, then work with your team to implement AI and build custom AI agents, multi-agent workflows and n8n, Make or Zapier automations.
Learn moreAI Training & Fluency
Hands-on training for teams and operators that ends with configured AI instances, such as Claude Projects, reusable skills for ChatGPT, Claude and Gemini, and prompt libraries, running in your team's own accounts.
Learn moreWho you'll talk to at Operator Intelligence
Discovery calls at Operator Intelligence are with one of the two co-founders, Chad Westleigh or Luke Freeman. Both have spent their careers inside operating businesses, which is why the first conversation is about your workflows rather than a product demo.
- Chad Westleigh, Co-Founder (Technical Strategy & AI Systems): nearly 20 years in digital strategy, including 15+ years in DTC jewelry ecommerce and an early role at Alex and Ani during its growth from about $4.5M to $200M+ in revenue. Chad holds an MIT Professional Education certificate in Applied Agentic AI for Organizational Transformation and has completed Anthropic's AI Fluency courses. Read Chad Westleigh's background.
- Luke Freeman, Co-Founder (Industry Operations & Growth): 20+ years in promotional products distribution and sales, Founder and CEO of Wizard Creations, and $500M+ in career sales. Read Luke Freeman's background.
Tell us on the form what you're working on, and we'll match you with the co-founder whose background fits it best.
Not ready to talk? Take the AI readiness assessment
If you'd rather start with data, the free AI readiness assessment takes about 5 minutes. It scores your business across six dimensions (strategy and leadership, process clarity, data and systems, team adoption, change readiness and automation opportunity), places you in an Explore, Pilot or Scale tier, and recommends three first automations from our library of 50 AI automation examples.
Bring your score to the discovery call. It gives both sides a shared starting point and makes the 30 minutes more useful. You can also read our client case studies or see how our four-phase process works before you reach out.
Frequently asked questions
What happens on the 30-minute discovery call?
We ask about your business, the workflows that take the most time, the tools you already use and what success would look like. You can ask anything about how Operator Intelligence works. If AI isn't the right answer for your problem yet, we'll tell you.
What if I'm not sure which offering I need?
Choose Not sure on the form. Many companies need a mix, such as a custom automation plus training so the team can use it well. We'll recommend a starting point on the call, often the two-week readiness assessment described on our AI consulting for small business page. Our services page compares the three offerings.
Do you publish prices?
No. Every engagement is scoped to your workflows, systems and team, so we send a scoped proposal after the discovery call instead of a rate card. Our pricing page explains the engagement models, typical durations and what drives cost.
Do you only work with $1M–$10M companies?
Most Operator Intelligence clients are founders, operators and leadership teams at lean companies doing roughly $1M–$10M in annual revenue. We also work with select Fortune 1000 teams. If you're outside that range, reach out anyway and tell us what you're trying to do.
Start with one message
Tell us what you want to fix, speed up or build. We'll reply within one business day.
Send us a messageRelated
How we work
Discovery, Opportunity Mapping, Quick-Win Pilots, then Scale.
Case studies
What we've built for &LIVY, Mail New England, Wizard-affiliated Wizard Leads and ROAM Luggage.
How we price
Engagement models, typical durations and what drives cost.
About Operator Intelligence
The operators behind the consultancy.
Free AI resources
Guides, tools and templates.
AI enablement by industry
Playbooks for promo, restaurants, franchises and more.