Alpine Advisory AI · AI consulting and training · Melbourne
More time for the work your team does best. Better work for your clients.
We find where AI helps most, set up the right tools and train your team to use them confidently. Less time on repetitive work, and more time to focus on growing the business.
Works with the tools your team already uses. We don’t resell any of them.
- Claude
- ChatGPT
- Microsoft 365
- Google Workspace
- Gmail
- Outlook
- Teams
- Slack
- Notion
- HubSpot
- Salesforce
- Xero
- ClickUp
- Canva
What we usually find
Where most businesses are with AI right now.
Tap any that sound like your business.
None of this means AI isn’t worth it. The businesses getting real results usually had someone show them what’s worth doing, set it up properly and get the whole team using it.
What changes
People don’t care about AI. They care about what it gives them.
We start with your business, not the tools. Then we set AI up with your team, so the benefits show up in everyday work.
Time back
The hours that went on drafting, chasing and rebuilding go back to your team.
Better work
Your people start from a strong first draft and spend their time making it better, not starting from scratch.
Better service
Clients get faster replies, clearer follow-ups and fewer things slipping through the cracks.
Room to grow
You and your team get time back for the work you’re best at, including growing the business.
I’m already using AI to take some of the administration and mental load off my plate, giving me more time and headspace for strategic thinking, planning and creative work.
How it works
Start with a clear plan. Then make it stick.
The assessment stands on its own. You keep the plan, whether or not we work together after that.
- Usually two to three weeks
AI Opportunity Assessment
We talk with you and the people doing the work, see where the time goes and rank where AI could help most. You get a clear plan and the right tools for your team.
Set it up and train your team
We set up the right tools with simple rules on what goes in, then run hands-on workshops using your team’s real work, not generic examples. Rolling out Claude? Claude for Teams covers the plan, setup and training.
Make it part of the day
We build the first few uses with your team, check what’s working and help your keenest people keep it going. Ongoing support is there if you want it.
Who this is for
For founders and business leaders who want AI to actually work for the whole team.
You’re a fit if:
- You lead a team where you can make changes on the ground, without layers of sign-off
- Whether nobody’s started or a few people already use it, you want it working properly
- You’d rather pay for experience than spend six months working it out
- You want your team to own it, and you’ll give it some of their time
Not a fit if:
- You want AI mainly to cut headcount
- You want something built and handed over that nobody has to think about
- You need custom software or a company-wide program across hundreds of people
- You’re not ready to set aside any time for it right now
Working with Daniel at Alpine Advisory AI has completely changed the way I think about AI in my business.
Before working with him, I felt like I “needed to use AI” because everyone was telling me I should, but I couldn’t see how all the tips and tricks I was hearing about actually applied to my business. Daniel gave me a practical starting point, helping me understand how to identify opportunities for AI, build the right skills and techniques, and then continue refining them over time.
Before working with him, I felt like I “needed to use AI” because everyone was telling me I should, but I couldn’t see how all the tips and tricks I was hearing about actually applied to my business. Daniel gave me a practical starting point, helping me understand how to identify opportunities for AI, build the right skills and techniques, and then continue refining them over time. He was able to bring examples from other businesses, listen to my specific challenges and workshop practical solutions with me, which made the process incredibly relevant and useful.
I’m already using AI to take some of the administration and mental load off my plate, giving me more time and headspace for strategic thinking, planning and creative work. Daniel is genuine, professional and responsive, and I’d highly recommend him to any small business owner who is curious about AI, overwhelmed by administration, or has a specific problem they’d like help solving.
Daniel has helped me streamline several processes in my business using AI workflows and apps.
I’ve only recently started putting them into practice, but I can already see how much time they’ll save, allowing me to focus on the work that needs my personal attention. Daniel is incredibly knowledgeable and really cares about helping you find solutions that work for your business. Highly recommend him, and I’ve already referred several people his way!
We brought Daniel in for an ops and AI audit, and what stood out most was how he actually worked.
He didn't just take my word for it — he got in front of the team, sat down with the people actually doing the work, and asked where things get stuck… What we've come away with isn't a stack of new software to buy. It's a clear, sequenced plan… That's the part I trust: it feels achievable, not aspirational.
He didn't just take my word for it — he got in front of the team, sat down with the people actually doing the work, and asked where things get stuck. You get a very different picture of a business when you've talked to the person doing the job versus the person who thinks they know how it's done. He was responsive the whole way through, and when our ops lead resigned partway through the engagement, he adjusted on the spot instead of sticking to a plan that no longer made sense.
What we've come away with isn't a stack of new software to buy. It's a clear, sequenced plan — the stuff to fix now, the stuff to leave alone, and the bigger moves to make when we're ready — with a realistic sense of what each one actually gets us. That's the part I trust: it feels achievable, not aspirational. If you want someone who'll actually listen before they tell you what to do, talk to Daniel.
Daniel recently completed a comprehensive audit of our business operations. His audit delivered a level of depth, detail and understanding that far exceeded our expectations.
What really stood out was his capacity to apply our commercial lens to his thinking — he understood the realities and nuances of our business, and made recommendations that felt appropriate and actionable for us… Daniel is a great person to work with — open, insightful, trustworthy, knowledgeable, and above all, genuinely invested in doing great work together.
He left no stone unturned. What really stood out was his capacity to apply our commercial lens to his thinking — he understood the realities and nuances of our business, and made recommendations that felt appropriate and actionable for us, across operational efficiencies, systems, processes and tools. With his support, we feel well placed to determine the path forward and confident in where to focus our efforts.
Beyond the work, Daniel is a great person to work with — open, insightful, trustworthy, knowledgeable, and above all, genuinely invested in doing great work together. We look forward to continuing to work with him into the future.
We engaged Daniel for a full review of our business, and the experience has been incredibly valuable.
He took the time to genuinely understand how we operate… The process delivered clear, actionable insights and a well-defined path forward, creating both clarity and genuine momentum within the business. We're already seeing the benefits, and the impact has been real.
He took the time to genuinely understand how we operate, providing a structured, practical assessment across our processes, systems, and overall approach. The process delivered clear, actionable insights and a well-defined path forward, creating both clarity and genuine momentum within the business. We're already seeing the benefits, and the impact has been real.
What's stood out most is the care, honesty, and genuine commitment he brings to his work. It's clear he's really invested in helping us succeed.
Working with Daniel has been very helpful and well-timed for where I am in my business.
His structured approach, thoughtful questions, and ability to quickly identify opportunities for improvement have given me greater clarity and confidence… As a solo business owner, it can be challenging to run a business without someone to bounce ideas off, and Daniel has filled that gap exceptionally well.
His structured approach, thoughtful questions, and ability to quickly identify opportunities for improvement have given me greater clarity and confidence. Each session has been practical, focused, and tailored to the challenges I'm facing, with clear actions I can implement straight away.
As a solo business owner, it can be challenging to run a business without someone to bounce ideas off, and Daniel has filled that gap exceptionally well. I would highly recommend Daniel to any financial planning business owner looking to gain a fresh perspective, improve performance and create a clearer path forward.
FAQ
The questions you’re actually thinking.
Usually it’s Claude or ChatGPT, and the right one depends on your work, the tools you already pay for and what your clients expect. We’ll recommend the one that fits, set it up properly and tell you if what you already have is enough. We don’t resell software or take commissions.
It’s very common, and usually a good sign: people want to use it. The risk is client information going into tools the business doesn’t control. We help you move to one company setup with simple rules on what’s safe to put in, so people can keep using it with confidence.
That’s not what we do. The aim is to take repetitive work off good people so they have more time for the work they’re best at. If you want AI to replace your team, we’re not the right fit.
No. We work with the tools you already have and set things up so your team can run them. If you have an IT provider, we’ll work alongside them on accounts and security.
The AI Opportunity Assessment usually takes two to three weeks, depending on how many people we speak with. Training and rollout depend on what you choose to tackle first. Many teams notice time back within the first few weeks of using it properly.
The AI Opportunity Assessment starts from $3,000 + GST, depending on the size of your team, and you keep the plan whether or not we work together after that. Workshops start from $3,500 + GST, implementation from $7,500 + GST and ongoing support from $1,500 + GST a month. You get a fixed price before anything starts. See all services.
A 30-minute conversation about how your team works and where things feel stuck. If it sounds like we can help, we’ll explain what working together could look like. If not, we’ll tell you that too. No pitch, no pressure.
Who you’ll talk to
Hi, I’m Daniel.
I spent over ten years in financial services, eight of them advising clients and running operations at the same time. So I know what it’s like when the work clients pay for gets buried under everything around it.
Now I help founders and their teams work out where AI helps most and get it working in everyday work. It’s how I run my own business too, so everything I recommend is something I use myself.
Based in Melbourne, consulting and training teams across Australia. Outside work: dad, long-distance runner and Collingwood fanatic. More about Alpine Advisory AI
- 30 minutes
- Free
- No commitment
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