For decisions and oversight
Advisory
$2,500 / month
$7,500 for the first 90 days
- Twice-monthly advisory sessions
- Opportunity and tool prioritization
- Vendor and roadmap oversight
- Implementation quoted separately
Greenwood Village, Colorado
Fractional AI and tech leadership in Greenwood Village
Greenwood Village has only 15,323 residents, but it hosts much of the Denver Tech Center, so its daytime office population is far larger than its residential base. Pax8 is headquartered here and Charter Communications has a regional campus, alongside hundreds of smaller professional offices.
Greenwood Village at a glance
- Population: 15,323 (July 1, 2025 Census estimate, Vintage 2025)
- County: Arapahoe
- Business areas: Denver Tech Center (core), Greenwood Plaza, Belleview Avenue corridor, Orchard Road / Fiddler's Green
- Economy: Financial services, Technology and IT distribution, Telecommunications, Professional services
- From downtown Denver: about 20 minutes
Source: U.S. Census Bureau
We are a Denver firm about 20 minutes away. For established firms in Greenwood Plaza, the Belleview corridor and around Orchard Road and Fiddler's Green, we act as a part-time AI and technology lead with a written 90-day scope and a measured result.
Service businesses in Greenwood Village
The local economy is offices: financial services, technology and IT distribution, telecom and professional services. That makes the relevant workflows meeting notes into CRM records, client onboarding, recurring client reports and proposals rather than dispatch or field work. Wealth and insurance firms here also carry recordkeeping and compliance duties. IT providers and consultancies that serve the corporate tenants spend heavily on tickets, quotes and renewals. Many of these firms already own Microsoft 365 or HubSpot features they are not using, so a stack audit is often a good first step.
Greenwood Village has only 15,323 residents but hosts much of the Denver Tech Center, so its daytime office population far exceeds its residential base. The city's economic development office describes it as home to part of the DTC, Greenwood Plaza and the Village Center.
Industries we focus on here
Financial advisory firms
Fractional AI and technology leadership for RIAs and advisory firms. Cleaner CRM data, faster onboarding, compliant AI use.
See workflows →Consulting and professional services firms
Fractional AI leadership for consulting firms: faster SOWs, cleaner pipeline, less unbilled admin for partners.
See workflows →IT managed service providers
Fractional AI and technology leadership for MSPs. Cut ticket noise, speed up quotes and QBRs, and protect margin.
See workflows →Insurance agencies
Fractional AI and technology leadership for independent insurance agencies. Faster quotes, earlier renewal reviews, less retyping.
See workflows →Staffing and recruiting agencies
Fractional AI and technology leadership for staffing and recruiting agencies: faster job order response, cleaner ATS data, quicker billing.
See workflows →Law firms
Fractional AI leadership for Denver law firms: faster intake, smoother matter opening and quicker collections, with attorneys in control.
See workflows →Plans for Greenwood Village businesses
For a priority workflow
Lead + delivery
$5,000 / month
$15,000 for the first 90 days
- Weekly leadership sessions
- One scoped workstream at a time
- Team training and adoption support
- Baseline and performance review
For deeper team involvement
Embedded
$7,000 / month
$21,000 for the first 90 days
- Weekly leadership plus team sessions
- More delivery capacity, still scoped in writing
- Closer work with your team leads
- Agreed support and review rhythm
USD, billed monthly. Initial 90-day engagement with a written scope before kickoff. Software subscriptions, major custom builds and 24/7 support are budgeted separately. Not sure which fits? Take the 3-minute check.
Working with us in Greenwood Village
Do you meet in person in Greenwood Village?
Yes. We regularly work in the Tech Center area and can meet at your office for kickoff, mapping sessions and training. Between those, most weekly work happens by video, which keeps the fee focused on delivery rather than travel.
Can a wealth management firm use AI meeting notes?
Many do, but recordkeeping rules apply. SEC and FINRA requirements can cover AI-generated notes and client communications, so we would confirm retention with your compliance lead before choosing a tool, and keep advisers reviewing every summary before it reaches the CRM or a client.
We already have an IT provider. How is this different?
Your IT provider keeps systems running and secure. We focus on how the business uses them: which workflow to improve, which tools to keep or cancel, and whether staff actually adopt the change. We work alongside your provider rather than replacing them.
Nearby
See also: Fractional CTO for service businesses · AI consulting · Colorado AI law guide
Next step
Bring one expensive workflow. Leave with a clear next step.
In 30 minutes we look at one recurring workflow, what it costs you today and whether there is a credible case to improve it. If there is not, we will say so.
Book a 30-minute workflow review
Not ready to talk? Take the 3-minute check
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.