The Owner Advisory is SMBOS’s highest-access tier — $999/mo. You work directly with Carlos and get a dedicated AI agent that holds the full context of your business between every session. It’s the fastest way to move from “figuring out AI” to having an actual deployment strategy built around your specific operation.

What Makes This Different from a Consultant

A traditional consultant relearns your business at the start of every call. They keep notes in a document somewhere, maybe review it before your meeting, and still spend the first fifteen minutes re-establishing context. That’s expensive and slow.

The Owner Advisory pairs Carlos with a dedicated AI agent that is loaded with your business: your org structure, your current workflows, your constraints, your priorities, your previous decisions and the reasoning behind them. Every session picks up exactly where the last one left off. The agent holds context so Carlos and you can spend the full session moving forward, not catching up.

What You Get

• Direct access to Carlos — not an assistant, not a community forum, Carlos himself
• A dedicated AI agent pre-loaded with your business context and updated after every session
• Strategic guidance on where and how to deploy AI inside your specific operation
• Hands-on help designing workflows, selecting tools, and troubleshooting what isn’t working
• Honest input from someone who is running AI deployments at scale in real businesses right now
• Full SMBOS membership included

Who This Is For

Owner Advisory is right for you if:

• You’re an owner or senior operator who is serious about AI outcomes, not AI education
• You’re already doing something with AI but need to go deeper, faster, with less trial and error
• Your time is expensive and you can’t afford to spend it on workshops that don’t move the needle
• You want someone who has solved similar problems in a real business — not someone who has theorized about them

How Onboarding Works

When you join Owner Advisory, the first session is a structured intake: Carlos maps your current operations, identifies the highest-leverage AI opportunities, and loads that picture into your dedicated agent. By the end of session one, the agent knows your business and you have a prioritized list of where to start. Sessions after that are working calls — you come with a problem or a target outcome, and you leave with a plan or a built workflow.

To apply or ask questions: carlos@smbos.ai or +1 239-396-6999.