Who We Are
Access Isn't the Win. Adoption Is.
Strategy Ninjas is the #1 AI Training and Enablement Consulting Firm for Entrepreneurs. Founded in 2023, we exist to move service-based businesses from AI curiosity to AI-powered competitive advantage.
Our founders bring Fortune 20 enterprise experience, a 7-figure acquisition exit, and deep AI practitioner expertise. We don't theorize — we build, deploy, and guarantee results.
Our Three Uniques
The Strategy-First Approach
Deep diagnostic of your business → custom AI roadmap aligned to revenue and operations goals. We never deploy tools without a strategy.
The Productized Service Ladder
A clear path from DIY community to done-for-you implementation. Clients engage at their level and scale up as they grow.
The SN Nexus Agent Framework
Our proprietary framework for building custom AI 'team members' — not generic chatbots. Real agents with real business roles.
What We Offer
Four Pathways to AI Adoption
From monthly memberships to enterprise implementation — our tiered model meets organizations wherever they are on their AI journey.
01
AI Accelerators
3-Day Virtual Live Implementation
Immersive 3-day virtual cohorts where teams implement AI tools — Claude, ChatGPT, and other leading platforms — in real time. Participants leave with working systems, not just knowledge.
- Live implementation sessions with expert facilitation
- Claude, ChatGPT & multi-platform coverage
- Hands-on builds during the program
- Team-level adoption from day one
- $997 per seat — cohort-based delivery
02
AI Fluency Training
Half-Day to Multi-Day Workshops
Customized AI fluency workshops designed for business professionals. We assess, benchmark, and guide participants to measurable improvements in AI thinking and application of AI tools and processes.
- AI Fluency Assessments to validate current understanding
- Benchmarked baseline with improvement roadmap
- Customized for your industry and team
- Half-day, full-day, and multi-day formats
- Company-wide AI adoption as the outcome
03
Nexus Agent Consulting
Done-For-You AI Implementation
We design, build, and deploy custom AI agents and automations using our proprietary Strategy Nexus Framework. From discovery to managed services — we own the outcome.
- Custom AI agents built for your specific business roles
- Automation design through Strategy Nexus Framework
- AI strategy roadmaps and solution blueprints
- Solution architecture and deployment
04
AI Fluency Lab
Monthly Membership — $197/mo
Our premium monthly membership for business owners and professionals. Stay ahead of AI developments, demo new solutions, and receive strategic coaching every week.
- Weekly live sessions — Fridays at 12pm MST
- Demo of new AI tools and solutions
- Strategic coaching and guidance
- Community of AI-forward professionals
- First access to new SN programs and frameworks
Our Proven Process
From Discovery to Managed Scale
Phase 1
Discover & Diagnose
We conduct a comprehensive discovery engagement — system audits, stakeholder interviews, and AI strategy validation. We deliver recommendations, strategic direction, and investment options for deployment.
- System & workflow audits
- AI readiness assessment
- Strategic recommendations
- Investment options for deployment
- Solution architecture blueprint
Phase 2
Deploy AI Solutions
We execute the roadmap defined in Phase 1 — building and deploying custom AI agents, automations, and systems mapped precisely to your business objectives.
- Custom AI agent development
- Automation implementation
- Team training & onboarding
- Integration with existing systems
- Performance benchmarking
Phase 3
Managed AI Services
We offer ongoing managed services for every solution we deploy — monitoring, optimization, and continuous improvement to ensure your AI systems deliver compounding returns.
- Ongoing system monitoring
- Performance optimization
- AI model updates & tuning
- Strategic advisory retainer
Leadership Team
Practitioners, Not Theorists
Our leadership team combines Fortune 20 enterprise experience, entrepreneurial exits, and deep AI practitioner expertise. We build what we sell — and we've done it ourselves.
Alex Mont-Ros
Co-Founder & Chief Executive Officer
Former Fortune 20 executive at Verizon Business. Co-founded Moncord Real Estate Professional Services — bootstrapped to become the largest transaction coordination firm in the Pacific Northwest before a 7-figure acquisition by Transactly in 2021. Anthropic AI Fluency Training Certified.
Focus Area
Vision, Strategy, Sales & Partnerships
Lisa Mont-Ros
Co-Founder & Chief Operations Officer
Business partner and co-architect of Strategy Ninjas' operational excellence. Lisa brings deep expertise in scaling service businesses, team management, and building systems that run without founder dependency. IBM Generative AI Foundations Certified.
Focus Area
Operations and Administration
John Lipe
Chief Innovation Officer
Strategy Ninjas' technical visionary and product architect. John leads all AI agent development, technology innovation, and the engineering of the Strategy Nexus Framework. He translates cutting-edge AI capabilities into practical, deployable business solutions.
Focus Area
Technology, Innovation & Product
Supporting Team
EJ Tabino (Execution & Admin) · Noah (Social Media & Video) · 8 Virtual Assistants · Virtual Assistant Developers
AI Agent Team
Lexi (Chief of Staff) · Vera (PM) · Nova (Marketing) · Serena (Voice Receptionist) · Gabby (CRM Manager)
Core Values
The Principles That Drive Everything
Why Heritage Point Partners
Built for the Businesses They Invest In
Heritage Point Partners focuses on small, profitable B2B service businesses — the exact companies Strategy Ninjas was built to serve. Our focus areas, service model, and revenue structure align directly with HPoint's investment thesis and portfolio composition.
Strategic Alignment: HPoint Focus Areas vs. SN Services
Education & Coaching
Skills assessment frameworks, continuing education, peer-to-peer networks
AI Fluency Assessments + AI Fluency Lab
We benchmark AI fluency, close skill gaps, and provide ongoing monthly education to keep professionals ahead of the curve.
B2B Business Services
Predictable cash flows, good margins, steady growth in growing industries
AI Accelerators + Nexus Agent Consulting
Our clients are B2B service businesses. We help them automate operations, reduce overhead, and scale without proportional headcount growth.
Portfolio Operations
Small, profitable businesses that need large-cap professionalism
Phase 1-3 AI Implementation
We bring enterprise-grade AI strategy and deployment to small businesses — exactly the large-cap professionalism HPoint brings to the deal table.
Recurring Revenue Models
Preference for predictable, recurring or repeat cash flows
We Help Portfolio Companies Build Recurring Revenue
Strategy Ninjas helps portfolio companies design and deploy AI-powered service models, subscription workflows, and retention systems that generate predictable, recurring cash flows for their businesses.
AI Fluency Assessment
Benchmark Your Team's AI Readiness
AI adoption fails not because of technology — it fails because of people. Our AI Fluency Assessment is a validated benchmark process that measures exactly where your team stands on the AI adoption curve. We assess comprehension, application, and strategic thinking across four fluency levels — giving leadership a clear, data-driven picture of organizational readiness before any deployment begins.
The assessment results become the foundation of every engagement — guiding training design, tool selection, and implementation sequencing so that AI adoption is systematic, not accidental. For Heritage Point portfolio companies, this benchmark creates a consistent baseline across the entire portfolio and tracks fluency improvement as a measurable KPI over time.
Explorer
Beginning the AI journey, discovering possibilities and learning fundamentals.
Operator
Effectively using AI tools in daily work with specific applications.
Architect
Designing AI solutions and evaluating different approaches.
Director
Leading AI initiatives and guiding organizational adoption.
Commander
Driving innovation and shaping the future of AI.
Currently Viewing
Explorer
Beginning the AI journey, discovering possibilities and learning fundamentals.
Drag to spin · Click a level to focus
Where Does Your Team Stand?
Take the free AI Fluency Assessment and get your benchmark score in under 10 minutes.
Next Steps
Ready to Bring AI Adoption Across the Heritage Point Portfolio?
Strategy Ninjas is the ideal AI training and enablement partner for Heritage Point Partners and their portfolio companies. We specialize in exactly the B2B service businesses HPoint invests in — and we're ready to deploy across your entire portfolio with a tailored engagement model.