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, and rebranded in 2024, we exist to move service-based businesses from AI curiosity to AI-powered competitive advantage.
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 training
- Hands-on builds during the program
- Team-level adoption from day one
- Cohort-based delivery - Per seat fee
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
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 acquires B2B service businesses across education, asset monitoring, outsourced finance, compliance, and data services — industries where operational efficiency and team capability directly drive enterprise value. Strategy Ninjas was purpose-built to serve exactly these types of companies, helping them move from AI access to AI adoption through strategy, training, and implementation.
Why Strategy Ninjas Is Built for Heritage Point's Portfolio
We Know Their Businesses
Heritage Point targets B2B service companies in education, asset monitoring, outsourced finance, compliance, and data services. These are operationally intensive businesses where team capability and process efficiency directly determine margin and growth. Strategy Ninjas was built specifically for this profile — we have trained and implemented AI systems inside companies that mirror Heritage Point's portfolio composition.
AI Adoption Drives the Value Creation Story
For a PE-backed B2B service business, AI adoption is not a technology initiative — it is an operational leverage play. When teams are trained to use AI effectively and core workflows are automated, companies deliver more with the same headcount, reduce overhead, and improve margins. That is a direct contribution to enterprise value at exit.
A Portfolio-Level Partnership, Not a One-Off Vendor
Strategy Ninjas can serve as a consistent AI enablement partner across Heritage Point's entire portfolio — deploying the same proven framework into each acquired company at the right stage of their growth. This creates a repeatable value-add playbook that differentiates Heritage Point as an operator, not just a capital provider.
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.
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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.