What’s included

Structured discovery sessions

A kickoff with your primary stakeholder, followed by working sessions with each key department.

Systems and data review

An assessment of existing platforms, data accessibility, and automation already in place.

Key findings, in table format

Pain points, opportunities, and recommended next steps, organized for a fast executive read.

Executive summary report

A clear, plain-language document built for leadership to act on, not a slide deck full of jargon.

A prioritized path forward

Recommendations sequenced by value and effort, built around the platforms already in use.


Who this is for

Organizations in any industry where leadership knows AI matters but has no internal team to evaluate where it actually fits. No prior AI investment required.


How it works

Kickoff call — 45 to 60 minutes

A working session with your primary stakeholder to scope the engagement, agree on which departments to include, and outline what each team should be prepared to discuss.

Department sessions — approximately one hour each, three to five sessions

One working session per key department. Each team comes ready to walk through their core processes, current pain points, and the systems they rely on day to day.

Synthesis

Findings are organized, prioritized, and written up for leadership. No additional time required from your team.

Readout — 45 to 60 minutes

A live walkthrough of the findings and recommendations with leadership, plus the full written report.

Department leads should come ready to discuss their key processes, the systems they use, and where time or accuracy gets lost today. No advance preparation or documentation is required.


Engagement details

Timeline

2 weeks

Your team’s time

5 to 7 hrs

Investment

$5,000

Payment due in full at booking.


Ready to start?

Choose the option that fits where you are.

Have a conversation first

A free 15 to 20 minute call to talk through your situation and see if this is the right fit. No pressure either way.

Book a free intro call ↗

Or just leave a note

Not ready to schedule yet? Send a short message and we will follow up.

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