Map your business in five lenses
Operations, sales, support, finance, and growth — interviewed and written up so we both see the same picture.
AI Strategy for small and medium businesses that know AI matters but don’t know where to start.
Free discovery surfaces the AI opportunities ranked by impact and effort. Paid strategy turns them into a 90-day roadmap, vendor picks, and change plan.
Answer a few questions. Get a clearer view of where AI can actually help your business.
AI Strategy is a paid engagement for small and medium businesses (typically 5–50 employees) that know AI matters but do not know where to start. It is entered through a free 15-minute discovery chat that becomes a ranked Opportunity Report within three business days. From there, the paid strategy engagement delivers the 90-Day Roadmap, Vendor Selection, and Change Plan — written in plain English so any implementer can execute it.
Who AI Strategy is for: the moment between curiosity and commitment.
If any of these sound like the seat you’re sitting in, this engagement was scoped for you.
- Founders who keep hearing about AI but don’t have an internal CTO to filter the noise
- Operators who’ve tried a few AI tools and want a coherent plan instead of one-offs
- Owners staring at vendor demos and unsure which ones are real and which are theatre
- Teams who want a 90-day roadmap they can actually execute, not a deck they’ll shelve
- Businesses ready to invest in AI but not before they know exactly where it pays back
What we’ll actually do inside your business.
Five concrete moves, scoped before any work starts. Nothing happens that you didn’t agree to in writing.
Score 20–40 AI opportunities
Every candidate ranked by impact, effort, time-to-value, and risk. The ones that don’t pencil get cut on the page, not in production.
Pick the top 3–5 and sequence them
Your 90-day roadmap with owners, dependencies, and the order they have to ship in to stack instead of conflict.
Choose the vendors so you don’t have to
A short list per opportunity with the trade-offs called out — built or buy, on-prem or hosted, generalist or specialist.
Write the change plan
How the roadmap actually rolls out without breaking the team — comms, training, success metrics, and a kill criteria for each piece.
Most AI projects stall because they were never the right project to start.
78% of organizations now use AI in at least one business function.[McKinsey]
But adoption isn’t strategy. We rank the AI opportunities specific to your business — by impact, by effort, by payback — so the first thing you ship is the right thing.
22% of SMB leaders say AI already saves them 6–10 hours a week.[Tech.co]
The leaders getting that result didn’t guess. We do the audit and roadmap work that gets you to the same outcome on a five-day timeline.
IDC estimates inefficiency costs companies 20–30% of revenue annually.[IDC]
Most of that hides in the workflows nobody owns. The strategy names where AI cuts the loss first — and which lossless workflows to leave alone.
Examples of what AI Strategy uncovers in real businesses.
Every business is different, but the patterns repeat. Here are the kinds of opportunities we surface in the discovery chat.
- 01
Customer intake forms that trigger follow-up emails, tasks, and CRM updates
- 02
Sales calls summarized and pushed into the CRM automatically
- 03
Weekly reports created without someone pulling data manually
- 04
Repetitive admin tasks that slow down the team
- 05
Customer support questions answered faster
- 06
Proposal or quote processes that could be partially automated
How AI Strategy ranks the work.
Every opportunity gets plotted on impact vs. effort. The top-left quadrant — high impact, low effort — is where your roadmap starts.
From a 15-minute chat to a ranked opportunity report in three days — then, if you choose, the paid strategy.
A 15-minute chat kicks it off. Three business days later, your free opportunity report lands in your inbox. From there, the paid strategy engagement is yours to choose.
- 01
Discovery (free)
15-minute AI-led conversation where we map your current state, goals, and constraints.
- 02
Opportunity report (free)
We score the AI opportunities by impact and effort and send you the ranked report within three business days.
- 03
Strategy engagement (paid)
If you choose to proceed, we write the 90-day roadmap, select the vendors, and design the change plan. Fixed fee, scoped before any work starts.
Everything that lands in your inbox.
7 deliverables
Free discovery delivers
AI Opportunity Map: where AI could save time, reduce manual work, or improve the customer experience
Free discovery delivers
Impact / Effort Scorecard: each opportunity ranked so you know what is worth doing first
Free discovery delivers
Plain-English Writeups: what each opportunity is and why it ranked where it did
Paid strategy delivers
90-Day Roadmap: priorities, sequencing, owners, and next steps
Paid strategy delivers
Vendor Selection: which tools to use, which to skip, and why
Paid strategy delivers
Change Plan: how the roadmap rolls out without breaking the business
Paid strategy delivers
Strategy Call: a working session to walk through the plan and pressure-test it
A sample roadmap, ranked by impact and effort.
Each opportunity is ranked so you can see where to start. Sample only — yours will be specific to your business.
OpportunityImpactEffortPriority
Automate lead intake follow-up
ImpactHigh
EffortLow
Start here
Summarize sales calls into CRM
ImpactHigh
EffortMedium
Next
Build internal reporting assistant
ImpactMedium
EffortMedium
Later
Custom client portal
ImpactHigh
EffortHigh
Bigger project
You don’t need more ideas about AI. You need to know what to build first.
The free discovery chat surfaces where AI fits your business — and just as importantly, where it doesn’t. You leave with a ranked opportunity report and a clear next step, not a follow-up. The strategy itself — roadmap, vendor picks, change plan — is paid work that follows only if you want it.
The free discovery chat runs 15 minutes. We review it and send your opportunity report within three business days. No cost. No obligation.
Find where AI fits in your business →Answer a few questions. Get a clearer view of where AI can actually help your business.
Discovery delivers: A ranked AI Opportunity Map for your business, with rough impact and effort estimates for each item.
Do I need to know what AI I want before we start?
No. Most of our work is helping you figure that out. You bring the business, we bring the AI map. By the end of free discovery you’ll have a ranked shortlist of where AI is the right answer — and where it isn’t.
What if I already have a tool in mind?
Great — if you engage the paid strategy, we’ll pressure-test it against alternatives and tell you honestly if it’s the right fit, or if there’s something better for your situation. The roadmap is yours either way; we don’t take vendor kickbacks and we don’t need you to buy any specific platform.
The other two services.
Strategy, automation, and scalable systems work as one system. Most clients use them in sequence.