Get a written AI roadmap tailored to your business, in a week.
A focused 90-minute executive session plus a written roadmap covering where AI will save you the most time and money in the next 90 days, and which tools to use.
If this sounds familiar
“My board is asking about AI. I want a clear, written plan before I commit to a larger project.”
What this engagement is
A 90-minute executive session plus a written AI roadmap, in five business days.
A pragmatic, fixed-price executive session for leaders who want a concrete AI plan without committing to a full assessment yet. You walk away with a written roadmap, prioritised opportunities, and a clear next step.
Outcomes you can measure
- A written 90-day AI roadmap for your business
- Top 5 ranked opportunities with estimated ROI
- A tool recommendation per opportunity
- A clear next step: pilot, assessment, or launch sprint
What you get
Deliverables.
Everything included in the engagement, in writing.
90-minute executive working session
Written AI roadmap (PDF, branded)
Top 5 opportunities ranked by ROI
Recommended next engagement
Who it is for
Built for teams that need this outcome.
CEOs, COOs, CFOs evaluating AI investment
Founders scoping AI strategy for the next two quarters
Boards and leadership teams who need a documented plan
What we need from you
Minimal lift. Maximum outcome.
- 90 minutes from the executive
- A 30-minute pre-read questionnaire
Common questions.
The Executive Review is a fast, pragmatic executive session for leaders who want a written plan without engaging team leads yet. The Workflow Automation Assessment goes deeper: team interviews, process mapping, and detailed tool recommendations over 10 business days.
A written PDF roadmap, 5 prioritised opportunities, recommended tooling, and a clear next step. You can take it to your board or leadership team as a standalone deliverable.
Further reading
Context before the call.
Operator-level guides that go deeper on the decisions behind this engagement.
AI Process Audit: The Complete Guide for Business Operators
What an AI process audit is, when to run one, how to structure it, and how to turn the output into a 90-day automation roadmap.
ReadCopilot vs ChatGPT Enterprise vs Claude for Business: How to Choose
An operator-level breakdown of how to pick between Microsoft Copilot, ChatGPT Enterprise, Anthropic Claude, and custom agents for business workflows.
ReadSOC 2-Safe ChatGPT: Approving AI at a Regulated Company
A control-by-control guide to deploying ChatGPT, Copilot, and custom AI workflows at SOC 2, HIPAA-adjacent, and FINRA-regulated organizations.
ReadReady to start?
20 minutes. No obligation. Scope and pricing confirmed on the call.