AI Strategy & Roadmap

Not sure where AI fits in your business? We'll help you figure that out. We assess your operations, identify where AI will have the biggest impact, and give you a clear, prioritized plan to get there — no buzzwords, no 80-page reports that collect dust.

Who This Is For

Business owners and team leads who know AI could help but aren't sure where to start, what to prioritize, or how much it should cost. You don't need a Chief AI Officer — you need a clear plan and a partner who can also execute it.

Deliverables

What We Deliver

AI Readiness Check
We look at your current tools, data, processes, and team to figure out what's ready for AI today and what needs groundwork first. No point building on a shaky foundation.
Prioritized AI Roadmap
A clear, phased plan that tells you exactly what to build first, what it'll cost, how long it'll take, and what results to expect — ordered by impact and feasibility, not hype.
Use Case Discovery
We dig into your day-to-day operations and find the specific tasks, workflows, and bottlenecks where AI will actually save time or money — not theoretical possibilities, real opportunities.
ROI & Cost Analysis
Before you spend a dollar on AI, we'll show you the expected return. Honest cost-benefit analysis so you can make decisions based on numbers, not FOMO.
Implementation Plan
A practical execution plan covering what to build, what tools to use, what your team needs, and a realistic timeline. Designed so you can hand it to any developer — or hand it back to us — and get started.
Compliance & Risk Guidance
AI comes with real considerations — data privacy, bias, liability, industry regulations. We bake these into your strategy from the start so you move fast without creating problems down the road.

In Practice

What This Looks Like

Law Firm AI Assessment

A 6-attorney personal injury firm was spending 20+ hours per week on document review and case research. We assessed their workflows, identified three high-impact AI opportunities, and built a phased roadmap starting with automated document classification.

Result

Prioritized 3 AI use cases. First implementation cut document review time by 70%. Full roadmap scoped for under $50K over 12 months.

Service Company Workflow Audit

A 30-person home services company was managing scheduling, dispatch, customer follow-ups, and invoicing across 4 disconnected tools. We mapped their entire operation and identified where AI-powered automation would eliminate the most manual work.

Result

Identified 15+ hours per week in automatable tasks. Delivered a 6-month roadmap with 3 phases. Phase 1 (automated scheduling + follow-ups) launched within 8 weeks.

E-Commerce AI Roadmap

An online retail brand with $2M in annual revenue wanted to use AI for product recommendations, customer support, and inventory forecasting but didn't know where to start or what was realistic for their budget.

Result

Delivered a prioritized roadmap with cost estimates for each initiative. Started with an AI-powered FAQ chatbot that deflected 45% of support tickets within the first month.

Investment

Timeline & Pricing

Typical Timeline

Strategy engagements run 2–6 weeks depending on the size of your operation and how many areas we're assessing.

  • •Discovery calls & data gathering: 1 week
  • •Analysis & use case identification: 1–2 weeks
  • •Roadmap & recommendations: 1–2 weeks
  • •Presentation & handoff: 1 week

How Pricing Works

Fixed-scope pricing based on the size of the engagement.

  • •Focused assessment (1–2 departments): $5K–$10K
  • •Full business AI roadmap: $10K–$20K
  • •Strategy + execution (we build phase 1): bundled pricing available
  • •Every engagement includes a written deliverable you own — not a verbal recommendation and a handshake.

Success Stories

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Not Sure Where to Start?

That's literally what this service is for. Book a free 30-minute call and we'll talk through your business, where AI might help, and whether a formal strategy engagement makes sense.

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