AI Strategy
A clear plan for AI, without the hand-waving
You don't need another trends report. You need to know what AI means for your business, what to do about it this year, and what to ignore. We build that plan with you, grounded in how AI-native companies actually operate.
What we do
Inside this service
AI readiness review
An honest look at your data, systems, and team, and what has to be true before AI pays off.
Roadmap and sequencing
What to do first, next, and later, tied to business outcomes rather than the tool of the month.
Build-versus-buy guidance
Where an off-the-shelf tool wins and where a custom build is worth it.
Team enablement plan
How to bring your people along so the strategy survives contact with the day job.
Method
What we examine
Data readiness
Whether the records an AI investment depends on exist, where they live, and what shape they're in.
Systems surface
What your current stack can support, what it blocks, and where integration effort will actually land.
Team capability
Who can carry this forward internally, and what enablement the plan has to include to survive contact with the day job.
Build versus buy
Where an off-the-shelf tool wins, where a custom build earns its cost, and where doing nothing is right.
Sequencing
What order the moves go in, based on payoff, dependency, and how much change the team can absorb at once.
Outcome fit
Every roadmap item tied to a business outcome you can measure, not to the tool of the month.
Sound familiar?
Problems this service exists to solve
- Pressure to have an AI answer without a clear plan
- Money spent on tools that never got adopted
- No shared view of what AI should change in the business
- Strategy decks that never turn into anything real
What you get: A costed, sequenced AI roadmap tied to business outcomes, and the confidence to say no to the rest.
How it runs
How this engagement runs
- 01
Discovery call
Free · 30 minA free 30-minute call about where the business is heading and what's prompting the AI question. We agree scope and fit before any fee.
- 02
Leadership interviews
2–4 daysConversations with the people who own the outcomes: what's working, what isn't, and where the pressure to 'do AI' is coming from.
- 03
Systems and data review
2–3 daysAn honest look at your stack, data, and current tooling against the dimensions above. This is where the roadmap gets grounded instead of aspirational.
- 04
Roadmap drafting
4–6 daysWe draft the sequenced, costed roadmap with build-versus-buy calls and an enablement plan, tied to outcomes rather than tools.
- 05
Alignment session
1 dayA working session to pressure-test the plan with your leadership, agree first moves, and set the review cadence.
What you get
Deliverables
- An AI readiness summary
- A sequenced, costed roadmap tied to outcomes
- Build-versus-buy recommendations
- A team enablement plan
Pricing
Ways to work together
Focused
$3k–5k
1–2 weeks
- One business area
- Readiness review
- Sequenced roadmap
- Working session
Standard
$5k–8k
2–3 weeks
- Whole-business roadmap
- Build-versus-buy analysis
- Team enablement plan
- Alignment session
Comprehensive
$8k–15k+
3–5 weeks
- Multi-unit strategy
- Detailed sequencing and costing
- Board-ready materials
- Quarterly check-ins
Fixed fee. Pairs naturally with an AI Assessment for the ground truth and AI Automation for the build.
Every engagement starts with a free discovery call. That's where we settle exact scope and a fixed fee, so the number on the proposal is the number on the invoice.
Questions
Frequently asked
How is this different from the assessment?
The assessment finds specific automations worth building. The strategy sets the direction and sequencing for AI across the business, for leaders making investment calls.
Do you push a particular vendor?
No. The roadmap is vendor-neutral. We recommend what fits your situation, including doing nothing where that is the right call.
Who should be in the room?
The owner or executive sponsor, plus whoever owns operations and systems. The alignment session works best when the people who'll live with the plan help pressure-test it.
What if we've already bought AI tools?
Then the review starts there. Unused licences are one of the most common findings, and the roadmap often begins by getting value from what you already pay for.
How current does the plan stay?
The roadmap is sequenced so near-term moves are concrete and later ones are directional. The comprehensive tier includes quarterly check-ins to keep it honest.
Can this qualify for funding?
Sometimes. Strategy and advisory work can fall under federal innovation support. We flag likely fits during scoping. See the funding note on our pricing page.
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Talk to us about AI Strategy
A free 30-minute discovery call. Describe the problem; you'll leave with practical next steps either way.