Free Consultation Prep Guide
Stop Guessing. Start With a Real AI Strategy. Built for Your Business, Not a Generic Template.
Every business gets pitched the same AI tools. Almost none of them get a strategy that fits how their specific company actually works. A strategy consultation is where that changes.
This guide prepares you for that conversation. The questions to bring, the information to have ready, and what a well-built AI strategy actually delivers versus what most vendors promise.
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Inside the Guide
Six sections. Every stage of a productive AI strategy conversation.
What a Strategy Session Actually Covers
The agenda, the outputs, and what you leave with versus what a typical vendor meeting delivers.
The Questions You Should Be Asking
The 12 questions that separate a real AI strategy from a product demo dressed up as consulting.
How to Prepare Your Business Data
What operational information makes a strategy session genuinely productive versus theoretical.
What a 90-Day AI Roadmap Looks Like
The structure of a realistic near-term plan: priorities, sequencing, resource requirements, and success criteria.
How to Evaluate What You Hear
The red flags that signal a vendor is selling product rather than solving your specific problem.
From Strategy to First Project
How a good strategy session creates momentum into an actual implementation, not just a slide deck.
Who This Guide Is For
If any of these describe you, this guide is worth your time.
Business Owners Who Keep Postponing AI
Not because you are skeptical, but because you have not had a clear entry point that makes sense for your scale.
CFOs Who Need a Business Case
You have been asked to evaluate AI investment. This guide gives you the framework to do that rigorously.
Leaders Who Have Tried AI and Stalled
You launched something and it did not stick. Before trying again, a strategy conversation is the right next step.
Executives Evaluating Multiple Vendors
You are being pitched by multiple AI consultants and need a framework for knowing what good looks like.
About Heed AI Solutions
This guide comes from real strategy sessions, not theory.
Michael Bowers has led AI strategy engagements with businesses across professional services, manufacturing, healthcare, and hospitality. The frameworks here are the same ones used in paid client engagements.
We built this guide to help you come to any strategy conversation — with us or anyone else — knowing exactly what to ask and what good answers look like.
Learn About Our ApproachReady to build a strategy that actually fits your business?
The guide prepares you for the conversation. A discovery call starts it.