2-Hour Session — AI Strategy Talk

Identify bottlenecks. Estimate savings. Prioritize automation. All in a focused 2-hour session.

You know AI could help your business move faster, but where do you start? Which workflows waste the most time? Which automations deliver measurable returns in 60–90 days?

The AI Strategy Talk is a rapid 2-hour session where we audit your workflows, identify high-ROI automation opportunities, and map your first implementation sprint—no fluff, just actionable direction.

Walk away with: A prioritized roadmap, ROI estimates for each opportunity, and the exact tech stack to use.

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This session is perfect when:

You have budget for automation but unclear priorities
Multiple departments are requesting AI support, but you need data-driven criteria to allocate resources. We'll score opportunities by ROI, complexity, and risk—so you invest where impact is highest.
Multiple departments want AI, but you need one starting point
Sales wants lead automation. Finance wants invoice processing. Ops wants compliance workflows. We'll map all three, rank them by payback speed, and recommend the pilot that proves value fastest
You've tested AI tools but haven't seen business outcomes
You've tried ChatGPT, explored vendor demos, maybe even subscribed to automation platforms—but nothing stuck. We'll identify why (wrong workflows, missing integrations, unclear metrics) and show you what actually works.
You need executive-level justification (ROI projections, risk assessment)
Your leadership wants proof before approving automation spend. We'll build the business case: time saved, error reduction, payback window, compliance considerations, and implementation risk scoring.

Picture this: You’re on a call with your team, screen-sharing a workflow diagram. Someone asks, “Which of these steps can we automate?” Within two hours, you’ll have the answer—with ROI projections, risk assessments, and a clear next step. No vendor pitch decks. Just clarity.

What Happens in the 2-Hour Session

Live Workflow Assessment

Hour 1: Discovery & Mapping

  • Walk through 2–3 core workflows (sales handoffs, invoice processing, customer onboarding, compliance checks, etc.)
  • Identify bottlenecks: manual steps, approval delays, data silos, repetitive tasks
  • Quantify current costs: hours/week, error rates, cycle times

Hour 2: Opportunity Ranking & Planning

  • Prioritize automation candidates by ROI potential
  • Estimate time savings, accuracy gains, and risk reduction
  • Recommend tech stack (HubSpot, QuickBooks, Airtable, Google Workspace, etc.)
  • Map implementation approach: 4-hour sprint vs. 8-hour sprint vs. phased rollout
AI Discovery call

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