Client intake assistant
Structure incoming requests and flag missing information before handoff.
OWNER Operations lead
Scoped first initiativeTHE AI TRANSFORMATION WORKSHOP
One afternoon.
A shared direction.
Bring the leaders who know the business. Leave with a clearer view of where AI can help, what should happen first, and who owns the next step.
FORMAT4-hour workshop
PEOPLE4–8 leaders
FOCUS8–10 scored initiatives
OUTPUT3-horizon roadmap
A SCOPED STARTING POINT
Make the important
decisions together.
This is a paid, focused workshop built around your business. It brings operational knowledge and technical perspective into one conversation.
Your team scores opportunities, agrees on priorities, and defines three “now” initiatives with named owners.
Book a fit callTHE OUTPUT, NOT JUST THE PROCESS
A plan you can
put on the table.
See how an opportunity becomes a priority, then a scoped initiative with someone accountable for moving it forward.
YOUR AI OPPORTUNITY ROADMAP
From possibilities to priorities.
Internal knowledge search
Help the team find approved answers across existing documents.
OWNER Service lead
Validate source qualityCapacity planning
Explore how demand signals could support staffing decisions.
OWNER Finance lead
Assess data readinessVALUE × EFFORT
Decide what deserves to go first.
HIGH VALUE / LOWER EFFORT01 Client intakeValidate first
HIGH VALUE / HIGHER EFFORT02 Knowledge searchPrepare sources
LOWER VALUE / LOWER EFFORT04 Meeting summariesConsider a tool
UNCERTAIN VALUE / HIGHER EFFORT03 Capacity planningInvestigate before building
A shared view of value and effort helps your team make a decision.
These placements are illustrative. Actual priorities depend on your workflows, constraints, and data.
SCOPED INITIATIVE / 01
Client intake assistant.
- Business problem
- Incomplete requests create repeated follow-up and slow the handoff to delivery.
- First scope
- Draft a structured intake summary; flag missing details for human review.
- Accountable owner
- Operations lead
- Dependencies
- Approved intake fields, representative requests, and agreed data access.
- Success measure
- Compare completeness and handling time against a baseline before expansion.
- Guardrail
- A team member reviews every draft before it is used.
Example content for demonstration. This is not a client result or a promise of specific performance.
HOW THE AFTERNOON COULD RUN
Five conversations.
One connected plan.
Proposed agenda for this prototype. We’ll align the final sequence and timing with the workshop materials.
01
Align on the business
Goals, friction, and what a useful outcome looks like.
02
Map the work
The workflows, handoffs, and decisions that matter.
03
Find the opportunities
Where AI may help, and where it may not.
04
Score and prioritize
Value, effort, readiness, and practical constraints.
05
Commit to the next steps
Three horizons, three starting initiatives, and named owners.
COME READY TO TALK ABOUT THE WORK
What to bring.
- The business goals your team is working toward.
- Examples of repetitive work, slow handoffs, or information gaps.
- A view of the tools and data your team already uses.
- The leaders who can make decisions and own the next steps.
Suggested preparation; final pre-work will be confirmed with the workshop scope.
BEFORE YOU BOOK
A few useful answers.
Who is the workshop for?
Owners, executives, and operations leaders at companies under 500 employees who want a practical starting point or need to bring scattered AI efforts into one plan.
Do we need to know which AI tools we want?
No. Start with business needs and workflows. The conversation can then address the tools, information, and constraints relevant to those needs.
What will we leave with?
A scored set of opportunities, a three-horizon roadmap, named owners, and three scoped “now” initiatives.
What does the workshop cost?
Workshop pricing is being finalized. The fit call is the place to discuss scope and confirm the price before any engagement.
What happens after the workshop?
The roadmap provides the starting point for implementation and advisory work. The scope and commercial terms of that work are discussed separately.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Let’s put your next
move on the map.
Start with a 20-minute fit call about your business
and where you want to go.