What you'll get

Most SMBs know AI matters but don't know where to start. This engagement turns that uncertainty into a clear, costed plan grounded in your real workflows.

Discovery interviews with leadership and 3–5 frontline teams
Workflow review across operations, sales, finance, and support
Identification of concrete AI opportunities with ROI estimates
Risk & readiness review (data, security, change capacity)
A prioritized 12-month adoption roadmap
Vendor-neutral tooling recommendations

How we'll work together

Kickoff & Discovery

Days 1–3. Scoping call, stakeholder map, and access to the systems we'll review.

Interviews & Analysis

Days 4–8. Team interviews, workflow shadowing, and opportunity mapping.

Roadmap Build

Days 9–12. Prioritization, ROI modeling, and tooling recommendations.

Readout

Days 13–14. Live executive presentation plus written deliverable.

Outcomes you can act on

Confidence about where to invest first — and where not to
A defensible business case to bring to your board or partners
A practical 90-day quick-win plan you can start the next week

AI Readiness Assessment