AI Strategy & Planning
AI is moving fast, but that doesn’t mean you need to chase every new tool.
Our AI Strategy & Planning engagements help you understand what AI can realistically do in your business right now, where it fits into your workflows, and how to invest in it with confidence.
Engagement Overview
AI Strategy Built For Your Business
Who this is for
This is a great fit if:
- You lead a 5–100 employee, service-driven business
- You see bottlenecks in email, handoffs, proposals, reporting, or onboarding
- You’ve heard a lot about AI but aren’t sure where it truly makes sense in your world
- You want to move forward thoughtfully, not get stuck in “wait and see” mode
- You’re ready to invest, but you want clarity and priorities before you spend
What we do
We run a focused strategy sprint that looks at your business end to end and turns “AI sounds interesting” into a concrete plan.
Together, we:
- Talk through your goals, constraints, and near-term priorities
- Map your core workflows (how work actually moves through your business)
- Highlight pain points, rework, delays, and error-prone steps
- Look at your tools and data—email, files, systems, and spreadsheets
- Identify where AI and automation are realistic, safe fits for you today
Throughout the process, we explain AI in plain language and show you concrete examples in your context, so you and your team can make good decisions long after the project is over.
What you walk away with
By the end of the engagement, you’ll have more than a set of ideas—you’ll have a practical, owner-friendly playbook for using AI in your business.
You can expect:
- A clear picture of your workflows and bottlenecks. A simple, visual view of how key processes actually work today and where they slow things down.
- A realistic list of AI opportunities. Specific use cases where AI can help—research, proposals, onboarding, SOP access, reporting, and more—tied directly to your workflows.
- A simple decision framework for AI projects. A straightforward way to decide when it makes sense to buy a tool, configure what you already have, or build something custom—and when to skip an idea altogether.
- A prioritized 3–12 month roadmap. A short list of projects ranked by impact, effort, and risk, with suggested sequencing so you know what to tackle first, second, and third.
- Shared understanding across leadership. Your leaders and key team members gain a common language and mental model for AI, so future conversations are clearer and faster.
How it works (time & format)
We keep this sprint focused and respectful of your time.
- Typical length: 2–4 weeks
Sessions:
- 1–2 discovery sessions with leadership
- 1–3 workflow deep-dive sessions with key team members
- 1 roadmap + recommendations session
Format:
- Sessions can be in-person (Wilmington area) or virtual
- We work from your existing documents, tools, and examples
Your team’s time:
- Leadership: ~4–8 hours total
- Selected staff: a few focused hours each
Between sessions, we do the heavy lifting—mapping workflows, scoring opportunities, and drafting your roadmap.
What this looks like in your business
After an AI Strategy & Planning engagement, you’ll be able to:
- Point to specific workflows where AI can save hours each week
- Explain to your team why certain AI projects are happening and how they were chosen
- Evaluate new tools and ideas against a clear framework, not gut feel or hype
- Start your first build or automation project knowing why it matters and what success looks like
- Communicate a simple AI story to owners, partners, or boards: what you’re doing, why, and when
Instead of a binder that sits on a shelf, you get a short, living plan your team can use to guide decisions and projects over the next year.
