Operator-level advisory on AI and automation. We analyze your business, identify inefficiencies, and give you a clear plan forward, before any tool gets touched.
You don't need another tool. You need someone in the room who's already done this in dozens of operating businesses, and who can tell you what to fix first, what to ignore, and what AI can actually do for your team this quarter.
Strategy Consulting is the entry point. We sit alongside your leadership, look at how the business actually runs, and produce a clear, prioritized plan forward, with or without us building it.
Most engagements start here. Some stay here.
Four parallel work streams that produce one prioritized plan you can act on internally or with us.
A top-down look at how your business actually operates today, including the parts nobody documented.
We trace your highest-volume processes end-to-end to find where work stalls, duplicates, or quietly breaks.
A 90-day plan ranking where AI and automation will earn real ROI, sequenced by impact and effort.
Stack consolidation, replacement guidance, and clarity on what's worth keeping, cutting, or adding.
A focused 1 to 4 week engagement. Light lift on your team's time, heavy clarity on the way out.
A working session with leadership to align on goals, surface known pain points, and define which functions to focus the engagement on.
We review your tools, processes, and team operations. We compare what's documented to what's actually happening day-to-day.
We translate findings into a prioritized plan: what to fix first, what to automate, where AI fits, and what your stack should look like.
A delivered roadmap plus a 90-minute live session. You leave with a clear plan, sequenced fixes, and the option to keep going.
Tangible artifacts you can act on immediately, whether you continue with us, take it internal, or hand it to another partner.
An AI roadmap is a prioritized 90-day plan ranking where AI and automation will earn real ROI in your business, sequenced by impact and effort. Without one, most companies waste budget on flashy tools that don't compound. A good roadmap tells you what to build first, what to ignore for now, and what's worth waiting on.
Traditional consulting produces decks. We produce executable plans rooted in actually running operating businesses. Our recommendations name specific tools, integrations, and workflows, not abstract frameworks. And every recommendation is something we (or your team) can implement directly, no translation layer needed.
We rank every opportunity by hours saved per week, implementation effort, and risk. The top of the list is always high-volume, repetitive, well-documented work, that's where automation pays back fastest. AI-heavy use cases come second, after the foundation is in place.
Either. Most start with a fixed 1-4 week scope to produce the roadmap, then continue on a monthly retainer for ongoing advisory or execution.
Read-only access is helpful but not required. We can produce a full roadmap from documentation, interviews, and screen-share walkthroughs alone.
Yes. Most clients move from the roadmap into an Automation Build engagement. The work is independent, so the roadmap stands on its own if you'd rather take it internal or to another partner.
The roadmap is the foundation. Most clients keep going, either by building the system with us or training their team to run it.
Book a 30-minute intro call. We'll scope the engagement and outline what your roadmap will cover.