AI Strategy and Roadmap
Know exactly what to do about AI, and in what order.
We learn how your business really works, find every opportunity worth pursuing, work out what each is worth, and set the order to act. Checked against your people, your systems, your numbers and your rules.
Book a 20-minute discovery call → (opens in a new tab)What you walk away with
A customised strategy that tells you what to do first.
Every strategy so far has found at least five Quick Wins, plus the bigger projects worth planning for.
What it's worth
A Financial Impact Summary: hours back and dollars, using your own figures.
What to do first
An Impact-Effort Matrix showing your Quick Wins and bigger projects.
Which tools
Solution Cards naming the tool, the setup and the effort, often software you already own.
In what order
An AI Adoption Roadmap in three phases: NOW, NEXT and LATER.
How it works
Scaled to the size of your business.
Discovery
Questionnaires, interviews with the people who know the work, and a review of your systems. For a small business that's a conversation or two; for a larger firm, a structured program across teams.
Your strategy and roadmap
A customised report built from what we found. The timeline is agreed with you up front, because it depends on the scope.
Review and presentation
A walkthrough with the owner, a session with your leadership team, or a presentation to your partners or board. Whatever the decision needs.
Sized to your business
Same method. The scope fits the business.
The difference between levels is who we need to talk to and how much we need to review. We confirm the right level with you before anything starts.
Owner-led businesses
Who we talk to
The owner, and anyone who runs a key part of the business
What we review
Your core systems
You receive
A prioritised roadmap and a walkthrough
Multi-owner firms
Who we talk to
The partners or leadership team, plus key staff in each function
What we review
Your core systems and how they connect
You receive
Role-by-role recommendations and a presentation to the leadership team
Firms with a leadership layer
Who we talk to
Leadership, team leads and staff across teams or offices, often over ten or more sessions
What we review
A full technology and data review
You receive
Cross-team sequencing, benchmarking and a board-ready presentation
Questions we're asked
Will it work with our systems?
Reviewing your systems is part of discovery. Recommendations start with what you already pay for.
Is our client data safe during discovery?
We look at how work flows, not at client files. How we handle AI safety →
What if we're not ready for AI?
The strategy is designed to find where you already are ready, with your current tools and team.
How long does it take, and what does it cost?
Both depend on the size of the business. Ask on the discovery call and you'll get a straight answer.
Find out what AI could do for your business.
Twenty minutes with Mark. Ask anything, including what it costs, and get a straight answer.
Book a 20-minute discovery call → (opens in a new tab)