AI Growth & Workflow Assessment

Before you invest in AI, get a roadmap that pays for itself. Get a clear picture of where AI and automation can realistically improve revenue, capacity, and customer experience—plus a prioritized roadmap and budget ranges so you can move with confidence.

Request an Assessment

Why Most AI Projects Miss the Mark

Most AI initiatives start with tools, not workflows. The result? Pilots that never leave the lab.

70-85%
of AI initiatives fail to meet expected outcomes
McKinsey 2025
42%
of companies abandoned most AI initiatives in 2025
Fullview Research
Only 1%
of companies have scaled AI beyond pilot phases
Wall Street Journal

What You Get

Six comprehensive deliverables that give you everything needed to make confident AI decisions

1

Executive Summary for Leadership

A clear, non-technical summary of the most valuable AI and automation opportunities in your business, with recommended focus areas and expected impact.

2

Current-State Workflow and Data Map

Visual maps of how work actually moves today across marketing, sales, operations, and support—including systems, handoffs, and manual steps.

3

Opportunity Portfolio and Prioritization

A ranked list of AI workflows, agents, and analytics opportunities scored by impact, feasibility, and time-to-value.

4

Savings and Revenue Estimate Model

Time and cost savings estimates for key workflows, plus conservative, expected, and upside ranges for pipeline and revenue impact.

5

Implementation Roadmap and Budgets

A practical 90-day plan and 6-12 month roadmap that outlines phases, dependencies, and budget ranges.

6

One-Page Strategy Visualization

A single, shareable visual that shows how AI workflows, agents, data, and growth systems fit together.

How the Assessment Works

A focused 4-6 week engagement that minimizes disruption while giving you the depth you need

Week 1

Discovery

Initial 60-90 minute leadership call. Clarify goals, constraints, and success metrics. Agree on scope and priority workflows.

Weeks 2-3

Interviews and Mapping

Stakeholder interviews across marketing, sales, operations, and support. Tool, data, and report inventory. Workflow mapping from trigger to outcome.

Weeks 3-4

Analysis and Design

Build opportunity portfolio and value model. Draft roadmap, budgets, and one-page strategy visual.

Week 5+

Readout and Next Steps

90-120 minute readout workshop with key stakeholders. Align on priorities, phasing, and owners.

~4 hours total time investment from your team
4-6 weeks from kickoff to readout
6 deliverables you own regardless of next steps

Investment

Fixed fee, defined timeline—clear scope, no surprises

$5,000
  • 1 thru 2 deliverables
  • 2-3 week timeline
  • Focused scope
Get Started
$7,500
  • 1 thru 4 deliverables
  • 3-4 week timeline
  • Multiple departments
Get Started
$10,000
  • All 6 deliverables
  • 4-6 week timeline
  • Enterprise complexity
Get Started

Risk Reversal: 100% Credit Toward Implementation

If you choose to work with us to implement any part of the roadmap, your assessment fee is applied as a credit toward that work. If you don’t move forward, you still own the workflows, Prioritization plan, model, and roadmap—your team or other partners can execute it.

$3.70
return for every $1 invested in GenAI
30-200%
first-year ROI from automation
248%
3-year ROI with <6 month payback

Frequently Asked Questions

What kinds of companies is this for?
We work primarily with mid-market organizations (roughly 20-500 employees) with a real sales cycle, multiple systems, and growth ambitions that outpace their current processes.
Do we need an internal AI or data team?
No. You just need access to the people who understand how work actually gets done today. We design solutions that can be implemented with your existing tools, partners, and teams.
How much time will our team need to invest?
Most teams spend around 4 hours total across interviews and workshops. We do the heavy lifting; you provide context, access, and feedback.
What if our data isn’t perfect?
That’s normal. Part of the Assessment is understanding data quality and access. We’ll highlight where improving data will unlock more value.
Can you work with our existing agencies or vendors?
Yes. Many clients have agencies managing media, SEO, or CRM. We’re happy to collaborate so the strategy and workflows we design can be implemented by the best mix of partners for you.

Still not sure if you need a roadmap that pays for itself?

Take this self AI evaluation, find out where you really are.

Self Evaluation