AI Strategy

AI Strategy Consulting:
Build the Roadmap Before You Buy the Tools.

Most companies buy AI tools, then figure out strategy. That's backwards. You end up with a collection of subscriptions, no clear owner, and nothing measurably better. We fix the sequence.

Build the Roadmap → What Is AI-Native GTM?
The Actual Problem

You Bought the Tools.
Nothing Changed.

It's not a tool problem. It's a sequencing problem. AI tools are powerful — but only when deployed against specific workflows, with clear owners and measurable outcomes.

What Most Companies Do
Buy tools → Hope for adoption → Get nothing
Someone reads about an AI tool. Gets excited. Buys it. Tells the team. The team logs in once, doesn't know what to do with it, and goes back to how they were working. $2,000/month wasted. Repeated 4 times.
What Actually Works
Map workflows → Prioritize impact → Deploy deliberately
Start by auditing where your team actually spends time. Identify the highest-leverage opportunities. Build a prioritized roadmap. Then deploy tools against specific problems — with training, accountability, and measurement baked in.

"The companies that win with AI in the next 3 years won't be the ones who bought the most tools. They'll be the ones who figured out which 3 tools to go deep on — and built real workflows around them."

— Bill Colbert, Treetop Growth Strategy

The Engagement

What an AI Strategy
Engagement Actually Covers.

30 days. One focused engagement. The output is a prioritized implementation roadmap — not a slide deck with frameworks on it.

01
Workflow Audit — Where Time Is Actually Going
Week 1. We map the workflows across your highest-value functions — sales, marketing, ops, CS, finance. We're looking for tasks that are high-frequency, high-effort, and low-judgment. That's where AI compounds fastest.
02
Tool Evaluation — What You Have, What You Need
Week 1–2. Audit your current AI subscriptions (most companies are paying for 3–7 tools with 20% adoption). Identify what to keep, what to cut, and what specific gaps exist. We're not selling you more tools — we're telling you what's worth using.
03
Opportunity Prioritization — ROI Ranked
Week 2. Rank every AI opportunity by implementation effort vs. time saved vs. revenue impact. Not all AI opportunities are equal. You'll know exactly which 3–5 to move on first and why.
04
Implementation Roadmap — 90-Day Execution Plan
Week 3. A quarter-by-quarter roadmap with specific tools, workflows, owners, and success metrics. Designed to be executed by your team — not by us. Includes prompt libraries, workflow documentation, and rollout sequencing.
05
Executive Presentation & Board-Ready Summary
Week 4. Present findings to your leadership team. Includes competitive analysis (what your industry is doing with AI), a risk assessment, and a build-vs-buy recommendation for any custom tooling.
Who This Is For

Two Types of Companies
Who Need This.

Type A
CEOs and COOs Deciding Where to Start
You know AI is important. You don't know whether to start with sales automation, content generation, operations, or customer support. You need someone who's deployed AI across multiple B2B companies to help you prioritize — not a vendor trying to sell you their specific product.
Type B
Companies That Bought Tools and Got Nothing
You're 6 months into an AI initiative. You have subscriptions. You did some workshops. Adoption is 15%. Nothing has measurably changed. You need a reset — a clear-eyed assessment of what went wrong and a practical plan to fix it.
What's Different

This Isn't Generic
AI Consulting.

Most AI consulting produces a framework and a slide deck. We produce a working roadmap and start implementation in the same engagement.

Not This
Vendor-Neutral in Theory, Biased in Practice
Big consulting firms say they're vendor-neutral and then recommend the platforms they have partnerships with. We have no referral agreements. We recommend what actually works.
Not This
Strategy Without Implementation
Plenty of consultants will write you an AI strategy. Few of them will help you execute it. We build implementations — through our AI audit, Claude implementation, and ongoing retainer services.
Not This
One-Size-Fits-All Frameworks
Every AI strategy engagement starts with your actual workflows, your actual team, and your actual constraints. The output is specific to your company — not a templated framework dressed up with your logo.
See the AI Audit → See Results → Claude for Small Business →
The Process

30 Days to a Roadmap
You Can Actually Execute.

Week 1
Audit & Inventory
Workflow mapping, tool audit, stakeholder interviews. We learn how your business actually runs before making any recommendations.
Week 2–3
Analysis & Prioritization
ROI scoring, competitive benchmarking, tool selection. We identify your highest-leverage opportunities and sequence them in a 90-day implementation plan.
Week 4
Roadmap Delivery
Executive presentation, full written roadmap, prompt libraries for immediate use, and a 30-minute Q&A with your leadership team.
Get Started

Build the Roadmap
Before You Buy More Tools.

Tell us where you are with AI right now. We'll respond with an honest assessment of what a strategy engagement would look like for your company.

We'll be in touch.

Expect a response within one business day. If you'd like to move faster, book directly at calendar.app.google.

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