When You Know What You Want

Strategy & Roadmap.

You've got an AI project in mind. We help you plan it right — scope, tooling, budget, and timeline — before you spend a dollar on building it.

For owners who already know the "what."

The AI Audit looks at your whole business. Strategy & Roadmap focuses in on one specific idea you're ready to act on — and gives you the detailed plan to do it right.

One project. Full clarity.

You have a chatbot idea, an automation in mind, or a specific tool you want built. We map out exactly how to do it.

Vendor-neutral guidance

You'll know exactly which tools fit, why, and how much they cost. No hidden allegiances. No pushed agendas.

Built to be acted on

The roadmap is yours to use — execute with us, hand it to your existing IT person, or use it to evaluate other vendors.

Strategy & Roadmap.

One flat fee. One focused initiative. One detailed plan you can execute against.

Not sure if Strategy & Roadmap or the AI Audit is right? The Audit is for finding opportunities across your whole business. Strategy & Roadmap is for planning one initiative you've already identified. Book a Discovery Call and we'll figure it out together.

From idea to actionable plan.

01

Deep-dive Call

60 minutes to fully understand the project, your goals, and constraints.

02

Research

Tool comparison, vendor evaluation, integration analysis with your stack.

03

Plan

Phased roadmap, budget, timeline, risks — all in a clear document.

04

Walkthrough

Live presentation, answer questions, hand over the plan.

About Strategy & Roadmap.

How is this different from the AI Audit?

The Audit surveys your whole business to find AI opportunities. Strategy & Roadmap focuses on planning one specific initiative you've already identified. Audit = "where could AI help?" Strategy = "how do we build this thing right?"

Do I need to do the Audit first?

No. If you already know what you want (a chatbot, an automation, a voice system), you can skip straight to Strategy & Roadmap. The Audit is for businesses still exploring possibilities.

Can I use this plan with another vendor?

Absolutely. The roadmap is yours. Many clients use it to evaluate other vendors, hand it to an existing IT contractor, or even build it themselves if they have the skills. We're not holding it hostage.

What if my project is bigger than one initiative?

Then we should talk about an AI Audit instead. The Audit is built for multi-initiative planning across a business. Strategy & Roadmap is laser-focused on one thing.

Do you give vendor recommendations?

Yes — usually 3 to 5 options compared honestly, including the trade-offs. I'm not on any vendor's payroll, so the recommendation is based on what fits your business, not who pays me.

What does "Q&A for 14 days" actually mean?

Email me any questions about the plan for two weeks after the walkthrough. Clarifications, follow-ups, "what if we changed this?" — all included. Beyond that window, you can move to a Retainer or just book a follow-up consult.

Let's plan it right.

Book a free Discovery Call. We'll talk through your project and confirm Strategy & Roadmap is the right fit — or recommend something better if it isn't.

Book Your Discovery Call →