AI Strategy Engagement

A clear, ROI-driven AI roadmap, built to scale and grow your business.

We get to know your business by following our proven discovery pathway, listening to those who both run, and operate within it, and produce a written AI strategy grounded in your business objectives and measured by return on investment.

We apply our proprietary evergreen AI operating model and map your first two 90-day mission plans.

Without a plan, AI spend follows whoever shouts loudest. With one, every pound is tied to an outcome you chose, in an order you agreed, with a number to check it against, to see if it actually worked.

From £6,750

Two to six weeks delivery time. Excludes VAT.

Our proprietary discovery process starts by following how money flows through your business, and looking at where it gets stuck. We use AI to make it move faster.

Lead

Lead

Enquiry arrives

Enquiry arrives

AI triages and drafts the first reply

Qualify

Qualify

Discovery call

Discovery call

Notes summarised, next steps written

Slow follow-up

Propose

Propose

Proposal written

Proposal written

First draft in minutes, not days

Proposals take a week

Deliver

Deliver

Work done

Work done

Status reports and client updates drafted

Invoice

Invoice

Bill raised

Bill raised

Invoice narrative and chasing handled

Chasing eats Fridays

Cash

Cash

Money in

Money in

Forecast updated as payments land

Illustrative for a professional services firm.

Who needs an AI strategy?

Our AI Strategies are built bespoke for each business we work with. We often find…

MDs who want clarity before spending

You know AI matters, but you do not want to buy tools or training until you know where the value actually is. The strategy shows you where, and tells you how.

Firms under margin pressure

Tighter markets, reduced margins, a hiring freeze. You need more from the team, but it feels impossible for them to achieve. A clear AI plan fixes that.

Leadership teams that disagree

Everyone has an opinion on AI. Nobody has a plan. Our engagement aligns the team, sets the priorities, and gets AI moving in the business.

What does an AI Strategy engagement include?

Fixed price, outcome based; no surprises

Interviews with your team to hear every issue, not just the ones leadership already knows about

End-to-end lead-to-cash process mapping, documented so it can inform the strategy and measure ROI

Analysis of where the value is, linking each issue to a clear business outcome

A first draft strategy

A three to four hour in-person playback, discussion and validation session with your leadership team

The final strategy document and an executive summary

Your first two 90-day mission plans, prioritised by return

How it runs

Step by step, with the timings

1

Initial meeting

2

Speak with the team

3

Lead-to-cash mapping

4

Draft strategy

5

In-person playback

6

Final documentation

STEP 1 OF 6

Week 1

Initial meeting

We hear the challenges and agree who we need to speak to.

1

Initial meeting

2

Speak with the team

3

Lead-to-cash mapping

4

Draft strategy

5

In-person playback

6

Final documentation

STEP 1 OF 6

Week 1

Initial meeting

We hear the challenges and agree who we need to speak to.

What are you left with after the engagement?

Three documents, two plans, one clear outome: Clarity.

Lead-to-cash map

AI strategy and exec summary

90-day mission plan

The lead-to-cash map

Your business as it actually runs, not as the org chart says. The base for every ROI measurement afterwards.

The strategy and exec summary

An evergreen AI operating model, written to be read by the board and used by the people doing the work.

Two 90-day mission plans

High-impact, high-return project work, sequenced. Deliver them yourself, with us, or through a Partnership Agreement.

“Increased profitability to reduce future hiring requirement. Reversal of margin erosion. Increased sales velocity to drive turnover.”

Example goals from recent engagements

0 plans

Ninety-day mission plans, prioritised by return

See an example AI Strategy

Download our example pack.

We've put together a redacted AI Strategy from a prior client so you don't have to guess at what you'll end up with. Put your details in on the right and the document pack will arrive in a few minutes.

Send me a redacted strategy document

A real strategy from a real engagement, with the client details removed. See how we structure it and how specific it gets.

We only use your details to send you what you asked for and the occasional useful note. No spam, unsubscribe any time.

Questions we get asked

Before you book

How is this different from a consultant’s slide deck?

It is built from your lead-to-cash process and the people who run it, not from a framework. Every recommendation is tied to hours saved, cost avoided or revenue protected, or it is not in the document.

How much of our time does it take?

What happens after the plan is delivered?

Do we need to have done training first?

Is the in-person session essential?

What if we disagree with the strategy?

Thirty minutes to find your quickest win

Bring the questions your leadership team keeps asking about AI. You leave with your three fastest wins written down and a straight answer on whether a strategy is the right starting point, whether or not you hire us. No hard sell.