In 2 weeks, we audit acquisition, delivery, and support. You get one document that names every problem, prices it in dollars, and sets a 90 day plan. CFO defensible.
Two weeks. Fixed price. You keep everything.
The Money Slide
Year 1 ROI, opportunity by opportunity
| Opportunity | Direct savings | Revenue uplift | Year 1 ROI |
|---|---|---|---|
| Automated CRM updates | $145K | $4.9M | 426% |
| Lead qualification assistant | $73K | $3.8M | 154% |
| Customer support drafting | $43K | $815K | 128% |
| Total | $261K | $9.5M | n/a |
Illustrative figures. Direct savings and revenue uplift never conflated.
What you walk away with on day 14.
The model was not the problem. Nobody mapped where AI fits in your business. So every tool sits in the wrong slot.
The model is not the problem. The map is.
What did not work
Five steps. Two weeks. Each step earns trust. No skipping.
We draw your business as three engines. Acquisition. Delivery. Support.
We tag every step. Critical Process. Time Sink. Quality Risk.
We plot each friction by effort versus impact, color coded by engine.
We pick the shortlist with you in a 90 minute workshop. You agree. You are not pitched.
We turn the shortlist into the Money Slide. Savings and revenue in separate columns.
We draw your business as three engines. Acquisition. Delivery. Support.
→ Ops Canvas
We tag every step. Critical Process. Time Sink. Quality Risk.
→ Friction Tags
We plot each friction by effort versus impact, color coded by engine.
→ Opportunity Matrix
We pick the shortlist with you in a 90 minute workshop. You agree. You are not pitched.
→ Validated Shortlist
We turn the shortlist into the Money Slide. Savings and revenue in separate columns.
We run two interview tracks at once. The biggest AI wins live in the gap between what leadership thinks and what the team does.
Strategic
40,000 ft
What leadership thinks the problem is. KPIs, bottlenecks, wish list items.
Ground level
0 ft
What actually happens day to day.
The Two Tier Gap Map names this gap. You see it on day 5.
Six artifacts. Built so you can present them on day 14 and answer the hard questions.
A CFO ready ROI table. Savings and revenue in separate columns. We walk every line on day 14.
The Money Slide
Year 1 ROI, opportunity by opportunity
| Opportunity | Direct savings | Revenue uplift | Year 1 ROI |
|---|---|---|---|
| Automated CRM updates | $145K | $4.9M | 426% |
| Lead qualification assistant | $73K | $3.8M | 154% |
| Customer support drafting | $43K | $815K | 128% |
| Total | $261K | $9.5M | n/a |
Illustrative figures. Direct savings and revenue uplift never conflated.
Every friction paired with an AI fix. Plotted by effort versus impact. Quick Wins sequenced first.
Opportunity Matrix
Effort against impact, by engine
Two Tier Gap Map
Leadership altitude against ground truth
Names the gap between leadership view and ground reality.
Ops Canvas
Three engines, mapped end to end
Three engines. Every step tagged by friction type.
Validated Opportunity Brief
Currently, With AI, Outcome
Currently
Reps log calls by hand. Forty minutes per rep, daily. CRM hygiene drifts inside a week.
With AI
Call transcripts are summarized into structured CRM updates. Rep approves in two clicks.
Outcome
220 hours saved per month. Pipeline accuracy holds. Forecast survives the QBR.
Each fix in Currently / With AI / Outcome format. Holds up alone.
90 Day Roadmap
Sequenced from one named Quick Win
A plan that starts with one Quick Win scoped for pilot. Portable.
Four touchpoints in two weeks. About 8 to 12 hours of your team's time. No installs. Read only access.
Live walk through on the Ops Canvas. Recorded. Yours to keep.
First artifact. The gap shows up before the matrix.
Audit report. Opportunity Matrix. CFO ready Money Slide.
We present the deck live to you and your CFO.
The audit works best when there is real work to dig into.
You get the audit report, Opportunity Matrix, 90 day roadmap, and Money Slide. Run it yourself, hand it to another agency, or hire us to build the Quick Win.
We say so. We do not invent use cases to justify the bill. If AI is not the best move right now, that is the finding.
Three to five leaders for strategic interviews. Two to four end users for ground level interviews. One sponsor for the workshop and final readout. About 8 to 12 hours total over two weeks.
Read only access to the parts of the business in scope. No production database access. No customer data exports. We work from interviews, process docs, and your tool list.
Even better. We tell you where AI fits before you spend on tools. Your first dollar lands on a friction we already validated.
Same kind of artifact. Faster. Vendor agnostic. We do not own tools. Our fee does not grow with the recommendation.
Fixed price for two weeks. We share the number on the diagnostic call once we confirm fit.
Want the full method?
Read how we run each stepTwo weeks. Vendor agnostic. The diagnostic call is real work, recorded, and yours either way.
Book a call60 min · Live Ops Canvas walk through · You keep it