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AI Strategy and Roadmap

Before you buy any AI tools, we work out where they’d help your business and what order to build things in.

Sample roadmapQuarter 1Quarter 2Quarter 3Quarter 4
SalesInquiry response and booking
ServiceCompany knowledge for staff
OperationsFixProposal drafting, if phase 1 holds

Sample roadmap. Yours comes from your priorities and your budget.

What you get

What you get

01

Opportunity map

For each part of the business, where time and customers slip away, and which of those problems AI can realistically fix.

02

Rules for using AI

Which information AI can use, when it may contact a customer, which actions need a person to approve them, and how mistakes get caught.

03

What to buy and what to build

What your current software can already do, what’s worth adding, and where a custom system pays for itself. Monthly running costs included.

04

The roadmap

Projects in order, each with an owner and a budget estimate, and the number that tells you whether to keep going.

How it runs

How it runs

01

Conversations

Short interviews with you and whoever runs each area.

02

Map

We write down how work and information move through the business today, and where they get stuck.

03

Prioritize together

One working session where we go through the options and decide what’s worth doing.

04

Roadmap review

We go through the plan with you, answer questions and agree on the first project.

Strategy work is quoted after a call, based on the size of the business.

Want a plan before you pick a project?

Tell us about the business on a free call and we’ll quote the strategy work.