Unlock Your Existing AI Potential and Chart Your Next Steps
.svg)
AI & Automation Readiness Workshop
Why this workshop?
You’re probably already paying for AI tools, whether you know it or not. Microsoft Copilot, Salesforce Einstein, Google Workspace… they’re packed with automation and intelligence features most teams never touch.
That’s where this workshop comes in.
We’ll take a close look at your current tech stack, highlight the built-in AI capabilities you’re already sitting on, and help you identify high-impact automation opportunities that align with your actual business problems. No shiny tech trends here.
Whether you’re looking to DIY your AI strategy or want someone to take the reins, this gives you the clarity (and the roadmap!) to move forward.
What you’ll walk away with
This isn’t one of those “cool idea, now go figure it out” kind of workshops. You’ll leave with real clarity and concrete next steps.
Here’s what you’ll get:
Here’s what you’ll get:
Current Ecosystem Assessment
A breakdown of the tools you’re already using that have AI baked in (yes, even the ones you forgot you were paying for).
Opportunity Map
A prioritized list of where AI and automation can make the biggest impact based on your workflows. It’s not some generic checklist. It’s custom, baby!
AI Roadmap
Concrete next steps to move from “this could be cool” to “this sh*t is working.” Each recommendation is aligned with business value, feasibility, and speed-to-impact.
Executive Summary Deck
We’ll package it all up in a clean, shareable deck you can drop in front of leadership, stakeholders, or that one VP who keeps asking, “What’s our AI strategy?”
What we need from you
We’ll do the heavy lifting, but we need your help to make the workshop worth your time.
Here’s what we’ll ask for:
A list of your tools + software
We’ll send you a CUSTOM checklist (none of this generic, one-size-fits-all b.s.). You fill in what you’re using across departments; bonus points if someone actually knows what half of them do.
Access to key stakeholders
We’ll want quick interviews with the folks who really know how the work gets done; think IT, Ops, department leads, etc.
Your time (just a little of it!)
You’ll participate in a kickoff call + a live workshop session. That’s it. No week-long retreats or trust falls required.
PRICING
Curious about how much this will cost?
Whether you need a little extra firepower or a fully integrated tech partner, we have a model that flexes with your needs, not the other way around.
OUR DIFFERENCE
How the process works
We keep it structured. You stay in control. Here's how we take you from “We should do
something with AI” to “We know exactly what to do next.”
something with AI” to “We know exactly what to do next.”
Align & assign
We start by getting everyone on the same page. We’ll clarify the vision, lock in goals, and identify key stakeholders. No guesswork or confusion. Just a clear runway.
Kickstart discovery
In our first diagnostic session, we dig into your current state: what tools you're using, where your pain points live, and what “better” looks like for your team.
Illuminate the ecosystem
We audit your platforms, workflows, and tools to surface hidden AI features, overlapping licenses, and underused (or not used!) tech. You might be shocked at what you’re already paying for.
Opportunity mapping workshop
This is where the lightbulbs go off. We match real business pain points to automation and AI opportunities, and we build your opportunity map together.
Synthesize & strategize
We distill everything down into an actionable plan: what’s doable now, what’s high-impact later, and what to ignore completely. Bonus: no buzzwords.
Action plan & advisory
You walk away with a prioritized roadmap, a board-ready summary deck, and next-step recs for pilots or implementation, whether you want to run with it or have us do it for you.
Who this is for
It’s perfect for teams ready to jump into AI and automation but not sure where to start. This workshop helps teams figure out the basics of AI, see what's possible, and skip the headaches and wasted budget.
It’s a fit if:
- You’re unsure how to get started with AI, but know you need to
- Your team is drowning in AI buzzwords and just wants to know what’s real
- You’re already using platforms like Microsoft 365, Salesforce, HubSpot, or Google but barely scratching the surface of their AI capabilities
- You want clarity and a roadmap, not a 50-slide hype deck
If that’s you, this workshop cuts through the noise and shows you exactly where to start.
Templates that power the workshop
This isn’t a whiteboard-and-theory kind of session. It’s built on practical tools we’ve battle-tested with real clients, and tailored to your business.
You’ll get a complete toolkit of templates to support every stage of the process, from stakeholder alignment and tool discovery to opportunity mapping and roadmap creation. We’ll also equip you with a presentation-ready summary deck and lightweight follow-up materials to keep the momentum going after the session ends.
Need help running a pilot, building a business case, or getting internal buy-in? We’ve got templates for that, plus a menu of next-step services if you’re ready to keep moving.
.svg)
Ready to make AI useful?
This workshop isn’t about chasing hype or adding another slide to your QBR.
It’s about unlocking real value from the tools you already have and building a roadmap you can act on.
For real.
Whether you want a one-time strategy boost or a long-term AI partner, we’ll help you stop spinning in the buzzword void and start making progress.
📅 Let’s get your workshop on the calendar.
Click below to talk timing and pricing, or just see if it’s a fit.
