AI Readiness Workshop

Don't build AI in a vacuum.
Build it with the people who will actually use it.

A 1-day immersive strategy workshop that turns skeptical teams into AI champions and equips your leadership with a prioritized, actionable 90-day AI implementation roadmap tailored to professional services.

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What you walk out with

Your top 5 - 8 AI use cases objectively ranked by immediate ROI potential and operational impact

A rigorous technical plan with sequenced AI initiatives, clear ownership, and defined success metrics

A tailored Decision Matrix: evaluating whether to adopt existing AI tools, engineer custom AI agents, or integrate via APIs

A comprehensive, shareable strategic recap to secure alignment across your entire leadership team

Delivery Formats

Three ways to engage

FlagshipMost Popular

On-Site Accelerator

Starting at $12,500

Full-day, in-person workshop for your leadership team. Maximum depth. Real-time system review.

  • Full-day workshop (8 hours)
  • CRM & pipeline review included
  • Custom 90-day roadmap
  • 30-day follow-up call
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Entry Point

Virtual Primer

Starting at $4,500

Half-day virtual session. Ideal for firms wanting to assess fit before committing to a full engagement.

  • 3-hour virtual workshop
  • Pre-session discovery call
  • Opportunity summary report
  • Roadmap outline
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Deep Engagement

Multi-Session Sprint

Starting at $22,000

3 intensive sessions over 6 weeks. Deeper discovery, more custom outputs, implementation kickoff included.

  • 3 × full-day sessions
  • Ongoing Slack access
  • Complete build roadmap
  • First sprint kickoff included
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What Comes Next

From roadmap to running systems

Week 1

1 / Discovery & Audit

We conduct a comprehensive audit of your operations, analyzing current workflows and identifying high-impact areas where AI automation can eliminate manual bottlenecks and accelerate revenue.

Week 2

2 / Solution Architecture

We design the exact custom AI architecture required for your firm, selecting the optimal LLMs, mapping the data flows, and defining the integration points within your existing tech stack.

Weeks 2 - 4

3 / Build Sprint

Our specialized engineering team builds and tests your first custom AI agent, ensuring it adheres to strict security protocols, meets your specific business logic, and seamlessly hands off to human operators.

Ongoing

4 / Expand

We continually monitor system performance and maximize ROI, iterating on your AI workflows and scaling the automation infrastructure to support compounding operational efficiency across your departments.

Not ready to book the workshop?

Download the AI Readiness Checklist today.

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