For COOs and operators at professional services firms
Know exactly where AI belongs in your firm before spending a dollar.
Our AI builds a custom 90-day implementation roadmap in about 60 seconds. Executive summary, prioritized use cases, the competitive moves you should copy, and the exact steps to execute. Built from live data on your firm and your industry, not a generic template.
What you get, delivered to your inbox:
Executive summary tailored to your firm
A one-page synthesis of where AI fits in your specific industry, stack, and operating model.
The 3 to 5 challenges you are likely facing
Operational and revenue bottlenecks specific to firms like yours, with cited sources.
How top competitors are winning with AI
Concrete moves from leaders in your space, with links so you can verify each one.
Your 90-day execution roadmap
Three phased blocks - 0 to 30, 31 to 60, 61 to 90 - with the exact steps to ship in each.
Prioritized AI use cases + matched case studies
3 to 4 use cases ranked for impact at your firm, paired with case studies from firms like yours.
Build my roadmap
Generated in 60 seconds. No sales call.
Your roadmap is generated instantly and delivered to your inbox.
We do not sell your data. No spam. No sales calls.
Pipeline generated across engagements
Average pipeline growth at active clients
Average budget saved in year one
Across Revenue Institute client engagements, 2023 to 2025.
A preview of what arrives
This is what your roadmap looks like.
Not a PDF template. A live document built from your firm's profile, industry signals, and competitor moves - then delivered to your inbox in minutes.
Sample preview · Boutique consulting firm
Strategic Implementation Audit & 90-Day AI Roadmap
Executive summary
Challenges you're likely facing
- · Manual proposal drafting is eating 12+ hours per partner per week
- · Resourcing decisions made in spreadsheets, not data
- · No structured way to capture project IP for reuse
How top competitors are winning
- · Deploying AI proposal generators to halve turnaround time
- · AI-driven utilization forecasting tied directly to the P&L
- · Internal knowledge agents trained on every closed engagement
Your 90-day execution roadmap
Days 0 - 30
Foundation
- ✓Audit current proposal workflow
- ✓Stand up firm knowledge base
- ✓Pilot AI drafting on 3 active deals
Days 31 - 60
Scale
- ✓Roll proposal AI to all partners
- ✓Wire utilization forecast to BI
- ✓Train ops team on prompt patterns
Days 61 - 90
Compound
- ✓Launch internal knowledge agent
- ✓Quarterly governance review
- ✓Benchmark vs competitor moves
Prioritized AI use cases for your firm
AI Proposal Drafting
Reduce 12-hour cycle to 90 minutes.
Utilization Forecasting
Forecast bench risk 6 weeks earlier.
Engagement Knowledge Agent
Reuse IP across every new project.
Pipeline Triage Bot
Auto-qualify inbound on first touch.
A note from a recent operator
“If you're an operations leader who wants to see what AI actually looks like in practice - not in a demo, but in your business - this is the team.”
Janelle Osborne, COO, Qualigence
How it works
Three steps. About two minutes.
Tell us about your firm
Four fields. Takes 30 seconds.
Our AI builds your roadmap
Pulls live data on your firm, your industry, and your competitors. Takes about 60 seconds.
Secure link delivered to your inbox
PIN-protected so only you can open it. No sales call required.
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