Service 01 · AI Strategy & Roadmap
Know exactly where AI fits in your business, and where it doesn’t.
Most owners know they should be doing something with AI but not what, or in what order. I start by understanding how your business really runs, then give you a short, prioritized roadmap with realistic costs and returns.
Is this for you?
Usually a good fit if any of these sound familiar.
- You keep hearing about AI but can’t tell which ideas apply to your business.
- Your team is already using AI tools informally, without guidelines.
- You’ve been pitched software that promises everything, and you want an independent opinion.
- You want to spend on the few changes that will pay back, not on experiments.
What’s included
Operations walkthrough
Conversations with you and key staff to map how work moves through the business: calls, quotes, scheduling, paperwork, reporting.
Opportunity assessment
Where time and money are going, which tasks AI or automation can realistically take on, and which are better left alone.
Prioritized roadmap
A short list of initiatives ranked by payback and effort, with estimated costs, timelines, and the tools involved.
Risk and privacy check
Data handling, customer privacy, and accuracy risks for each initiative, considered against BC and Canadian privacy obligations.
Typical examples
- Identifying the repetitive admin work that is quietly costing a full day each week
- Deciding whether to buy an off-the-shelf tool or adapt what you already pay for
- Setting a sensible company policy for staff use of tools like ChatGPT or Microsoft Copilot
Common questions
How long does an AI assessment take?
It depends on the size of the business and how many teams are involved. The scope and timeline are agreed on the first call, and the price is fixed before work starts.
Do we have to implement the roadmap with you?
No. The roadmap is yours. Some clients implement it with their own team or existing vendors; others ask me to help with the first project. Either is fine.
What if the answer is that AI isn’t worth it for us yet?
Then that is what I will tell you. An honest “not yet” is a better outcome than money spent on tools that don’t pay back.
Related services
Workflow & Process Automation
Take repetitive admin off your team’s plate by connecting the tools you already use and letting AI handle the routine steps.
AI Phone & Customer Support Agents
An AI voice or chat agent that answers routine customer questions around the clock and hands anything complex to your team.
AI Tool Selection, Implementation & Training
Choose the right AI tools, set them up properly, and train your staff so they are actually used, safely and consistently.
Find out where AI could actually help.
Book a free 20-minute call. Tell me how your business runs and where the time goes. You’ll get an honest view of what’s worth doing, and what isn’t.