When AI moves this quickly, it can be hard to decide where it fits in your organization, let alone how to start.
In 6 focused hours, we assess your readiness, align your team on priorities, and deliver a clear roadmap for AI adoption built around what’s actually achievable for your organization.
- Cost -
$3,000
- Timeline -6 Hours
Key Benefits
- Clarity on where you stand and what’s holding you back
- Alignment between leadership and staff before committing budget
- Understanding of the full spectrum: internal staff tools to member-facing agents
- Reduced risk of investing in the wrong AI initiatives
What’s Included
Discovery and Needs Assessment
Facilitated working sessions with key stakeholders to surface priorities, identify gaps, and map your current data and technology landscape against your goals and across generative, predictive, and agentic AI use cases.
Action Plan & Recommendations
Prioritized AI goals aligned to your data and technology reality, with specific recommendations for solutions, process improvements, and an honest assessment of where your environment supports or constrains adoption.
Strategic Roadmap
A written roadmap covering the steps, milestones, and resources needed to support your AI goals.
AI Looks Different for Every Organization
Internal Use Cases: Reducing manual work by automating workflows, surfacing member insights, supporting SOPs, and streamlining reporting.
External Use Cases: Member-facing agents that answer questions, guide renewals, and personalize experiences.
This workshop helps you decide where to focus first.
What Our Clients Say
This was what we needed, someone on the outside who can help us focus on what we needed to look at, and what would make sense … Because it’s this train that everyone is supposed to be on, but you don’t know what you’re supposed to do once you get on.
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