Who This Is For
You're a mid-market company (50–500 employees) considering AI but unsure where to start — or you've tried AI initiatives that didn't stick. You need a clear strategy, not another vendor pitch. Health & wellness companies, manufacturers, professional services firms, logistics companies, and retailers where AI adoption depends on leadership alignment and organizational readiness.
Maybe you've seen competitors moving on AI and feel the urgency. Maybe your board is asking about your AI strategy. Or maybe you've already invested in tools but adoption stalled because the human side wasn't addressed.
What Makes This Different
Most AI consulting firms deliver a strategy deck and move on. We deliver a strategy your team can actually execute — because we combine organizational consulting with executive coaching. A strategy that doesn't get implemented is a waste of your investment.
⦿ Founder-led, not delegated
You work directly with senior consultants who've led AI transformation for brands like adidas, Sony, Mercedes-Benz, and Coca-Cola. No bait-and-switch with junior staff.
⦿ Strategy and coaching combined
Beyond the organizational roadmap, we work 1:1 with your CEO and leadership team to build real AI fluency — the ability to evaluate opportunities, ask the right questions, and lead your teams through the change.
⦿ Built for execution, not for binders
Every deliverable is designed to be acted on immediately. We identify quick wins in the first 2-4 weeks so your team sees results before the engagement is over.
Our AI Strategy Process
Our Humans First Strategy Framework follows three phases designed to deliver value at every step:
Phase 1: Discovery & Assessment (Week 1-2)
We start by understanding your business — not your tech stack. Stakeholder interviews with your C-suite and key leaders, operational workshops mapping your 5-7 core business processes, and an AI Maturity Assessment across five dimensions: Strategy & Vision, Data & Infrastructure, Technical Capabilities, People & Culture, and Governance.
Deliverables: Stakeholder Interview Summary, Operational Assessment Report, AI Maturity Scorecard
Phase 2: Opportunity Mapping & Prioritization (Week 2-3)
Cross-functional workshops to identify 30-50 AI use cases across departments, refined down to 15-25 real opportunities. Each one scored on business value, implementation complexity, and organizational readiness. The result is your Priority Matrix — Quick Wins, Strategic Bets, and what to avoid.
Deliverables: Use Case Discovery Report, Prioritized Use Case Portfolio, Detailed Business Cases with ROI modeling
Phase 3: Roadmap & Executive Alignment (Week 3-4)
Your AI strategy roadmap — a phased implementation plan covering 0-3 months (Quick Wins), 3-12 months (Strategic Bets), and 12+ months (Transformational Initiatives). Includes technology recommendations, talent planning, governance framework, and change management strategy.
Deliverables: AI Strategy Roadmap, Technology Architecture Recommendations, Talent & Capability Plan, AI Governance Framework, Executive Presentation for Board/Leadership
Executive AI Coaching
The strategy piece tells your organization what to do. Coaching ensures your leadership can actually lead it. We work 1:1 with your CEO, COO, and leadership team on:
- AI Fluency: Understanding what AI can and can't do — enough to evaluate proposals, ask vendors the right questions, and make informed investment decisions
- Change Leadership: How to communicate AI initiatives without creating fear, how to build internal champions, and how to handle resistance
- Strategic Thinking: Moving beyond "let's use AI for X" to understanding how AI fundamentally changes your competitive position, operating model, and customer value
What You Get
- AI Maturity Scorecard with benchmarking
- Prioritized use case portfolio with ROI modeling
- AI Strategy Roadmap (phased 0-12+ months)
- Technology architecture and vendor recommendations
- AI Governance Framework
- Executive AI coaching sessions
- Board-ready executive presentation
- Quick wins identified and initiated within the engagement
Timeline & Investment
Timeline: 2-4 weeks for the full strategy engagement. Not 6-12 months.
Investment: Starting at $25,000 for mid-market companies. Scoped to your organization's size and complexity. Phase-gated so you see value at every step before committing further.
We're a boutique alternative to Big 4 pricing. You get senior-level expertise at a fraction of the cost because you're working with founders, not paying for a firm's overhead.
Start With a Discovery Call
Every engagement begins with a 30-minute discovery call. We'll discuss your business challenges, assess whether AI strategy consulting is the right next step, and outline what an engagement would look like for your specific situation. No pitch deck — just a conversation.
Frequently Asked Questions
What does an AI strategy engagement actually include?
A full assessment of your organization's AI readiness, cross-functional workshops to identify and prioritize use cases, detailed business cases with ROI projections, a phased implementation roadmap, and 1:1 executive coaching. Every deliverable is designed to be acted on, not filed away.
How is this different from hiring a Big 4 firm?
Three ways: you work directly with founders who've done this for 25+ years (not junior consultants), we deliver in 2-4 weeks (not 6-12 months), and our pricing is built for mid-market companies (not enterprise budgets). We also don't stop at strategy — we can take you through change management and implementation.
Do we need technical expertise in-house?
No. We assess your current capabilities and build a roadmap that matches your team's reality. If you need technical implementation support, we handle that in later phases or connect you with the right partners.
What if we've already started with AI but it's not working?
That's actually the most common situation we see. We'll assess what's been tried, why adoption stalled, and rebuild the strategy around what will actually work — starting with the human and organizational barriers, not just the technology.
How quickly will we see results?
Phase 1 identifies quick wins you can act on within 0-3 months. Most clients implement their first AI workflow within weeks of completing the strategy. The full roadmap typically spans 9-18 months, but you'll see tangible value long before that.
Can you help with implementation too?
Yes. Our AI Change Management & Training, AI Workflows & Automation, and Fractional Chief AI Officer services all build directly on the strategy foundation. Most clients continue with us through implementation.
