01 · Deliverables

Here's what you'll walk away with.

Every engagement produces named deliverables your team keeps and uses long after we're gone. Here's a look inside each one.

02 · Inside Your Deliverables

Real documents. Real substance.

Not slide decks full of frameworks. Practical documents built around your business, your team, and your goals.

All timelines and page counts are approximate, scoped for a ~50-person organization.
Assess Phase · Week 1
AI Opportunity Brief
~6–10 pages Delivered in ~1 week
Identifies the 3–5 highest-ROI AI quick wins your organization can act on immediately, backed by a prioritized catalog of 15–25 use cases.
Impact / Effort Matrix
OpportunityValue DriverImpactEffort
Automate client intake Speed High Quick Win
AI-assisted proposals Revenue High Medium
Expense categorization Cost Medium Low
Quick-Win Deep Dive — 90-Day Action Plan
Assess Phase
AI Readiness Report
~10–14 pages 2–4 week engagement
Seven-dimension diagnostic scorecard revealing exactly where you're prepared for AI and where critical gaps must be closed first.
Readiness Scorecard — Seven Dimensions
Data
Advancing
Process
Emerging
Culture
Advancing
Tech Stack
Emerging
Leadership
Beginning
Security
Advancing
Vendor
Emerging
Industry Benchmark Comparison
Assess Phase
Strategic AI Roadmap
~10–14 pages Included with assessment
Three-phase plan with go/no-go decision gates, three-scenario ROI projections, and clear resource requirements for a fundable investment plan.
Phased Timeline with Decision Gates
Phase 1
0–3 mo
Foundation — Quick wins & pilots
Decision Gate — KPIs met? Pipeline validated?
Phase 2
3–9 mo
Scale — 3–5 core workflows
Decision Gate — ROI on track? Governance in place?
Phase 3
9–18 mo
Transform — AI agent workflows & org-wide
ROI Projection — Three Scenarios
Use CaseConservativeModerateOptimistic
Document processing8 hrs/mo15 hrs/mo22 hrs/mo
Customer comms5 hrs/mo10 hrs/mo16 hrs/mo
Build Phase
Implementation Blueprint
~14–18 pages Built during implementation
Sprint plan, integration architecture, total-cost tool selection, and a change management plan that ensures adoption, not just deployment.
Integration Architecture
CRM

Existing system

→
AI Layer

New integration

→
Outputs

Email • Reports

Sprint Plan — 1-Week Iterations
WeekMilestoneGate
1–2Pilot selection & data accessSetup
3–6Core workflow build & UATDemo
7–8Training & change managementHandoff
Tool Selection — Total-Cost Analysis
Licensing Implementation Training Maintenance 3-Year Total
Own Phase
AI Capability Playbook
~15–20 pages core + supplements Living document
Role-based guide employees actually use daily, organized by persona, not tool, with tested prompt libraries and an AI Champion network.
Organized by Role, Not Tool
Sales Rep Ops Manager Finance Lead Admin Leadership
What's Inside
  • Workflow DiagramsVisual process maps with decision points & exception handling
  • Prompt LibrariesVersion-controlled, tested templates by department & task
  • Quick-Reference CardsOne-page playsheets: inputs, steps, outputs, common pitfalls
  • AI Champion Network3–5 internal power users driving peer-to-peer adoption
  • KPI TrackingPer-workflow measurement framework with reporting templates
Governance
AI Governance Framework
~16–22 pages Four-function governance model
Rules, responsibilities, and review processes for responsible AI use, with four core governance functions and a ready-to-deploy Acceptable Use Policy.
Four Core Governance Functions
Govern
Map
Measure
Manage
Policy Sections

Acceptable Use

Approved tools, prohibited uses, data handling rules. Standalone appendix

Data Classification

What data can and cannot be used with AI tools, by sensitivity tier

Governance Charter

AI Governance Lead + quarterly review board of 3–4 leaders

Incident Response

Escalation procedures, remediation workflows, communication protocols

Risk Assessment Matrix
Low
Med
High
Likely
Bias drift
Data leak
Compliance
Possible
Model theft
Hallucination
Regulatory
Unlikely
Supply chain
IP exposure
Reputational

Ready to see what these look like for your business?

Every engagement starts with the Assess phase. Your AI Opportunity Brief lands in the first week, yours to keep.

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