Services · 01 · DIAGNOSTIC
Get every operator on the same page about AI.
Most leadership teams haven't disagreed about AI — they've just never sat together long enough to name it. The Workshop is two structured sessions across your operations. Everyone leaves with the same map and the same first move.
Alignment without theatre
Two sessions. Real decisions. Written outputs.
Session one is structured discovery — your stack, your bottlenecks, your data, your customer-facing surfaces. We do the talking with the operators, not the slide-deck.
Session two is the playback — where AI fits, where it doesn't, what the next 90 days look like if you want to do something about it. Every decision lands in a one-page memo your team can act on without us.
What you walk away with
What's inside the Diagnostic.
Every deliverable is concrete, named, and either yours by the end of the engagement or running in your account.
- 01
Stack and workflow inventory
What you run, what it costs, where the work actually flows. The truth, not the org chart.
- 02
AI opportunity map
Three to seven leverage points ranked by impact, complexity, and reversibility. Each one named in operator language.
- 03
Decision memo
A one-pager your team can act on: what to do, what to defer, what to ignore. Written in your voice.
- 04
Vendor and tooling read
Where the off-the-shelf option works, where it doesn't, where a custom build earns the cost.
- 05
First-build recommendation
If a Blueprint or Build is the right next step, you leave knowing which workflow we'd start with and why.
How it ships
Same shape, every engagement.
- Week 0
Pre-read
We send three short questions. You answer. Saves us forty-five minutes at the workshop.
- Session 1
Discovery
Two-hour structured working session with the operators who actually run the work.
- Between
Synthesis
We turn the conversation into the opportunity map. You don't see it until session 2.
- Session 2
Playback
We walk the room through the map. Decisions land in the memo before everyone leaves.
Is this the right fit?
Honest about who this is for.
We say no often enough that this list isn't decoration. Most "not right for" cases are early-funnel, not unsolvable — start with the stage above.
Right for you if
- Your leadership team isn't aligned on what 'doing AI' means
- You've talked to three vendors and gotten three different roadmaps
- You want a useful answer in two weeks, not a six-month consulting engagement
Not right for you if
- You already know exactly what to build (skip to Blueprint or Build)
- You're looking for a single technical opinion (book a call instead)
- You're not ready to make decisions out of the room
Where this fits
Workshop is the entry point. Most teams take what they learn here and either start the Blueprint inside 60 days or knock the first build out themselves with the map.
Get started
The first call is free. The first conversation matters.
You'll talk to Sam directly. We'll map the highest-leverage workflow in your business — no preamble, no slide deck.
Path A
Book a 30-minute discovery call
Pick a time that works. We'll use the 30 minutes to map the highest-leverage workflow in your business.
Path B
Send a message
Prefer async? Describe what you're working on and we'll respond within one business day.