AI Strategy & Readiness Assessment.
An honest audit of your team, stack, and opportunity. You get a phased roadmap. Not a generic "use AI" slide deck.
Most AI adoption starts with the wrong question.
Leaders know they need to adopt AI, but jumping in without a plan wastes money, frustrates teams, and burns trust. The most common failure mode is picking a tool first and reverse-engineering a justification.
"We bought ChatGPT Enterprise, now figure out what to do with it" is not a strategy. Neither is "the CEO read a McKinsey report on the plane."
The right question is: where in our current workflows does an agent add an order of magnitude of speed or quality? Answer that, and the tool choice is obvious. Skip it, and you end up with 12 logins and no throughput.
We audit reality, not aspirations.
- Current workflow audit. We map how work actually moves. Not the org chart version. Interviews, shadowing, and spreadsheet archaeology on the actual throughput of your team.
- Tool stack optimization potential. Every tool in your stack, ranked by AI-augment potential. Some get wired up, some get replaced, some get killed. The decisions are evidence-based.
- Data quality for AI training. Do you have clean enough data to train on? Most teams don't and discover it the hard way. We diagnose this up front.
- Organizational readiness. Change-management risk is the hidden killer. We flag it: who will resist, who will champion, where the political landmines are.
- High-ROI use case identification. A ranked list with impact and effort scored. Top 10 use cases, sequenced into a 90/180/365-day roadmap your team can actually execute.
What you get.
- Tech stack and team capability audit
- Ranked use-case list (impact vs. effort, with named tools per use case)
- Phased roadmap tailored to your goals, budget, and bandwidth. 90, 180, and 365 days
- Optional executive alignment workshop (half-day, facilitated)
- 30 to 40-page document you can circulate internally. Not a deck we keep
The stack we use to run the audit.
Named tools, not vague capabilities. Plus whatever you already run. We inventory and analyze your existing stack as the foundation.
Who this is for.
Marketing leaders, Chief Operating Officers (COOs), and founders at companies doing $1M to $50M in revenue. You want a realistic and high-impact AI plan without committing to an agency retainer before you know what to do.
If you are already deep into execution with a plan you trust, skip this and go straight to the sub-service you need. The assessment is for the "we know we should but where do we start" moment.
Frequently asked questions.
How long does the assessment take?
Three to four weeks end-to-end. Week 1: tool and team interviews. Week 2: use-case mapping and tool audit. Week 3: roadmap draft and internal review. Week 4: final deliverable and executive presentation.
Who do you interview on our side?
Typically: head of marketing, head of marketing ops, 1-2 senior practitioners (SEO lead, content lead, demand gen lead), and the person who owns the budget.
If you have a Chief Technology Officer (CTO) or engineering partner adjacent to marketing, we talk to them too.
Do we have to use you to execute the roadmap?
No. The roadmap is yours. You can execute with internal resources, hand it to a different agency, or hire us for specific phases.
We scope this intentionally so the assessment stands alone. No strings.
What does the roadmap output look like?
A 30-40 page document plus a phased roadmap table. Pages include: current-state audit, ranked use-case list (impact vs. effort), 90/180/365-day phasing, tool recommendations with cost estimates, team capability gaps, and change-management risks.
Not a slide deck. A document your team can act on.
How is this different from a McKinsey AI deck?
McKinsey writes strategy. We write strategy we can execute the next week. Every recommendation is tied to a specific tool, named Skill, or concrete workflow. Not abstractions like "drive AI-led transformation."
And we charge five figures, not seven.
Read the methodology.
The decision framework we apply when scoping AI deployments. Relevant whether you're picking your first use case or your tenth.
// playbook / ai-assistantsCustom GPTs vs Claude Skills: when to ship which
Decision framework, deployment patterns, and cost model. Steal the workflow.
Read the complete methodology →Get an honest AI roadmap in 4 weeks.
Fixed scope, fixed fee. You walk away with a ranked use-case list and a phased roadmap your team can execute. With us, with anyone else, or in-house.