Step 01 · How we work
Diagnose.
Map the P&L to the workflows
Before we build or buy anything, we find out where AI actually creates leverage in your business — and where it would just burn budget. Two to three weeks of structured discovery, ending in a prioritized plan you own whether or not you keep working with us.
What actually happens
Revenue and workflow mapping
We sit with your team and trace how revenue is produced — the channels, the handoffs, the manual steps. Then we quantify what each bottleneck costs you in dollars and hours.
Data and analytics audit
We audit tracking, attribution, CRM hygiene, and reporting. Most AI projects fail on data quality, so we surface those gaps before anything gets deployed.
Channel and competitive analysis
Search, paid, social, and site performance benchmarked against your real competitors — including how visible you are in AI-driven search results.
AI opportunity scoring
Every opportunity gets scored on revenue impact, effort, and risk. Some become automations, some become campaigns, some become custom software — and some we tell you to skip.
Roadmap and business case
You get a sequenced 90-day and 12-month roadmap with expected outcomes, the stack required, and the investment each phase needs.
What you get
Deliverables
Typical timeline: 2–3 weeks. Available as a standalone engagement or credited into your first retainer month.
01
Growth diagnostic report
Findings across acquisition, conversion, retention, and operations — written for decision-makers, not analysts.
02
Data and tracking punch list
Exactly what is broken in your analytics and attribution, and the order to fix it in.
03
Prioritized AI roadmap
Scored opportunities sequenced into phases with owners, effort, and expected return.
04
Competitive visibility benchmark
Where you stand in traditional search, paid channels, and AI-generated answers.
05
Recommended stack
The specific tools, models, and integrations we would use — and what they cost.
06
Executive walkthrough
A live session with your leadership to pressure-test the plan and align on the first move.
Ready when you are
Bring us a business problem. We'll bring the AI.
Month-to-month retainers starting at $3,500. A 30-minute strategy call is free — you'll leave with a working hypothesis even if we never work together.