AI Strategy Session

Get a Clear AI Action Plan for Your Business — in Half a Day

Stop guessing about AI. In one focused session, we’ll assess your business, identify the AI opportunities with the biggest impact, and give you a step-by-step plan to start executing immediately.

$2,500

One-time investment · Half-day intensive

AI Strategy Session for small businesses

What’s Included

Everything You Get in Your Strategy Session

This isn’t a generic AI overview. It’s a focused, hands-on working session where we dig into your specific business and come out with a clear, actionable plan.

What’s Included

  • Pre-session intake questionnaire — We learn about your business before we ever get on a call, so we hit the ground running.
  • 3–4 hour working session — Virtual or in-person. We walk through your operations, workflows, and pain points together.
  • AI Readiness Assessment — A structured evaluation of where your business stands and where AI can create the most value.
  • Top 3–5 AI opportunities identified — Ranked by potential impact and ease of implementation for your specific situation.
  • ROI estimates — Projected time savings, cost reduction, or revenue impact for each recommendation.
  • Written action plan — A document you can hand to your team with specific tools, steps, and timelines.
  • 30-minute follow-up call — Two weeks after the session, we reconnect to answer questions and help you stay on track.

Session Details

Duration Half day (3–4 hours)
Format Virtual or in-person
Deliverable Written action plan
Follow-up 30-min call included
Investment $2,500
who this AI Strategy Session is for

Is This Right for You?

The Strategy Session Is Built For..

  • You’ve heard about AI tools but haven’t implemented any yet
  • You’ve tried a few tools but nothing stuck or delivered real results
  • You want an expert to evaluate your business before making a big investment
  • You need a clear plan — not more noise about what’s possible
  • You run a business doing $500K–$20M in annual revenue

This session is designed for business owners who know AI could help but need an expert to show them exactly where to focus.

How It Works

From Booking to Action Plan in 4 Simple Steps

1

Book Your Session

Pick a date that works. We’ll send you the intake questionnaire to complete before our session.

2

Complete the Intake

Answer questions about your business, tools, workflows, and goals. This lets us prepare so we maximize our time together.

3

Working Session

We spend 3–4 hours digging into your operations, identifying opportunities, and building your action plan together.

4

Execute & Follow Up

You get your written plan within 48 hours. Two weeks later, we reconnect to answer questions and keep you on track.

Questions

Strategy Session FAQ

What if I don’t know anything about AI?

That’s exactly who this is for. You don’t need any AI knowledge. We handle the AI expertise — you just need to know your business, which you already do.

Is this virtual or in-person?

Your choice. Most clients do virtual sessions via Zoom, which works just as well. In-person is available in the Atlanta metro area.

What do I get after the session?

A written action plan delivered within 48 hours. It includes your top AI opportunities, recommended tools, ROI projections, and a step-by-step implementation timeline. Plus a 30-minute follow-up call two weeks later.

What if I want help implementing the recommendations?

Many Strategy Session clients upgrade to our AI Implementation Roadmap for hands-on implementation support. We can discuss that option during or after the session — no pressure.

Can I apply the $2,500 toward a larger engagement?

Yes. If you move forward with an AI Implementation Roadmap within 30 days of your Strategy Session, we’ll credit the full $2,500 toward the Roadmap investment.

Ready to Get Clarity?

Stop Guessing. Get a Plan.

Book your AI Strategy Session and walk away with a clear, actionable roadmap for how AI can help your business save time, capture more leads, and grow faster. 

Questions first? Book a free discovery call — no obligation.