Step 1
Sit down and listen.
We run 2–4 short interviews plus one working session to see how work actually gets done.
AI Readiness / AI Game Plan
Not sure where AI fits in your business? Let’s figure it out.
We sit down with your people, walk through a normal day, find the practical wins, and come back with a clear plan.
- Short list of your best opportunities
- 3–5 quick wins your team can try right away
- Simple, safe-use rules everyone can follow
No hype. No pressure. If it’s not a fit, we’ll tell you.
What this is
A clear, plain-English plan for where AI actually helps.
Time needed
2–3 weeks
Interviews
2–4 people
Readout
60–90 min
Quick wins
3–5 items
This is for you if…AI feels useful, but unclear.
- You’re copying and pasting the same info over and over.
- Your inbox is chaos and requests slip through.
- Reporting takes too long and always feels rushed.
- The same questions get asked again and again.
- You tried AI tools, but they didn’t stick.
How it worksThree simple steps.
Step 2
Map workflows and filter the noise.
We spend a week offsite mapping workflows and filtering opportunities down to what matters.
Step 3
Bring back the AI game plan.
You get a 60–90 minute readout with a clear plan and next steps.
At a glance
- 3–5 quick wins to try right away
- A focused 90-day plan
- Simple rules for safe data use
- What to avoid so you don’t waste time
What you’ll walk away withClear, usable deliverables.
- A ranked list of opportunities that make sense for your business.
- A simple 30/60/90-day plan your team can follow.
- Tool and setup recommendations without vendor pressure.
- Plain-language data and privacy guidelines.
- A rollout and training plan that fits your people.
ExamplesWhere AI usually helps first.
Email and request triage
Route, sort, and draft responses so nothing gets buried.
Meeting notes to action items
Turn notes into clear follow-ups and next steps.
Document handling
Pull key details from forms, PDFs, and intake docs.
Searchable knowledge base
Make internal answers easier to find and repeat.
Reporting drafts
Get first-pass summaries your team can refine quickly.
Consistent responses
Keep replies steady across sales, support, and ops.
DeliverablesWhat’s inside the game plan.
Top AI Opportunities (ranked list)
- Sorted by impact, effort, and risk.
- Clear notes on what’s realistic now vs. later.
30/60/90-Day Plan
- What to do first, next, and last.
- Owners, timelines, and quick wins.
Simple Rules for Safe AI Use
- What data can be used and what should stay private.
- Easy do-and-don’t guidance for staff.
Rollout + Training Plan
- Training steps that fit your team’s schedule.
- Lightweight change support so habits stick.
Optional funding
Funding may be available through the CyberSecure program. It’s time-limited and eligibility isn’t guaranteed. Either way, the outcome and plan stay the same.
Check funding eligibility